Application Wide

Search for a customer record

Search for a lot record

View the jobs that are being processed on the application server and open generated reports

Opens the My Tasks window

Opens the My Reports window

My Batches -

Opens the My Batches window

Cirrus -

Launch the Cirrus login portal

Reporting and Analytics -

Launch the Tableau Reporting and Analytics site

Close the application

Help -

Launch online help

User Avatar -

Displays the user name of the current user and provides access to the User Preferences window.

Standard Window Icons

Creates a new record

Open the selected record

Updates the records in the window after entering search or filter criteria

Deletes a record from the database

Saves the selected record

Print -

Prints the selected report or record

Adds the window to the Favorites section of the Springbrook Dashboard.

Exit from the window

Launch online help

Confirms a selection

Dock the window with the application window. This will move the window from the desktop of you workstation to the application window.

Undock the window from the application window. This will move the window to the desktop of your workstation.

View a record (You will not be able to edit the record)

Only a portion of the data has been loaded into the window - appears at the bottom of the window

All data has been loaded into the window - appears at the bottom of the window

The column or field can be modified

Select a value for the field

Specialized Window Icons

Create a batch number

Highlights all of the records in the window

Deselect all of the records in the window

View the expected format of an import or export file

Create an export file

Import a file

Populate the fields

Clears information from the window

Save a copy of the attached document to your workstation.

Selects the tab order and fields that display on the window (for example, Edit Invoices window)

Add or view the attachments on a record

Add a selection

View the sum of the records in the window

Do not save and return. You will generally see this icon when setting formats (for example, the tab order of a window), or the window has failed some form of optional validation (for example, when you are trying to save a duplicate invoice).

Restore the default values

Copy the selected report or form

Preview the report or form

Set Persistent Fields -

Used to set persistent fields when using a new row grid entry window. This maintains specified values for line item fields in order to reduce data entry.

User/User Group Security (SS> Maintenance> User/User Groups)

Create a new user

Delete a user

Add a user to a user group

Remove a user from a group

Create a user group

Standard Report Icons

My Reports - 

Opens the My Reports window

Send Form -

Email the report to another Springbrook user

Email PDF through Outlook -

Email the report PDF as an Outlook email attachment

Save -

Save the report PDF locally

Zoom In / Zoom Out -

Zoom in or zoom out on the report

Search Document -

Search the report for specific data

Revert to Pointer -

Reverts to the standard pointer after using the zoom controls

QBE Reporting Tool Icons

The field is part of the primary table

Modify the report layout

The field is part of the secondary table

Test the query in the window

Cash Entry Window Icons

Open the cash drawer

Void the receipt in the window

Print the slips of the current receipt

Add new Credit/Deposit, launch LP Licensing, or Calculate BT Interest.

Open the audit trail window for the selected receipt

Report Publisher Icons

Enable the Report Publishing feature

Save the current report

Delete published report

Cancel Report Publisher mode

The field will be enabled and can be modified by the user

The field is read only and cannot be modified by users

Work Flow Icons

Approves the selected work flow

Rejects the selected work flow

Opens Work Flow History window

Display

Conversation -

Initiates an instant message conversation with the work flow author