Using Prime: Difference between revisions
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This chapter provides an overview of Prime, its functions, and how they work. Once you understand the basic operation, you can expand your knowledge to take advantage of Prime’s many special features. | This chapter provides an overview of Prime, its functions, and how they work. Once you understand the basic operation, you can expand your knowledge to take advantage of Prime’s many special features. | ||
The main features in Prime are divided based on the '''function''' you desire. For example, you may want to '''Add''' a record or '''Search''' for existing records. Functions such as these are grouped by similarity and placed in appropriately named tabs in the menu bar. Those functions/tabs are: | |||
[[ | [[View|View]] - basic view settings | ||
[[ | [[Add Records Menu Choices|Add]] - add new items to the system | ||
[[ | [[Search/Edit Menu Choices|Search]] - search for existing items in the system | ||
[[Reports]] | [[Reports]] - reports for funders or internal use | ||
[[Admin]] | [[Admin]] - setup of the system, adding users, adding options, online intake | ||
[[Help]] | [[Help]] | ||
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[[Exit]] | [[Exit]] | ||
[[Features of the Today Screen]] | |||
[[Features of the Home Screen]] | |||
[[Finance]] | |||
Revision as of 16:36, 3 July 2018
This chapter provides an overview of Prime, its functions, and how they work. Once you understand the basic operation, you can expand your knowledge to take advantage of Prime’s many special features.
The main features in Prime are divided based on the function you desire. For example, you may want to Add a record or Search for existing records. Functions such as these are grouped by similarity and placed in appropriately named tabs in the menu bar. Those functions/tabs are:
View - basic view settings
Add - add new items to the system
Search - search for existing items in the system
Reports - reports for funders or internal use
Admin - setup of the system, adding users, adding options, online intake