Working with Records​​

Record Management Window

 

Records are created and managed in the Record Management Window shown below.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The window opens when:

  1. You want to add a record. You can achieve this either by:

    • ​Clicking on the “Add” icon on the Toolbar of the Display Window

    • Selecting the “Add Record” submenu option under the “Records” menu option. 

    • Using the fast key combination of Shift-Cmd-A

  2. You want to edit a record. You can achieve this by selecting a record in the Display Window then either by:

    • Clicking on the “Edit” icon on the Toolbar of the Display Window

    • Selecting the “Edit Record” submenu option under the “Records” menu option.

    • Using the fast key combination of Shift-Cmd-E

  3. You want to add a child to a parent record. When a record is a Parent record (see 'Parent Record'), you can right click on the record itself and then select 'Add a child' from the drop down menu. The Record Management Window will appear pre-populated with the required fields of a Child record.

The window is divided into 3 parts:

  1. A Record Toolbar

  2. A left Record Components Group menu for selecting the Record components to enter

  3. A right subview that contains the fields necessary to define a Record components (see the 'Introduction to the Record Components')

The Record Toolbar contains three icons:

  1. Save: saves the record components, reset the field but keep the Record Management Window opened.

  2. Save & Close: saves the record components and close the Record Management Window

  3. Clear: clears all the record components fields and keep the Record Management Window opened.

The Record Components Group menu has 6 elements:

  1. Basic: contains the basic set of components such as title, dates, and colors

  2. Extra: contains an extra set of components such as tags, level, and hierarchy fields

  3. Description: contains the field where you enter the describing text associated with the record

  4. Locations: contains the fields that allow you to associate locations to the record

  5. URLs: contains the fields that allow you to associate URLs to the record

  6. Photos: contains the fields that allow you to associate photos to the record

The following sections cover different aspects of record operations

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