Basic Navigation

The basic navigation of each page (previously Forms) includes the page header, key block, sections, notifications center and buttons.

Page Header

The page header is part of the basic navigation and contains the following items:

  • Page close icon “X” – Always use this icon to close your page.  

  • Page title – Includes description, acronym, version, and database.  

  • Related Menu button – Displays a list of pages that can be accessed from this page.  

  • Tools Menu – Will include refresh, export, print, clear record, clear data, item properties, display ID image, and other options controlled by the page.  

  • Notification Center – Will be located to the right of the Tools Menu and will display the following information as needed: successful save of data, warning messages, error messages, informational messages, number of messages to be corrected to continue in the page. You can click in the box with the number in the page header to open or close the Notification Center.

Key Block

The first block on most pages contains key information. The key block determines what data is entered or displayed on the rest of the page. All the information on the page is related to the key block. The key block stays on the page as subsequent sections are displayed.

When the cursor is in the key block, the fields that can be entered in the key block are enabled. When you leave the key block, the fields in the key block are disabled.

When the cursor is in the key block, the information is displayed in a column format. When you leave the key block by clicking the Go (previously Next Block) button, the data is rearranged into a linear format and not enterable.

To access the body of the page, populate the key block data and then click Go. You can return to the key block if you are in the body of a page by clicking Start Over (previously Rollback).



Pages are divided into sections (previously blocks) that contain additional details for the key information. A section can represent one record or multiple records depending on the type of information that you are working on. Each section contains related information. Sections of data are accessed by scrolling up and down the page. They can be opened or collapsed by clicking on the arrow on the far left side of the section header. Some sections are accessed by using tab headings that group information in a meaningful way.

If available, the sections can have a header that includes icons for the following actions:

  • Insert – Use this to insert records in the section.

  • Delete – Use this to delete records in the section.

  • Copy – Use this to copy records in the section.

  • More Information – This icon will only appear if supplemental data can be entered for the record. The icon is displayed with a check mark if supplemental data already exists for the record.

  • Filter – Use this to filter records in the section.

Bottom Section Navigation


The bottom of the section of the page will contain icons to be used for navigation, perform functions, and display additional information.

  • Previous Section button – Will take you backwards in the sections (Alt+ Page Up).

  • Next Section button – Will take you to the next section of the page (Alt+ Page Down).

  • Activity Date – Current system time. This would be the time stamped for the record if created or modified.

  • Activity User – Name of account user creating or modifying the record.

  • Save button – This the button you will use to save your data.