Click Setup on the Main menu to see the Setup form. Enter your company contact info and ImportFolder.
You can click on any blue links on the form. Hover over them to see what they do. Website browses
to your website. ImportFolder opens your import folder so you can drag files into it.
To view any raw table in the system, select it in the Table combo and click View or to export it to
CSV, DBF (dBase, FoxPro, Clipper), HTM (for web browsers), MDB (Access), RTF (Word or WordPad), SNP
(free Access reader from Microsoft), TXT or XLS (Excel) formats.
While viewing a table, you can drag the column headers into the order you want, highlight several
columns together and right click, sort A-Z or Z-A. When you are done viewing, answer NO when asked
if you want to save the table layout.
There are five import specs. Employee, Attendance, CALog, CSA and Stars. Import Employee before importing
others because they are related to EmployeeID that is in the Employee table. If you click Import without
selecting a filename, each spec will offer to create a sample spreadsheet.
To import CSA data place an Excel .XLS file into the import folder. To see a sample of this file, open the
Setup form and click Import while the combo to the left is blank. After the .XLS file is placed in the
import folder, click Import to place the data into the CSA form. Click Form to open the CSA form and edit
the data. If you uncheck the Sel checkbox, that record won't be imported. Use the Match Driver box to quickly
find the EmployeeID of the driver or use the blue Employee link to open the Employee form for a more detailed
lookup. When you have made all the data corrections, click Update Employee to copy Sel recs to the Accident table.
The Stars import works similar to the CSA import except you must change the combo from CSA to Stars. Click
Import while the combo to the left of the Import link is blank to see a sample of the Stars Excel .XLS.
Place the .XLS into the Import folder, click Import, then click Form to see the Stars records that will
be imported. Uncheck the Sel checkbox for records that won't be imported. Set the EmployeeID for employees
or -EmployeeID for ExEmployees (Note the minus sign). When you are done changing the data, click Import to
Accident to import the Sel recs.
Click TblDoc to create a data dictionary defining all fields in
the database application. This HTML
file is opened in the user's browser. The description property shown in TblDoc appears as StatusBar text
The User form lets the Super user add or edit users.
Select the Region, Warehouse and Department for the user. If you set the Department to *, the user
will be able to view and edit all departments in their warehouse. If you set the warehouse to *,
the user can view and edit all warehouses in their region. If you set the region to *, they can
view and edit all records. Reports only show records that a user has the right to edit, so
a user at warehouse TX won't see an employee from warehouse CA on a report.
Super users can create and delete new users. A warehouse super user,
who does not have their warehouse privilege set to * can only create users at their warehouse.
A super user who has region set to * can create users and assign them to any region or warehouse.
Users must change their passwords every 90 days. Passwords must be 8-12 chars and contain a number, upper
case letter and a lower case letter. Passwords cannot be reused. Users are reminded upon login after day 85
and after 90 days, they are locked out of the system and told to call a super user to get back in. The super
user can click Unexpire Password to give the user five more days to change their password. Super users can
click Disable to disable a user's account. The date of the user's last password change and last login are
shown at the bottom of the form.
More info on setting up users
Click Link to change where the data tables are located. If you see the box asking where the data tables
are upon opening the database, you may have a network error and should call for support to avoid
storing your work in the wrong location.
Backup quickly saves a copy of the data tables to another location such as a flash drive.
Click Quit to force users out of the database for maintenance.
Compact rebuilds the indexes, repairs and reduces the size of the tables database. This requires
exclusive access to the database, so it is best done after work. You can use the Quit function if
people are widely distributed. If you change lots of data, you will
notice improved performance if you compact weekly.
The Combo form lets you edit tables in your system that only have one or two fields without having to have
forms created for each table. Available combos include AccidentType, CACat, CALevel, Carrier, Cause,
Condition, Coverage, Department, ExtraBoard, InIraining, JobTitle, OSDCode, PhoneType, Region, StarsStatus
, State, Status, TicketStatus and WH. Choose the combo you want to edit in the colored area
at the top of the form or use the right or left arrow keys to skip through the combos.
Use the Comment field for contact info and always enter a Region code in the WH combo.
You can put a decimal value in the Sort field to make your
own custom sort order for the combo dropdown. Click the blue link Code, Descrip or Sort to sort on that
column. It is easy to use comments for special purposes such as help or groups in the Combo form.
The Data Integrity form helps you keep your data complete and accurate without slowing data entry because
the data wasn't currently available. It is easy to create several of these queries in an hour, so any time
you encounter a data entry problem, we can create a DI query to avoid it in the future.
The Note normally contains a line telling exactly how to fix the problem.
Click Calc1 to count the records found by this query or Calc to count records found for each data integrity query.
Click the blue SQL link to see the actual SQL of the query.
Click View to see the records found in a read-only format.
Click Sel to Select the records found in the Employee table and open the Employee form with only the problem records
Click Export to export the records found to Excel, CSV, Text, etc.
If it is possible to fix a problem using an SQL Update query, we can create a query qFix query. A Fix button is then
visible and the user simply clicks Fix and confirms that they want to run the query to fix the problem.
If all queries show 0 records, there are no problems with your data.