v7 FreeBalance Help

The FreeBalance Accountability Platform GUI offers to the end-user the following functionality, via Icons and Buttons:

  Create / Add - Set screen to Insert Mode.  Users can then create a new record through this button.

  Search - Set screen to Search Mode.  Users can enter filter criteria and search existing entries.  By default, when entering a feature, users are in Search Mode.

  Results - Once a record has been created or searched for, users can return to the results screen when necessary.

 Generate Data Import Template - Allows users to generate the template file related to the screen.

 Execute Data Import - It allows users to execute the data import for the related screen.

  Workflow History - Allows users to view the history of workflow transitions for an item. The following is presented:

  Workflow Transition - Click this button to change the workflow status, and move the process to the next stage in the workflow. 

Delete - Click to remove the record. A window is displayed confirming the item is deleted.

 Lookup - The Lookup tool allows users to browse and select existing items.  Once selected, all available information automatically populates the corresponding fields.

Save - Click to save the information inputted. The record is stored and a confirmation message is presented.

 Import - Import a file from outside the GRP.  When clicking the icon, a screen appears:

Click the Browse icon, to search for a file.  Click the  icon to Import an Excel or CSV file.

 Discard - Eliminate the selected file.

Accept - Save changes and return to the previous screen.

Find - Present a list of existing items as per the selected filter criteria. From the list users may select one record to retrieve the stored information.

  Update - Select to update all changes made to a record.

  New - Add a new item to the detail tab.  A screen appears allowing users to enter new information for a detail item.

  Remove - Remove a record.  A screen appears to confirm the record is deleted.

  Select All - When users are required to sort by a specific filtering criterion, the Select All button allows to highlight all the filter criteria.

  Unselect All - When users are required to sort by a specific filtering criterion, the Unselect All button unselects all previously highlighted filter criteria.

The sort by list appears as follows:

Expand tree structure - Click to reveal all items under a particular list.

Collapse tree structure - Click to hide all items under a particular list.

 Mandatory field - Indicates a field that is required.

 Range Field - Allows users to select range of values.

Color Picker -Allows users to select color code. The following window appears:

  Calendar - Allows users to select a calendar date.  The following window appears:

Audit - Allows users to view the audit history for the current record.  The following screen appears:

 HTML Export - When exporting a report, click the icon to export in HTML format.

 PDF - When exporting a report, click the icon to export in PDF format.

 PDF - When exporting a report, click the icon to export in PDF format.

 Excel - When exporting a report, click the icon to export in Excel format.

 Excel XLSX- When exporting a report, click the icon to export in Excel XLSX format.

 RTF - When exporting a report, click the icon to export in RTF format.

 ODT - When exporting a report, click the icon to export in ODT format.

 ODS - When exporting a report, click the icon to export in ODS format.

 MS Word - When exporting a report, click the icon to export in MS Word format.

  Full Screen - Full Screen button allows users to see the screen in full screen mode.

 Proceed - Select to execute processes.