iTech Facilities Management is a menu and toolbar free environment.
All tasks are performed using the provided task shortcuts (indicated as task description throughout the user guide).
Help. Press F1 to display the “Facilities Management” help and the topic associated with the active task or control.
During auto updates, if the help has been updated, all open modules will be terminated to ensure the help file is updated.
There is also a “FBM User Guide.pdf” which can be downloaded from www.itechsupport.co.za/downloads.html.
A pdf reader may be required to view the pdf. Adobe Acrobat Reader© can be downloaded from https://get.adobe.com/reader.
Dates. Where minimum and maximum dates are available, the icon will set the date field to its minimum and the icon will set the date field to its maximum.
Grids. Most grids can be printed or sent to Microsoft Excel© subject to user permissions.
When available, select the applicable print icon or send to spreadsheet icon located in the top right hand corner of the grid.
If you have "send to spreadsheet" permission for an applicable grid, Press Ctrl + C (or Ctrl + c) to place the selection on the clipboard. Ctrl + A (or Ctrl + a) will select the entire grid. Hidden data is not selected or placed on the clipboard. Some grid data may not be available for copying. If there is no option to "send to spreadsheet", the copy option is typically not available.
Large volumes of data may take some time to copy (e.g. if you are viewing the bookings of a facility over an entire year). Too much data may result in a copy/clipboard error.
Any other copy operations performed while the contents of the grid is being placed on the clipboard may result in unpredictable paste results.
Where û or ü appear in grids, the copied content will indicate "No" and "Yes" respectively.
The clipboard contents can be pasted into your spreadsheet application as per normal Windows practice.
Apart from grids with subtotals and certain other grids (e.g. the "Bookings for a facility" grid or grids where a sort field has been provided), clicking on a grid header will result in the grid being sorted by the selected field. Some fields are not sortable fields.
List boxes. Most lists provide an option box in the top right hand corner (only visible when you enter the list) which allows you to instantly select all items, deselect all items and in some list boxes you may invert your selection.
Links to other modules. There are links to other module features throughout iTech Facilities Management.
They are accessible if you have permission to perform the applicable task.
When used, the module and applicable form is automatically launched for your convenience.
If the module is already open, it will be activated but you may need to open the feature you require.
Typically these shortcuts are denoted by the launch icon.
Scrolling. Scrollable items will respond to the mouse wheel as expected with the exception of "UpDown" and "Date" selectors.
Document and image previews will scroll irrespective of where the mouse pointer is.
For tablet environments, move your finger in a vertical direction to scroll.
Critical prompts. Some actions will give a critical prompt/warning with the option not to show the warning again. Check the Don't show this again option if you do not wish to be warned again.
Forms. All forms have a secondary close option in the top left corner.
Where applicable, maximise, minimise and normal view secondary options are also available.
To reset the form back to its default size, select the applicable option to open the form, maximize the form then close it.
Then re-open it and hit the normalize icon.
The location and window state is saved upon closing of the respective form.
When using iTech Facilities Management on mobile devices (tablets), rotating the device will adjust the visible form’s width or height if the change in orientation results in part of the window being cut-off.
If the form is maximized, it will re-adjust to the new available browser window dimensions.
For larger capture/data entry forms when using mobile devices, it is highly recommended you work in portrait view as the virtual keyboard may conceal some of the lower positioned fields.