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Any time an existing item is altered in the data entry form, the User must click the 'Save' button at the bottom of the form in order to make the changes permanent. If a User attempts to exit the form without saving, the User is prompted to either return to the form to save the changes or to proceed without saving.
Likewise, an item can be deleted by clicking the 'Delete' button at the bottom of the data entry form. Whenever the 'Delete' icon is selected, the User is presented with the option to confirm the Delete process or to cancel and return to the data entry form.
Located beside the Save and Delete buttons is the 'Clear' button . Selecting this function clears the data entry form of all information and prepare it to add a new item.
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When Saving data on a data entry form, the application checks to make sure you are not overwriting changes that may have been made since you opened the data entry form. When this data is detected, you are presented with a Data Warning message.
The message gives three options:
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Prev and Next
The 'Prev' button is short-hand for 'Previous'. Clicking this button steps the User on Record on Grid from the current record. This is based on the current sort in the Grid. For example, if the Grid is sorted numerically and the User is on "5" then clicking the Prev button moves the form to the data held on "4". The 'Next' button
steps in the opposite direction. In the previous example, clicking 'Next' would step the open form to the "6".
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The appearance of a 'Search Icon' inside the left margin of a data field or box allows the User to select an input from a list of relevant defaults. By clicking on the icon, the User is presented with a list of possible inputs specific to the nature of the data requested.
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Options Menu
The 'Options' menu button is placed in the upper right corner of every Form that opens in PCR-360.
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The 'Copy to New Form' menu takes all the information from the top part of the form and copy it to a new, blank form that the User can add information to and save. No information in the Tabs on the form carries over to the new form and needs to be populated with fresh data.
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The 'History Report' is a list of all changes that have occurred on a record in PCR-360. The record keeping allows for the tracking of individual changes on a record for audits. To open the click the History Reports button in Options. This opens the History Report for that record. Users can toggle between 'Show Full History' and 'Show Only Recent History' (a three-month time frame). The items are presented in expandable rows.
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This option creates a Bookmarkfor easy navigation. Once created, it appears in the bottom bar with the rest of the Bookmarks.
Get Link
This Option creates a form with a link for the Users to copy. This link can then be sent to other Users and acts as a way to share forms easily. Not every form has a link associated with it. For instance, forms that are purely for data entry or selection does not have a link.
Permission Builders
This Option allows the User to utilize Permission Builders without leaving the current form.
This Option prints the current form. This form opens in a new tab and display the current Grid or Form in a printable format.
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If the User clicks the 'Save Perspective' menu option, they open the 'Perspective' form.
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Additionally, there is a Menu option to 'View Perspectives' that opens the 'View Saved Perspectives' form.
Note: This form can also be opened by clicking on the Perspectives button.]]
Form Layout
The Form Layout menu has several options.
- Save Layout - After adjusting the size of a form, the User can click Save Layout. The form is always that size from then on.
- Restore Defaults - Resets the size of the form to its original size.
- Titlebar Color - Allows the User to change the Color of a form's title bar.
- Default - This is the Default color of the title bars.
- Apply - This button lets the User select a custom color on the title bar. The color is specific to the form being viewed and can help visually distinguish one important form from another.
- Default - This is the Default color of the title bars.
To set the color, first pick a color from the field. The slider on the right of the color picker (see below) can change the primary color while the large field on the left lets the User select the hue.
Once the color desired is chosen, the User can now click the 'Apply' button to change the color of the title bar:
Manage Reports
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The Menu Reports opens the 'Manage Reports Links' form.
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This allows a User to associate a specific Crystal Report with a given form. A complete guide to the creation process for these Reports can be found on Crystal Reports . Any Reports that are associated with a form in this manner shows up in the Reports menu.
Manage Validation
The 'Manage Validation' menu option opens the 'Manage Form Validation' form.
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From this form, an Admin can Add, Edit, or Delete Selected Custom Validation routines for the given record. These Validation routines are very high level and should be reserved to System Administrators or PCR staff. The routines involve PHP programming knowledge and can be toggled on or off. The benefit to these routines is that certain records can be locked down from being changed, edited, or deleted without prior authorization from the SysAdmin.
Wiki
If a given form in the above example 'Service Order' has a Wiki associated with it, a User can navigate to that Wiki using this option. The Wiki page/section opens in a new tab and serves as a quick point of reference for potentially confusing materials.
Reports Menu
The 'Reports' menu button only appears on the form once a Report has been associated with a form.
Reports that have been associated with a form using the Manage Reports menu option.
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