Now, let’s start at the top of the window and work our way down.
The top toolbar has the following four items:
File – clicking File displays two options.
Change Connection – this option allows you
to create the connection string for your database, you will need your
administrative rights to set your connection string.
Exit – allows you to exit the program.
Actions – once you make a selection within
the Navigation Pane, the Actions button becomes available with the actions that
you can perform for your selection. For
example, when you select Configured Items – Set Management, the only action you
can perform is to ‘Add a Set’. If there
are no actions to perform, the button s greyed out.
Tools – contains two submenu, Options and
Delete Local Settings.
Options – when you click on this selection,
a small popup opens with the following options:
When Cairs.net starts – you can choose what
menu option cairs.net goes to when you first login, there are three options
Go to Home Page
Go to the last visited page
Go to a specific menu – click on the … to
choose the location you are currently on.
To change the location exit out of Options, navigate to the proper
location, and then come back into Options and click on the … button again.
Set home page – you can set your home page,
click on the … button, this selects the page that you are currently on. To
change the location exit out of Options, navigate to the proper location, and
then come back into Options and click on the … button again.
Once you have made you selections, click on
the OK button. To cancel the operation
or delete changes made click on the Cancel button. To restore cairs to the default locations,
click on the Restore Defaults button.
Delete Local Settings – when selected this
will delete your custom form layouts and searches that you have created. There is no undo option, when the process is
complete, you will get a ‘Process Completed Successfully’ notification.
Help – Contains three submenu options.
About – when clicked, the About CAIRS.NET
pop up displays.
Version Notes – opens a web page displaying
the cairs.net release notes, including information on new features, bugs, and
Check for Software Updates – when clicked
the software checks for a newer version of itself. If one is available, a pop
up similar to the following screenshot displays.
Keyboard Shortcuts – when clicked this will
bring up a complete list of the keyboard shortcuts for each menu option, to
view a complete list please see the KS Appendix
Search – you can quickly search for any
piece of information in your database by typing in any portion of the record
into the text box. To learn more about
the Search please see the chapter on the Super Search.
Add or Remove – if you click on the dropdown
arrow just to the right of the Help button the Add or Remove options becomes
available. When clicked there are three
File Menu – this defaults to include all the
options within the toolbar, to remove a menu click on it remove the checkmark.
To re-add either click on the menu again or click on Reset Toolbar to display
all option again.
Search Bar – There are three options within
Results by Record Type – uncheck the box to
remove the All dropdown field. This
means that you will search the entire database for your information
Global Search Box – uncheck to remove the
search field in its entirety
Hide Search Results – uncheck to remove the
red ‘x’ next to the search field
Customize – This allows you to further
customize cairs, please contact Unique if you want to use any of these
The lower toolbar allows you some handy ways to use cairs.net. The following options are available:
Back and Forward Arrows - these arrows allow you to navigate between the areas of the software that you have accessed since you logged in. Once you close the software, the buttons refresh and you start from scratch upon login.
New – Click the drop-down arrow to access a list of the items that you can create, it does not matter where you are in the software, and however, the menu option you are currently in appears first in the list.
Export – Click this button to export the information contained within the list pane to a excel, pdf, or tab delimited file.
Print – Click this button to print the information contained within the list pane
Delete – When you highlight a record within the list pane and click this button, you can delete that record. This option is only available in specific menus.
Refresh – Click to refresh the information within the list.
Home – Click on the button to return to the main menu list.
User Favorites – You can add your most frequently visited menu options into your favorites. To add a menu, navigate to the menu with the navigation pane, then click the User Favorites button and drag and drop the menu item into the list pane. You can add any level of sub-menu!
System Favorites – This is similar to user favorites, however, these favorites are system wide, meaning that every user (with proper access rights) can see them.
Just to the right of the System Favorites icons is a small drop-down arrow, when you click the arrow an ‘Add or Remove Buttons’ option appears. This allows you to customize what icons you see on your toolbar!
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