WORKING WITH DATA

Sorting Records

You can sort records on any screen by any field: Click on the field, and select Sort A-Z or Sort Z-A from the Menu Bar (OR right-click on the field and select Sort A-Z or Sort Z-A from the pop-up menu).

After sorting records, your sort order will be saved for the next time you return to that screen (open database version only; this feature is not available in the standard version).

Finding Records

You can find (and replace) data from any field on any screen. Click on the field, and select Find from the Menu Bar (OR right-click on the field and select Find from the pop-up menu).

Undoing Changes

To undo a change, right-click and select Saved Record, or select Undo from the Menu Bar.

Deleting Records

Records can be deleted from most screens. If there is a blank square to the left of the record, it can be deleted. Right-click on the square and select Cut. You will be asked to confirm the deletion. Once you delete a record, you can paste it back in, but you will lose all of the connections to other data, such as completed trainings.

If you wish to undelete a deleted record, right-click to the left of a blank record and select Paste. If you delete an employee record, you will have to re-enter any completed training data.

To delete sets of records, from the Main Menu, Setup/Help tab, select Delete Records. Select one of the options, and click Delete.

The advantage to deleting records this way instead of directly from the data screens is that all of the related records are also deleted. You may also clear out related records that are no longer associated with an employee by selecting Database Cleanup from the Main Menu, Setup/Help tab.

Jumping to Related Records

Double-click on the name of a training to jump to that training record. Double-click on the name of an employee to jump to that employee record. Double-click on a job title or department to open the job title or department screen.

Record Navigation

To scroll through records, use the navigation bar at the bottom of the screen.

Add a Record

To add a new record, click on the New button (above).

Database Maintenance

To maintain your database, periodically select Compact and Repair from the menu bar. This will remove extra space within the database and fix problems. In addition, you should regularly back up the database. We recommend that you use your network backup system, and you may also create a backup by selecting Backup Database from the menu bar.