Summary screen allow users to access saved records. All modules have at least one summary screens. When entering a specific module you will notice that the summary screen will always appear in the central workspace of the screen. All summary screens can be Sorted and Filtered. The following are some basic functions you can perform with a summary screen.
View the Summary Screen
If the summary screen is not displaying, simply select the summary link from the vertical menu. The summary screen will appear in the central work space. At the top of each summary screen a message will display informing the user of the number of records retrieved in the summary screen.
Sort the Summary Screen
Sorting the summary screen organizes the summary screen in a particular order. A user can sort and/or filter by any of the columns of the summary screen. To sort the summary, select a specific column heading from the Sort Order drop down and click the Filter/Sort button. Your sort will be retained, even if you logout of the system, until you perform a new filter or sort. To remove a sort or filter, click the Reset button.
Filter the Summary Screen
Filtering the summary screen limits the summary to those records that meet the filter criteria. The summary screen can be filter by one or all of the columns in the summary. To filter the summary, for each the column you wish to filter by, select the filter criteria for the specific column. If the column has a text box enter the first few letters of your search criteria. Once you have identified your filter criteria select the Filter/Sort button. Your filter will be retained, even if you logout of the system, until you perform a new filter or sort. To remove a sort or filter, click the Reset button.
Reset
The Reset button removes all sort and filter criteria identified for the summary screen. The Reset button will return the summary screen to its default. Typically the default is all records for the current month and year.
Records Returned
Records returned is the number of records that meet your sort and filter criteria. The number of records returned is displayed on every summary screen below the Filter/Sort button.
Paging
If a large amount of records are included in the summary screen, the user can page through the summary by selecting the desired page s/he wishes to view. In system functions, under user preferences, the user can set the number of records they would like to view per page. The default is 20 records.