General Rules for Filing Out Any Input Screen

1. Fill in all information (text and numerical fields) and make your selections from the pull downs. The more data entered the more useful and complete the database. Required fields are marked with an (*) or may be colored using conditional formatting.
2. Certain fields have default information in them but you can type over those values if they do not apply. It is easy to have the Administrator change the default of a field to a different value as discussed later.
3. There are values in the majority of the drop-downs (sub-tables) but they can be modified to fit your needs, as described in the topic Setup Tables.
4. Hit Esc to clear your last entry and/or return this field to the way it looked before it was edited. Hit Esc twice to clear the entire form.
5. Some input screens are linked, allowing you to transfer pertinent information from one form to another, e.g., from Eligibility to Clients. Use Save/Send to transfer information to the next input sheet in the process.
6. Save/Stay or Close a record will automatically save the record.
7. Once the record is completed and saved, it automatically shows up in the corresponding table and will be included in reports generated for that table.
8. Print to generate a hard copy of the Intake.