The Training Manager window is divided into 4 main areas: the Menu Bar, the Navigation Tabs, The List View, and the Navigation Folders.
The Menu Bar
The menu bar contains the File, View, Tools, and Help menu items.
More information on each of these menu items is available by going to the Reference section here.
The Navigation Tabs
The Navigation tabs allow you to easily switch between the Course Catalog, Class Sessions, Personnel, Assignments, and Reports sections.
More information on each of these tabs is available by going to the Reference section here.
The List Views
The list views display the data in a spreadsheet-like view of rows and columns.
|•||The toolbar just above the list view contains buttons to add/edit/delete records in the list view.|
|•||Records can also be opened by double-clicking on a row or right-clicking on a row and selecting the Edit menu item.|
|•||Sort the data by any of the columns in the list view by clicking on the header for that column. Click again to reverse the sort order.|
|•||Change the order of the columns in the list view by clicking down on a column header and dragging it while holding the mouse button down. Then release the mouse button to drop it in a new location.|
|•||Filter the data using the filter links in the upper right (eg. Active/Inactive/All), or by entering a few characters in the Quick Search box.|
|•||Right-click on the list view and select Show Columns to select which columns are displayed in the list view.|
Column Selection Form
Used to select columns to display in the list view.
The Navigation Folders
The Course Catalog list view and the Personnel list view both contain navigation folders on the left side of the screen. These folders allow you to organize the data into groups and quickly filter the list by clicking on a folder. You may create new folders by right-clicking on the navigation folder area and selecting the "New" option from the menu. Or, rename an existing folder by right-clicking on the folder and selecting the "Edit" menu option.
The date fields on the data entry forms contain a calendar field to ensure that the date gets entered into the database in the correct format. This field has several features:
|•||To update the entry using the keyboard:|
|o||Use the left and right arrows on the keyboard to move back and forth within the field.|
|o||Use the up and down arrows on the keyboard to change the values, or type the values in using the number keys on the keyboard.|
|o||Use the tab key to exit the date field, moving the cursor to the next field on the form.|
|•||To update the entry using the mouse:|
|o||Click the down arrow at the right of the field to drop down the calendar and select a new date.|
|o||Click the left and right buttons to change the month.|
|o||Click the name of the month displayed at the top of the calendar pop-up to select a different month.|
|o||Click the year displayed at the top of the calendar pop-up to select a different year.|
|o||Click the "Today" area near the bottom of the calendar to set the date to Today's date.||
Date Field (with pop up calendar)
Attachment fields allow you to add multiple attachments to a record. The file attachments may be of any type, and they will be stored in the database.
|•||Drag and drop files onto the empty space in an Attachment field to add them to the record.|
|•||Or you may click the Attachment icon in the toolbar to select a file to add.|
|•||Double-click a file in the attachment field to open it.|