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Contents
Page
1 Overview ............................................................................................................................. 1
1.1 Scope ............................................................................................................................... 1
2 References ........................................................................................................................... 2
3 Identification ....................................................................................................................... 3
4 System Overview ................................................................................................................ 4
4.1 Application Changes ....................................................................................................... 4
4.2 Contingencies and alternate states and modes of operation............................................ 4
4.3 Security and privacy ....................................................................................................... 4
4.4 Assistance and problem reporting ................................................................................... 5
5 Getting Started .................................................................................................................... 6
5.1 Installation....................................................................................................................... 6
5.2 Accessing Application .................................................................................................. 14
5.3 Application Menu ......................................................................................................... 14
5.4 Application Settings ...................................................................................................... 16
5.4.1 Default Settings ......................................................................................................... 16
5.4.2 Change Color Settings ............................................................................................... 16
5.4.3 Auto Summary Setting .............................................................................................. 19
5.4.4 Periodic Dates ............................................................................................................ 19
6 Operating Procedures ........................................................................................................ 21
6.1 Database Management .................................................................................................. 21
6.1.1 Open Database ........................................................................................................... 21
6.1.2 Create Database ......................................................................................................... 21
6.1.3 Close Database .......................................................................................................... 22
6.2 Managing Folders ......................................................................................................... 22
6.2.1 Create Folder ............................................................................................................. 23
6.2.2 Edit Folder ................................................................................................................. 24
6.2.3 Delete Folder ............................................................................................................. 25
6.2.4 Export Folder ............................................................................................................. 26
6.2.5 Import Data ................................................................................................................ 27
6.3 Managing Performance Reports ................................................................................... 29
6.3.1 Create Report ............................................................................................................. 29
6.3.2 Edit Report ................................................................................................................ 29
6.3.3 Delete Report ............................................................................................................. 31
6.3.4 Report Navigation ..................................................................................................... 32
6.3.4 Use Calendar ............................................................................................................. 32
6.3.5 Save Report ............................................................................................................... 34
6.3.6 Find Report ................................................................................................................ 34
6.3.7 Export Report ............................................................................................................ 35
6.3.8 Import Data ................................................................................................................ 36
6.4 Validation ...................................................................................................................... 38
6.4.1. Validate Report .......................................................................................................... 38
6.4.2 Validate Folder .......................................................................................................... 39
6.5 Spell Check ................................................................................................................... 40