New Record – takes the user automatically to a new blank record
Delete – deletes the current record from the database
Save – saves the completed record into the database. A record must be saved before you proceed to the next record or any data input on that screen will be lost. The ‘SAVE’ button will not be visible if you haven't edited the record
View History – displays a pop-up window showing records as to when certain changes were made. It only displays records within the current reporting period
Previous / Next Record – transfers you to the previous or next record in the selection respectively. Used to scroll through records
Close – closes the current record from the database
Spell-check – performs a spell check of the current record from the database. Can add or amend words through the pop up that appears when you click on the icon
Edit – enables the current record from the database to be edited
Filter - expands the filter area displaying the filtering options
Email - an email pop up will be displayed once you click on this icon. You can email the relevant record to respective users; IDs available in the system or email addresses are manually added
Chart - Displays the chart available for the relevant subject. Further details are available in KPI section
Expand - to expand an individual record
Collapse - to collapse an individual record
Discussion – opens the discussion forum where comments and notifications can be sent to individuals if necessary
Task Grid - this will display a quick update pop-up with tasks/sub tasks linked to the relevant record. You can update the progress comments, status and % completed through the pop-up window
Excel Export - to export the data set into an excel sheet