
500-9041 v4.1
Welcome Report Control Admin Sys Config
Tech-Ref
293
The Toolbar
About the Toolbar
The toolbar provides quick-access to a number
of common tasks.
To select an item on the toolbar, simply use
your mouse to 'click' the desired item.
- Login / Logout:
Allows an operator to access
their assigned tasks/features of this software,
and to block unauthorized access to those
features when they are finished.
- Grid / Form:
Allows switching between showing
either the settings for one item at a time (forms
view), or a list of defined items with their
associated settings in a table-format (grid view).
Tip:
You will likely use 'Forms' view most of the time.
It is best suited for entering or viewing settings for
items. Grid view is used less often, but is useful for
viewing and sorting lists (such as users).
- Filter:
Allows hiding or showing 'yet to be
defined' items (templates) used when setting up
new items (as an alternative to selecting
Add
New
).
- Refresh / Cancel:
In general, this 'cancels'
unsaved changes in the present screen, and
reverts to the previous settings. In the 'grid'
view, this also removes column 'filtering' to list
all items.
- Save:
Allows saving settings for an item while
you are still working in the 'form' for that item.
(When you exit from a form by selecting any
other item on the desktop, your settings are
saved automatically.)
- Tree:
This shows or hides the 'tree' portion of
the desktop (a structured outline of tasks/items).
This is the same as clicking
[Tree]
on the
toolbar.
-Events:
This shows or hides the event-
monitoring window. This is the same as clicking
[Events]
on the toolbar.
- MyTools:
This shows or hides the 'MyTools' bar
(a customizable list of tasks/items). This is the
same as clicking
[MyTools]
on the toolbar.
For details on customizing the MyTools bar (for when
each specific operator is logged in), refer to
"Customizing the MyTools Bar".
- Reset:
This restores the 'desktop' to your last
saved layout.
Tip:
"Desktop Settings" from the
View
menu provides
additional selections to save your present desktop
settings (
Save
), or to revert to the original factory
layout (
Default
).
-Help:
Opens the on-line help at the topic
pertaining to your present screen or item
selection. This is the same as pressing
F1
on
your keyboard.
(Main Toolbar)
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