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Introduction to Getting Help with the RecordsKeeper
the RecordsKeeper database system provides you with several options for getting help as you work with it.
Help Screens:
Most screens have a help button that when clicked, will open another screen with information that is specific to the screen you are working with. That help screen will help you better understand the screen you are using – what it is for, what you can do with it, and how to use it effectively.
The help screen that opens can be moved so that it is out of the way of items on the screen underneath it. It can also be stretched or shrunk so it displays more or less data, as you require.
If you require a report of the help information for a specific screen, you can print one from the ‘Main’ page while under the ‘Personal’ tab. After preparing the ‘Help’ report, print the page(s) you require.
In addition to the Help screens that are available, there are two additional help features to guide you in your use of the RecordsKeeper. They are:
- Help Tips, and
- Guidance Phrases
1: Help Tips
A ‘help tip’ is a short phrase or series of phrases that is attached to all buttons, data fields and most other items on a screen. They are specific to the item itself. You access a ‘help tip’ by hovering your mouse cursor over the item you want help with. After a brief second or so, a ‘help tip’ for the item your cursor is over will appear on the screen and remain there until you move your cursor.
Some people may find that the ‘help tips’ are bothersome or in the way, so they can be turned off if you prefer. When they are turned off, they will be off for all users, however.
2: Guidance Phrases
Many screens have one or more phrases that are designed to help you. They are found at various places on a screen where room permits, or where they are appropriate. Most often, they appear at the bottom of a screen.
Note that all of the information in the help screens, the help tips and the guidance phrases are customizable. They may be changed and/or translated by the default user so that they are most effective for your specific purposes.
Click on the appropriate links found below to access additional overview and insight information.
Section 1: Overviews and Insights
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