This section contains a number of tips and tricks that will enable you to use Service Manager more effectively.

Common operational tips

1.If the [Save] button is not enabled after you change a field, press Tab to move the cursor off the field. Service Manager does not generally validate a field or perform an action until you move the cursor off the field (or close the window).

2.The fields on the first tab section of a window may be disabled (grayed out) initially. If so, click any of the window tabs, e.g., , to open the fields on all the tab sections.

3.When the cursor is in a field that has a Finder , press the Up and Down keyboard arrow keys, and , to scroll through the records for that field. Press Ctrl+Home to go to the first record or Ctrl+End to go to the last record.

4.There are shortcut keys to many common functions. For example, in Document Entry, press Ctrl+E to insert a single piece of Equipment into a Phase; press Ctrl+M to insert multiple pieces of Equipment into a Phase.

5.Service Manager has two very useful generic functions that may not be immediately obvious:
a. You can change the text that displays in the Document Entry document tree for each node type.
b. You can Include, Exclude and change the order of fields that are displayed in the Document Entry Details tab. Similarly, you can Include, Exclude and change the order of columns in record and result lists. To access these functions, select Tools » Options.

6.Service Manager allows you to sort records, for example, in a result list, by clicking the column header. To change between ascending and descending sequence, click the column header again.

7.In Document Entry, if you have added an item to the document tree and that item is not displayed, click the toolbar icon to update the screen.

8.To use the calculator, press the + key on the numeric keypad when on a numeric or currency field. Click [Paste] to insert the result of your calculation into the field.

Did you know ... ?

1.On the Search form you can now Create a Site and Transfer Equipment to the new Site in one step. Refer Transferring Equipment.

2.The Equipment button in the Site Profile tab allows you to list all Equipment at a Site. You can view Equipment by Model, Site Location, Equipment ID or Agreement. You can view Equipment History, Custom Fields, Notations and Pictures, transfer Equipment to another site or add Equipment - single or multiple.