Time Portal has been designed to be as consistent as possible. Let’s review some of the conventions used in Time Portal so that you become familiar with them. Afterward you will feel right at home and ready to get started exploring the application.
Each setup page will consist of a data grid and methods to Add, Edit and Delete the data contained within it. Below we will discuss the data grid and how it can help you find, review, and maintain your data. We will also discuss how to Add, Edit and Delete data using the standard methods.
Let’s start out by discussing the data grid. The data grid used in Time Portal has some common functionality used throughout the application. The grid has the ability to sort your data by column(s), search data within the grid, change the amount of data viewable on one page, print, copy, export data, and finally page data.
- To sort your data by a single column, simply click on a column within the table and you will notice that the data will be ordered either ascending or descending. Clicking that same column again will reverse the order of the sorted data.
- To sort your data by multiple columns, click on a column to start a sort. Then hold the Shift key on your keyboard and click another column within the grid. This will sort the data by both columns in the order that you selected them. This can be continued as many times as you have number of columns.
- To search data listed in the grid, locate the search box on the upper right-hand corner of the data grid. This search box will filter data in the data grid as you type characters into it. Any value that is displayed in the data grid can be searched with this search box.
- To print, copy or export your data from the data grid, locate the Copy, Print, CSV buttons on the upper left-hand corner of the data grid. Clicking the Copy button will copy the data from the data grid into your clipboard in a space delimited format. Clicking the Print button will generate a print friendly version of the page with your data. Finally, clicking the CSV button will generate and download a .csv file with the data grid’s data. Note: any sorting/filtering of the data prior to clicking these 3 buttons is respected in the output.
- To change the amount of data viewable on the screen, click on the drop-down located just to the right of the copy buttons. These are located on the upper left-hand side of the data grid. This drop-down provides options for the number of records that can be displayed on a single page of the data grid. To show all records, click on the All option.
- To page through your data in the data grid, you can use the Next or Previous buttons to navigate forward or backward through the pages of data. You can also click on a specific page number to navigated quickly to that page of data. The Previous and Next buttons will be disabled if you are on the first or last pages respectively.
Adding a record
The majority of the pages in Time Portal have a large green button just above the data grid. This button is used to add records to that specific page. To add a record, click the green Add button above the data grid. This will trigger a popup window that provides you a form with the necessary fields for that particular record type. Enter any required fields (required fields are denoted with a red asterisk *), then click the blue Save button at the bottom right-hand corner of the popup window.
If you are keying in a lot of records, you can click on the Create another checkbox at the bottom of the popup window. This will leave the popup window open, clear out the form fields, and reset the cursor to the first field of the form. This allows for a more natural heads down, mouse free data entry method.
Editing a record
To edit a record, click on the Edit button located on the right hand side of the data grid under the Actions column. This will trigger the same popup menu but, it will be in edit mode. It will contain the data of the selected record to edit. Make any changes you require and click on the blue Save button to commit the changes.
The popup menus can be closed without committing changes by clicking on the "X" in the upper right-hand corner or clicking the Close button on the bottom right-hand corner next to the blue Save button.
Deleting a record
To delete a record, click on the red Delete button next to the record in the data grid. This will remove the record from the system. Some records cannot be deleted if they are already used or are related to another record. Some can be deleted by deleting the parent record first, then deleting the child record. For example, If a unit of measure (UOM) is used on a Job record, the UOM record will not be able to be deleted. You would need to first remove the Job record, or change the UOM selected on the Job record first. Then the UOM record could be removed.