Using Edit Windows

The edit window is the only way in which data in a record can be added and changed. An edit window opens and is populated with information about the item when a function to insert a record or edit an existing record is selected.

Opening an edit window

These are the methods that can be used to open an edit window:

Click a Main Menu option, click Show Edit Window, and then search for the required code for the item that you want to access. The Show Edit Window icon is displayed on the right when an option includes both a Browse and an Edit window:
Double-click a menu option in the Main Menu and search for the required code
Highlight the required item in the grid list on a browse window then click
Double-click a record in the grid list on a browse window
Click + in the toolbar on an edit window to insert a new record

Edit Window Layout

An edit window consists of these main elements.

Title Bar
Toolbar
Tabs
Status Bar

Title Bar

The title bar is located at the top of the window and contains the name of the window, which is usually the same as the function that was initiated.

Edit Toolbar

The edit toolbar contains buttons that provide quick access to the available tools
The buttons for standard tools are to the left of >> and appear in all edit windows
Each functional area has a specific set of non-standard tools that provide access to the system features and functions. These tools are shown in all edit windows for the functional area.

The standard tool functions are listed below:

Click…	To…	Shortcut
	Search for the record with the specified code. For example, capture then click .
	Refresh the edit window details to include any changes that have been made. Refresh the data from time to time to include any changes that have been made elsewhere in the system.	[Ctrl+Shift+R]
	Go to the first record in the browse window for the item.
	Go to the previous record in the browse window for the item.
	Go to the next record in the browse window for the item.
	Go to the last record in the browse window for the item.
+	Insert or add a new record.	[Ctrl+Shift+N]
-	Delete the record displayed in the edit window. A record can only be deleted if permitted by the business rules for the item.	[Ctrl+Shift+X]
	Save the changes that have been made for the selected record.	[Ctrl+Shift+S]
	Cancel the changes that have been made since saving the record. The message “I10063: All pending changes will be cancelled. Proceed?” is displayed. Select OK to cancel the changes that have been made since saving the record.
>>	Open the menu of Additional Options.
	Open the menu for linked Documents and Attributes.
	Open the detailed edit menu then click the required menu option. For example, press [Ctrl+Shift+2] to open the detailed edit window for Meters in the above menu.	[Ctrl+Shift+1] [Ctrl+Shift+2] ... [Ctrl+Shift+9]
	Open the Main Menu	[Ctrl+Shift+O]
	Go to the previous field.	[Shift+Tab]
	Undo the change. The field value on which the cursor is positioned will be deleted, irrespective of whether it is an existing value or an edited value.	[Ctrl +Z]

Tabs

One or more tabs might be available for different groups of data that apply to the record.
The header tab contains the basic data fields for a record.

Status bar

The Development Status of the item is displayed at the bottom left of the window. Possible statuses are:

Changed
New
Unchanged