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:
![](/sites/default/files/workflow history screen.jpg)
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:
![](/sites/default/files/import screen.jpg)
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: ![](/sites/default/files/sort by.jpg)
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:
![](/sites/default/files/Color Window.png)
Calendar - Allows users to select a calendar date. The following window appears:
![](/sites/default/files/calendar_5.jpg)
Audit - Allows users to view the audit history for the current record. The following screen appears:
![](/sites/default/files/audit history_0.jpg)
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.
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