Data Maintenance Methods:

Operation

Method

Add a New Record:
  • Use this button on the Access Toolbar to prepare the screen (blank all boxes etc) for the new record's data.
  •  Enter text as appropriate into all boxes that you have information for. If you enter too little information (so little the record is not adequately defined) the system will disallow saving and you will be required to enter a minimum of information to save the record.
  • Move between boxes using the Enter or Tab keys.
  • Select tabs using your mouse and enter all known data.
  • Use this button on the Access Toolbar to save the new record. You can also use the Record Selector to save a record.
Delete a Record:
  • Use the Record Selector to mark the whole record. Use this bar to mark multiple records for deletion as required.
  • Use this button on the Access Toolbar to delete the record.
  • The windows CUT facility also deletes records.
  • A warning about record deletion will be displayed.
  • Sometimes deletion is not allowed since there are records dependent on the current one for future accessibility.
Edit a Record:
  • Use the on-screen finding facility like that described in New Users to locate the record you wish to edit.
  • Navigate the record making all required changes.
  • Use the Record Selector or Save button to save the changes.
Undoing Changes:
  • Use the UNDO button to back out unwanted changes.
  • Undo can even back out a saved change!
Shortcut Keys: Make use of Shortcut Keys. They make life a lot easier for bulk data maintenance.

Most records are marked with an Audit Trail. This enables managers to see who has been working on the records:
 
The 'By' person is always the logged in user's login code. The 'Date' is always the workstation's clock date at the time of saving.
Some screens in Casper show a different form of this layout - see Continuous Sub-Forms. The intent never varies.
Users cannot modify this information.