Data Collection Screen

 

The Data Collection Screen is where users Add, Edit, and Store data for specific forms.

From the Data Collection Screen, users can accomplish many tasks including:

Scroll down to learn more about the Data Collection Screen

 

Starting a new Form

     To start a new Data Collection Form, simply click on 'New' icon, or select 'New' from the File Menu.

     HINT: To start a new form that contains information from the current form, click the 'Copy' icon first.  Then when the new form loads, click the 'Paste' icon.

Navigatng the Form

     Navigating the form is easy - Simply click on any field on the form.

     To move to the next field, press your 'Tab' key.  To navigate backwords, press the 'Shift' and 'Tab' keys together.

     When 'Tabbing' through the form, the form will automatically scroll fields into view.  You can also use the scrollbar at the right side of the form to scroll portions of the form into view.

       HINT: To paste data from the previous field into the next field, press the F2 key!

Saving Data

     Data is automatically saved whenever you start a new form or navigate to another set of data.

     To manually save your data, simply click the 'Save' icon, or choose 'Save' from the File Menu.

Selecting Data to Edit

     To review or edit previously saved forms, click the 'Select' icon, or choose 'Select' from the File Menu.

     This will open the 'Select Screen' where users can choose from previously save data.

     For details about the 'Select Screen', Click Here

Copy and Paste

     Copy data from the current form by clicking the 'Copy' icon, or selecting 'Copy' from the Edit Menu.

     Paste previously copied data onto the current form by clicking the 'Paste' icon, or by selecting 'Paste' from the Edit Menu.

Undo Changes

     To undo all changes since your last save, click the 'Undo' icon, or select 'Undo' from the Edit Menu.

Lookup and Paste Data from Other Databases

     To copy and paste data from previously saved forms - even forms located in other databases, click 'Lookup' from the File Menu.

     This will open the 'Lookup Screen' where users can choose from previously save data and can select other databases to search.

     For details about the 'Lookup Screen', Click Here

 

Menus: (follow the links below to learn about each menu item)

 


File

New  -- Starts a new form for data collection

Select  -- Opens the 'Select Screen' where users can choose from previously save data.  For details about the 'Select Screen', Click Here

Lookup  -- Open the 'Lookup Screen' where users can choose from previously save data and can select other databases to search.  For details about the 'Lookup Screen', Click Here

Save  -- Saves all selected form's data into the currently selected database

Print  -- Opens the Print Preview screen where the selected form can be printed or saved to a PDF File.  Click Here for information about Print Preview Screen

Exit  -- Exits the DataCollection Screen

Edit

Copy   --  Copies all data from the current Data Collection Form

Paste  -- Pastes previously copied data onto the current Data Collection Form.  Pasted data adheres to the settings in the Options Menu.

Delete  -- Deletes the data from the current Data Collection Form

Undo  -- Returns the current Data Collection Form's data to the last saved state.

Options

Persist job data onto new forms  -- When selected, Job Related Data from the last saved form will be automatically entered onto new forms.

Do not include job data when pasting -- When selected, Job Related Data will not be included when pasting copied data

Limit pasted data to device information only -- When selected, ONLY data related to a device's information will be pasted

Show Procedures Form -- Opens the Procedures Sceen.  Click Here for information about the Procedures Form

Window

Full Screen  -- Expands the Data Collection Screen to the full size of the user's screen

Normal -- Returns the Data Collection Screen to normal size