New Records Input Form Functionality and Templates

Records Input Forms

New Records input forms can be opened by clicking the "Create New Record" button, or by clicking anywhere within the white space within the Records tab calendar window.

Hovering over the "Profiles" input field (circled in red) displays all fields selected in a small white pop-up.
The "Area" and "Total Cost" output fields are system calculated values, that will update upon save.
Clicking the Show Map button opens a map screen displaying all selected fields.
Input any desired comments into the "Comments" input field.

Details Tab Actions/Functionality

Click the "Select Record Type" input field and select a record type by clicking it. The system updates and opens the "Details" entry form for the record type selected. See image on right. Please Note: Details form input fields vary between record types, however functionality is the same. Pictured example is for a Fertilizer Record type.

Clicking the green + button where it appears (within Records tab) causes a new input line to display.
Clicking the red X button wherever it appears (within Records tab) deletes the input line.
Clicking the information icon brings up database information for the product.
Clicking the calendar icon where it appears causes a calendar input form to open where a date may be selected by clicking on it within the calendar.
Clicking Choose File where it appears within the Records tab opens a windows directory window for the computer being used. Navigate to the file to be uploaded, select it, then click "Open".
Clicking the plus and minus buttons that appear on the bottom of records Details tabs causes the records input forms to add or subtract additional instances of Records detail tabs.

Please Note: Uploaded files are for reference and record keeping purposes.

Uploaded reference files appear as light blue links named according to the file name and format, within the Records form Details tab. Clicking the light gray X to delete the file.

Clicking "Lock Event" check box and saving causes the record event to "Lock" and only allows the locking user to edit it.
Create Work Order from Recommendation: This option, (available for Scouting work orders with stored recommendations) will open the "Add Job Wizard" for immediate creation of a work order upon save within Records tab event.

Open and Finalized Record Statuses Explained

Open: All new record events are considered "Open" events until they have been given the "Finalized" status. by clicking the "Save/Finalize" button. Records may be filtered by status on Records tab reports, as well as the calendar view, and are marked with a yellow circular indicator within the Records calendar.
Finalized : Records are given Finalized status by clicking the "Save/Finalize" button. Records may be filtered by status on Records tab reports, and are marked with a green circular indicator within the Records calendar.

Records "Details" Templates

Saving New Records Templates

After a Records tab event form has the Details sub-tab complete, those details, and profiles may be saved as a template for use in future events. Follow the steps and help tips below.

Fill in profiles and Details tab with all desired information.
Click the Save Template button located at the bottom of the input form window.
The system opens "Save Template" naming window (see image on right), input a name for the template and click "Save".

Using Templates

After opening a new records form, click the Load Template button at the bottom of the entry form.
The system opens "Load From Template" window (see image on right). Use "Template list" drop-down menu to select a template.
Click Load

Deleting Templates

After opening a new records form, click the Load Template button at the bottom of the entry form.
The system opens "Load From Template" window (see image on upper right). Use "Template list" drop-down menu to select a template.
Click Delete

Records Assets/Personnel Tab Functionality

Clicking the green + button where it appears (within Records tab) causes a new input line to appear
Clicking the red X button wherever it appears (within Records tab)deletes the input line it appears before.
Clicking the Copy button causes the system to add an new entry line with inputs copied.
Clicking the Select button in the Assets/Personnel tab opens a profile selection window where profiles may be expanded and assets/pesonnel set up in the Assets tab may be selected.

Assigning Assets or Personnel

Click the Select button.
The system opens either "Associated Assets" or "Associated Personnel" selection window.
Expand the profile tree to the asset or person desired, then click the check box for that entry.
Click the Select button at the bottom of the selection window.

Records Summary

Once Records have been completed and saved, the Summary tab of a records event lists the full details associated with the event record. See image below.

Records Reports

On the bottom of a completed Records event form, clicking the Print button opens "Report" option window. See image on right.

Making no selections and clicking the "Create" button in the window pictured above causes the individual event summary report to be delivered live, in a separate browser window.
Clicking the Email Report check box, and clicking "Create" causes the individual event summary to be delivered to the username email address of the person currently logged in.