The following right-click options may be available on Actions windows:

Option	Action Description
Refresh All drop-downs	Refreshes the drop-down data windows (or list boxes); in other words, if changes have been made, the changes will be visible
First	Moves the cursor to the first row in the data window
Previous	Moves the cursor to the previous row in the data window
Next	Moves the cursor to the next row in the data window
Last	Moves the cursor to the last row in the data window
Cut Rows	Cuts the selected rows from the data window to the clipboard; deletes the rows in the data window
Copy Rows	Copies the selected rows in the data window to the clipboard; does not delete the rows in the data window
Paste Rows	Pastes the copied or cut rows from the clipboard to the data window
Filter Rows	Allows you to define filter criteria for the data window in order to view certain rows
Sort Rows	Allows you to define sort criteria for the data window so that rows can be viewed in a desired order

If you choose Add Row, a row will be added at the bottom of the grid.

 

The Advanced Search option opens the Name Search window.

After choosing the Advanced Search option and entering search criteria, the Name Search function will then perform an advanced search within the system and look for a match for the search criteria. Search results are then displayed in the results grid on the Name Search window. The search results can display an icon for each row in the results grid to allow you to view the ID Number's spouse information if a SPOUSE_ID has been specified for the resulting ID or if a spouse relationship exists; however, you must define the relationship code you want to use to indicate a spouse.

 

All amount columns have an edit mask or an amount format of ###0.00. Enter dollars and cents (e.g., 3789.15) in any amount column using the amount format.  You can right-click on most amount columns to access the Calculator.

 

Right-click in any date column to display the Calendar from which you can select a date.

 

In grid windows, you can click on column headings and use the drag-and-drop feature to move columns to your preferred location.

Once you move columns, you can choose Save Column Display Order from the right-click or Options menu to save the order in User Preferences. The columns display in this saved order until you move them again and save.

If you want to return the column placement to the default locations, choose Clear Column Display Order from the right-click or Options menu to remove the order from User Preferences.

If other windows are open, you will receive the following message: "Warning: All windows must be closed before changing database." Close all windows, and the login window opens.

1)    Choose File | DB Connection or double-click on the database name in the Status Bar.

2)    The login window opens with your User Name and current Database displayed.

3)    Enter your Password.

4)    Select the desired database from the Database drop-down list.

5)    Click OK.

6)    You may be prompted to select a default User group with which to log in to the database.

If you delete a row that has dependent data (a message alerts you to this fact), the dependent data cannot be restored.

If you choose Delete Row, the highlighted row will be deleted. The deleted rows are moved to a temporary holding place where you have the option to restore deleted rows provided you did not save data after the deletion was performed.

 

If a window displays a list of rows for which there is a details window, you can access the detail window by right-clicking on the window and selecting the appropriate option or by double-clicking on a selected row.

 

In order to prevent duplicate Social Security Numbers from being entered in the database, you can configure the software to search for duplicate Social Security Numbers. The default value for this configuration item is N.

If the configuration for SSN_UNIQUE is set to Y and if you enter a duplicate SSN, you will receive a message that the SSN already exists in the database and that the Biograph Master table cannot be updated.

 

If you choose Insert Row, a row will be added above the highlighted row.

 

Many columns contain drop-down data lists that contain pre-defined values from which you can select a valid value for the column. Some values are created in definition tables, while others are defined in a table (Table Detail) that stores values from many different columns.

If the value is stored in Table Detail, Maintenance Screen is one of the options in the Options menu or the right-click menu for the column. When you choose Maintenance Screen, the Maintain Table Values window appears. In this window, you can add, delete, insert, or restore rows.

 

These options are provided on all windows unless otherwise noted.  If you have made changes to data on the window and attempt to close the window without saving the changes, a warning message will display.

 

This option will retrieve the last used ID Number from the registry and display it in the ID Number column along with any other information associated with the ID Number displayed on the window.

 

This right-click option opens the Restore Rows window, which contains the deleted rows. However, if the row was deleted from the buffer and not the database, the Restore Row option is not available.

 

By default, all existing groups have access to the Save As button. However, you can remove access to this button through Tasklist security ("Data: SaveAs Functionality").