Utilities

Options within Admin-->Utilities menu.

Attach/Link Manager

Backup/Export

Error Alert Administration/Error Checking Administration

Menu Option: Admin-->Utilities-->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.

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.

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

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

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

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

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

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