PREFACE
About this Manual
Introduction
The ISRP 8.1 Interface
Action Conventions
Mouse Actions
Selecting Ribbon Options
Clicking Buttons
Choosing a Setting
Formatting Conventions
Cautions and Notes
Keystrokes
Keyboard Keys
Form/Screen Items
Date and Time Conventions
Technical Support
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Introduction
Your IntelliTrack ISRP workstation documentation contains comprehensive instructions on how to use the application. Action conventions are used to explain screen actions and formatting conventions are used to consistently display forms, on-screen items, special notes, and warnings.
The ISRP 8.1 Interface
ISRP 8.1 uses the Microsoft Access 2007 or 2010 runtime (*for Microsoft
Access 2010, 32-bit version only).
ISRP contains a ribbon with a Tab structure. Use the ribbon to reach the application areas.
For example, click the Manage tab in the ribbon to view the Manage options.
If you don’t want the full ribbon always displayed, you are able to minimize it by clicking the Customize Quick Access Toolbar button to the right of the Office button. When you minimize the ribbon, it only appears when you select a Tab.
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The Dashboard is the default window.
Work Area of Screen: Default Dashboard Tabbed Window
To open an application form, click on the ribbon option. It will appear in the Work Area of the screen as a tabbed window.
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To move between the tabbed areas, click between them. When you want to close a tabbed window, click on it to bring it to the front and click the
Close button found in the bottom right corner of the tabbed window.
Action Conventions
This documentation uses action conventions to explain screen actions such as using the computer mouse, selecting ribbon tabs and options, clicking buttons, choosing settings and options, responding to Query and Dialog box prompts, and using the keyboard.
Mouse
Actions
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Use the computer mouse to open and close the application and to select options, buttons, and menu items. Mouse actions that are used in this documentation include:
Click: Clicking is used to select specific buttons on various forms and tables. When instructed to click in this manual: press, then immediately release the left mouse button without moving the mouse.
Double-click: Double-clicking is used to initiate (or open) an application. When instructed to double-click in this manual: click the left mouse and hold the right mouse button without moving the mouse.
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Selecting
Ribbon
Options
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Right-click: Right-clicking is used to open specific right-click menu options. When instructed to right-click in this manual: press and hold the right mouse button without moving the mouse.
Select: Selecting refers to clicking and releasing the left mouse button to choose an item or items from a drop-down list.
You are often instructed to select an option in the ribbon. For example, when you are instructed to: select Manage > Inventory > Location Data from the ribbon:
1.
Click on the Manage tab in the ribbon; the Manage options appear in the Manage ribbon.
Security, Picking, Receiving, and Inventory Options that appear in the
Manage Tab Ribbon.
2.
From the Manage options, click the arrow to scroll through the ribbon selections:
Scroll Arrow
Additional options from the Manage tab selections appear:
3.
Forms are opened by selecting a ribbon option. For example, to open the Location Data form, select Location Data from the Inventory options in the Manage Command Tab.
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Clicking
Buttons
You are often instructed to click a button along the bottom of the form to process a transaction:
“Transaction” Buttons
For example in the Locations form, click the Close button to save the location data and close the form.
Choosing a
Setting
Many forms contain check boxes and/or radio buttons next to selection options: xxiv
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Check
Box
Selections
Check Box Selection
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Radio
Button
Selections
Radio Button: To select an option, click the button or the adjacent text.
Check Box: To select an option, click the check box or the adjacent text.
Query Boxes and Dialog Boxes
A query box asks you a question or gives you a choice to which you must respond before continuing. Query boxes do not have form buttons or data fields, instead, they contain command responses such as OK and Cancel; or Yes and No.
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When instructed to click Yes to continue, click the Yes button to continue.
When instructed to “click the OK button”, you can either click on the
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Formatting Conventions
This manual uses formatting conventions to consistently describe forms, command entries, and keyboard characters while you are working with IntelliTrack ISRP. This manual also uses special conventions for notes and warnings.
Cautions and
Notes
Important: Notes, Warning, and Caution messages appear throughout the manual to provide important information about a topic.
A cautionary warning denotes recommendations and/or important information for you to know before proceeding. It may also indicate where certain actions could damage data records. A cautionary item is set off by special formatting. Notes appear throughout the manual to provide additional information about a topic, including technical details and exceptions to instructions.
Keystrokes
Filenames, file paths, and any data or keystrokes that you must enter into the computer are printed in this monospaced typeface.
Keyboard
Keys
Two keyboard keys are frequently referred to in this manual when giving on-screen instructions. They include:
ENTER Key
The <Enter> key refers to the Return or Carriage Return key and is used to input data into a field or field.
Form/Screen
Items
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TAB Key
The <Tab> key is located on most keyboards above the Caps Lock key on the left side of the keyboard. The <Tab> key is used to navigate to the fields and fields in tables and forms. When you press the <Tab> key, the cursor moves forward. When you press <Shift + Tab>, the cursor moves backwards.
Items that are found in the IntelliTrack ISRP Windows environment such as menu sequences, prompt names, field names, check box names and
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Date and Time Conventions
The IntelliTrack ISRP workstation application uses the date format and time format set for your computer in your computer’s control panel.
Technical Support
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Technical support is available from a variety of resources.
IntelliTrack Website Technical Support: The most comprehensive source for technical support and information for IntelliTrack products is the IntelliTrack website: www.intellitrack.net
. The site offers product support, product registration, warranty information, answers to frequently asked questions (product FAQs), product manuals, product tech notes, software updates, patches, demos, and instructions for returning products.
Reseller Technical Support: Another source for technical assistance and information is an authorized IntelliTrack reseller. A reseller is directly acquainted with specific types of businesses, application software, and computer systems and, therefore, is in the best position to provide individualized assistance.
Technical Support: If the solution to a technical support question is not available through the IntelliTrack website or a local reseller, contact
IntelliTrack technical support directly via E-mail at [email protected]
. For those without E-mail access, call toll-free in the USA
888.583.3008 or 410.771.3060 from outside the United States of America.
Software Services: For advanced, cost-effective services, contact IntelliTrack Software Services at 888.583.3008 or [email protected]
. Or visit IntelliTrack’s Software Services web page, accessible from www.intellitrack.net
.
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