Entering records at the main areas
New records may be added at the person and enrollment areas, and the Material area. Click the Add New toolbar icon to display an intake page, also known as a data form, for that area. Required fields are indicated with a red asterisk and must be entered prior to saving a record.
Each intake page has four buttons at the bottom:
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Save |
saves the record and returns to the grid
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Save and New |
saves the record and returns to a blank intake page
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Save and Go |
saves the records and goes to the selected tab in the detail record
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Cancel |
cancels the intake and returns to the grid
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At the cancel window:
•You may press enter, or click Yes to return to the grid.
•You may press Tab, then Enter, or click No to terminate the cancel operation.
Common keystrokes when entering data on the intake pages:
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Tab |
Moves to the next field
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Shift, Tab |
Moves to the previous field
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Up and down arrows |
Move up or down in a choice list
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Spacebar |
Makes selection in option button or checkbox
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Tab, Enter after the last field on the intake page |
Focus on the Saves and Return button. Save the record and returns to grid
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Tab, Tab, Spacebar, after the last field on the intake page
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Focus on the Save and New button. Saves record and returns to a blank intake page |
Why do I have to press tab so many times?
By default, tab takes you to the next field on the form. In order to get to the field or button you want, you have to press the tab key to get to the field.