Frequently Asked Questions

Product: Personnel Manager

Version: Single/Multi User

Category: Screen Designer

Code: PM – Screen Designer FAQ002

Title: Designing Screens


Change An Existing Screen

Making Changes to a Personnel Manager Screen:

While recording employee benefits, you decide that you need an area to record extra information— for example, some notes. With Screen Designer, you can quickly achieve this simply by adding a new field to the Benefits screen.

This will enable you to store information the information you need.

Follow these instructions for adding the field.

  1. Open the Benefits screen.
  2. • Click the Open button on the Screen Designer toolbar.

    • Select Benefits from the Table list and click OK.

    Notice that this is the same version of the screen you use to enter information. There are also two additional screens, Screen Properties and Field Chooser.

  3. First, create a new field to store the data in.
  4. • From the Field Chooser, click the New button.

    The Field Properties box appears on the screen.

    For this example we want to create a new field to store notes. To do this:

    • In the Field Name box, type Notes.

    You now need to tell the database what type of information you want to store in it; in this example, storing notes.

    • Select Notes from the Type drop-down list.

    Next, enter the display label. This is the label you will see by the side of the box on screen.

    • In the Display Label box, type Notes.

    Finally you need to enter a description of what this field is to be used for.

    • In the Description box, type Notes relating to employee benefit.

    • To save the new field, click OK.

    The field you just added will now appear in the Field Chooser screen.

  5. The next step is to locate this new field on the screen.
  6. • From the Field Chooser screen, select Notes (the field you just created), drag it

    onto the form and move it to a position under the date.

    (You may need to use the scroll bar to find the field).

  7. Now that you have added the field, you want to provide instructions on when and how to use it for your users. To do this, you create a screen note. Screen Notes are a handy way to provide additional help for your users.
  8. • Click the Screen Properties button.

    • Click the Screen Notes Pick List.

    The Screen Notes editor appears.

    • Replace the text on the screen with Use the Notes field to provide additional

    information about the employee’s benefits.

    • Click the Save button on the Screen Notes Exit toolbar.

    • To exit Screen Notes, select Exit from the File menu.

  9. You have now successfully modified the benefit screen. Check the result.

• To save your changed Benefits screen, click the Save button on the File toolbar.

• Exit Screen Designer. Select Exit from the File menu.

• Restart Personnel Manager.

• Open the benefit screen and you will be able to enter information in the new field

that has just been added.

 

 

 

 

 


Vizual Business Tools Customer Support is constantly looking to improve its services and would therefore appreciate any comments you might have concerning this FAQ sheet.

Please complete this short questionnaire and return to:

Customer Support Services,

Vizual Business Tools Ltd.

Fax: 01934 418203

Email: Support@VisualPersonnel.co.uk Internet: www.VisualPersonnel.co.uk

FAQ Sheet Code PDFAQ00:

o Very useful & easy to follow o Too technical

o More technical detail needed o Other (Please comment below)