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Xytech Web Client Walkthrough - Understanding the Xytech Web Client Environment

Xytech Web Client is a Web-based interface that allows you to perform almost all of the same tasks and functions online that you can with the Xytech Windows client. The layouts that you have created in Xytech will be available in Xytech Web Client as will all of your custom fields, Actions Button commands, and the ability to modify layouts at runtime per user (e.g., change Actions Button command into custom buttons, apply filters and groups, and change window sizes). The Xytech Web Client environment, while similar to the Windows client, is also different in several notable ways, which this topic will detail.

RECOMMENDATIONS AND BEST PRACTICES

Xytech Systems recommends that Users always connect to Xytech Web Client using the latest version of the recommended browser.
While Xytech Web Client is designed for and can be run on any Web browser that supports HTML5, we recommend using Chrome version 40 or more recent on Windows computers and Safari version 6 or more recent on Mac OSX computers and iOS devices. (Devices with diagonally measured screen sizes of 7” or less are not supported.)
Consider maximizing your Web browser when using Xytech Web Client so that you have as much space available to most effectively employ all its features.
The tab for each maintenance document displays the type of maintenance document it is (e.g. Job or Order or Bid) and the ID number of that particular document. Opening multiple maintenance documents may make it difficult to find a particular maintenance document on the screen. If you hover over a tab label, Xytech Web Client displays the full description of the maintenance document as a pop-up to simplify the task of finding a specific item.
If you have a small screen on the device you use to access Xytech Web Client (e.g., tablets, netbooks), you may find it useful to limit your Dashboards to one panel and minimize the Navigation Panel on the left. (See below for details on the Navigation Panel, dashboards, and panels.)
Create layouts in Xytech that are optimized for Xytech Web Client depending upon User screen size. Try reducing the numbers of fields on layouts or adding more tab pages and radio button areas to maximize usability. (At this time you may not create and edit screen or report layouts via the LAYOUT APPLICATION in Xytech Web Client. Refer to the Xytech Web Client-SPECIFIC AND FUTURE FEATURES topic for a list of other Xytech features not yet available in Xytech Web Client.)
For Xytech Web Client users accessing the application through their iOS-based devices, Xytech Systems recommends that you do not use the Xytech Web Client app or install it on your phone due to known issues with the app and iOS. You should navigate to Xytech Web Client through a Web browser that supports HTML5.

LOGGING INTO Xytech

The login screen is shown when navigating to Xytech. This screen may be skipped when Auto Login is being used, either by checking the ‘Auto Login’ box or by the configuration of Xytech in the server. Set the appropriate values and click the ‘Sign In’ button to log into Xytech Web Client.

LOGIN FIELD DESCRIPTIONS

Company Name - Use the dropdown menu to select the name of the company that this instance of Xytech is supporting. The name entered here will appear in the browser tab.

Login Method - Use the dropdown menu to select the type of authentication being used for this login.

Windows - Use this setting if your login credentials will be validated by Windows Active Directory. You may receive a prompt from your Active Directory server asking for a login name and password.
Database - Use this setting if your login credentials will be validated against a database. Note that ‘Auto Login’ is not presented as an option for this setting. The system will display fields where you will enter your User name and Password.
OpenID - Use this setting if your login credentials will be validated using OpenID.

Language - Use the dropdown menu to select the language in which you want to see Xytech presented.

Support for languages other than English may require the installation of a language pack. Contact your Xytech support representative for more information.

Auto Login - Check this field if you want Xytech to automatically log you in when you enter the URL into your browser.

This field is only visible when the login method is ‘Windows’ or ‘Database’.
When this field is checked, the ‘Remember Me’ field is automatically checked and must remain so.

Remember Me - If this field is checked and the ‘Auto Login’ field is not checked, when the user enters the Xytech URL in the browser, the Sign In page will be presented. The user will simply click the Sign In button to be taken to the Xytech Navigation screen.

Clicking the Remember Me checkbox the first time causes Xytech to cache the user’s login credentials in the browser. Subsequent logins will then only require the user to click Sign In. If the browser’s cache is cleared, the user will have to reenter their User name and Password, even if Remember Me is checked.

Sign In - Click this button once all of your login information has been entered. This will take you to the Xytech Navigator.

WEB SERVER SETUP

Web Server setup is performed when the Xytech instance is first created. There are ‘Default Options’ configured on the Web Server regarding how login is to be done.

These options are:

AUTOLOGIN = PROMPT, FORCE, NEVER – defaults to PROMPT if not configured.
AUTOLOGINMOBILE = same as above

The default options above apply when the user first logs in using any device. After that, the user’s selections are saved in the browser’s cache. Therefore, clearing the cache will return the browser to defaults. AUTOLOGINMOBILE applies to mobile devices and Tile functionality.

The functionality of these settings are described in the following sections:

Prompt
Forced
Never

Prompt

At first login:

Auto Login checkbox is visible to the User.
Remember Me checkbox is also visible.
If user clicks Auto Login, then both checkboxes will be saved as checked.

Subsequent logins (if Auto Login is checked):

Xytech login screen is not shown.
User’s last credentials are passed to the authentication server.
If the user’s credentials fail, the Windows or Open ID login window will open.
- If updated credentials suffice, the user will be logged into Xytech.
- If updated credentials do not suffice – i.e. it’s not the user’s password that’s the problem but connection to the database – only then will the Xytech login screen be shown.

Subsequent logins (if Auto Login is not checked):

The login screen is shown.
Auto Login checkbox is visible.
Values default based on existing Remember Me functionality.

Forced

At first login:

Auto Login checkbox is not visible. Assumed checked.
Remember Me checkbox is not visible. Assumed checked.
User will enter credentials and be logged into Xytech.

Subsequent logins:

Xytech login screen is not shown.
User’s last credentials are passed to the authentication server.
If needed, the Windows or Open ID login window may open. If not needed, user is logged into Xytech.

The login screen will only display if the user logs out (see more below).

Never

All logins:

Auto Login checkbox is not visible and is assumed to be unchecked.
Remember Me checkbox is visible and behaves as previously.
User will enter credentials and be logged into Xytech.

Logging Out

When a user logs out:

They are taken to the Xytech login screen.
This is the how the user is able to change databases for sites with multiple databases.
On next login, the system will remember values for Auto Login per above.

NOTE: If the user’s ‘Log Out Time’ (User Profile) is enabled, the user is returned to the Xytech login screen as though they had manually logged out.

Xytech FEATURES AVAILABLE IN Xytech Web Client

Most features that you find in Xytech are available in Xytech Web Client, including the Schedule Book, Bid, MetaVault Search, Media Order, and the Time Card Module suite of programs. Additionally, several features are unique to Xytech Web Client while others are not yet available. Refer to the Xytech Web Client-SPECIFIC AND FUTURE FEATURES topic for more details.

NAVIGATION Basics

IMPORTANT

Access to the Navigator is controlled by systems administrators through the assignment of rights to the user.

When the Xytech Web Client Navigator is hidden by deselecting the 'View Xytech Web Client Navigator' Rights Code on the Dashboard Maintenance document in System > Role:

The Navigator is collapsed
Only the Logout button shows
The Settings menu is not available
The Navigator cannot be expanded

The main menu bar of Xytech Web Client allows you to go to the client portal, to set up the Xytech Web Client interface to best suit your needs and to log out of Xytech Web Client when you are done.

Navigator

Clicking the arrow either expands or collapses the Navigation Panel.

TIP!

When you collapse the Navigator, the arrow flips to the 'expand' direction. While the Navigator is collapsed, if you hover your mouse over the arrow without clicking, the Navigator will automatically expand. As long as your cursor is in the Navigator field, it will remain expanded. When you move your cursor out of the Navigator, it will automatically collapse again. This provides you the largest amount of working space while still being able to navigate through Xytech Web Client.

IMPORTANT!

The Navigation Panel will be inaccessible to users who are not assigned a role that has been granted access to the View Xytech Web Client Navigator rights code for the Dashboard document.

Refer to the RIGHTS CODE FIELD definition of the Document Rights Tab Page topic of the Role Maintenance Application.

Xytech Icon

If you are connected to the Internet, clicking this icon will open the Xytech Systems Web site and give you access to your client portal.

User Name

Shows the user currently logged in.

Settings

About

Opens the About Window, which displays the current build number, the date and time of the build, the computer’s default language, and (optionally) the default time zone.

License Compliance

Opens the License Compliance Window, which displays what features are licensed and user information. This function will only be available to Super Users.

Dashboards

This option allows you to set up and manipulate the Dashboard presentation.

Arrange in Two Panels

Opens a split-screen view of Xytech Web Client with separate, side-by-side panels available for multiple Dashboards.

Note that clicking this menu option will change any display into a two-panel display, realigning documents based on type.

Clicking it a second time will not toggle back to a single panel display.

Clear Dashboard

Clears all information from all Dashboards currently displayed in the Xytech Web Client window.

NOTE

If changes have been made in the Dashboard, save them prior to clicking 'Clear Dashboard'.

Failure to do this will result in all information recently added NOT to be saved, but simply abandoned. The system should display a warning popup to help you avoid this issue.

Duplicate Dashboard

Duplicates the highlighted Dashboard in a new tab in the Xytech Web Client window.

New Dashboard

Causes the system to open a new, unpopulated Dashboard in a new tab. You can also create new dashboards and save them with unique names so that you may quickly access a set of panels that you use regularly. Just click New Dashboard, then open one or more windows from the Modules Pane in the Navigator. Once you have all the panels you want populated in the Dashboard, click Save Dashboard and follow the instructions described in that section below.

NOTE

If any Dashboards are open, clicking 'New Dashboard' will hide them by opening a new tab over the open one right-hand panel along with any Dashboards open in that panel. Closing the new tab or clicking on the first tab will expose the originally-opened Dashboard.

Refresh Dashboard

Refreshes the information displayed in the highlighted panel, removing out-of-date content and displaying new content.

NOTE: If changes have been made, but not saved, prior to clicking this option, those changes could be lost. The system will display a warning popup to help you avoid this issue.

Save Dashboard

Opens the Save Dashboard Window so you can assign a name to your Dashboard.

You can also define whether or not this Dashboard should display automatically when you open Xytech Web Client. Enter a number between 1 and 10 in the Position Field to determine the position this Dashboard is located when it displays. (You can edit positions and add additional Dashboard views in the DASHBOARD ASSIGNMENT WINDOW.)

Click the Save Button to save your Dashboard when ready.

IMPORTANT! Users who are not assigned a role that has been granted access to the ‘Save Xytech Web Client Dashboards’ rights code for the Dashboard document will not be allowed to save any changes made to an existing dashboard or create new ones. Refer to the RIGHTS CODE FIELD definition of the Document Rights Tab Page topic of the Role Maintenance Application.

Toggle Dashboards

Displays or hides the Dashboard header line in the panel.

Full Screen

Expands Xytech Web Client so it fills your entire screen, hiding any other windows you have open and browser-specific items (e.g., other tab pages, address bar).

Use the Esc Key to return to your previous display state or move your mouse cursor to the top of the screen and choose the Exit Full Screen command from the pop-up window.

(This feature is not supported in all browsers, including Safari for MacOS desktop.)

Help

Opens the web-based Help file where you can find information about how Xytech Web Client works.

Options

Division

When you first login, the Division displayed in this field is your Default Division. Use the dropdown menu to select a different Division than the one you are currently logged into.

Changing Division settings may alter the security access settings you have for any documents you open.

Maximum Number of rows to display in a search

Use the dropdown menu to set the maximum number of rows that will be displayed in your browser window after Xytech Web Client does a search.

NOTE If you notice slowness in the system returning a list of records following a search, you may want to reduce the maximum number in this window. The more records that default in a list, the slower the list is to generate. Try using a smaller number of records per page and use the ‘Next Page’ and ‘Previous Page’ hyperlinks in the upper left of search list windows to view more results.

List Display Style

Use the slide switch to choose whether to see more or fewer rows at a time.

More displays a higher number of rows in a given amount of space by making the row height of each row smaller.
Fewer displays a lower number of rows in a given amount of space by making the row height of each row larger.

Card Display Style

Use the slide switch to choose whether to see more or fewer fields at a time.

More displays a higher number of fields in a given amount of space by making the padding around each field smaller.
Fewer displays a lower number of fields in a given amount of space by making the padding around each field larger.

Time Zone

This read-only value lets you know in which Time Zone you are operating.

Report a Problem

Click this icon to report a problem happening in Xytech. This optional feature provides information for the specific Xytech user and use case. The feature identifies which request is show and provides server-side information regarding processes that are running when the ‘Send’ button is clicked.

In the ‘Report an Issue’ window:

The system enters the time that the icon was clicked in the ‘When did the issue occur or start?’ field. The time can be changed if necessary.
Enter a freeform text description of the problem being reported in the ‘Description of the issue’ field. Provide as much information as you can.
If the issue was temporary and resolved itself, click the ‘Was this a temporary issue that went away later?’ box.
If you are still able to work with Xytech, click the ‘Are you still able to interact with other documents or lists?’ box.
Click the ‘Save’ button to send the Issue report. Click the ‘Cancel’ button to abandon the report.

Restore Questions

Restores all system questions that have been removed by the User clicking the "Do Not Show this Message Again" Field.

Send Alert

Opens the SEND ALERT WINDOW so you can send a message to other Xytech Web Client users.

Theme

Use this drop-down list to select a theme whose settings control the color and styles of all of the windows in Xytech Web Client. These themes are different than the Appearance settings in the Xytech Windows client. Changing one will not be reflected in the other.

Tutorials

Opens the web-based tutorials page where you can view video tutorials that will help you to use Xytech.

Sign Out

Logs you out of Xytech Web Client and returns you to the login splash screen.

NAVIGATION PANEL

The Navigation Panel (AKA 'Navigator') on the left of Xytech Web Client is the menu you use to get around in Xytech Web Client.

IMPORTANT! The Navigator will be inaccessible to users who are not assigned a role that has been granted access to the View Xytech Web Client Navigator rights code for the Dashboard document. Refer to the RIGHTS CODES AREA DEFINITION of the Document Rights Tab Page topic of the Role Maintenance Application.

Favorites – This area allows you to create and maintain a list of the applications or individual records that you use the most. Add items by clicking on a window’s Action menu icon and clicking the Save as Favorite icon .

Alternatively, you can drag and drop a record into the 'Favorites' area to add it to the list.

To delete a favorite, highlight it and click the Delete icon (trash can) next to the item in the Favorites area.

Dashboards – This area is unique to Xytech Web Client and displays all of the dashboards that are available for you to open as defined in the Other Available Views Area of the DASHBOARD ASSIGNMENT WINDOW. A dashboard is comprised of panels, which themselves contain layouts. A layout can be a search list, an application window, a Web gadget, or a chart. (More details about dashboards, charts, and gadgets can be found below.)
Modules – This area displays a collection of links that open every module’s search lists, applications, and setup items. (You do not have the ability to select a layout by right clicking on a link. To change a layout, use the Layout Select command from the Tools Button.)

This area includes a Filter Modules Field, which allows you to search for any item in the Modules Area. Type in any part of the name of the item you want to access and the system will automatically filter what displays in the area.

SCHEDULE BOOK NOTE

The Schedule Book Application displays every available Scheduling View in the Modules Area. Click on a view to open the Schedule Book using that view’s settings.

Gadgets – This area allows System Administrators to create new charts and gadgets. Gadgets are tools that can be created internally in Xytech Web Client (such as charts), by using HTML code, or can be accessed via a URL. Charts and gadgets are special dashboards that allow you view information – from Xytech Web Client or other sources – graphically. (More details about creating charts and gadgets can be found below.)

MY SCHEDULE

One standard gadget is My Schedule, which allows users logged into Xytech Web Client to see their current schedule in a calendar format that can be set in Xytech Web Client to a daily mode, weekly mode, monthly mode, and a mode that displays a list of bookings for users as an agenda. Selecting the gadget opens a new dashboard pane set to the daily mode, but if you change the view mode and save the dashboard, that mode will also save.

While this gadget is intended to give users a quick glance at their schedule, it includes many of the features of the Schedule Book, such as, being able to open and edit bookings / rosters, booking bar text, and many default settings (ones defined in the Scheduling View assigned to this field, System Date and Time settings, Phase booking colors, etc.). You may not, however, move or create bookings directly from the gadget. For additional details on what does and does not display and how they display, review the settings specified in the Agenda View section of the Scheduling module preferences.

NOTE

The 'My Schedule' application has been developed for Xytech Web Client Mobile. This allows it to run natively on either an iPhone or an Android device. For the mobile app, when working in My Schedule:

If you single-tap an EMPTY area it will perform a quick add
If you single-tap an occupied area (bar) it will open the maintenance for the bar
If you ‘hold’ (long tap) an occupied area (bar) it will do a quick add.

MY SCHEDULE SETUP

Follow this procedure to set up an instance of ‘My Schedule’:

Make sure to have a Scheduling Resource record created for your User. The 'My Schedule' feature is available only per User logged in. The idea is that for each User logged in (who must have an Employee profile) there is easy access for them to see their own Schedule for the day, week or month. If a User does not have an Employee profile set up, they will not be able to utilize this feature.
The first step to begin the Setup process is to open the Contact Record, then open their Employee profile and add your User's Scheduling Resource Code to the field called 'Resource'. Save & Close the record.
Go to the Scheduling Module and create a Scheduling View where you add your User’s resource record and adjust it the way you would like it to be shown on My Schedule. The setting you have saved in the Schedule View will apply to My Schedule.
Go to Scheduling > Setup > Preferences-Scheduling and add in the Scheduling View you created from Step 3 to the Agenda View field. Save the Preferences. These Preferences can be set differently per Division, if you are utilizing Divisions in Xytech Web Client. That way, if a User is logged in to a specific Division, they will be pulling their booking information on My Schedule from the Schedule View assigned to that Division from the Preferences.

IMPORTANT!

To use the 'My Schedule' feature, you must have a Schedule View assigned in the Agenda View Field of the PREFERENCES – SCHEDULING WINDOW. The Schedule View determines the colors, filtering, and what text is displayed on bookings. You must also assign the User's Scheduling Resource to the 'Resource' field on the EMPLOYEE PROFILE for all Users who will be using the 'My Schedule' gadget. This defines the Scheduling Resource the gadget uses to determine which bookings to display.

Log in to Xytech Web Client and go to Gadgets>My Schedule. You will be able to see all the bookings under your Resource appear on the My Schedule window on their scheduled days. Double clicking on the booking will open them up to the Work Order screen, Roster window or Quick Hold window.

NOTES

The bookings that will appear under My Schedule are ‘Work Order Bookings’, ‘Quick Holds’, ‘Other Time Offs’, ‘Rosters’.
Clicking on a Work Order Transaction booking bar displayed in My Schedule will cause the Work Order Booking document to be opened.
- For touch screen user interfaces, a single tap on the booking bar executes the same function as a single mouse-click.

Prerequisites and Assumptions

If additional fields are needed, the Work Order Bookings layout can be modified to include extra fields from the various tables available to the document. (Document Class = JmWoTransaction, Doc ID = 10346)

SEARCH LIBRARY

The Gadgets Area includes a Search Library Field, which is a version of the MetaVault Search Application's unified search feature.

This field allows you to enter multiple search criteria and quickly retrieve results from all Media Asset and Title records that match the criteria, regardless of what fields the search values were located. After performing a search, the METAVAULT SEARCH APPLICATION will open, displaying all matching results.

Recent Documents / Recent Reports: These areas display a list of all of the recent records / reports that you have viewed. Clicking on one of these records / reports opens it up.

Each of the areas in the Navigation Panel can be expanded / collapsed by clicking the appropriate icon:

DASHBOARDS

A dashboard is a collection of panels with layouts (e.g., application windows) saved for a particular user. They allow you to create groups of commonly used windows. You can save, edit, and delete dashboards as needed.

A dashboard can have one or more panels, and the panels do not have to be equal in size. You can expand the size of one panel (while simultaneously shrinking the size of the other) by putting your cursor on the dividing line. The cursor will turn into a double-sided arrow that points in the direction that you can drag the panel. Hold down the left mouse button and drag the divider line to the position you want.

If you have been working in one panel and have opened both Search and Maintenance windows, click “Arrange in Two Panels” to create a two-panel display and automatically move all of the Maintenance windows into the right-hand panel, leaving all Search windows in the left-hand panel.

Tabs in each panel can be moved to open up a new panel in the Dashboard. Simply drag the tab to the right side of the screen, or to the bottom of the screen, to create a new panel and move the item into it.

If you create a multi-panel Dashboard that you like and want to use again, click the Dashboard icon and select ‘Save Dashboard’. Follow the prompts to overwrite the existing Dashboard or to save as a new Dashboard.

The My Dashboard item available from the Dashboards pane in the Navigation Panel includes two panels by default, but you can customize this default as needed. Save any changes using the Save Dashboard command from the Dashboard Icon .

IMPORTANT!

Xytech Web Client is capable of creating a new panel every time you move a Tab to do so. However, your screen size stays constant, so opening a new panel reduces the size of the other panels in the area where the new panel is created. Ensure, as you are working with multiple panels, that you leave enough space in each panel to read and work with the document in it.

NOTES

When the screen is segmented into multiple panels, opening a Schedule View will create a new dashboard with the Schedule View opened in that new Dashboard.
For Xytech Web Client Mobile users, the display has been modified. Documents with an Auto Filter and/or a Grouping Area will open with these fields not showing by default. These features can be accessed through the Tool icon . Also, dasboards will open in a single panel.
When you want to close a Dashboard, click on the 'X' in the Dashboard's tab.

GADGETS

Web Gadgets allow access to custom web applications from Xytech. They are a type of dashboard panel that may be easily added and saved in the Gadgets Pane of the Navigation Panel. By using the Embed Web Gadget command in the Gadgets Pane, a window will open that allows you to paste / enter the HTML content of a custom-made Web gadget or enter the URL of an external gadget.

After establishing a title (which will be displayed in the Dashboards pane) and clicking the Save Button, the window closes and your Web gadget will be added to a new dashboard panel. Save the dashboard so you can access the gadget at any time.

IMPORTANT!

Users are no longer granted access to the Create Xytech Web Client Web Gadgets rights code for the Dashboard document will not be allowed to create gadgets or save edits of existing gadgets. Only System Administrators (Super Users) will be allowed to create Gadgets.

CHARTS

Xytech Web Client includes a powerful charting feature that allows you to quickly review data in a variety of common charting methods. Like any dashboard, these charts can be saved for quick access.

IMPORTANT!

Users who are not assigned a role that has been granted access to the Create Xytech Web Client Charts rights code for the Dashboard document will not be allows to create charts or save edits of existing charts. Refer to the RIGHTS CODE FIELD definition of the Document Rights Tab Page topic of the Role Maintenance Application.

When you click the Create Chart item in the Gadgets Area of the Navigation Panel, the Options Window will first open. This window allows you to establish the parameters that determine how and what your charts display. You can choose the chart type, the application from which you want to draw data for your chart (Data Source Field), the particular application layout to use to search for data, time parameters (Grouping), and the data elements you wish to chart.

TIP!

The feature in conjunction with the time parameters functionality of charting allows you to define a very detailed time frame that can be dynamic and deliver valuable information.

Whenever you need to adjust a chart, use the Options Button to launch the Options Window. The Filter Button launches the search layout defined in the Options Window. If you have created a Bar chart, use the Stack Field to stack Series Field results on top of each other for each bar created for the Domain Field results. This will help reduce the number of bars and make the chart easier to read.

NOTE

Regardless of the type of chart (Pie, Bar, etc), clicking on one of the fields in the chart will open the associated maintenance document for the type of field selected (Work Orders in the example above) with the identified field value (e.g. 'Carol Gildersleeve' in the 'Account Rep' axis).

KEYBOARD SHORTCUTS

Xytech Web Client has been updated to include several keyboard shortcuts that will make the application easier to use. The updates include the following actions:

If the User moves the cursor over a button that has a defined keyboard shortcut (example: the ‘Save’ icon ) a popup box detailing the shortcut will be displayed (example: “Save (Ctrl + S)”).
If the currently selected document can be saved, CTRL + S should save the document. If the document cannot be saved, CTRL + S will take no action.
When a List Document, such as a search result page, is shown both Vertical and Horizontal scrolling is available.
- Hitting the ‘Page Up’ or ‘Page Down’ keyboard key will scroll the display up or down an entire page.
- Hitting the ‘Arrow Up’ or ‘Arrow Down’ keyboard key will scroll the display up or down one line at a time. Holding down the ‘Arrow Up’ or ‘Arrow Down’ key will smoothly scroll the display up or down until the key is released.
- Hitting the ‘Left Arrow’ or ‘Right Arrow’ keyboard key will scroll the display left or right. Holding down the ‘Left Arrow’ or ‘Right Arrow’ key will smoothly scroll the display left or right until the key is released.
- Clicking on the Vertical or Horizontal slider bar will scroll the display up, down, left, or right an entire page.
- Using a mouse’s scrolling wheel will smoothly scroll the display up or down.
In List Documents, you can navigate to specific fields by using the Tab key. Once in the field, you can open the dropdown menu by using the ‘down arrow’ key.
In Dialog boxes you can use the ‘right arrow’ and ‘left arrow’ keys to switch between buttons. Use the ‘up arrow’ and ‘down arrow’ to select from any options presented. Press ‘Enter’ to confirm any selections.
In Maintenance documents, using the ‘up arrow’ or ‘down arrow’ will behave as follows:
- In any editable field the cursor will not respond to the arrow. For example, in text fields or numeric fields using the up or down arrow will not move the cursor nor will it manipulate the value in the field. Use the mouse or the Tab key to move the cursor to the required location.

NOTE

When in an empty field that uses a dropdown menu, tabbing out of the field without selecting a dropdown menu item will leave the field empty and move the cursor to the next field. You have to click on an item in the dropdown menu for it to be selected.

In uneditable fields (for example, in a Bid that has been approved) the cursor will move up or down a row for each arrow keystroke.
In editable dropdown menu fields the cursor will move to the previous or next item in the dropdown list.