The following article will explain the general navigation of Resource Scheduling Setup.
Setup Organization
Profile
The profile is a set of pages congregated together with its own navigation: the second menu bar and tabs. The second navigation bar has a search and filters. The profile can contain Grids.
- Second navigation bar: list of grouped profile elements (Units, rooms, staff, etc.).
- Add a new element button: use this button to add a new profile element. For example, if you are on a Rooms profile, use the Add New button to add a new room.
- Badge: is a numeric value, representing the number of labeled elements.
- Second navigation bar refresh: use to refresh the second navigation bar.
- Action menu: select action menu to delete the profile element.
- Profile element: list of elements on the page. Click on these blocks to open the corresponding element’s details.
To Delete the Facility, select 3 dots action menu.
Simple grid
A simple grid is a list of elements in a table view. The example of a simple grid organization is Cage Types.
- Add grid element button: use to add an element
- Edit element button: use to edit an element
- Delete element button: use to delete an element
- Grid action menu: use to customize the grid
Adding a new record
Inline adding:
- Click Add.
- The line with open fields is presented; Save and Save and Add New buttons become available. Required fields are marked in red.
- Once you entered all the needed information, you can choose between Save or Save and Add New options. Select Save if you do not want to add another record right away or choose Save and Add New if you want to add another record.
Dialog adding:
In some grids, when you choose to Add new record the add dialog is opened in the right part of the screen:
Once you entered all the needed information, you will see the following buttons:
- Choose Save to stay on just added element dialog.
- Choose Save and Close to save and leave the dialog.
- Choose Save and Add New to save and stay on the dialog if you want to add another record.
- Choose Cancel to leave the dialog.
Editing a record
Inline Editing
Once the new record is added it appears in the grid. Click the Edit icon if you need to change the record:
Change the fields you want to update and save the record
Editing in the Dialog
Click the Edit icon if you need to change the record and the dialog with the record will open where you can update it. There are some new options available on Edit dialog:
- Search: use to find a record in the grid and opened in the dialog.
- Use <- and -> arrows to navigate through grid records up and down.
- Add New: choose if you want to add a new record.
- Delete: choose if you want to delete the selected record.
- Action menu (three dots): will appear if there are additional options are available for the record (Recurrence, for example).
You will have two options to remove the record from the system:
Delete: option is available if the record has no historical data or child records.
Hide: choose this option if there are some historical data or child records.
