The profile view of a Schedule represents a summary view. It is not comprehensive in that it does not show all of the data related to the selected Schedule, but it does provide access to the most commonly used information related to the Schedule. The profile view also provides easy access to related data for the Schedule. Most information for the Schedule can be accessed by clicking on the profile icon (located to the left of the page title), and then choosing an appropriate ‘related item’ from the menu.
Comments can be added to the Comments grid via the “Add Comment” button.
The Query icon and its dropdown menu are found to the right and directly above all major grids. The Query icon opens the query form where queries of the data in the grid beneath are performed.
If you wish to save a query for use in the future, immediately click on the Active Query icon and a "Save As" link will appear on the top right of the Query form. Click on "Save As", name the query and click "Save". The name of the query will now appear under the Query icon dropdown. To activate the saved query, click on the triangle to the right of the icon and select the query. This is a friendly method to make frequently used queries easy to access with just a single click of the mouse.
The Print icon and its dropdown menu are found next to the Query icon directly above all major grids. The Print icon opens the print form where exports of the data in the grid beneath are performed.
The Query Comments Grid Form allows you to query/filter data in the grid by specific fields. Once you enter a word, part of a key word, date(s) of interest, or any combination of these, click on “Search” and the grid will filter to reveal your queried data.