UNDERSTANDING THE LAYOUT – The Button Entry Page
In the video above we cover the layout and basic functions of Button Entry Page.
At the top of every button entry page you’ll find your primary controls.
Cancel will exit this heading without saving your changes.
Not Applicable will save and exit this heading marking it gray and not applicable in this project.
Incomplete will save and exit this heading marking this button yellow and incomplete.
This is commonly used when you intend to collect more information before completing this item.
Complete will save and exit marking this heading green, and complete.
The main entry space is where you would type your description or narrative. You can choose to enter this text manually or choose from one of the customizable Quick Entry Options below. Long press or right click on the Insert Option for its insert menu.
You will most frequently be selecting one of the top two choices, Smart Insert or Exact Insert. Smart insert will adjust capitalization according to your current sentence, while Exact Insert will insert exactly as written. Either of the two will place the narrative text into your edit window at your curser location.
This drop-down menu can also be used for deleting or editing any Insert Option text.
Create new Options text by using the
+ button on the right, and re-order the list manually or alphabetically if you choose.
Above the Entry window, the
Clear button will delete the entire contents of the entry window.
We’ll further explain the Substitute Variable
x button in another section.
The number menu can be used to quickly modify or add numbers in your entry window without any typing. If you want to insert image attachments right at this entry in the body of the Report you will add those using the attachments icon.