Tutorials XP_V11.4
Contents
1. 1 2 of the User Manual to highlight the records with codes CORMACKTRAINING amp DOLANVIDEO Hold down the Ctrl Key to highlight more than one row With these two records highlighted click on Preview to produce a Preview of the report on screen A typical Preview screen is shown in Section 8 1 2 of the User Manual Use cursors PgDn etc or mouse to browse through the displayed letters Click on the Close Window button to cancel the Report Pre viewer click OK in the Update Letter Codes dialog box to automatically update the letter codes in the two selected records this returns you to the Select Company Records form 7 Click on the Close Window button to cancel the form and return to the Main Menu 5 Printing a Label or Envelope for selected companies Having produced our two letters we now use the Company Label or Company Envelope options to finish the task With just two letters it is convenient to print directly onto DL envelopes 1 With the Main Menu displayed click on the Mail List button in the Report Mail Output column to open the Choose Required Mail Option dialog box Highlight the Envelope Contact1 report and click on OK to display the Choose Individual or Option Codes dialog box illustrated in Section 8 1 2 of the User Manual Click on the Select individual records radio button and then OK to display the Multi select List form illustrated in Section 8 1 2 of the User Manual Use2. 5 Job Reference conos Job Title Support Student Company CORMACKTRAINING Location TAYSIDE Vacancies 1 z Date Posted 08 02 2006 ES Applications Closed Application Requirements Online CV AppForm Letter Closing Date Start Date Finish Date Salary Duration LIVE o amp o5 2005 f26092005 5 2400 Job Classification Criteria Job Sector Engineering 7 Job Type information Technology Support 7 Local Gov Retail Finance Computing JobFlag5 JobFlag6 E E Job Summary am in Management Information Division Job Details gt of 1 Filtered Once the details are complete close the Jobs pop up and then use the Find drop down list to locate and display the Company record for DOLANVIDEO Click on the Display Edit Company Jobs button 4 1989 2009 PineSoft 2009 FinDonlT 11 Tutorials 6 Enter details for the second job shown below 2nd record Job Reference Job Title Student Assistant Company DOLANVIDEO Location TAYSIDE Vacancies 1 z Date Posted 03 02 2006 i Application Roqui t Online CV iactus Closing Date Start Date Finish Date Salary Duration LE ooszeos sfososzocs s Job Classification Criteria Job Sector Job Type Local Gov Retail Finance Computing JobFlag5 JobFlag6 E E n B E Job Summary iud in Accounts department Job Details of 1 Filtered Once the detail
3. Dr Peter Hall Tel Status MIS Manager E mail Title Peter Tel Visiting Tutor E mail Mr T Goodfellow Summary Placement in Management Information Division Job Details Placement in Management Information Division 1989 2009 PineSoft 2009 FinDonlT 15 Tutorials 4 Once the details are complete close the Add new placement record pop up and then use the Find drop down list to locate and display the Company record for DOLANVIDEO 5 Click on the Add new placement record button 6 Enter placement details for the second student Gary James as shown below 2nd record Student Code JAMES GARY The Studname Course Session Year amp Placement fields are entered automatically once the student is selected via the lookup table Job Reference DOL 05 1 The Job Title company address etc is automatically inserted once the job vacancy is selected via the lookup table Start 27 3 2000 Finish Salary 10700 Supervisor details Student details Name Mr John Baker Tel Status Accounts Manager E mail Title John Tel Visiting Tutor E mail Mr T Goodfellow Summary Placement Accounts department Job Details Placement in Accounts department Close the Add new placement record form and then click on the Close Window button to leave the company form and return to the Main Menu To check that the placement details have been correctly entered use the Main Menu Company amp Student
4. Examine Edit options to browse through the updated company amp student records The above placement details will be present in the appropriate placement Pop up forms At any future time you can easily use the Main Menu Placements option or the Display Edit placement details pop up in company or student forms to re load required student placement details in order to update correct the text in the visiting tutor supervisor supervisor title start finish salary and comment fields Why not try this and enter a finish date or some extra comments for the above two students To delete complete placement records use the Main Menu Placements button to display the Placement Options dialog box and choose the Examine Edit Current Placements option 1989 2009 PineSoft 2009 FinDonlT 16 Tutorials Tutorial A7 Customised Reports 7 1 Introduction Tom has been designated as Project Co ordinator and he has decided that as most student details are already available within the PineSoft Database he will use it for administrative assistance To keep in contact with students and to make sure that he maintains adequate records of instructions or information given to students he has decided to use the Mail option this will ensure that he may send letters to any students at their home or term address or even c o their company supervisor when on placement He would also like to be able to produce a class list of students amp their pr
5. display the Report with the three new records with matching Key field values A typical Preview screen is shown in Section 8 1 2 of the User Manual 4 Use cursors PgDn etc or mouse to browse through the displayed report 5 Click on the Close Window button to cancel the report pre viewer and return to the Selection Criteria Form 6 Click on the Close Window button to cancel the form and return to the Main Menu Don t forget to obtain on line context sensitive help at any time press the F1 key or click the help button 1989 2009 PineSoft 2009 FinDonlT 7 Tutorials Report 2 List company address for 2 selected company records 1 With the Main Menu displayed click on the Report List button in the Report Mail Output column to open the Choose Required Report dialog box illustrated in Section 8 1 2 of the User Manual Highlight the Report Company Address etc 2 per page and click on OK to display the Choose Individual or Option Codes dialog box illustrated in Section 8 1 2 of the User Manual Click on the Select individual records radio button and then OK to display the Multi select List form illustrated in Section 8 1 2 of the User Manual Use the Multi select List explained in Section 8 1 2 of the User Manual to highlight the records with codes CORMACKTRAINING amp DOLANVIDEO Hold down the Ctrl Key to highlight more than one row With these two records highlighted click on Preview to produc
6. the Selection Criteria Form 7 Click on the Close Window button to cancel the form and return to the Main Menu Report 2 Proforma Report 1 With the Main Menu displayed click on the Report List button in the Report Mail Output column to open the Choose Required Report dialog box illustrated in Section 8 1 2 of the User Manual Highlight the Report Proforma4 Student Customs field and click on OK to display the Choose Individual or Option Codes dialog box illustrated in Section 8 1 2 of the User Manual Click on the Use selection codes radio button and then OK to display the Selection Criteria form illustrated in Section 8 1 2 of the User Manual Click the Course code and Year 1 to highlight them and then the Preview button to display the required Report Use cursors PgDn etc or mouse to browse through the displayed report Click on the Close Window button to cancel the report pre viewer and return to the Selection Criteria Form 7 Click on the Close Window button to cancel the form and return to the Main Menu Note As an alternative to using the first custom field to define Project Supervisors you could use the first key field or one of the options fields which have associated look up tables you would then need to add the names of All project supervisors to the student key codes and use the drop down lists to enter valid supervisor names Check the on line Help for
7. the latest report options 1989 2009 PineSoft 2009 FinDonlT 18 Tutorials Tutorial A8 Using the Export to Word Options 8 1 Introduction Tom would like to have greater control over font attributes plus the ability to insert PineSoft database fields at any point of a letter A8 2 Procedure The export facilities within the Main Menu Mail List options make it easy to export PineSoft data to a file in ASCII Delimited format suitable for use with the Microsoft Word Merge Options or other Word Processor 1 With the Main Menu displayed click on the Export List button in the Report Mail Output column to open the Choose Required Export Option dialog box Highlight the Export Company data for Word Merge report and click on OK to display the Choose Individual or Option Codes dialog box illustrated in Section 8 1 2 of the User Manual 2 Click on the Select individual records radio button and then OK to display the Multi select List form illustrated in Section 8 1 2 of the User Manual 3 Use the Multi select List explained in Section 8 1 2 of the User Manual to highlight the records with codes AT amp TDUNDEE amp CONOCOABERDEEN Hold down the Ctrl Key to highlight more than one row With these two records highlighted click on the Export to Word button to display an information message read this and then click on OK to display the Export to Word Mail Merge File form Type the file name merge comp txt in t
8. 2424222 11 11 INTRODUCTION sine dan bn Re tet coti eee cott eet e eh eet ieee 11 A4 2 OBJECTE eet Pee e eee de cet EE A lt rte st 11 TUTORIAL A5 ADDING NEW STUDENT RECORDS 13 AS INTRODUCTION len e eda ae eat eet alex kae ER et eet ae env raa ede a eR lah eie a eta 13 Ab 2 OBJEGTIVE san Mist sete ti ex end ae nudes dapes or esent env Og metre A 13 TUTORIAL ENTERING PLACEMENT 5 24224 22 2221 15 AGA INTRODUCTION PR TE 15 2 m 15 TUTORIAL A7 CUSTOMISED REPORTS 17 AGA INTRODUCTIONS Cede vena Cid equ de a a dana da Y UA 17 AT 2 PROCEDURE CL 17 Report 1 CIasS List Report uud eme aieo ete pa e 18 Report 2 Proforma Report sent d a Euge ia gerade dere 18 TUTORIAL 8 USING THE EXPORT TO WORD 5 2 4 224 22 22 2 19 AB INTRODUCTION RD IM i t er tet e tie ata t feti 19 A8 2 PROCEDURE e lit ddr fe ra ur arti fe Cot ee eri ten fete 19 1989 2009 PineSoft 2009 FinDonlT 2 Tutorials Introduction These Tutorials show how to use the PineSoft Professional Training database to tackle many of the essential tasks such as adding company a
9. PineSoft Professional Training Database XP Edition PineSoft Tutorials Version 11 4 Copyright 1989 2009 PineSoft 2009 FinDonIT All rights reserved CONTENTS INTRODUCTION PauU 3 TUTORIAL A1 USING SETUP amp ENTERING NEW COMPANY RECORDS 4 AT T INTRODUGTION 70 ee rre da aede ERECTA FREE annees are nine andere est 4 AT OBJECTE ues cose ei emet ea ertt ova ee CERE ERA Fo E E eve Ye ARR RA Ie Te E Ree x Pasta d esse 4 TUTORIAL A2 USING REPORT OPTIONS FOR COMPANY 7 AZ Ac INTRODUCTION ei E 7 OBIECTIVE fe num gen E cata ee Ds Va 28 7 Report 1 List companies amp codes for new company records 7 Report 2 List company address for 2 selected company records 8 TUTORIAL CREATING A COMPANY LETTER amp PRINTING MAIL SHOT 9 ASH INTRODUCTION Mee Anar eO a re o eR e Pide Ou i cases 9 AS 2 OBJECTIVE I 9 AS a CREATING ANEW to Pene de ant Vase 9 A3 4 MAIL SHOT LETTER SELECTED 0 10 A3 5 PRINTING A LABEL OR ENVELOPE FOR SELECTED COMPANIES ie 10 TUTORIAL A4 ENTERING JOB 5 4 4424
10. de TOMCONTACT JAN2000 Ref 1 Header 1 Ref 2 Header 2 Tel 01382 308606 Date 25 January 2000 Header E mail tg tay ac uk Dear Title inserted COMBINED STUDIES PROFESSIONAL TRAINING 2000 2001 This is just a short note to inform you of my recent move to the University of Abertay Dundee enclose a leaflet which gives details of our new Combined Studies Scheme which believe may be of interest to you would like to extend an invitation to you to visit the University to discuss possible collaborative ventures and or possible placement opportunities Kind Regards Yours sincerely Mr Tom Goodfellow Use the Close Window button to exit Edit and return to the Main Menu 1989 2009 PineSoft 2009 FinDonlT 9 Tutorials 4 Mail shot letter to selected companies 1 With the Main Menu displayed click the Mail List button in the Report Mail Output column to open the Choose Required Mail Option dialog box Highlight the Letter Contact1 report and click on OK to display the Letter Dialog Box Highlight the letter with code TOMCONTACT JAN2000 and click on OK to display the Choose Individual or Option Codes dialog box illustrated in Section 8 1 2 of the User Manual Click on the Select individual records radio button and then OK to display the Multi select List form illustrated in Section 8 1 2 of the User Manual Use the Multi select List explained in Section 8
11. e a Preview of the report on screen A typical Preview screen is shown in Section 8 1 2 of the User Manual Use cursors PgDn etc or mouse to browse through the displayed report Click on the Close Window button to cancel the report previewer and return to the Select Company Records Form 7 Click on the Close Window button to cancel the form and return to the Main Menu 1989 2009 PineSoft 2009 FinDonlT 8 Tutorials Tutorial A3 Creating Company Letter amp Printing a Mail shot A3 1 Introduction So far we have added Tom s three new company records to the database and used the report options to produce two reports Tom would like to inform his two personal company contacts Alasdair amp Dave of his move to Dundee and at the same time send them some literature about the Combined Studies Degree Programme at the University To do this we will use the Letters Examine Edit option User Manual Section 7 5 and the Mail List option User Manual Section 8 2 A3 2 Objective You will learn how to use the Mail Options to create a new letter and print a mail shot to two selected companies A3 3 Creating a new letter 1 With the Main Menu displayed click on the Letters button in the Examine Edit Data column to display the Letters Edit form displayed in Section 7 6 1 of the User Manual 2 Click on the Add New Record button and add the letter details shown below Co
12. fore using the full version Tip When you do start to use the full version use the Setup Options to define your required location codes nationalities staff names etc Start using the report amp mail options at an early stage to confirm that you have entered the first few company and student records correctly this should build your confidence If you have any initial queries please contact PineSoft at an early stage please don t type in a thousand or more records before calling to discuss matters 1989 2009 PineSoft 2009 FinDonlT 3 Tutorials Tutorial A1 Using Setup amp Entering New Company Records A1 1 Introduction Tom Goodfellow is a new member of staff at the University He has a number of personal company contacts listed later and is particularly interested in the Professional Training option in degree programmes Tom is to be allocated personal tutees and will also visit students on placement A1 2 Objective You will learn how to use the Setup Submenu Options User Manual Section 6 to add Tom s name to the list of tutors and visiting tutors You will also define a new company key code TOM S CONTACTS to make it easy to identify amp select Tom s new company records Finally you will add the new company records to the Main Company Database using the Company Examine Edit Option User Manual Section 7 1 1 Load the PineSoft Professional Training Database Demonstration Version if you have not already d
13. grity of your data these are required values so you won t be allowed to save a student record if any of the 8 fields are empty Use the Drop down lists to enter the course code nationality amp personal tutor Press m to enter the default gender field value MALE Check the required placement field 1st record Code ADAMS GRANT Surname fname Adams Grant Entered automatically on exit Mail Name from the student code field Mail title Dear Grant Year 1 Placement No 1 Current Session 2000 Course COMP Tutor Mr T Goodfellow Gender m f MALE Nationality BRITISH Marital Status SINGLE Letter Optional Ref Number 0075678 Date of Birth 8 11 1982 Enrolment Year 1999 Placement requied v placed Graduation Year Term Riverside Hostel Home 5 Rosemount Gardens Add Riverside Drive Add Rosemount Dundee Blairgowrie DD5 3LS Perthshire Tel 01453 286712 Tel 01453 52234 1989 2009 PineSoft 2009 FinDonlT 13 Tutorials 2nd record As some of the fields in the second record are the same as the first use the Copy button B to copy the new record then modify the student code amp other fields as required Note use Ctri BackSpace to quickly delete a complete word in a field Code JAMES GARY Surname fname James Gary Entered automatically on exit Name Gary James from the student code field Mail title Dear Gary Year 1 Placement No 1 Current Session 2000 Cou
14. he File Name box then click on OK to export the PineSoft data an information message is displayed when complete read this then click on OK NOTE recommend the use of merge comp txt merge stud txt and merge placement txt as file names for the export of company student and placement PineSoft data All Word Reports are then based on the appropriate merge file which can easily be updated by overwriting the existing file to refresh the PineSoft data 4 There is no need to create the letter using the PineSoft Letters Examine Edit option simply exit the PineSoft application load Microsoft Word or other Word Processor and use the Mail Merge option found under Tools in Microsoft Word etc to create a Main Document companyletter doc say based on the data source CX merge comp txt via the open data source option You will then be able to compose your letter or report and insert PineSoft Merge fields at any point click on the View Merged Data button to preview output See the on line help Word User Manual or contact PineSoft if you require any assistance in using the powerful Mail Merge options NOTE Don t forget that once you have created your Mail Merge document it is very easy to use it again and again for different sets of PineSoft data simply use the PineSoft Export options and choose to overwrite the existing merge file merge comp txt to update the document with new data See the last report in the appendix of the PineS
15. mp student records using report options creating a sample letter and performing a mail shot The tutorials do not indicate every single key stroke to be used however all the main steps are indicated with additional notes highlighting important procedures It is assumed that you are familiar with the Getting Started section pages 6 19 of the User Manual which explains how to navigate through the application using mouse or keyboard Regular references are made to Sections of the User Manual which should act as a reference source when working through these tutorials this avoids unnecessary duplication of text and illustrations in this tutorial text Another valuable reference source is available in the on line context sensitive help within the application This help is activated by pressing the F1 key or clicking the Help button If you are not familiar with Windows help files you will find extensive on line help available in How to Use Help in the Help Menu once the help file is activated All tutorial examples are based on the Demonstration Version of the application which is supplied complete with dummy data The only difference between the demo and full versions is that report output will include headers for the University of Abertay Dundee School of Computing amp Advanced Technologies It is recommended that new users of the package gain experience with the demo version to get a good feel for the application be
16. of student placements in the PineSoft database you may use the Placements Main Menu option or the Placements Add Pop up forms available in the main company and student databases A6 2 Objective You will learn how to use the Add new placement record Pop up TP User Manual Section 7 4 to enter details for two new placements Option in Company forms Note These details may also be entered via the Main Menu Placements options however it is recommended to use the pop up in Company forms so that only jobs for the selected company are displayed in the drop down list 1 With the Main Menu displayed click on the Company Examine Edit button and use the Find drop down list to locate and display the Company record for CORMACKTRAINING d 2 Click on the Add new placement record button 3 Enter the details shown below for the 15 record to assign Grant Adams to the Job Ref COR 05 1 at Cormack Engineering Use the Drop down lists to enter the required values for Student Code Job Reference and Visiting Tutor 1st record Student Code ADAMS GRANT The Studname Course Session Year amp Placement fields are entered automatically once the student is selected via the lookup table Job Reference COR 05 1 The Job Title company address etc is automatically inserted once the job vacancy is selected via the lookup table Start 20 3 2000 Finish Salary 9500 Supervisor details Student details
17. oft User Manual for an example of a report created using the above techniques 1989 2009 PineSoft 2009 FinDonlT 19 Tutorials
18. oject supervisors and a student proforma listing students amp their project supervisors in order to record assessment marks As there is no mention of project supervisors in the PineSoft database and he doesn t want to enter project supervisors as personal tutors he is not sure how to proceed How would you tackle this problem See below for details A7 2 Procedure Creating and printing letters was discussed in Tutorial A3 You will learn how to use the Setup Submenu options User Manual Section 6 1 to change the first student custom prompt usertitle1 to proj sup You will then use the Student Examine Edit option to enter some project supervisor names for first year Computing students and finally produce Class List and Proforma reports 1 With the Main Menu displayed click on the Setup button to enter the Setup Submenu 2 Click on the Setup Prompts button to enter Edit mode for company amp student prompts Change the first student custom prompt field from usertitle1 to proj sup 3 Click on the Close Window button to return to the Setup Submenu 4 Click on the Close Window 05 button to return to the Main Menu 5 With the Main Menu displayed click on the Students button to enter Edit mode for Student records A TZ 6 Place the cursor in the course field and click on the left Quick Sort button to order the student records by course 7 You will now be at the first student record Obser
19. one so by double clicking the PineSoft icon in the PineSoft Windows Group User Manual section 3 In the Logon Dialog box enter pinesoft for the Name press the TAB key and enter pinesoft for the Password Then click on OK to display the Main Menu Preceded by an Information Dialog box With the Main Menu displayed click the Setup button to enter the Setup Submenu displayed in Section 6 1 of the User Manual 2 Click the Setup Tutor button to display the tutors form Then Click to enable Edit Mode Click on the Add New Record button rs and add the tutor s name TUTOR MRT GOODFELLOW Note you may prefer to view existing tutor names first and it is best to do this in datasheet view by E clicking on the Datasheet View button In datasheet view you can go to the last row which is always an Add New Record row You may add as many new tutors as required at the end of the table the records are sorted into alphabetical order when you close the Edit Window to end the edit session You may return to Form View if required via the Form View button Click on the Close button to end the Edit session amp return to the Setup Submenu 3 Follow the same steps as described in 2 but this time use the Setup Vis Tutor button to enter Edit mode for Visiting Tutors and enter Mr T Goodfellow as a Visiting Tutor 1989 2009 PineSoft 2009 FinDonlT 4 Tutorials 4 Click the Setup Company b
20. onlT Tutorials Tutorial A2 Using Report Options for Company Records A2 1 Introduction We will use the three new company records created in Tutorial 1 to illustrate two alternative and easy to use methods for selecting particular records to include in report output The extensive use of pick lists presented in dialog boxes User Manual Section 8 1 provides a bullet proof method of selection with no need to remember or type in codes etc A2 2 Objective You will learn how to use the Report List Options User Manual Section 8 1 to list details relating to the new company records created in Tutorial 1 selected via the company key code or by selecting records at random Report 1 List companies amp codes for 3 new company records 1 With the Main Menu displayed click on the Report List button in the Report Mail Output column to open the Choose Required Report dialog box illustrated in Section 8 1 2 of the User Manual 2 Highlight the Report Company List of Companies Company Codes and click on OK to display the Choose Individual or Option Codes dialog box illustrated in Section 8 1 2 of the User Manual 2 Click on the Use selection codes radio button and then OK to display the Selection Criteria form illustrated in Section 8 1 2 of the User Manual 3 Click the Key field TOM S CONTACT to highlight it press to use incremental type in in the Key list if required and then the Preview button to
21. rse COMP Tutor Mr T Goodfellow Gender m f MALE Nationality BRITISH Marital Status SINGLE Letter Optional Ref Number 0084532 Date of Birth 14 10 1982 Enrolment Year 1999 Placement requied v placed Graduation Year Term 23 Perth Road Home 23 Perth Road Add Dundee Add Dundee Tayside Tayside DD6 7ST DD6 7ST Tel 01382 444123 Tel 01382 444123 Note All new records are added to the end of the database table They are ordered alphabetically using the Student Code when you close the Edit window To check this click on the Close Window button to return to the Main Menu then re enter Student Edit mode The two new student records should now be in alphabetical order You may switch to Datasheet view to browse through records at over 20 per screen to locate particular records as an alternative to using the find Drop down menu options Important Note Not part of Tutorial 4 Before entering new student details at the start of a New Session use the Setup Options to automatically increase year fields 1 to 2 2 to 3 etc and session fields 2000 to 2001 for existing students You also require to clear the current application details from Company Records Utilities are provided in the Setup Submenu to automate these tasks see the User Manual Section 6 for further details 1989 2009 PineSoft 2009 FinDonlT 14 Tutorials Tutorial 6 Entering Placement Details A6 1 Introduction When entering details
22. s are complete close the Jobs pop up and then click on the Close Window button to leave the company form and return to the Main Menu At any future time you can easily use the Jobs Main Menu option or the pop up in Company forms to re load details in order to update correct the data 1989 2009 PineSoft 2009 FinDonlT 12 Tutorials Tutorial 5 Adding New Student Records A5 1 Introduction We will assume that we have two late student arrivals who wish to join the first year of the Post graduate Diploma in Information Technology course We need to add their details to the PineSoft database A5 2 Objective You will learn how to add new student records to the Main Student Database using the Student Examine Edit Option User Manual Section 7 2 To be consistent with the supplied demo data we will take the session to be 1999 2000 i e session 2000 in database You will use the button to speed up data entry by copying repetitive field entries 1 With the Main Menu displayed click on the Students button in the Examine Edit Data column to enter Edit mode for student records Click on the Add New Record button b and add the student details shown below Note for the correct operation of the Mail amp Report options it is essential that you provide entries for the top 8 fields student code surname fname mail name title year placement number session and course code To ensure the inte
23. tate Perth PH8 6 location employer letter reply userlook1 userlook2 TOM S CONTACT TAYSIDE PRIVATE contact status title tel fax E mail website usertitle1 usertitle6 Company Selection Keys Mrs Joy Barclay Personnel Manager Mrs Barclay 0148 876427 0148 876428 Click on the Add New Record button 9 and add the 3 company details shown below 3rd record Code DOLANVIDEO company Dolan Video Consultants address 35 Aberdeen Road Forfar Angus location employer letter reply userlooki userlook2 TOM S CONTACT Note All new records are added to the end of the database table They ordered alphabetically using the Company Code when you close the Edit window To check this click on the Close Window button to return to the Main Menu then re enter Company Edit mode The two new Cormack records are record numbers 12 amp 13 You may switch to Datasheet view to browse through records at more than 20 per screen to locate particular records as an alternative to using the find Drop down menu options TAYSIDE PRIVATE contact status title tel fax E mail website usertitle1 usertitle6 Company Selection Keys Mr David Scott Financial Manager David 0167 556789 0167 556790 To return to the Main Menu when required click on the Close Window button 1989 2009 PineSoft 2009 FinD
24. the Multi select List explained in Section 8 1 2 of the User Manual to highlight the records with codes CORMACKTRAINING amp DOLANVIDEO Hold down the Ctrl Key to highlight more than one row With these two records highlighted click on Preview to produce a Preview of the report on screen A typical Preview screen is shown in Section 8 1 2 of the User Manual Use cursors PgDn etc or mouse to browse through the displayed report Click on the Close Window button to cancel the report pre viewer and return to the Select Company Records Form 6 Click on the Close Window button to cancel the form and return to the Main Menu 1989 2009 PineSoft 2009 FinDonlT 10 Tutorials Tutorial A4 Entering Job Details A4 1 Introduction In this tutorial we will enter details of two Job Vacancies A4 2 Objective You will learn how to use the Jobs Pop up 4 Option in Company forms User Manual Section 7 3 to enter job details for two vacancies 1 With the Main Menu displayed click on the Company Examine Edit button and use the Find drop down list to locate and display the Company record for CORMACKTRAINING Click on the Display Edit Company Jobs pop up button a 2 3 Enter the details shown below for the 1 record to define a job at Cormack Engineering You must enter a unique Job Reference the company code and location are then entered automatically when you leave the Job Reference field 1st record 4
25. utton to display the company key1 form Then Click H to enable Edit Mode Click on the Add New Record button 9 and add new key code Key TOM S CONTACT Click on the Close button to end the Edit session amp return to the Setup Submenu Click on the Close button to close the Setup Submenu amp return to the Main Menu 5 With the Main Menu displayed click on the Company button in the Examine Edit Data column to enter Edit mode for company records As illustrated in Section 7 1 19 of the User Manual Click on the Add New Record button 9 add the company details shown below Use the Drop down lists to enter the location employer amp key fields 1st record Code CORMACKTRAINING company Cormack Engineering contact Dr Alasdair Brown address Viewlands Industrial Estate status Training Manager Perth title Alasdair PH8 6NT tel 0148 876522 fax 0148 876428 location TAYSIDE E mail employer PRIVATE website letter usertitle1 reply userlook1 userlook usertitle6 Company Selection Keys TOM S CONTACT 2nd record As the company address for the second record is the same as the first use the Copy button located in the Form Header Section 4 4 of User Manual to copy the new record then modify the company code amp other fields as required 1989 2009 PineSoft 2009 FinDonlT 5 Tutorials Code CORMACKPERSONNEL company Cormack Engineering address Viewlands Industrial Es
26. ve that you now have a prompt proj sup however the field is empty To test the report options you will need to supply some dummy data Move your cursor to the proj sup field and enter any name e g Dr John Smith Use your mouse or press Ctrl PgDn to take you to the same field in the next COMP record enter a supervisor name Repeat this procedure for all COMP records which are at the start of the database following the use of the Quick Sort button 8 Click on the Close Window button to return to the Main Menu 1989 2009 PineSoft 2009 FinDonlT 17 Tutorials Report 1 Class List Report 1 With the Main Menu displayed click on the Report List button in the Report Mail Output column to open the Choose Required Report dialog box illustrated in Section 8 1 2 of the User Manual Highlight the Report Student Class List Customs1 field and click on OK to display the Choose Individual or Option Codes dialog box illustrated in Section 8 1 2 of the User Manual Click on the Use selection codes radio button and then OK to display the Selection Criteria form illustrated in Section 8 1 2 of the User Manual Click the Course code and Year 1 to highlight them and then the Preview button to display the required Report Use cursors PgDn etc or mouse to browse through the displayed report Click on the Close Window button to cancel the report pre viewer and return to
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