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Because the majority of your time spent in Virtual Ticket Developer will involve the Browser window, a firm grasp on a few basic techniques for utilizing the Browser window will prove highly beneficial. Instructions for looking up existing information, navigating between multiple forms that reference the same folder/document record, and sorting document records, are provided below.
Looking up and printing information in the Browser
1. If the Browser window is not open (it appears by default whenever Virtual Ticket Developer is started), select New Browser from the File menu to open a new Browser window or press Ctrl-N.
2. Select the appropriate folder type (jobs, customers, digital resources, etc.) from the File Cabinet popup in the upper left corner of the Browser window. The folder types listed correspond to the folder types that you have access to and that have been defined by the system administrator.
3. Enter the record ID (job number for jobs, customer code for customers, file ID for digital resources, etc.) for the folder record you want to view and press Return or Tab. Virtual Ticket Developer will retrieve the folder record from the database and display the main set of information in the Browser window.
4. To view an attached document, select the appropriate group from the Group popup and select the document from the Documents list. The information for the document will appear in a form on the right side of the Browser.
5. Select PRINT from the File menu to print the selected folder/document record. A standard print dialog box will appear, allowing you to complete the print process by specifying the appropriate printing options. For more information on printing options, please refer to “Printing Options” below.
NOTE: Multiple documents may be printed simultaneously by clicking the appropriate attached documents while pressing the Control key, then selecting PRINT from the File menu.
When folders and documents are retrieved from within the Virtual Ticket Developer database, their information is displayed through forms in the Browser window. The format and layout of these forms is defined by the system administrator, who may set up multiple forms that display the same set of information but are used for different purposes (i.e. one form may be formatted for data entry purposes while another may be formatted for print purposes). The Browser window allows you to easily switch between each form that has been created for the folder or document type (the forms you can select depend on the access privileges you have for each form).
Switching between forms in the Browser
6. With the folder/document record active in the Browser window, click the Form Selector expander button and select the form you want to use for viewing information. The form you select will become active in the Browser window, displaying the information that has been included on the form by the system administrator.
As documents are attached to a job, it may be necessary to sort the document records to more easily navigate through the individual records. The Browser window allows you to sort attached documents based on the name of the document type and/or based on the description of the individual document record (i.e. sort the change orders for a job by the date they were requested).
7. Select the appropriate group from the Group popup. The documents that have been attached within this group will appear in the Documents list below the popup.
8. Click the Documents and/or Description column headings to sort the attached documents by that column.