Data Entry Tips

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.

    • Administrators can change a field to make it Mandatory or Not Mandatory by using the Keys beside the Save button.


    • There are some Mandatory fields that are grayed out and cannot be changed.

  • Text: All entered text converts to uppercase when leaving the field by tabbing or clicking in another field.




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