Using List forms

Each of the modules has one or more list forms. The main list in each module is directly available via a link from the Main Screen. Those lists and others are also available from the Modules menu.

The lists are intended to display a summary of all relevant records. The default list of records displayed may be filtered by settings that the administrator has made e.g. records displayed between certain dates. The list may be further filtered by user selection.

The lists are not edited directly. They have New and Edit buttons that open new and existing records in data entry forms.

The Paging Tool

At the bottom of each main list is a Paging Tool. This indicates the number of the current page displayed and the total number of pages e.g. Page 1 of 7. It has left and right arrow buttons with which to navigate to the next or previous page, and a 'Go to page' option. To use that function, type a number in the field, and click the button.

Filtering lists

All of the main list forms have filters. These enable you to reduce the records displayed down to just those you are currently interested in.

To use the filter facility, make your selections from the filter options, and click Search button. Click Reset button to restore the default filters.

Certain filters may be pre-set on the basis of business unit or location. See People Settings filter for more information.

Sorting lists

All lists have a default sort order. The display may be changed at any time to suit your need. Simply click on the header of the column that you wish to base your sort on. The first click on a column header will result in an ascending sort. The next click will change it to a descending sort. Any changes you make to a sort order will affect only the data displayed to you. It will not affect other users or reports - which will remain based on the default sort order.

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Contents | General - Using Qudos 3