Data Collection Manager

The Data Manager Screen is the heart of the ePowerForms system. 

It is where users manage the forms and data that has been collected and stored in the selected database.

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

• Selecting Jobs to work with
• Grouping and Sorting Form Data
• Selecting specific forms for inclusion in Reports
• Add, Edit, or Delete Forms
• Import specific data from other Jobs - OR from other databases
• Copy Forms from one Job to another

Scroll down to learn more about the Data Collection Manager

Navigating the Data Manager Screen

Jobs  - The left side of the screen contains information about each of the jobs that have been created within the currently selected database.  As each Job is selected, all corrosponding Data Collection Forms are listed in the forms area.  In addition, the Job details are displyed in the bottom-left section of the screen.  Users can open the Jobs Data screen directly into the selected job by 'Double-Clicking' the mouse.

 

Forms - The right side of the screen contains information about each of the completed forms within your selected job.  From this area users can organize and select forms for editing, reporting, copying, pasting, and deleting.  See 'Organizing and Selecting the Forms Data' below for details on organizing and selecting the forms.

 

Context Menu - All menu items and features are quickly accessable by using the 'Right-Click' mouse button.

 

Organizing and Selecting the Forms Data - Organizing the Forms Data to your specific needs is simple, yet very powerful.  Users can Group and Sort the forms in nearly any way imaginable.  Users can also easily select individual forms, multiple forms, or all forms for editing, reporting, copying, pasting, or deleteing.

• To group forms - Drag any column header into the Grouping Area.  Users can group by as many columns as desired, creating a powerful hierarchy structure.  Once the forms have been grouped, users can click the 'Expand' or 'Collapse' icons to show and hide groupings.
• To sort froms - Click on any column header.  To sort in the oposite order, click the column header a second time.
• To select all forms, click the 'Select All' icon, or choose 'Select All' from the Menu.
• To select an individual form, simply click on the form data.
• To select multiple forms, press and hold the 'CTRL' key while clicking on each form you want selected.  Users can also press and hold the 'Shift' key to select consecutive records.

Features and Menu Items (follow the links below to learn about each feature)

• Print Preview
• Edit
• Add New
• Copy
• Paste
• Import
• Select All
• Expand All
• Collapse All
• Print this Grid
• Delete

Print Preview - Opens the Print Preview Screen which presents all of the currently selected forms in the same hierarchy structure as the Data Manager's Form Grid.  From the Print Preview Screen forms can be viewed, printed, and/or saved to a PDF file.  In addition, forms can be further arranged, through drag-and-drop, to meet user's exact sorting needs.  Click Here for details about the Print Preview Screen.

Edit - Opens the Data Collection Screen to the currently selected form type.  If more than one form was selected, the the Data Collection Screen will allow navigation through each of the selected forms.  If more than one form type is selected, the last selected form will be chosen for the Data Collection Screen.  Click Here for details about the Data Collection Screen.

Add New - Opens the Form Selection screen, allowing users to select a form type to use for data collection.  Once a form type is selected, the Data Collection screen will open to the selected form type.  Click Here for details about the Data Collection Screen.

Copy - Copies all selected forms to the ePowerForms clipboard.  Copied forms can then be pasted into other Data Collection Jobs.

Paste - Pastes all forms that exist within the ePowerForms clipboard into the currently selected Data Collection Job.  The data in the pasted forms is automatically updated to reflect the current Job's details.  (Note: Pasting into the same job that the forms were copied from is not allowed.)

Import - Opens the Forms Import Screen which allows users to select forms from external Jobs and Databases, and import them into the currently selected Job.  The data in the imported forms is automatically updated to reflect the current Job's details.  Click Here for details about the Forms Import Screen.

Select All - Selects all forms in the forms grid

Expand All - Expands all grouping nodes, making all forms visible within each node.

Collapse All - Collapses all grouping nodes, making all forms and sub-groups not visible.

Print this Grid - Prints the Forms Grid

Delete - After if the user has confirmed this action, deletes all currently selected forms.   (Note: Data is not actually deleted, but is hidden from view.  To recover deleted records, use the Rocover Deleted Records tool.  Click Here for more information.)