Navigation/Graphic Rules

Service Manager User Manual Help Guide

Help guide Navigation

This help guide will enable you to utilise the functionality within Service Manager. This document assumes you are using the help in real time while in the Service Manager Application.

Top tier folders give an overview of the functions and what it enables the user to perform.

Lower tier folders will detail how this functionality is performed within the database.

Bullet points are step by step points that you will be able to follow

Notes: In italic will highlight a piece of information that may be vital to using that particular functionality.

Service Manager User Manual Navigation

Navigating around the Service Manager screens is standard across the system. Below you will find the key functionality and buttons you will need when navigating around Service Manager

Go to previous screens

Selecting the breadcrumb trail in the top left of each screen will allow you to navigate to previous screens. This should be the only way you navigate to previous screen.

Service Manager User Manual Action Buttons

All action buttons are typically located at the bottom right of each page.

	Most screens will open in view only mode until [Edit] is selected.
	Select [Save] to commit to your changes OR Select [Cancel] to disregard your changes
	Some action buttons describe what function they will perform such as [+ pick stock] or [Validate]
	Disabled button: This indicates a step in the process has yet to be completed
	Button is missing: This indicates you do not have access to the functionality

Service Manager User Manual Data Entry Controls

	"In-line typing lookup" will allow the user to enter the first few characters of the data entry and then select from a list that matches the entry
	Date picker will allow the user to select a date
	Address look-up will allow the user to look-up and address. (Additional address look-up software will be required)
	Pick lists will allow the user to enter data from a pre-defined selectable list.

Service Manager User Manual Field Level Validation

A red field indicates the field is mandatory or needs to be populated in the correct format. There is information as to the reason for the validation error

Service Manager User Manual Grid Controls

Results on Display

The number of results displayed can be grid can be reduced and increased

Grid Sorting

All grids within Service Manager User Manual are sortable by selecting the column header. The currently sorted column will have a single down/up arrow to indicate it is the current column sorted column

Hyper-links

A selectable link within the grid will allow the results to be selected

Paging

The results can be paged (I.e. Next Last and by Page number)

Application Filter

The Application Filter will allow for the search grids to be filtered so that an application user operating at a system level can filter their search results and work based on what control centre of region that they are working within. The application filter only applies activity to the Grid Controls. The control allows you to apply a tick (check box) when you just want to see what data and uncheck when you want to see all data in the grid.

Drop down Lists and Scope

The Scope of data can be defined with the application. The scope selector allows you to search data for selection

Selecting the Home icon in the search breadcrumb will reset the filter.
Selecting the trash can against the selected column will de-select the selection
An item displayed as an hyper-link in the search area can be further drilled into to reveal further data items
Hovering over the (i) will reveal the scope of the data being selected
Adding a tick to the check box will select the item of selection
Entering search criteria will further filter the data items for selection when working with large data sets

Troubleshooting

Will appear at the bottom of each page answering FAQ and directing you with a hyper link to areas within the help that will assist you.

To open help while keeping Service Manager open HOLD [ctrl] while clicking the blue hyper link.

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