Data Entry Tips
Tips for Entering Data in the System
- Address Fields:
- Entering the Zip Code will autofill the City and State fields.
- The State and Zip code fields will autofill when completing the City field unless there is more than one zip code for the city.
- You will get a pop-up to choose the correct Zip Code.
- Check the fields to make sure that the autofill data is correct.
Date Fields: Shortcuts for entering a date in all Date fields in the System (Press Tab after each entry):
T = Current date (Today's Date)
Y or T-1 = Yesterday's date
T+1 = Tomorrow's Date
Lookup icon
: Fields with this icon will allow you to look up existing information.
Mandatory Fields are yellow. All mandatory fields must be completed before the screen will save.
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Administrators can change a field to make it Mandatory or Not Mandatory by using the Keys beside the Save button.
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There are some Mandatory fields that are grayed out and cannot be changed.
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Text: All entered text converts to uppercase when leaving the field by tabbing or clicking in another field.