Understand Track Admin Screen Controls

Track Admin has additional features that the administrators may use to manage the user accounts.

Calendar

The dates may be entered manually or selected from a calendar.

Enter a date manually

Date must be in a Month/Date/Year format.

Select a date from a calendar

1. Click the Calendar icon to open the Calendar pop-up box.

2. The current month and year is displayed at the calendar header. Click the month/year on the calendar header to open a pop-up menu, displaying abbreviated months and years. The Today, OK, and Cancel buttons display at the bottom of the pop-up menu.
   

3. From the pop-up menu:

• Select a month and/or a year to highlight them. Click the OK button. The pop-up menu closes and the selected month and/or year are displayed at the Calendar pop-up box.

• Click the Today button to close the pop-up menu and return to the Calendar pop-up box, displaying the current date in a red square.

• Click the Cancel button to close the pop-up menu and return to the Calendar pop-up box without saving the changes.

• From the Calendar pop-up box, click the Previous Three Months icon to jump backward three months.

• Click the Previous Month icon to move backward a month.

• Click the Next Month icon to move forward a month.

• Click the Next Three Months icon to jump forward three months.

4. From the Calendar pop-up box, click a number to select a date. If a selected date is on the current month, today's date is highlighted in red.

5. Click anywhere on the background to close the Calendar pop-up box.

Export to Excel

1. Locate the records to export to Excel.

2. Click the Export to Excel icon . The pop-up message appears.

3. Select Open, Save, or Cancel button accordingly.

Export to PDF

1. Locate the records to export to PDF.

2. Click the Export to PDF icon . The pop-up message appears.

3. Select Open, Save, or Cancel button accordingly.

Filter option

Filter results to display records that meet the search options. Entries in the text boxes are not case-sensitive.

1. Enter the information being searched into the appropriate text box.

2. Click a Filter icon to display the filter pop-up menu.

3. Select a filter option to apply the selected filter option and display the records according to the search options.

4. Repeat the steps to apply another search filter, or click the No Filter option from the filter pop-up menu to clear the text box, refresh the data, and display all records.

Group items by column header

User may group records by one or more column headers.

1. In the grid area, press and hold a mouse pointer on a column header.

2. Drag and drop it on to the area noted, "Drag a column header and drop it here to group by that column." The screen refreshes, and the records in the grid are grouped by a selected column header.
   

3. Repeat the steps to group records by another column header.

4. The Sort and Cancel icons display on the column header button.

• Click the Sort icon to sort the records in ascending or descending order.

• Click the Cancel icon to ungroup the records.

Refresh a screen

There are two different methods to refresh the entire screen. Refreshing the screen will clear the entries in text boxes that are on the screen.

1. Click the Refresh icon in the URL or address bar to refresh the entire screen.

2. Alternatively, right-click anywhere on the screen to display a pop-up menu.

3. Select the Refresh option to refresh the entire screen.

Resize a column

1. Hover a mouse pointer over the line between the column headers until a double arrow appears.
   

2. Press and hold the mouse then drag the line to the left or right to resize the column.  

Refresh data in the grid area

The Refresh icon is located on the top of the grid area. Click the Refresh icon to refresh only the grid area, clearing the entries in the text boxes or return to the defaults drop-down lists.

Site drop-down list

The Site drop-down list is located in the right corner of the screen. Select a site from the Site drop-down list to switch between the sites of the company setup.

Theme drop-down list

The Theme drop-down list is located on the menu bar. Select a theme from the Theme drop-down list to select a color scheme that applies to Track Admin screens. Even though the icons' images and colors are different, their functionalities remain the same.

View by Page icons and Page Size drop-down list

View by Page icons and the Page Size drop-down list are displayed above the listing.

• Click the First Page icon to display the records on the first page.

• Click the Previous Page icon to display the records on the previous page.

• Click the Next Page icon to display the records on the next page.

• Click the Last Page icon to display the records on the last page.

• Click the page number to go directly to the selected page.

• The number of records and pages are located at the top right corner of the grid. Select the 10, 20, or 50 option from the Page Size drop-down list to display the selected number of records per page.