GUIDE: Basic Functionality - Desktop

Jonathan Semones -

Version 1

In this workbook, we’ll introduce you to the basic layout and functionality of the Lucity desktop system. This includes menus, form layout, fields, toolbars, adding/editing/deleting records, finding records, and filtering records.

ACT 2017 - Download PDF

Topics

Introduction to Asset Management Filtering Records
System Inventory Using the Filter Window
Field Inspection Example Filters
Introduction to Work Management Count Records
Work Orders Go to Records
Mobile Desktop Save the Filter
Menus Filter Display Options
Form Layout Resetting a Filter
Module Toolbar Advanced Filters
Toolbar Buttons Reports
Header Data Report Filter
Tabs Quick Reports
Status Bar Browse
Grids Browse Report
Adding, Editing, and Deleting Records Saving a Browse
Fields and Field Captions Quick Browse
Field Instructions Document Control
Field Types Relationship Button
Tools Toolkit
Locate Customizing Toolbars

 

 

Older Versions

ACT 2016 - Download PDF

ACT 2015 - Download PDF

ACT 2014 - Download Pre-conference Workshop PDF, Download PDF

ACT 2013Download PDF

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