Navigating Table Maintenance
The Table Maintenance module organizes all information into tables, which you can open and then perform actions, such as adding a new record, editing a record, or deleting a record.
Locating Tables
Click the Table menu to list all tables. The tables first appear with the Categorized tab selected, showing them grouped by category, as shown on the left:
Click the following tabs to find a table:
Categorized: Click the expand (+) icon to show tables within a category. You can then click a table (indicated by a red book icon).
Alphabetic: View entire list of tables by name, as shown in the center above. Click a table (indicated by a red book icon) to open it.
Quick Setup: This list shows the basic tables required for setup organized into steps, with Start, Next, and Back buttons for navigating the steps.
Filtering Records and Performing Actions
After opening a table, the records appear. You can use the filter fields at the top of the window to set parameters for narrowing search results:
Click Refresh Grid after entering filter parameters to see a filtered list of records. The activity icons appear above the search results:
Click a record to select it. You can select multiple records. The records you select are highlighted in blue.
Click the icons to perform the following:
- Add New Record: Click to add a new record.
- Edit Record: After selecting a record, click to edit the record.
- View Record: After selecting a record, click to view the record.
- Delete Record: After selecting one or more records, click to delete the records.
- Refresh: Click to refresh the list of records and their values.
- Print: After selecting a record, click to print the record.
- Sort By: Click Sort By to select available table fields to sort the grid display.
- Go To field: Enter the value for the record you want to find.