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52.7 Register

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52.7.1 The Register tab displays all or specific register items.

 

Click Register tab

Enter criteria in the fields to display specific register entries or leave them blank to display all (Wildcard character (%) is acceptable)

Click the Filter button.

Double-click a specific register to view more details

 

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click here to zoom

 

52.7.3 Add New Register - Add new register entries from the Job or Register tab.

 

Click New Register to add a new register entry from the Job Tab

Click Add New button in the Register Tab

Double click "Double-Click to Add a New Register Entry" text on the Register Tab

Fill-in the following:

Select Register Type

Select Client

Select Job

Enter Date or use Calendar control

Enter Subject

Enter Plan Number

Select From using the Dropdown List or type the name

Select To using the Dropdown List or type the name

Enter File in the Textbox

Select Status from the Dropdown List

Click Save

 

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click here to zoom

 

52.7.5 Edit existing Register

 

Locate using List and view Register to edit

Make necessary changes

Click Save button

 

52.7.6 Delete existing Register

 

Locate using List and view Register

Click Delete button

Click Yes to confirm message “Are you sure you want to delete this register?”