demo

 In t h is g u ide , th e ins ta ll a tio n c o n t a ins a ll th e a va il a b le m o d u les, a n d th e u se r h a s th e a p p rop ri a te p e r m issi o n t o view, a d d , e d it, a n d d e let e a ll rec o rds a n d f o rm s, a s well a s u tili ze a ll m o d u le – sp e cific a ctio n s.

 Th e m a in E M S m e n u wi ll co n ta in fe wer o p tio n s in e n vir o n m e n ts th a t d o n o t re q u ir e a ll t h e m o d u les.

 Th e m a i n E M S m e n u c a n a lso b e co ll a p se d to d ispla y th e m o d u les a s ico n s with o u t t e xt .

In trodu cti on

Th is d o c u m e n t p rovid e s a n o v e rvi e w of t h e me n u s a n d to o ls yo u c a n u s e t o n a vi g a t e Ch e m ical S a fe ty ‘ s E n vir o n m e n t a l M a n a g e m e n t S yst e m s (EM S ). E M S is b e st d e scri b e d a s h a ving fo u r laye rs th a t h e lp u s e rs n a viga te t h e m o d u les . Th e f o u r l a ye rs a re d e scri b e d a s fo ll o ws :


La y e r	Function
1. T he D a s hboard	d ispla ys ico n s th a t p r o vide a cc e ss t o va ri o u s a rea s o f E M S .
2. T he S e a rc h S c re e n	d ispla ys se a rch fie ld s t h a t a re u s e d t o lo c a te sp e cific r e co rds.
3. T he L is t Vi e w	d ispla ys lists o f re co rd s b a se d o n u s e r – d e fin e d se a rch cri te ri a .
4. T he R e c ord Form	d ispla ys d e ta il e d inf o r m a tio n a b o u t S DS s , c h e m ic a l co n ta in e rs, wast e d ru m s , e tc.

Th e m a in E M S m e n u i s a lw a ys a v a il a b le to t h e u s e r, re g a rdle ss o f th e m o d u le t h e y a re cu rr e n tly viewing .

T he Ma in E M S Me nu

In a d d itio n to th e f o u r laye rs o f E M S , t h e lef t – h a n d side o f t h e scre e n co n ta i n s th e m a in E M S me nu th a t a ll o ws u se rs t o a cc e ss a ll th e m o d u les, re p o rts, a n d t a b les t h e ir e n vir o n m e n t co n t a ins .

T ip : H o ve ri n g o ve r a me n u o p tio n lo a d s a t o o l tip with a b ri e f d e scri p ti o n o f its f u n ctio n .

1. T he Dash bo a rd

Th e E M S h o m e scr e e n , o r ‘ d a s h b o a rd ‘ , is i m m e d i a te ly visi b le o n c e u se rs l o g i n .

Th e d a sh b o a rd d ispla y s se ve ral ico n s t h a t u s e rs ca n cli ck o n to n a vi g a te to th e n e ce ssa ry a rea s o f E M S . Dash b o a r d s a re cu sto m ize d t o a id wi th t h e res p o n si b il ities a n d t a sks o f e a ch e m p lo ye e . Fo r e xa m p l e , th e d a sh b o a rd icon s b e low m a y b e p rovi d e d t o la b u se rs, HR p e rson n e l, E H&S o ff icers, o r w a ste m a n a g e m e n t p e rson n e l , d e p e n d ing o n t h e ir t a sks.

Users ca n q u ickl y re tu r n to th e da s hboard b y cli cking o n e ith e r th e c ompa ny logo in t h e to p lef t co r n e r o f t h e scre e n o r t h e Ho me b u t to n a t t h e t o p o f t h e m a in E M S m e n u .

2. T he Sear ch S cree n

Th e se co n d lay e r o f E M S is th e S e a rc h S c r e e n . S e a rch scree n s a re u se d to loc a te s p e cific reco rds in E M S . E a ch m o d u le h a s a d istinc t se a rch scree n , wi th ce rta in fie l d s e xclusiv e t o sp e cific m o d u les. How e ve r, t h e co r e f u n ctio n a li ty a cross a ll m o d u le s re m a i n s t h e sa m e .

S e a rch scree n s ca n b e p e rso n a li ze d to su it th e workflo w o f in d ivi d u a l u se rs, a s s e a rch fie lds ca n b e a d d e d , re m o v e d , o r re o rde re d .

Th e se a rch fie lds ca n b e u s e d to e n te r s e a rc h cri te ri a t o lo ca t e sp e cific r e co rds.

 E a ch s e a rch fi e ld co n sists o f a fie ld na m e ( 1 ) , a n op e ra to r (2) , a n d a fi e ld (3) int o whi ch u se rs ca n t yp e va lu e s.

 Com p lex se a rche s c a n b e p e rfo rm e d b y e n te ri n g d a t a int o m u ltipl e fie lds , wi th e a c h fie l d p rovid ing v a ri o u s o p e rato rs th a t f u rth e r c o n tro l th e se a rch o u tc o m e (w h e n th e ‘m a tch c rite ria ‘ (4) sli d e r i s se t to ‘ a ll ‘ ).

 Cl icki n g S e a r c h (5) o n th e se a rch scree n wi ll initia te th e se a rc h a n d d ispla y a ll th e reco rds th a t m a tch t h e s e a rch cri te ri a in a Li s t Vi e w scree n .

No tes :

 E M S wil l li st a ll a v a il a b le (m o d u le – sp e cific) re co rds if a l l s e a r c h fie l ds a re bl a nk .

 Th e se a rch ca n a lso b e initia t e d b y p ressi n g th e ‘ E nt e r ‘ ke y o n y o u r ke yb o a rd o r cli cking th e ‘ S e a r c h ‘ b u tt o n in t h e t o o lba r a t t h e to p o f t h e scre e n .

 Th e M a tch Cri ter ia sli d e r ca n b e u se d t o sp e cify wh e th e r th e re co rd s f o u n d t h rou g h t h e se a rch sh o u ld co m p ly wi th a ll th e f ield s wi t h v a lue s in t h e m o r a n y o f t h e fie lds wi th va lue s in t h e m .

o Th e ‘All Fie ld s ‘ o p tio n wi ll re tu rn f e wer resu lts t h a n t h e ‘Any F ie lds ‘ o p tio n .

Op e r at o r s

Users ca n ch a n g e a fi e ld’s o p e rato r b y cli cki n g o n th e o p e rato r a n d se lect in g a d if fe ren t va lue fro m t h e d rop d o wn m e n u .

Th e fo ll o wi n g o p e rat o rs a re a v a il a b le b a s e d o n t h e fi e ld ty p e (fo r e xa m p l e , t e xt, n u m e ri ca l, o r d a te ). T h e ta b l e b e l o w d ispla ys t h e re c o rds th a t u s e rs ca n l o ca t e wit h e a c h o p e rat o r.


Ope ra to r	S e a r c h Res ults
Begi ns w ith	Reco rds wh o se co rr e s p o n d ing fie ld va lu e s s t a rt wi th th e t e xt e n te r e d int o t h e s e a rch fi e ld.
Co nt a ins	Reco rds who s e co rr e s p o n d ing fi e ld va lu e s in c lude t h e t e xt e n te re d i n to th e s e a rch fi e ld.
E qual s	Reco rds who se c o rr e sp o n d ing fie ld v a lue s pre c is e ly m a tch th e t e xt e n te re d in th e se a rch f i e ld.
No t Equa l	Reco rds wh o se co rr e s p o n d ing fie ld va lu e s d o not pre c i s e l y m a tch th e d a ta e n te red in t h e s e a rch fie ld.
Gre a ter T h a n	Reco rds wh o se co rr e s p o n d ing fie ld va lu e s a re gre a te r th a n th e d a ta e n te re d in th e se a rch fi e ld (on ly a va il a b le fo r n u m e ri ca l a n d d a te fie ld s).
Le s s T ha n	Reco rds wh o se co rr e sp o n d ing fie ld va lu e s a re le s s th a n th e d a ta e n te re d in th e se a rch fi e ld (on ly a va il a b le fo r n u m e ri ca l a n d d a te fie ld s).
Is Bla nk	Reco rds th a t h a ve no da ta in t h e s p e cific fie l d .
Is Not Bla nk	Reco rds th a t h a ve a ny da ta in t h e s p e cific fie l d .
Range	Reco rds who s e co rr e s p o n d ing f ield v a lue s a re wi th in th e r a nge o f t h e d a ta e n t e red in th e tw o se a rch fie lds (o n ly a va il a b le fo r n u m e ri ca l a n d d a te fie lds).

Sp ec i a l Sea r c h C h ar acte r s

Th e f o ll o wi n g sp e ci a l c h a ract e rs ca n b e u se d in th e s e a rch fie lds to c o n tro l th e reco r d s p r o vide d in th e se a rch re su lts.

Ch a ra c ter

Use

Semi c o l o n

;

 Used t o se a rch f o r m u l tip le va lu e s a t t h e sa m e t im e .

 E M S re co g n izes t h e c h a ract e r a s ‘O R’ .

 It ca n b e u se d o n ly wi t h th e ‘B e gins wi th ‘ , ‘Cont a ins ‘ , ‘E qual s ‘ , a n d ‘Not E qual ‘ o p e rat o rs.

E x a mpl e :

S DS re c ords r e tu rne d : A ce t o n e , B e n z e n e , a n d E th y l a ce t a te .

No te : E M S wou l d n o t li st ‘Et h yl a ce t a te ‘ a s a se a rc h resu lt if th e ‘B e g ins wi t h ‘ o p e rato r w a s se lect e d .

B r a cket A mp e r sa n d B r a cket

[&]

 Used t o se a rch f o r m u l tip le va lu e s a t t h e sa m e t im e .

 E M S re co g n izes t h e c h a ract e r a s ‘ AND ‘.

 It ca n b e u se d o n ly wi th t h e ‘Cont a ins ‘ o p e ra to r.

 Th e & ch a ract e r is tre a te d a s a n y o t h e r ch a ra cte r. Fo r E M S to co n side r it a se a rch v a ri a b le, a l l th ree ch a ract e rs [& ] sh o u ld b e p res e n t in o rd e r.

E x a mpl e :

S DS re c ord s re tu rne d : A ce t o b e n ze n e , A c e to n itri le b e n zi m ida z o lyl , a n d M e th ylb e n zyl a c e tic a cid .

(I.e ., rec o rds t h a t co n ta in ‘Ace t’ o r ‘Be n z’ in a n y o rde r ).

No t re tu rne d : Reco rds wi th n a m e s t h a t co n t a in o n ly ‘Ace t’ (e. g ., A ce to n e ) o r o n ly ‘Be n z’ (e. g ., B e n ze n e ).

A ster i s k

*

 E M S reco g n iz e s th e a ste ri sk ch a ract e r a s a wi ldc a rd th a t ca n b e s u b stit u te d fo r a n y n u m b e r o f c h a ract e r s in a se a rch.

 It ca n b e u s e d o n ly wi th th e ‘Be g ins w ith’ a n d ‘Cont a ins ‘ o p e rat o rs.

E x a mpl e :

S DS re c ords re t urne d : A c e to b e n z e n e a n d A ce to n itri le b e n zim id a zo lyl .

No t re tu rne d :

 Nam e s th a t co n ta in o n l y ‘A ce t’ o r o n ly ‘B e n z’.

 Reco rds wi th n a m e s t h a t c o n t a in ‘B e n z’ first a n d th e n ‘A ce t’.

No te : If th e ‘Be g ins wi th ‘ o p e rat o r is se lect e d , E M S wou ld o n ly li st reco r d s th a t st a r t wi th th e ‘Ace t’ ke yword, f o ll o wed b y a n y n u m b e r o f ch a rac te rs, a n d th e n t h e ‘B e n z’ ke ywor d .

A d d i t i o n a l S ear c h F u n ct i o n a l i t i es

S e a rch scree n s in E M S ca n b e c o n fig u red t o co n ta in tw o e xtra fie ld s : th e g e n e ral s e a rch f ield a n d th e s a ve d s e a rche s f ield .

a. Ge ne ra l S e a rc h F ie ld

Th e G e ne ra l S e a rc h f ield is a co m b ine d fie ld u s e d to se a rch f o r th e va lu e s u se rs e n te r a cross m u ltiple fie ld s o n t h e rec o rd fo r m . Th e u se r th e n cli cks t h e ‘ S e a rc h ‘ b u tt o n , which is fo u n d d ir e ctly b e low th e s e a rch fie lds.

S yste m a d m inistra to r s ca n d e te r m ine t h e f iel d s in clud e d in th e g e n e ral s e a rch .

Fo r m o re i n fo r m a tio n , p lea se refe r to th e rel e va n t u se r g u ide .

b. S a v e d S e a rc he s

Th e S a v e d S e a rc h e s fie ld a ll o ws u se rs to se lect a se t o f p red e t e rm in e d s e a rch cri te ri a a n d u s e th e se to se a rch f o r r e co rds.

Fo r m o re i n fo r m a tio n , p lea se refe r to th e rel e va n t u se r g u ide .

c. S y s tem S e tt ing: R e s e t Se a rc h

A d m i n istrat o rs ca n e n a b le th e R e s e t S e a rc h syste m s e tt in g fo r E M S to rese t t h e se a rch scree n a ft e r e a ch q u e ry , clea ri n g a ll s e a rch p a ra m e t e rs.

3. T he L ist Vi ew

On ce a se a rch h a s b e e n co n d u cte d , t h e se a rch resu lts scre e n , kn o wn a s th e Lis t V ie w , wi ll o p e n . Th e list vie w d is p lays a ll t h e re c o rds th a t m a tch t h e g ive n se a rch p a ra m e t e rs.

1. Th e t o p o f th e li st view ind icat e s th e number o f reco rds th a t m a tch t h e g iven s e a rch cri te ri a .

2. Th e u s e r ca n ch e ck m a rk th e box e s t o t h e le ft o f t h e re c o rds t o in d ic a te s e lect ion .

3. Th e S e e k fie ld a t t h e b o tt o m o f t h e list vie w c a n b e u s e d to lim it t h e resu lts f u rt h e r.

4. Th e Actions b u t to n a t th e b o tt o m o f th e list vie w p rovid e s ke y a ctio n s f o r th e re co rds .

5. Th e S e le c tion b u t to n a ll o ws u se rs t o ch e ck/ u n ch e ck a ll t h e re c o rd s sim u lta n e o u sly.

6. W h e n a se a rch resu lts in to o m a n y reco rds t o d ispla y o n o n e p a g e , E M S wi ll d ispla y pa ge numbers in th e b o tt o m – ri g h t c o rne r o f th e li st view, w h ich u se rs c a n cli ck o n to n a vi g a t e to th e n e ce ss a ry p a g e .

7. Dep e n d ing o n t h e m o d u le, th e f o ll o wi n g cli ck a b le b u tt o n s ca n b e fo u n d a s th e l a st c o lu m n s o f th e Li s t Vi e w reco rd e n tri e s:


	Th e li s t b u tt o n o p e n s a n o p ti o n s m e n u , d is p la ying a n e d it b u tt o n a n d m o d u le – sp e cific o p tio n s f o r t h e r e co rd.
	Th e e d it b u tt o n is a v a il a b le in so m e m o d u les wi th o u t a n o p tio n s m e n u .
	Th e e y e b u tt o n in s o m e mo d u l e s p rovid e s a p o p – u p p revie w o f t h e r e co rd.
	Th e a rr o w b u tt o n o p e n s t h e d e t a il e d fo rm o f t h e re co r d .

T h e M u l t i – Se l ec t F u n cti o n al i ty

Users ca n a lso ru n a n a ctio n f o r m u ltiple rec o rds b y ch e ck – m a rki n g t h e co rr e sp o n d ing rec o rds a n d s e lect in g t h e a p p r o p ri a te a ctio n f ro m t h e Actions m e n u a t th e t o p o f th e scre e n .

Users ca n o p e n t h e d e ta il e d f o rm scre e n o f a reco rd b y:

 d o u b le – cli ck ing o n a re co rd e n try (r e fe rr e d to a s a ‘li n e ite m ‘) o r

 cli cking th e a rr o w b u tt o n t o th e ri g h t o f a re co r d e n try.

C o p y t o C l i p b o ar d

Users ca n se lect T ool s > Co py to Clipboa rd fro m th e t o p – ri g h t m e n u o f th e Lis t V ie w scree n . E M S wil l ret ri e ve t h e re co rd in f o rm a tio n in t h e visible co lu m n s a n d co p y it t o t h e cli p b o a rd .

On ce t h is inf o rm a tio n i s co p ie d , t h e lo g g e d – in u se r c a n p a st e it a s a ta b le int o t h e b o d y o f an e m a il o r a W o rd d o c u m e n t.

4. T he Det ail ed Record Fo r m

E M S p rovid e s m a n y reco rd fo r m s a cross t h e m o d u les , a ll o wi n g u se rs to sto re d a t a o n v a ri o u s to p ics. U se rs ca n h a v e d iff e ren t p e rm issi o n s , a ll o wi n g o r rest ri ctin g t h e ir a cc e ss t o r e co rd f o rm s a n d o t h e r m e n u o p tio n s b a s e d o n th e ir l o ca tio n , e m p loye e , o r g rou p se tt ing s . A d m inistrat o r s ca n to g g l e t h e se p e rm issi o n s o n a n d o ff a s re q u ir e d .

Users ca n o p e n d e ta il e d rec o rds b y d o u b le – cli cking o n a li n e ite m in a li st view. B e low i s a n e xa m p le o f a n S DS re c ord .

D e ta il e d r e c o rd f o rm s ca n h a ve m u lti p le T a b s th a t st o re m o d u le – sp e cific inf o r m a tio n .

Users ca n click o n t h e ta b s t o vie w a d d itio n a l reco rd in f o rm a ti o n .

Und e r e a ch o f t h e se t a b s, th e re m a y a lso b e o n e o r m o re Gr ids .

Occa sion a ll y , g ri d e n tri e s (also ca ll e d ch il d re co rds) ca n b e a d d e d b y cli cking t h e ‘ Ad d ‘ b u t to n in th e b o tt o m – lef t c o rne r.

A lte rna tiv e ly, u s e rs ca n cli ck th e b u tt o n t o th e l e ft o f th e g ri d – or ri g h t – cli ck a n ywhe re insid e th e g ri d – t o d is p lay a n o p tio n s me nu a n d t h e n se lect ‘ A dd ‘ fro m th e m e n u .

Re cord Mana geme nt

How to Lo c ate a nd O pe n a Re co rd

Th is se ctio n d e scri b e s h o w t o fin d a n d view reco rds in E M S u sin g th e S DS m o d u le a s a n e xa m p le. T h e s te p s b e low d e scri b e th e p roce ss f o r r e a c h ing a n S DS re c ord .

S tep 1 . S e lect Ch e mic a l/ S DS > S DS fro m t h e ma in E M S me n u .

Th e S DS m o d u le ‘ s S e a rc h S c re e n wi ll o p e n .

S tep 2 . E n t e r th e se a r ch cri te ri a in t h e s e a rc h f ield s o f t h e S e a r c h S c re e n .

S tep 3 . S e lect wh e t h e r t h e re c o rds s h o u ld me e t a l l of the c r ite ria o r a ny of th e c rite ri a . S tep 4 . Cl ick th e ‘ S e a r c h ‘ b u t to n b e l o w th e f i e lds to in itiat e t h e se a rch.

A Lis t Vi e w d ispla ying t h e re c o rds t h a t me e t yo u r se a rch cri te ri a wi ll o p e n .

S tep 5 . Dou b l e – cli ck o n th e li n e o f th e reco rd yo u wan t t o o p e n o r c li ck o n th e a rr o w b u t to n on th e ri g h t side o f th e re c o rd li n e t o o p e n t h e d e t a il e d re co rd .

Th e se lec te d d e ta il e d Rec ord wi ll o p e n .

Th e d e t a il e d reco rd fo r m c o n t a ins a v a ri e ty o f fie lds t h a t ca n b e u se d to c a p t u re d a t a . T h e to o lba r a t th e to p o f t h e scre e n ca n b e u se d to m o d ify th e a c tive reco rd o r n a viga te t o a d iffe re n t a re a in E M S .

To p Na vigatio n T o ol bar/Me nu

A m e n u wi th n a viga tio n a l to o ls a n d o p tio n s c a n b e f o u n d a t th e t o p – ri g h t co rn e r o f th e S e a rc h , Lis t V ie w , a n d D e tai le d Rec or d Form sc ree n s. S o m e m e n u o p tio n s m a y b e g ray e d o u t b e ca u se t h e y a re u n a v a il a b le b a se d o n t h e mo d u le o r th e u s e r’ s p e r m issi o n s (e . g ., s o m e u se rs m a y b e u n a b le t o d e le te rec o rds). M o re o ve r, so m e o p ti o n s re q u ir e th e fo rm t o b e in a sp e cific m o d e b e fo re th e y a cti va te (e. g ., th e C a nc e l and S a v e o p tio n s a re o n ly a v a il a b le in th e ‘ Ad d ‘ and ‘ E dit ‘ m o d e s).

Th e m e n u ‘s o p tio n s d e p e n d o n wh ich o f t h e t h ree scre e n s a r e o p e n .

Searc h Scr e en T o o l b a r

L i s t V i ew T o o l b a r

D eta i l e d R eco r d T o o l b ar

Th e se cti o n s b e low d e scri b e t h e f u n ctio n o f e a ch o p tio n in t h e t o o lb a r.

 A d d

 S e a rch/ N e w S e a rch

 Rese t

 Qu ic k A ctio n s

 Help

 To o ls

 A ctio n s

 Reco rds

 Navig a te

 Reco r d Fo r m Fu n ctio n s

Add New Rec ords

Users ca n cre a te a n e w reco rd b y cli cking ‘ Ad d ‘ fro m t h e to p – ri g h t m e n u while viewin g th e S e a r c h S c r e e n , t h e Li s t Vi e w , o r a Deta il e d Rec or d Form .


La y e r	Bu tt on
S e a r c h S c re e n
Lis t Vi e w
Deta il e d Rec ord

On ce u se rs cli ck ‘ Ad d ‘ , a b la n k rec o rd fo rm wi ll o p e n . Fi e lds sh a d e d i n p i n k a re m a n d a to ry . T he reco rd ca n n o t b e sa ve d if th e se fie lds a re le ft b lan k.

On ce a ll d e sir e d d a t a f ield s a re fill e d i n , u se r s ca n cli ck th e S a v e ic o n fro m th e t o p – ri g h t m e n u to sa v e t h e reco rd o r cli ck th e C a nc e l icon t o e xit th e rec o rd wi th o u t sa vi n g . Users ca n s e lect th e S a v e a nd Ad d An ot he r b u tt o n to s a ve t h e cu rr e n t re co rd a n d in sta n tly cre a te a n e w o n e .

D at a I n p u t F eat u r es

Users ca n u tili ze t h e a u to – fill f u n c tio n a n d p o p – u p d a ta t a b les t o e x p e d ite d a t a e n try.

T y p e – a he a d Function :

P op – Up Da ta T a bl e s :

W h e n u se rs st a rt ty p in g , a li s t o f rele va n t d a ta e n tri e s a p p e a rs b e l o w th e fie l d . Cl icki n g o n a n e n try wi ll se lect it, a n d its va lu e wil l p o p u lat e t h e f i e ld.

Certa in fie lds co n ta in a ma gnifyi ng gl a s s but to n . Cl icki n g th e m a g n i fyin g g l a ss o p e n s a ta b le whe re u se rs ca n s e lect e xistin g va lu e s.

Users ca n t h e n cli ck th e a rrow but to n o f a n e n try to se lect it, p o p u lat ing th e fi e ld.

Sear ch/Ne w Se arch

Users ca n cli ck e ith e r t h e S e a rc h o r New S e a rc h b u tt o n to i n itiat e a n e w se a rch on th e s e a rc h scree n .

Reset

Users ca n se l e ct t h e R e s e t b u tt o n t o cle a r a ll e n te re d se a rch cri te ri a o n t h e s e a rc h scre e n .

Q uic k Acti on s

Users ca n a cce ss (m o d u le – sp e cific) sh o rtcu ts (i f a n y a re a va il a b le fo r th e m o d u l e ). Hove ri n g o ve r a m e n u o p ti o n d ispla ys a to o lti p rela ti n g to its fu n ctio n a li ty. F o r m o r e inf o rm a tio n , s e e t h e d e d ica te d u se r g u ide f o r e a ch mo d u l e .

Help

Users ca n a cc e ss t h e ( m o d u le – sp e cific) E M S h e lp files b y clicki n g th e h e l p b u tt o n .

T oo ls

Users ca n a cce ss t h e f o ll o wi n g o p tio n s fr o m t h e T ool s s u b m e n u in t h e Det a il e d Rec ord F orm .

 P rint : Users c a n p ri n t t h e (m o d u le – sp e ci fic) d e fa u lt re p o rt fo r o n ly t h e a ctive reco rd o r a ll li st view reco rds.

 Reports : Users ca n se lect a n d p ri n t a n a v a il a b le Cr ysta l rep o rt.

 Qui c k M a na ge m e nt Report : Users ca n s e lect a n d p ri n t a n a v a il a b l e A d H o c M a n a g e m e n t rep o rt.

 Res to re Rec ord : Us e rs ca n ch o o se a n a rchiv e d b a cku p ve rsi o n o f th e a ctive reco rd (i f a n y is a va il a b le) a n d re sto re i t.

 V ie w Log : Users ca n view t h e a ctivity o f t h e a ctive reco rd o r th e a c tivity o f a ll reco rds in th e ir b o u n d a ry.

 S a v e S e a r c h : Users ca n sa ve t h e cri te ri a o f th e last q u e ry, a ll o wi n g th e m to q u ickl y p e rfo rm th e sa m e se a rch in th e fu t u re. O n ly o n e s e a rch ca n b e sa ve d a t a tim e fo r a m o d u le. S a ving a n e w se a rch wi ll e rase th e p revio u s o n e .

 E x port to E x c e l : Us e rs ca n g e n e rate a n E x ce l file wi th a ll li st view rec o rds.

 Ad v a nc e d E x port : Users ca n g e n e rat e a n E x ce l Fi le u sing th e rec o rds in th e li st view. Th e y c a n sp e cify which d a ta fie l d s wi ll b e inclu d e d , u n d e r which n a m e t h e y wil l d ispla y, a n d in wh a t o rd e r.

Actio ns

Th e A c tions b u tt o n in th e t o p t o o lb a r p rovid e s a m e n u li stin g t h e a v a il a b le a c tio n s f o r th e a ctiv e reco rd (w h e n viewing a d e ta il e d rec o rd fo r m ) o r a se lect ion o f rec o rds (w h e n viewing a li st vie w) . Users ca n u s e t h e a cti o n s m e n u t o a cc e ss mod u le – sp e cific sh o rtc u t s.

Th e i m a g e b e l o w sh o w s t h e a ctio n s men u f o r th e S D S list vie w.

S o m e m o d u les o ff e r ‘ g lob a l ‘ a c tio n s, s u ch a s p ri n tin g la b e ls . Th e se a re a ctio n s th a t ca n b e e xe cu te d f o r a ll reco rds in a li st view re co rds a s w e ll a s in d ivi d u a l r e co rds.

Fo r m o re inf o rm a tio n on th e va ri o u s a v a il a b l e Actions , se e th e d e d ica te d u se r g u ide f o r e a ch mo d u l e .

No te : Hove ri n g o ve r a n a ctio n o p ti o n wi ll d ispla y a to o lti p d e scri b ing its f u n ctio n a li ty.

Det a il e d i n fo r m a tio n o n th e in d ivi d u a l a ctio n s is a va il a b le in th e d e d ica te d u se r g u ide o f e a c h mo d u le.

Th e i m a g e b e l o w sh o w s t h e a ctio n s me n u f o r t h e d e ta il e d S DS r e co rd f o rm .

Record s

Users ca n a cce ss th e Rec ords su b m e n u fr o m th e to p – ri g h t m e n u while viewing a Deta il e d Rec ord Form wi th t h e fo ll o wi n g o p tio n s:

 Ad d : Users ca n cre a te a n e w reco rd.

 Clone : Users ca n cre a te a n e w reco rd . Th e d a ta fie lds o f th is n e w reco rd wi ll b e p o p u lat e d wi th inf o rm a tio n d rawn fro m th e a ctive reco rd . Cl o n ing wi ll n o t d u p li ca te d a t a in a ll fie lds . S o m e wi ll b e l e ft b lan k , a n d so m e wi ll h a ve a n e w va lu e in se q u e n tia l o rde r (e .g ., b a rco d e s).

 M ultiple Clone : User s ca n crea te m u ltiple clon e rec o rds a t a t im e . M u ltiple Cl o n e is o n l y a va il a b le f o r sp e cific m o d u les . Ot h e rw ise , it is g raye d o u t .

 E dit : Users ca n mo d ify t h e a ctive re c o rd.

 Del e te : Us e rs ca n d e let e t h e a ctive reco rd. Dele tin g a reco rd wi ll e rase t h e d a t a it h o ld s th rou g h o u t E M S . Cau ti o n is a d vised .

 Del e te Re c ords in Cu rre nt Lookup : A wi n d o w wi ll d ispla y, li stin g a ll li st view reco rds. Che cking th e b o xe s o f rec o rds wi ll se l e ct th e m . Us e rs ca n cli ck ‘ Ok ‘ to d e le te th e ch o se n reco rds. Dele ti n g a reco rd wi ll e rase th e d a t a it h o lds t h rou g h o u t E M S . Cau ti o n is a d vised .

 S a v e : Users ca n s a ve th e a ctive rec o rd . A ctive o n ly in E d it/A d d M o d e .

 S a v e a nd A dd Ne w : Users c a n sa ve t h e a ctive re co rd a n d cre a t e a n e w o n e .

A ctive o n ly in E d it/A d d M o d e .

 Canc e l : Users ca n e xit th e E d it/ A d d m o d e wi th o u t s a ving th e r e co rd. A ctive o n ly i n E d it/A d d Mo d e .

 Refre s h : Users ca n relo a d t h e a ctive rec o r d to d ispl a y th e lat e st sa ve d ve rsi o n .

 Hel p : Users ca n a cce s s th e ( m o d u le – sp e cific) E M S h e lp f il e s.

Naviga te

Users ca n a cce ss th e Nav iga te su b m e n u wh il e viewing a De ta il e d Reco rd. T h e su b m e n u o ff e rs th e f o ll o wi n g o p tio n s:

 S e a r c h : Users ca n a cce ss t h e ( m o d u le – sp e cific) S e a rc h S cre e n .

 S e t Bo undary ON/O F F : Users ca n to g g le th e view b e twe e n t h e res u lts o f t h e ir last s e a rc h a n d a ll a v a il a b le ( m o d u le – sp e cific) reco rds in th e d a t a b a s e .

 S ort Orde r : Users ca n ch a n g e h o w t h e se a rch resu lts a re o r d e red b y se lect in g th e co rr e sp o n d ing p a ra m e t e r (e.g . , so rt b y E n try/S yst e m O rde r, B a rcod e , e tc. ).

 Lis t V i e w : Users c a n re tu rn to th e li s t view/ se a rch res u lts scr e e n .

 Rec e nt ly V ie we d : Us e rs ca n vi e w th e m o st rece n tly a cc e sse d rec o rd (du ri n g t h e c u rr e n t se ssion ).

 S how All : Users ca n c lea r th e last q u e ry a n d d ispla y a ll (m o d u l e – sp e cific) reco rds in t h e d a ta b a se .

 Firs t : Users ca n n a vig a te t o t h e f ir st rec o rd.

 P re v iou s : Users ca n n a viga t e t o t h e p revio u s reco rd.

 Nex t , Users ca n n a vi g a te t o t h e n e xt rec o rd.

 La s t : Users ca n n a vig a te t o t h e la s t reco rd .

No te : E M S is a ‘ .ne t ‘ w e b a p p li ca ti o n . It is inco m p a tib le wi t h t h e b rowser’s fo rw a rd/b a ck a rr o ws o r refre sh b u tt o n s . Us e rs a re a d vise d to u s e o n ly th e n a viga tio n t o o ls wi th in E M S t o a v o id losin g a n y u n sa ve d d a t a .

Record Fo r m F un ct ion s

Users cli ck th e a rr o ws t o n a viga t e t o t h e fir s t , pre v ious , ne x t, or l a s t reco r d in th e ir Li s t Vi e w .

S e a r c h : Users ca n a cc e ss t h e (m o d u le – s p e cif ic) S e a rc h S c re e n .

Lis t Vi e w: Users ca n r e tu rn t o t h e scre e n wh e re t h e re co rds a re list e d .

Ad d: Users ca n cre a t e a n e w reco rd.

E dit: Users ca n m o d ify t h e a ctive re c o rd.

P rint : Users ca n p ri n t t h e (m o d u le – sp e cific) d e fa u lt re p o rt f o r t h e a ct ive reco rd o r a ll reco rds in t h e ir b o u n d a ry.

S a v e : Us e rs ca n s a ve a n y ch a n g e s m a d e t o t h e re co r d . A ctive o n ly in E dit/Ad d Mo de .

S a v e Add An ot he r: Users ca n s a v e t h e a cti ve re co rd a n d crea t e a n e w o n e . A ctive o n ly in E dit/Ad d Mo de .

Canc e l: Users ca n e xit th e E dit / Ad d m o d e wi th out s a v ing th e re co r d . A ctive o n ly in E dit/Ad d Mo de .

Refre s h: Users ca n re loa d th e a ctive re co rd t o d ispla y th e lat e s t sa v e d ve rsi o n .

Ed i t R ec o r d s

Users wi th t h e a p p rop r iat e p e rm issi o n s c a n d e let e reco rds u sin g o n e o f t h e m e th o d s d e scr ibe d in th e t a b le b e low.


La y e r	M e th od
Lis t Vi e w	Users ca n ri g h t – cli ck a li n e ite m o r th e li st b u t to n o n t h e ri g h t side o f a reco rd lin e it e m a n d t h e n se l e ct E dit fr o m th e p o p – u p o p tio n s men u . S o m e m o d u les wi th o u t a li st b u t to n f e a t u re t h e e d it b u t to n a t th e e n d o f t h e li n e ite m inst e a d . Th e e d it b u tt o n ca n b e cli cke d o n to o p e n th e reco rd in e d it m o d e .
Deta il e d Re c ord	Th e e d it b u tt o n i n t h e t o o lba r a t t h e t o p o f th e scre e n c a n b e clicked whe n viewing a d e t a il e d re c o rd f o rm to e d it t h e r e co rd. Users ca n a lso e d it a n a ctive reco rd b y s e lect i n g Rec ord s > E dit fro m th e to o lb a r a t t h e to p o f th e scre e n .

Ex tra Fea tur e s

Fin d – Firs t F e atu re

E M S ca n a lso d ir e ct u se rs t o a sso cia te d re co rds b e twe e n m o d u les. F o r e x a m p le, whe n t h e log g e d – in u s e r a cc e sse s th e d e ta il e d reco rd fo rm o f a co n ta in e r co n ta inin g a c e to n e , o p e n i n g th e S DS m o d u l e f o r th e first t im e wil l a u to m a tica ll y a cce ss t h e S DS reco rd f o r a c e to n e .

No te : A syste m s e tt in g e n a b les th is f e a t u re . To e n a b le t h e f u n cti o n a li ty, o p e n t h e sys t e m se tt ing s , ch e ckm a rk t h e ‘Fi nd Firs t On Form Load’ syste m se tt i n g , a n d cli ck th e S a v e b u tt o n .

Close Fo r ms

E a ch E M S m o d u le re t a ins a s na p s hot o f th e log g e d – in u se r’ s mo s t re c e nt a c ti v ity d u ri n g t h e cu rr e n t se ssio n , a ll o wi n g u s e rs to n a vig a te b e twe e n d iff e ren t mo d u l e s e ff e ctive ly.

W h e n e v e r u se rs cli ck o n a m o d u le wi th a sn a p sh o t a v a il a b le, th e y a re red ir e cte d to th e e xa c t p o int /re c o rd wh e re t h e y le ft o ff .

S e lect in g S e tt ings > Clos e Forms fro m t h e m a in E M S m e n u will:

 clea r a ll sn a p sh o ts t a k e n d u ri n g t h e c u rr e n t s e ssion ,

 close a ll f o rm s a n d m o d u les , a n d

 retu rn t h e u se r to t h e d a sh b o a rd.

Naviga te B e twe en Mo du les w i t h Hyp erlinks : T he ‘ Eye ‘ Bu tt o n

U se rs ca n u se h y p e rl inks to n a viga te b e tw e e n m o d u les. Fo r e xa m p le, a Co nt a ine r rec o rd is a sso ciat e d wi th a Loc a tion (1) rec o rd (w h e re it is st o red ), a n S DS (2) rec o rd (w h a t it st o res), a n d a n E mplo y e e ( 3 ) reco rd (w h o o wns it). I n view m o d e , th e s e ke y m o d u les a re r e p rese n te d o n t h e f o rm b y a f ield wi th a n e ye b u t to n .

W h il e viewin g th e Det a il e d Re c ord Form o f a co n ta in e r reco rd, u se rs ca n cli ck o n th e ‘ eye ‘ b u tt o n (1) to a cce ss th e co rr e sp o n d i n g Qui c k fo rm (2) . Fi n a ll y, cli cking t h e ‘ Ope n Re c or d ‘ (3) o p tio n a t t h e to p – ri g h t co rne r o f th e q u ick f o rm wi ll o p e n t h e d e t a il e d f o rm o f th e a sso ciat e d reco rd.

John Doe