Perform Menu - Maintenance Screens
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Table of Contents (on this page)
Introduction
This document explains how to navigate and input data using your keyboard. Optifacts has several different types of screens. Each has standards for navigating and inputting data.
Procedure
The Perform screens allow access to maintain selected tables within Optifacts. Find some maintenance screen locations within the following Optifacts menu options: (Menu 7-3, 5-10-10, 9-1-3, 9-1-7, and 3-15-4.)
At the top is the Perform Menu Bar. Menu bar option descriptions change depending on the option highlighted on the menu bar.
The Informix perform commands can be chosen in one of two ways. Either use the arrow keys to highlight your choice and then press the enter key or press the first letter of your choice.
Please enter the first letter of the menu option — definitions for each provided in the next section.
Q - Query
N - Next
P - Previous
V - View
A - Add
U - Update
R - Remove
T - Table
S - Screen
C - Current,
M - Master
D - Detail
O - Output
E - Exit
Once you have chosen Query, Add, or Update, the cursor is placed in the form, and you can use the up and down arrow keys, or the enter key to move from field to field. The left and right arrow keys and the backspace key work within each field. Fields that require information are enclosed within brackets [ ].
Use the Next and Previous options to view the next or previous row in the Current List. First, use the Query option to generate a Current List (a list of all the rows that satisfy the query). If there is more than one row in the Current List, select the Next option to look at the next row. Select the Previous option to look at the previous row.
Press the Escape key to perform the selected command. For query, performs the search and display any matches. For Add or Update, save changes and add or update the current record to the database.
Press the "?" question mark key at the Perform menu for online help. Select "Screen" or press "S" to see more screens of the help file for Perform commands.
During a Query, Add, or Update, clear the data by press "Ctrl-D" when the cursor is at the beginning of the field. All text within and to the right of the cursor erases.
To abort or ignore any changes currently in process, press "Ctrl-C," "Interrupt (Pause/Break)," "Delete," or "F5" on some terminals.
For tips, glance at the top and bottom status lines. (What keys to press or expectations for the current field.) After choosing a perform command, Informix alters the top two lines, informing you of the selected option and what keys can still be used. Some forms provide additional information at the bottom of the screen.
A Perform command must reach completion before exiting the form. If a Query, Add, or Update started, press the "Interrupt" key and then "E" to exit the screen.
Perform Screen Navigation.
The following table provides more details for the information above.
- Enter the first letter of the command name “Q” (Query) to access the screen’s first open field.
- Alternatively, use the arrow keys to navigate to the command and press Enter.
Key | Function |
---|---|
Query | Press "Q" to query (search) the active database table. The system retrieves rows (items) based upon their entry date. The most recently entered row (items displayed first. Use this option to view the rows in the active database table. Use this area for searching the database for information on a job. Use the additional fields on these screens to narrow your search using other account or order information. Narrow the search by making an entry in any field. Use an asterisk to perform a wildcard search. For example, to look up all accounts with the last name Smith, type *Smith* in the Patient field, to display all valid entries. Press Escape to perform the query. Results display at the bottom of the screen with a message indicating how many records are found. |
Escape | The fields on the screen populate with the first record matching the input criteria. |
Next | Press "N" to navigate to the next record in the current list. |
Previous | Press "P" to navigate to the previous record in the current list. |
View | Runs editor commands to display Blob contents. (Available only to online systems.) |
Add | Press "A" to add a new record to the active database table. |
Update | Press "U" to update or change a record in the active database table. Only certain fields may be updated: Patient Name Courier Date Needed Time Needed |
Exit Without Save | Press "Ctrl-C" to exit the table without making any changes. |
Copy Previous | Press "Ctrl-P" to copy data to the field from a previously viewed record. |
Clear Input | Press "Ctrl-D" to clear input or to clear a field. |
View Help | Press "Ctrl-W" to view the Help screen. Within the help screen, press "S" to view more or press "R" to resume. |
Remove | Press "R" to remove (delete) a record (s) from the active database table. |
Table | Press "T" to select the current table. Some screens are divided into sections or tables. |
Screen | Press "S" to display the next page of the form. (Applicable where there are numerous screens on a form.) |
Current | Press "C" to display the current row of the current table. |
Master | Press "M" to select the Master table of the current table. |
Detail | Press "D" to select the Detail table of the current table. The active section shows [brackets] around each field. |
Output | Press "O" to enter an output file. The data, form, or report is sent data to an output destination. |
Exit | Press "E" to exit the Perform screen. |
Entering and Storing Data
Use the Enter key to store data input within a field. The Tab key won't move the cursor and results in an error sound (if the system is configured for audio).
Use the Arrow keys to navigate between fields. However, the data only saves by using the Enter key.
Date Format
Dependent on system configuration. IE: DD/MM/YYYY (DAY, MONTH, YEAR). If you enter the date without inputting the 4-digit year, the cursor doesn't move from the field until the date format is input correctly.
Exiting Screens
Most of the screens within Optifacts provide clear instructions on how to exit a screen. If onscreen instructions are unavailable, try these keystrokes in the following order:
Esc
E
Q
Delete
Help Screen
Press "Ctrl-W" to retrieve the first Help screen.
Press Enter to move through the rest of the help pages.
Press "R" to exit the help screen.
To view and download these instructions as a PDF file, click on the following document image.
Did you know?...
Optifacts is now utilizing a help-desk ticket system to better serve your emailed support needs and have your requests assigned to a team member that can support you best.
Please consider emailing your support requests to support@optifacts.com rather than individual addresses for more efficient support.
You may also log in to your account at https://rxuniverse.atlassian.net/servicedesk/customer/portal/12 to submit your requests directly and see the status of any currently open tickets your lab may have.
If you are in need of immediate support, please call the support desk directly at (800) 678-4322 during business hours of 8 am to 5 pm CST/CDT, Monday through Friday.
Optifacts, Inc. Suite 100 - 18 Riverside Ave. S. Sartell MN 56377
Phone: (800) 378-4322 Phone: (320) 258-3559 Fax: (320) 258-3880
Email: sales@olsssystems.com Email: support@optifacts.com
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