Data Management Page

Filter Panel (optional and may contain a number of different filters).

Select the Hide Filters button to collapse the Filters panel.

Select the Hide Filters button to expand the Filters panel.

Enter a valid date or use the calendar drop down to display the calendar to select required date.

Select the Submit button to refresh the data for the selected filter values. Will need to be used to reflect any changes to the filter values.

Toolbar

Use the Quick Find field to locate required records whilst you type. Refer to the Quick Find section for more information on how to quickly locate records.

Use the Add New button to create a blank record at the top of the grid. Refer to the Add Data Management Records section for more information on how to add records.

Use the Cancel button to cancel any additions and editing of records.

Use the Save button to save any changes, including newly created records.

Note: The Save button must be selected to save changes.

Use the Refresh button to refresh the data with any changes made to the data using the existing filters.

Note: The Save button must be selected to save changes prior to selecting the Refresh button.

Use the Export button to export the current result in the data grid to one of the selected outputs. Refer to the Exporting section for more information on available exporting formats.

Select the drop down arrow to see a list of toolbar options that are currently not visible. This occurs when the width of the grid is reduced.

Grouped By

Place column headers here to group the records by the column values. Refer to the Grouping section for more information on how to group records by a column.

The Status and Period Code column headers have been moved to group by Period Code within Status.

Displays a sub total for each grouping.

Headers

A tooltip containing a description for the field will be displayed when you hover over a column header.

Note: This tooltip can be used to provide meaningful information on the fields.

Columns can be moved by dragging the column header to another spot in the headers row.

To Filter data select the Filter icon to the right of the column you wish to filter on, to display the Filter options. Refer to the Filtering section for more information on how to filter records.

Click on the header to sort in alphabetic order. Refer to the Sorting section for more information on how to sort records.

Mandatory fields require a value to be entered and are identified by their column headers with a bold font. In the example to the left the Active field is mandatory whilst the Fleet field is optional.

Right Click Menu

Use the Mark For Delete option to select the Del? check box for rows with selected cells by right clicking and selecting the option. Refer to the Delete Data Management Records section for more information on how to delete records.

Use the Duplicate Row option to duplicate rows for selected cells by selecting a range of cell, right clicking and selecting the option. The duplicated rows will be placed below the row that was right clicked on. Refer to the Add Data Management Records section for more information on how to duplicate records.

Use the Copy option to copy the contents of selected cells within a single row by right clicking on a cell within the row and selecting the option. The copied values will then be available to paste into the same cells of other rows where any cells have been selected. Alternatively, Ctrl-C can be used to copy from selected cells.

Note: This option is only available when cells from a single row have been selected.

Use the Paste option to copy values from the clipboard and paste to the same cells (fields) in the rows of any selected cells by right clicking and selecting the option. Alternatively, Ctrl-V can be used to paste to selected cells.

Note: This option will only be enabled when values have been copied.

The Right Click context option displays the fields available for the selected data management query that may be changed.

For the Equipment States data management query the Date, Shift Code, Equipment Code, Status & Reason are some of the fields that may be changed using the Right Click menu option to select the field that you would like to change.

Note: It is possible to apply the change value of a field to several selected rows.

Status bar

A count of the total number of records extracted for the selected filter values.

A count of the number of records being displayed after column filtering has been applied.

Time taken to extract the results.

Displays the sum, count, average, minimum and maximum values for any highlighted numeric fields.

Deletions

The Del? check box is used to mark records to be deleted when the Save button is selected. The Right Click > Mark For Delete option can be used to mark multiple records to be deleted. Refer to the Delete Data Management Records topic for more information on how to delete records.

Keyboard Keys

Select the Tab key to move from field to field across the grid and to the next record.

Press the Esc key once to cancel the editing of a field.

Press the Esc key twice to cancel the adding of a new record.

Fields

Whilst typing a value into a field, a lookup of existing values will be filtered down, allowing you to select one of the values as an alternative to typing the full value, or you can press the Tab key to automatically select the 1st value from the lookup as you move to the next field.

Note: This only occurs on text fields.

Non highlighted fields are read only and cannot be adjusted.

Only fields highlighted with a yellow background can be adjusted.

Field validation will occur when you move away from the field. Refer to the Data Management Validation topic for more validation information.