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CMPIC Help: System Orientation

From Cloudis CMPIC Wiki

Contents

1 Starting and Accessing CMPIC

2 What is the Navigator?

3 How do I use the CMPIC Navigator?

4 What do CMPIC screens look like?

5 What is the Toolbar?

6 How do I use the Toolbar?

7 Other Shortcut Keys

8 Why are some fields different colours?

Starting and Accessing CMPIC

Double-click on the CMPIC icon to start CMPIC. The first thing you see will be the CMPIC Login screen.

CMPIC Login screen (CMRF41)

The System Administrator will have issued you with a CMPIC User Id. Enter this in the User Id field. If this is the firsttime you have started CMPIC, or if you have requested the System Administrator to reset your password because youhave forgotten it, you will be prompted to enter and verify a new password:

First Login

After pressing Ok, the Change Password screen should appear. Enter your new password and press Accept.

Change Password screen

(CMRF42)

This will then return you to the login screen.

Enter your password and press the button. This will then start the main CMPIC Navigator screen.

PIC Help: System Orientation - Cloudis CMPIC Wiki https://wiki.cloudis.com/wiki/CMPIC_Help:_System_Orientation

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What is the Navigator?

The Navigator is used to organise the many screens in CMPIC in such a way as

to create an intuitive way in to the data for the user

to group together screens under headings which are easy to find

to group together screens which might be relevant to sections of users without the need to see more than is

necessary

CMPIC Navigator

Projects appear as part of a hierarchy (black text)

Below the Projects are the various functional groupings (green text)

Below the functional groupings are groups of relevant screens (green text)

Below the groups of relevant screens are the screens themselves (black

text)

The Navigator can be customised to suit a client's particular requirements. This is typically carried out as part of initialproject implementation although the set up can be changed by the client at a later stage.

How do I use the CMPIC Navigator?

When you first enter the system the CMPIC Navigator will appear with the default setting which normally displays thetop level projects which you are authorised to see.

To expand the Navigator simply click on the small box to the left of each line or double click on the text. The menu

will expand and show the next level of the hierarchy, or if the selected option represents a CMPIC screen, the screenwill be activated.

Menu option details panel

A single click on the menu option text displays the full menu path and, if the option represents a screen, the code ofthe screen which will be activated, e.g. CMXRF01.

These screen codes are important because when describing what screens do, we cannot be sure which menu

options were used to activate them. So all documentation about CMPIC screens includes the relevant screen code,which does not change regardless of how menus are structured.

Use the and buttons to scroll up and down the menus.

To contract the menu back down to the top level project options, press the button.

To return to the login panel, press the button.

To exit from the CMPIC application entirely, press the button.

What do CMPIC screens look like?

All CMPIC screens share certain common characteristics. There are two main types of screen.

List-style screens show multiple records rather like a spreadsheet.


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Parent-child screens are arranged in one or more "blocks". The first block represents a parent record, and one

or more subsidiary blocks represent child records. The parent block usually shows one record at a time, whilst

the child blocks are usually multi-record. Child blocks are usually synchronised with the parent, so that when

the parent record changes, the relevant child records also change.

The table below shows a typical list-style multi-record screen.

Multi-record screen example

The top title bar shows the current project (as selected from the CMPIC

Navigator menu), the screen code and version number, and the screendescription.

The screen code and version number are vital when reporting any

problems using a CMPIC screen.

The Toolbar is the main means by which CMPIC records are created,

updated and deleted.

The hint text field shows field or button descriptions as the mouse moves

over them.

Field/column description

One or more records, current record highlighted yellow

What is the Toolbar?

With the Toolbar you can carry out all the instructions on the database that you will need. It appears on every screenin CMPIC so once you have learned to use it on one screen it carries out the same functions on all others.

The complete set of icons appears below,

How do I use the Toolbar?

As you move the cursor over the icons you will see a short description of what that icon is used for in the hint text fieldbelow the toolbar.

Here is a fuller explanation of how you use the various commands.


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Icon FunctionShortcut

KeyDescription

Press this button

and enter query

values

F7

Pressing this icon puts the screen into Query Mode. This will then enable

you to search on the database for records which meet your search criteria.

See Advanced Query Techniques for detailed information on querying

within CMPIC.

Press this button

to run the query F8

This command can be used in two ways. If you press the icon on first

entering the screen it will bring back all the records in the database.

Alternatively, if you have entered search criteria as described above, using

this command will simply bring back the selected records.

Press this button

to count the

number of

matching records

⇧ Shift + F2

This command can be used in two ways,

If you press the icon on first entering the screen it will give you the

total number of all the relevant records in the database e.g. in the

Cable Schedule screen all the scheduled cables independent of

status, in the Cable Type screen it will count all the different cable

types etc.

1.

Alternatively, if you have entered search criteria as described

above, using this command will simply show the total number of

records which will be retrieved if you then run the query.

2.

The number of records will appear at the top left of the screen.

Press this button

to move to the

previous record

↑This icon and its counterpart below allow you to move through the records

one at a time when they have been retrieved.

Press this button

to move to the

next record

↓ See above

Press this button

to scroll up thecurrent set of

records

Page Up

If the records are displayed in a list type screen rather than a screen which

shows one record at a time, this command and its counterpart below isused to scroll up a set of records at a time

Press this button

to scroll down the

current set of

records

Page Down See above

Press this button

to create a new

record in the

database

F6

Using this command creates space in the database for a record to be

inserted, whereupon you can immaediately begin entering data, and using

Tab↹ to move between fields.

To avoid repetitious typing there are a number of shortcuts you can use.

See below.

Press this button

to delete a record

from the

database

⇧ Shift + F6This command will delete the record which currently appears or the record

on which your cursor rests if in a list type screen

Press this button

to duplicate the

data from the

previous record

F4

Firstly click the 'Create a new record in the database' icon as explained

above. Using this command now duplicates the data from the record which

was on your screen before creating this new record. Any data which

CMPIC will allow you to copy will be copied. Some data (e.g. cable

number) will not be copied because these have to be unique and as such

need to be entered explicitly.

See Press this button to duplicate the previous field below.


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Press this button

to clear the

record

⇧ Shift + F4

If you make a mistake or want to start again, this command clears the

screen. It does not delete the record so you don't need to create another

new record before entering data again.

Press this button

to clear the

current field

Ctrl + U As above but field by field

Press this button

to duplicate the

previous field

F3

This command allows you to copy any field from the previous record. In

the example above, where cable numbers are not copied because they

need to be unique, use this command to copy the cable number from the

previous record. You can then amend the cable number to make it unique

rather than entering the whole number.

Press this button

to view the last

error

⇧ Shift + F1

In the unlikely event of database errors occurring, perhaps because of

missing table permissions, the Database Administrator or Cloudis Support

may ask you to use this button to obtain more information about the error.

Press this button

to see item help

details

-Where on line help has been provided this button will take you to the

document.

Press this buttonto save changes

F10

Every time you change, create or delete a record you should commit it to

the database by clicking this icon. If you have made changes and you tryto exit the screen, CMPIC will ask you whether you wish to keep or discard

the changes.

Press this button

to exit the current

form

-

This command is used in two ways. Firstly to exit the current screen. If you

have been 'drilling down' screen by screen, using this command will back

you out of the drill down screen by screen. The second use of the icon is

to take you out of Query mode.

NOTE: Keep an eye on the grey area above the screen itself. In this area you will see additional information

which you might find useful. This area will also warn you if the screen is in query mode. To get out of query mode

either click the last icon on the right or press Ctrl + q .

Other Shortcut Keys

As well as the toolbar, a number of shortcut keys provide an alternative method of navigating and otherwise using thescreens:

Shortcut Key Description

F9 Display List of Values (where available)

Esc Cancel (LOV)

Tab↹ Next Field

⇧ Shift + Tab↹ Previous Field

Ctrl + e Display Editor (where available, usually large text fields only)

Why are some fields different colours?

In CMPIC there are some fields which are identified by specific colours to help the user.

Royal

blue

These fields indicate that if you double click on them there will either be a List of Values displayed

for you to pick from, or that you will be taken to another screen displaying more information about

that particular record.

Denim

blue

This colour identifies mandatory fields. There are not many of these and most appear in the Library

data screens. If you do not fill in all the mandatory fields you will not be allowed to save the record.

Yellow This is used to highlight the record you are currently in when using a multi-record block.

Pale

grey

These fields are optional for completion or they display data which has been created in another

screen and is shown for information.


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Retrieved from "https://wiki.cloudis.com/mediawiki/index.php?title=CMPIC_Help:_System_Orientation&oldid=5037"

Categories: CMPIC Overview CMPIC FAQ CMPIC Help CMPIC Knowledge Base

This page was last modified on 4 March 2013, at 10:33.

This page has been accessed 88 times.

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