Toolbar

36 views December 2, 2016 jpajaro 0

Toolbar

The Toolbar  is oriented toward the lower-left corner of the application (below Configuration). The bar is actually comprised of three separated modular sections. The icons on the toolbar are shortcuts to frequently-used menu commands. You can hover the cursor over each button to view a tooltip describing the button’s function.

toolbar

 Action Buttons

The Action Buttons perform many of the same actions as the menu items found within the Action tab of the File menu, in an easy-to-reach location:

New – Creates a new entity depending on which application window/grid is active. Click the arrow next to the icon to select an item to create (the options are Work Order, Employee, Customer, Customer Contact and Asset). When clicked, it creates a new entity depending on which window and active grid it is on (e.g., new system user, new document, etc.).

Edit – Opens the detail window for the active (selected) record in the grid.

Duplicate – Duplicates the current row. It opens a window for a new item, but pre-fills fields with the chosen record’s details, to create a duplicate of the current item. You can edit these details and save the changes into a new record.

Print Grid–Sends the active grid to the printer.

Export Grid – Exports the active grid contents to the selected format:

  • Excel (.xls)
  • Adobe Acrobat (.pdf)
  • HTML (.html)
  • Web Archive (.webarchive)
  • Rich Text (.rtf),Text (.txt)

Refresh – Refreshes cached data from the database as well as the current screen.

Show Map – Shows the geographical map.

Reset Layout – Resets all customizations made for windows and the grid layout.

Open Calculator – Opens the calculator (standard Windows application).

Style – Changes the appearance of the program.

About Shows questions and answers about the OFS Pro program.

Send Report – Sends a report to OFS Support requesting a new feature or reporting an error.

Go To a Required Item

Each module item within the application is associated with a short easy-to-remember initialism. Enter these shortcuts into the search box to quickly navigate to any page inside OFS Pro:

required-item

These shortcuts are listed in this manual next to the respective module item on the main topics of each side tab (Front Office, Back Office, and Configuration). They can also be found within the application window as the initials in parentheses after the window name:

shortcut

Ex: Shortcut for Service Types is “SET.ST”

The box can also be used to quickly open a Work Order. Enter the Work Order number in the text box and hit Enter or click the Go button to display the Work Order Details window:

required-item-2

Quick Opening of the Work Order

Change Application Style

Switch out the look and feel of OFS Pro with one click through our variety of options for interface skins. Styles changes the colors, fonts, and even some of the small icons related to each window’s components to represent your preferred personal design.

Choose an “Office 2013” color scheme for a traditional look, or the soft easy-on-the-eyes pastels of “Lilian.”. Styles like “High Contrast” and “Whiteprint” provide a high-contrast look which may be more comfortable to certain users. estive skins like “Pumpkin” and “Valentine” lend a bit of seasonal or holiday joy for any time of the year.

styles

Search for a Required Document

You can search within the documents uploaded to either the Documents module (Back Office->Documents), or to Notes of resources with Notes tabs (Business Units, Assets, Job Types, etc).

search-for-a-required-document

Search Box and Example of Results

Type anything into the Search box that will match to either the file name or the title of the document, press Enter to see a list of results and double-click any result to open the document window.