Moving Around the System

The topic provides you with help on how to perform general tasks in the System.

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Multiple Record Selections in a List

To select more than one record from a list of records:

1. Hold down the Ctrl key.

2. Highlight the different records.

OR simply drag your cursor on the row headers to select a row of records.

 

 

 

Sort a Column's Data Order

To sort the order of data in a column:

1. Click on the column header. Note that an arrow will now appear on the header.

2. Toggle between the sort orders. The arrow in the column header shows the sort order. An arrow pointing upwards indicates an ascending order while an arrow pointing downwards indicates a descending order.

Ascending Order:

 

Descending Order:

 

Note: On all screens in the Payroll and Crewing module, the default number of records shown in the records listing on a screen is set at ‘50’.

 

 

Use Search Filters in a Column

Looking for a record in a record list and lookup screens can be time-consuming. Instead, you can make it a practice to use filters for your search, which saves you a lot of time and effort.

To utilize search filters in a column:

1. Click the filter icon in the filter field and select an your filter option.

 

2. Enter your search criteria in the filter field. In the following example, we are searching for Status codes that equal to 'Hired'.

 

3. Press Enter on your keyboard. The result will then be displayed in the record list based on your defined filters.

 

 

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