The Issue Menu set-up form is accessed via System Maintenance / Issue Menu and is used to govern the appearance and content of the Issue Menu used within the Maintenance Control option.
The form utilises Authorisation Types created within the Miscellaneous Option Menu.
It is only necessary to create an Issue Menu once for each company.
The form is split into three areas. These are the Titlebar, the Issue Menu Record Table and the column of Command Buttons at the bottom of the form.
In addition to displaying the form name the Title Bar provides a number of useful buttons.
This form displays a record table (by company) of all the current issue menu records that have been set up. This table is user-defined and may be added to on a regular basis:
Displays the appropriate Company ID e.g. 73
Displays one of the authorisation types already created within the Miscellaneous Options Menu e.g. SER
The shortname for the authorisation type e.g. SERVICE
This is a Y/Noption. If Y(es) is selected then the system prompts for supplementary text whenever this item is selected from the issue mini menu.
Determines if the system prompts for entry of a value when this item is selected from the issue mini menu.
Determines if the system prompts for entry of extra text on an approval note when this item is selected from the issue mini menu.
The list displays up to a maximum of twenty five issue menu records at any one time. To view the remaining records the Scroll Bar immediately to the right of the second column can be operated in a number of ways:
A number of command buttons are available. Some buttons are context sensitive and are greyed-out and only become available dependent upon the particular process that is being accessed. The full list of command buttons is as follows:
Exits the Issue Menu Records form and returns to the System Maintenance Menu.
Provides online access to a context sensitive Help form.
Selection of this button displays a further form that provides an Ad-hoc Report Generator for the creation of quick query reports to form. An enquiry is formulated by completing a simple set of verbs and field names. A saved formulated query can be retrieved for future use.
Displays all records. Each field for the record is displayed in the appropriate row with the code displayed in the left-hand column and the field data in the right hand column(s). Selection of this command button makes available several alternative command buttons not available within Column mode:
- Refresh
Redisplays the records on the form with any new modifications.
- Autorefresh
A checkbox that, when ticked, automatically redisplays all records on the form after an amendment.
- Fields
The purpose of this command button is to allow the display of a user-defined selection of fields for every record. This is intended to reduce data entry errors. It is not really applicable to this form.
- Column
Displays one record at a time. Within this option, records may be created, amended or deleted.
Whilst within Grid mode, the record table may be edited with a single-right-click of the mouse in either of the columns which then displays a small menu box with the following options:
- Edit Row
Allows the current issue menu description to be edited. Alternatively, single-left-click into the row, enter the appropriate data and use the Tab key to move to the next column.
- Insert Row
Inserts a blank row above the selected record so that a new issue menu code /description may be added.
- Delete Row
Deletes the selected issue menu code record.
- Copy
Enables the issue menu code description for one record to be copied to other records to speed data entry.
- Filter
Presents a Selection Criteria Box which enables selection of only those records meeting the selection criteria. The following mutually exclusive selection criteria option buttons/fields are available:
- Equals
Searches the Company Identifier column for a description matching that entered in the data entry box at the bottom of the form. Any records equaling the criteria are displayed.
- Not Equal
Searches the Company Identifier column for a description matching that entered in the data entry box at the bottom of the form. Any records equaling the criteria are not displayed.
- Greater Than
Searches the Company Identifier column for any records with a text character string which is alphabetically higher than the character(s) entered in the data entry box at the bottom of the form. Any records greater than the criteria are displayed.
- Less Than
Searches the Company Identifier column for any records with a text character string which is alphabetically lower than the character(s) entered in the data entry box at the bottom of the form. Any records less than the criteria are displayed.
- Contains
Searches the Company Identifier column for any records with a text character string containing the character(s) entered in the data entry box at the bottom of the form. Any records meeting the criteria are displayed.
- Range
Searches the Company Identifier column for any records with a text character string which is alphabetically equal to or between the character(s) entered in the two data entry box at the bottom of the form. Any records meeting the criteria are displayed.
- No Filter
No filter is applied to the record search. The Reset command button also activates the "No Filter" option.
Sorts the records by the chosen keypath. Upon selection, a Keypath List Box is displayed from which the appropriate keypath (if there is more than one) is selected.
A checkbox that, when ticked, sorts the records in descending order.
Restricts a Sort by allowing entry of a text string from which to start.
Restricts a Sort by allowing entry of a text string at which to finish.
Enables the creation of an additional Issue Menu record.
Deletes the currently selected Issue Menu record.
On first accessing the Issue Menu form this command button is greyed-out. Following selection of the Amend button the Cancel option then becomes available to enable any edits to be cancelled.
Saves the current record.
Displays the next Issue Menu record.
Displays the previous Issue Menu record.