invent!ory ULTRA  2013 Help

Index

Using the Audit Processes Dashboard  

The “Dashboard” (below) allows you to view/edit/print your records (rows) from the sortable grid.

 

  • Sort the grid by clicking the field column header.
  • Add/Delete/Edit records in the grid.  Includes an Undo function for unlimited number of deleted records.
  • Mulituser (999 user IDs) with access rights
  • Print reports showing all records or just those selected.
  • Pre-set “Views” to “filter” records by field values like “Open,” “Closed,” “Int,” “Ext,” “This Year,” and “Last Year.”
  • Multiparameter Query (up to 4 search arguments) to view/print specific records.
  • Row heights and column widths may be expanded/contracted by dragging the cell border.

 

 

 

 

To SORT the Grid:

Click any grey column header to sort on that field.

 

 

Note: Each time you click a column header, the sort order is reversed from “+” (ascending) to  “-“  (descending), e.g.

 

      —w  

To ADD a New Record:

Scroll to bottom of grid and type in the desired information into the  row.

 

 

Text will wrap to multiple lines as you type.

To EDIT: 

Simply type in the changes you want in the desired cell.

 

Changes are saved automatically.

To DELETE records:

1. Click the Record Selector (grey arrow box  at the front of the desired row) until each record is shaded.

 

 

2. Then hit the “Delete” icon.  

Note: to Undo the last deletion, click the “Undo Last Deletion” icon.

To view SELECTED rows:

 

u Click the grey arrow box  ( front of the desired row) until record is shaded.

Hold down the CTL key to select multiple rows.

 

 

vClick the “View SELECTED” option button in the “Preset ‘VIEWS’”

section in the lower left of your screen.

 

To PRINT a report:

Clicking the “Print Icon will produce a “preview report” of the record(s) appearing in the grid.

 

 

 

 

Note:  The printed report will appear in the same sort order as the grid.

 

Multiparameter Queries for Specific Records: The multiparameter feature of AuditTrack ULTRA lets you select up to 4 search fields, each with its own matching condition and search argument.

 

 Enter the parameters you desire and  click the QUERY icon.

 

See the example below, which selects 5 INTERNAL audits dealing with CASH between (February 1, 2012 – February 17, 2013) that are still classified as OPEN.

 

Copyright 2013, Koehler Software, Inc.