Menus, Forms and Searching

Menus

Expand Minimize Menu Navigation Pane

Access to the various forms and reports is via the Navigation Pane or Menu. This panel can be expanded or minimised by clicking the double-headed arrow and making your selection – top right corner of that panel.  Your selection is remembered between login sessions.

Open

Open

See this page for more information about maintaining menus: Menu Maintenance

Form Layout & Form Customisation

Ribbon

The Ribbon is your access to preforming different functions in the form you have loaded on your screen – create a new record, print what’s on the screen, search for another record etc.

Main

The ribbon is divided into sections grouped by activity

• Actions – functions for a user to perform their task

• Print - configure printers and print the actual record

• Navigation – scroll backwards/forward, filter and search for records

• Clipboard - functions like Cut, Copy, Paste

• Settings - Dock/Undock - enables you to undock/dock and move a form to a second screen
  Other Settings – options depend on the form loaded

• Help - loads the Online Help site which is updated regularly and does not have to be installed separately

Utilities

This tab is where XML import and export can be managed as well as setting permissions at the field level in the form.  Other section is usually functionality implemented via Plugins.

Ribbon Speed Keys

Hovering over the ribbon or toolbar icons shows the function key attached to the icon.  Here is screen display of the keys.  These keys are in accordance with Microsoft standards. 

Keyboard Shortcuts

All buttons on the forms have a keyboard shortcut.  They method for using these is by the Alt key.

Click Alt key on your keyboard.  M and U will appear.  M for Main, U for Utilities

Click the M key to access the keyboard shortcuts on the Main tab

Now you will see all the keyboard shortcuts for each button on the Main tab.

Click the E key to access the Email button for example

The Email dialog opens.

Toolbar Display

You have the option of displaying the Ribbon as a Toolbar so you can see more of the form you’re working on.  The icons are the same but smaller and the function speed keys work the same way.  Your choice for Ribbon or Toolbar or both is stored for every form for every user so some forms you can have the Toolbar on display and others the Ribbon.

• Right mouse click anywhere in the Ribbon and select Toolbar.  You can have both the ribbon and the toolbar visible

• Right mouse again anywhere in the Ribbon and select Minimise the Ribbon to hide the ribbon and only leave the Toolbar on the screen

Recent Items

A ribbon icon ‘Recent Items’ is available on master and transaction forms to allow you to a track back to previously reviewed records.

Dock / Undock Form

In the Settings section of the ribbon is the icon to Dock / Undock a form – function key F2.  This ability facilitates the use of multiple screens.  Closing Jiwa will also close undocked forms.

Drill Down

You are able to open linked records by using Drill Down.  When the mouse pointer changes to a hand  when hovering over a field, double right mouse click. 

When the field appears as a hyperlink (blue and underlined), single left mouse click or double right mouse click to open the linked record.

Closing Forms

As there is no limit to the number of forms you can open (drill down loads a new form) we have a powerful way to control your open forms. 

• Right mouse click the form Tab header

• Select according to what you want to have happen

Custom Columns

Accessing Custom Columns

The ability to re-arrange the grids on various forms is called Custom Column information and is stored per form per tab for each user of the system. 

• Right mouse click a column heading of the grid to be customised and select Use Custom Columns

• Right mouse click a column heading again and choose Manage Grid to arrange the grid layout

Setting Custom Columns

• Column name headings can be change and columns hidden or made visible

• Use the Move Up and move Down keys to re-arrange the order the columns are displayed in your grids

Manage Tabs

Tabs are managed by user by each Tab section and can be restricted just to one Tab rather than the form as a whole – eg. Order tab in Inventory – only the underlying tabs are to be customised.

• Right mouse click a tab and select Use Custom Tabs

• Right mouse click the tab again to hide a tab, rename it, show it again or re-set to defaults

Move a Tab

• Use Custom Tabs is ticked

• Drag and drop the selected tab to the desired location – red arrows mean it can be moved

Searching

Search Windows

Locating and / or selecting records in Jiwa is done by using the Search Window that’s loaded from the ribbon in each relevant form by clicking the Search icon or pressing F3.  The search option that’s set is stored per user per form.

Search window functionality includes: 

• Ribbon and / or Toolbar

• [Enter] key jumps to the next column in the criteria grid

• [Tab] key jumps into the results pane where the arrow keys and Page Up and Page Down scroll through the results

Function Keys in Search

There are function keys in the search window that perform the actions detailed in the screen shot below.

Search Types

- Matches records starting FROM the data keyed in the Match field.  Searching for an inventory item and typing in DEC in the part number field will display all items that start with DEC onwards.

- Matches records starting WITH the data keyed in the Match field.  Searching for an inventory item and typing in DEC in the part number field will display ONLY items that start with DEC.

- Matches records CONTAINING the data keyed in the Match field.  Searching for an inventory item and typing in ‘tube’ in the Description field will display items that CONTAIN ‘tube’ anywhere in the Description field.  Refine the search by entering in more criteria e.g. ‘fluor’ and ‘led’.  Records that contain all three criteria are returned to the grid.  Click on the ‘&’ to change it to ‘O’ and all records that contain the Description ‘tube’ or ‘fluor’ or ‘led’ are displayed.  A really powerful way to search for the item you want.

System-wide Search

The search text box in the bottom left of your Jiwa screen allows you to input any search term for a system-wide search of that term.

Input your search term, then click the search icon. This will open up the Search form and list all possible forms containing that term.  The system-wide Search form can also be launched from the menu: System Settings > Search > Search.

The areas in Jiwa where that are subject to search can be found under the Search Item Maintenance form and include: sales orders, purchase orders, contacts, creditors, BOM, Work Orders, Purchase Invoices, Quotes, Service Manager jobs, Stock Transfers, Supplier Returns, Inventory and so on.

Module Specific Search forms

Expanded Search Forms for Sales Orders, Quotes, Work Orders, POs and Jobs