Utilities - Revision history

Jspenceratty: /* Global Change Form */

2017-11-28T16:46:28Z

Global Change Form

← Older revision		Revision as of 16:46, 28 November 2017
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	[[Error Alert Administration/Error Checking Administration]]		[[Error Alert Administration/Error Checking Administration]]

	==Global Change Form==		[[Global Change Form]]
	~~– The form allows you to change data in tables, such as Clients or Eligibility, based upon the set of criteria you set. It is an alternative to an Update Query.~~
	~~1) Choose a Table tab – Choose which table you want to make changes to~~

	~~[[File:UT7.png\|thumb\|none]]~~

	~~2) Choose Fields to be Updated – Go to the next tab and Choose the fields where you would like to change the data~~

	~~[[File:UT8.png\|thumb\|none]~~]

	3) List Fields with New Values – On the next tab, Review the list of fields with the new values to ensure they are the ones you want to update and what you want to update them to is correct also. If all is correct, click the Set Updates button

	~~[[File:UT9.png\|thumb\|none~~]]

	4) Set Criteria Run the Update – Go to this last tab to Set the criteria that determine which records get changed. Then generate the query by clicking Make Query. You will see the query language in the box. Review it to see the data that will be changed

	~~[[File:UT10.png\|thumb\|none]]~~

	~~5) Then Run the Global Change to change the selected data.~~

Jspenceratty: /* Error Alert Administration/Error Checking Administration */

2017-11-28T16:45:39Z

Error Alert Administration/Error Checking Administration

@@ Line 5: / Line 5: @@
 [[Backup/Export]]
-==Error Alert Administration/Error Checking Administration==
+[[Error Alert Administration/Error Checking Administration]]
 ==Global Change Form==

Jspenceratty: /* Backup/Export */

2017-11-28T16:44:47Z

Backup/Export

← Older revision		Revision as of 16:44, 28 November 2017
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	[[Attach/Link Manager]]		[[Attach/Link Manager]]

	==Backup/Export==		[[Backup/Export]]
	~~1) This form allows a user to send or backup all or any portion of the database (such as forms, reports, queries, modules and tables) to a new MDB file with a name of his/her choice.~~
	~~2) Once the form opens, the user chooses the objects by clicking on them, while holding down the control key.~~
	~~3) The user then enters a name and location for the new MDB file (CFWPrime_bak.mdb is the default)~~
	~~4) Press the Backup button to copy the objects into the new file.~~

	~~[[File:UT2.png\|thumb\|none]]~~

	1) Edit Records in a Table – Takes you into the database where you can modify or delete records. It allows you to directly change and delete multiple records. This works even if you are in the runtime version of Prime. (a free version of Microsoft Access missing all the features).

	~~[[File:UT3.png\|thumb\|none~~]]

	==Error Alert Administration/Error Checking Administration==		==Error Alert Administration/Error Checking Administration==

Jspenceratty: /* Attach/Link Manager */

2017-11-28T16:44:01Z

Attach/Link Manager

@@ Line 1: / Line 1: @@
 <big>Options within Admin-->Utilities menu.</big>
-==Attach/Link Manager==
+[[Attach/Link Manager]]
 ==Backup/Export==

Jspenceratty: /* Error Alert Administration/Error Checking Administration */

2017-11-22T15:30:14Z

Error Alert Administration/Error Checking Administration

← Older revision		Revision as of 15:30, 22 November 2017
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	==Error Alert Administration/Error Checking Administration==		==Error Alert Administration/Error Checking Administration==

			<big>Menu Option: Admin-->Utilities-->Error Alert Admin</big>

	1) When Prime first opens, an Error Alert Screen appears, showing you the errors you have in the cases listing you as the staff member.		1) When Prime first opens, an Error Alert Screen appears, showing you the errors you have in the cases listing you as the staff member.

Jspenceratty at 15:29, 22 November 2017

2017-11-22T15:29:08Z

← Older revision		Revision as of 15:29, 22 November 2017
Line 1:		Line 1:
			<big>Options within Admin-->Utilities menu.</big>

	==Attach/Link Manager==		==Attach/Link Manager==
	This allows the linkages between the front-end and the SQL Tables to be checked and repaired. This will work even if the Microsoft Link Manager is not installed and the user has the runtime version of Access.		This allows the linkages between the front-end and the SQL Tables to be checked and repaired. This will work even if the Microsoft Link Manager is not installed and the user has the runtime version of Access.

Jspenceratty: /* Error Alert Administration/Error Checking Administration */

2017-11-22T15:26:25Z

Error Alert Administration/Error Checking Administration

Jspenceratty: /* Error Alert Admin */

2017-11-22T15:25:35Z

Error Alert Admin

← Older revision		Revision as of 15:25, 22 November 2017
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	[[File:UT3.png\|thumb\|none]]		[[File:UT3.png\|thumb\|none]]

	==Error Alert ~~Admin~~==		==Error Alert Administration/Error Checking Administration==
	1) When Prime first opens, an Error Alert Screen appears, showing you the errors you have in the cases listing you as the staff member.		1) When Prime first opens, an Error Alert Screen appears, showing you the errors you have in the cases listing you as the staff member.
	2) The Error Alert Admin screen allows you to manage this screen for staff members. The Admin Bar along the bottom of the screen provides functions not on the normal user version.		2) The Error Alert Admin screen allows you to manage this screen for staff members. The Admin Bar along the bottom of the screen provides functions not on the normal user version.

Kempscas: Created page with "==Attach/Link Manager== This allows the linkages between the front-end and the SQL Tables to be checked and repaired. This will work even if the Microsoft Link Manager is not..."

2017-08-24T18:44:29Z

Created page with "==Attach/Link Manager== This allows the linkages between the front-end and the SQL Tables to be checked and repaired. This will work even if the Microsoft Link Manager is not..."

New page

==Attach/Link Manager==
This allows the linkages between the front-end and the SQL Tables to be checked and repaired. This will work even if the Microsoft Link Manager is not installed and the user has the runtime version of Access.

[[File:UT1.png|thumb|none]]

1) Make sure all of the connection information is correct. The most common thing wrong is usually the Server name because the system comes with Prime’s defaults
2) The next step is to click on Create DSN. This will automatically create a DSN connection for you and save you some time
3) Then click on Test Connection. This will test your DSN connection to confirm that the tables will refresh ok
4) Last, click on Refresh Tables. If you have any errors, you will be able to view them but it should go through smoothly
5) Microsoft provides a Linked Table Manager under the Ribbon Bar choice External Data. This allows you to refresh the links to tables if they are modified on SQL Server.
6) If you want to set up an ODBC linkage to the SQL Tables through Windows, you usually do this:
i) From the Control Panel for 32 bit computers
ii) From C:\Windows\SysWow64\ odbcad32.exe for 64 bit computers

==Backup/Export==
1) This form allows a user to send or backup all or any portion of the database (such as forms, reports, queries, modules and tables) to a new MDB file with a name of his/her choice.
2) Once the form opens, the user chooses the objects by clicking on them, while holding down the control key.
3) The user then enters a name and location for the new MDB file (CFWPrime_bak.mdb is the default)
4) Press the Backup button to copy the objects into the new file.

[[File:UT2.png|thumb|none]]

1) Edit Records in a Table – Takes you into the database where you can modify or delete records. It allows you to directly change and delete multiple records. This works even if you are in the runtime version of Prime. (a free version of Microsoft Access missing all the features).

[[File:UT3.png|thumb|none]]

==Error Alert Admin==
1) When Prime first opens, an Error Alert Screen appears, showing you the errors you have in the cases listing you as the staff member.
2) The Error Alert Admin screen allows you to manage this screen for staff members. The Admin Bar along the bottom of the screen provides functions not on the normal user version.

[[File:UT4.png|thumb|none]]

i) See All Errors – Allows you to see all errors for all staff members
ii) See Errors for – Select a staff member from the pull down and click on See Errors to see all the errors for that staff member
iii) Clear My Error List – Clears all of the errors for the staff member logged in
iv) Choose Stored Procedures – Opens up a Select Stored Procedures to Run form that allows you to select or deselect which stored procedures to run. For example, if your program does not do Time Keeping, you would uncheck all of the stored procedures having to deal with time keeping. Tip: Instead of scrolling through the list, right click on a comment and choose Text Filters then Contains. You then type in the word you are looking for and all the titles that match show up.

[[File:UT5.png|thumb|none]]

v) Clear Error Table – Clears data before running a new error report for new criteria
vi) Preferences – Pulls up the Preferences form where you can:
(a) Turn on or off the Error Alert
(b) Set the number of errors allowed for each staff member
(c) Set how far back to review closed cases
vii) Overall Errors can be Grouped Two Ways
(a) Group Error to see a count of errors by type of error
(b) Group Staff to see a count of errors by staff member

[[File:UT6.png|thumb|none]]

viii) Close – Closes the Error Alert screen

==Global Change Form==
– The form allows you to change data in tables, such as Clients or Eligibility, based upon the set of criteria you set. It is an alternative to an Update Query.
1) Choose a Table tab – Choose which table you want to make changes to

[[File:UT7.png|thumb|none]]

2) Choose Fields to be Updated – Go to the next tab and Choose the fields where you would like to change the data

[[File:UT8.png|thumb|none]]

3) List Fields with New Values – On the next tab, Review the list of fields with the new values to ensure they are the ones you want to update and what you want to update them to is correct also. If all is correct, click the Set Updates button

[[File:UT9.png|thumb|none]]

4) Set Criteria Run the Update – Go to this last tab to Set the criteria that determine which records get changed. Then generate the query by clicking Make Query. You will see the query language in the box. Review it to see the data that will be changed

[[File:UT10.png|thumb|none]]

5) Then Run the Global Change to change the selected data.

← Older revision		Revision as of 15:26, 22 November 2017
Line 27:		Line 27:
	==Error Alert Administration/Error Checking Administration==		==Error Alert Administration/Error Checking Administration==
	1) When Prime first opens, an Error Alert Screen appears, showing you the errors you have in the cases listing you as the staff member.		1) When Prime first opens, an Error Alert Screen appears, showing you the errors you have in the cases listing you as the staff member.

	2) The Error Alert Admin screen allows you to manage this screen for staff members. The Admin Bar along the bottom of the screen provides functions not on the normal user version.		2) The Error Alert Admin screen allows you to manage this screen for staff members. The Admin Bar along the bottom of the screen provides functions not on the normal user version.

Line 32:		Line 33:

	i) See All Errors – Allows you to see all errors for all staff members		i) See All Errors – Allows you to see all errors for all staff members

	ii) See Errors for – Select a staff member from the pull down and click on See Errors to see all the errors for that staff member		ii) See Errors for – Select a staff member from the pull down and click on See Errors to see all the errors for that staff member

	iii) Clear My Error List – Clears all of the errors for the staff member logged in		iii) Clear My Error List – Clears all of the errors for the staff member logged in

	iv) Choose Stored Procedures – Opens up a Select Stored Procedures to Run form that allows you to select or deselect which stored procedures to run. For example, if your program does not do Time Keeping, you would uncheck all of the stored procedures having to deal with time keeping. Tip: Instead of scrolling through the list, right click on a comment and choose Text Filters then Contains. You then type in the word you are looking for and all the titles that match show up.		iv) Choose Stored Procedures – Opens up a Select Stored Procedures to Run form that allows you to select or deselect which stored procedures to run. For example, if your program does not do Time Keeping, you would uncheck all of the stored procedures having to deal with time keeping. Tip: Instead of scrolling through the list, right click on a comment and choose Text Filters then Contains. You then type in the word you are looking for and all the titles that match show up.

Line 39:		Line 43:

	v) Clear Error Table – Clears data before running a new error report for new criteria		v) Clear Error Table – Clears data before running a new error report for new criteria

	vi) Preferences – Pulls up the Preferences form where you can:		vi) Preferences – Pulls up the Preferences form where you can:

	(a) Turn on or off the Error Alert		(a) Turn on or off the Error Alert

	(b) Set the number of errors allowed for each staff member		(b) Set the number of errors allowed for each staff member

	(c) Set how far back to review closed cases		(c) Set how far back to review closed cases

	vii) Overall Errors can be Grouped Two Ways		vii) Overall Errors can be Grouped Two Ways

	(a) Group Error to see a count of errors by type of error		(a) Group Error to see a count of errors by type of error

	(b) Group Staff to see a count of errors by staff member		(b) Group Staff to see a count of errors by staff member