Frequently Asked Questions

Product: Personnel Manager

Version: Single/Multi User

Category: Screen Designer

Code: PM – Screen Designer FAQ003

Title: Creating a new screen (basic).

How to create a new screen (basic).

You decide there is a need to keep a log of staff uniforms and their associated date for replacement. As Personnel Manager is currently set up, there is no place to record this information. You can do this by creating a new screen for Personnel Manager.

To add a screen, follow these steps:

  1. Create the new screen.

    2. • Click the New button on the Screen Designer toolbar.

    The Create New Screen screen appears.

    • Provide the following information:

    Screen Name: Type Uniform.

    Screen Description: Type Uniforms Issued.

    Screen Icon: Click the Select button, choose an appropriate icon, and click Open.

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

    that has just been added.

    • To create the screen, click OK.

    Screen Designer creates a blank screen for you.

    Notice the Field Chooser box displayed on the screen. This contains two fields:

    Pkey and StaffNo.

    You cannot delete these fields; they are needed to link with other screens and generate reports.

  2. The next step is to create the fields for storing the required information.

    3. • On the Field Choose screen, click the New button, specify the field properties, and

    click OK. Do this four times, once for each field.

    Note: The names for a field can contain letters A to Z (upper or lower case),

    numerals 1 to 9, but can have no spaces.

  3. You decide that you want the dates sorted in descending order.

    4. • On the Field Chooser screen, select Date, then click the Sorting tab.

    • Click the Allow Information To Be Sorted By This Field checkbox.

    Then click the Descending radio button.

    • Click OK.

  4. The next step is to add the new fields you created to the form by dragging them

    5. from the Field Chooser to the form.

  5. The new form is now complete. Check the results.

• Save the screen, exit Screen Designer, and start Personnel Manager.

• Just double-click the icon you chose that appears in the Personnel Manager

shortcut bar. You can now enter information into your new screen.

 

 

 

 

 

 

 

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)