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.
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 |
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