Participant Folder toolbar

The Participant Folder toolbar provides access to frequently used functions on the Participant Folder screen. The toolbar is visible when the Participant Folder screen is active. Depending on your permission level and the client's current status, some toolbar buttons may not be available for selection.

Toolbar Elements

Participant Search

Click this toolbar button to search for clients on the Participant List screen. The toolbar button is enabled when the screen is active. It has a tool tip text of "Participant Search". The Participant List screen displays when the button is clicked.

Manage Waiting List

This toolbar button is used in the to perform Waiting List management functions manage in the Clinic application module. This toolbar button is always disabled in the Central Administrative Site and State Office application modules. It has a tool tip text of "Manage Waiting List".

System Outputs

Click the down arrow on this toolbar button to access system outputs functions. The toolbar button is enabled when the screen is active. It has a tool tip text of "System Outputs". When you click the down arrow, the System Outputs menu and the following menu options are displayed:

Reports

Click this menu option to generate reports. The menu option is enabled when the System Outputs menu is active. The mnemonic for the menu option is "R". The Generate Reports screen displays when selected.

System Tools

Click the down arrow on this toolbar button to access system tools functions. The toolbar button is enabled when screen is active. It has a tool tip text of "System Tools". When you click the down arrow, the System Tools menu and the following menu options are displayed:

Change Password

Click this menu option to change the password of the logged on user. The menu option is enabled when the System Tools menu is active. The mnemonic for the menu option is "P". The Change Password screen displays when the menu option is selected.

Select Default Printers

Click this menu option to specify the default printers for the logged on user. The menu option is enabled when the System Tools menu is active. The mnemonic for the menu option is "D". The Default Printers screen displays when the menu option is selected.

Manage Alerts

Click this toolbar button to add, edit, or view the alerts for the current client. The toolbar button is enabled when the screen is active. It has a tool tip text of "Manage Alerts".

The Manage Alerts screen displays when clicked if the user has the appropriate permissions.

Manage Notes

Click this toolbar button to add, edit, or view the notes for the current client. The toolbar button is enabled when the screen is active. It has a tool tip text of "Manage Notes".

The Manage Notes screen displays when clicked if the user has the appropriate permissions.

Print Participant Summary

Click this toolbar button to print a participant summary for the current client. The toolbar button is enabled when the screen is active. It has a tool tip text of "Print Participant Summary".

If the participant does not have certification information, a standard error message (E0027) displays when the toolbar button is clicked.

If the participant does have certification information, the Produce Participant Summary screen displays when the toolbar button is clicked.

Close Participant Folder

Click this toolbar button to close the Participant Folder screen. The toolbar button is enabled when the screen is active. It has a tool tip text of "Close Participant Folder".

When the toolbar button is selected, depending on the screen of the Participant Folder currently displayed, the required entry edits and cross-edits for the controls on the screen are performed. These edits are defined in the respective sections for each screen.

The Participant Folder screen is closed and the Participant List screen displays in its previous state when the toolbar button is clicked if all edits are satisfied. When the participant whose folder was opened still remains on that view of the Participant List screen, their record will be selected in the data grid.

Exit

Click this toolbar button to exit the application. This toolbar button is enabled when the screen is active. The toolbar button has a tool tip text of "Exit".

Software Version: 2.40.00

	Participant Search Click this toolbar button to search for clients on the Participant List screen. The toolbar button is enabled when the screen is active. It has a tool tip text of "Participant Search". The Participant List screen displays when the button is clicked.
	Manage Waiting List This toolbar button is used in the to perform Waiting List management functions manage in the Clinic application module. This toolbar button is always disabled in the Central Administrative Site and State Office application modules. It has a tool tip text of "Manage Waiting List".
	System Outputs Click the down arrow on this toolbar button to access system outputs functions. The toolbar button is enabled when the screen is active. It has a tool tip text of "System Outputs". When you click the down arrow, the System Outputs menu and the following menu options are displayed: Reports Click this menu option to generate reports. The menu option is enabled when the System Outputs menu is active. The mnemonic for the menu option is "R". The Generate Reports screen displays when selected.
	System Tools Click the down arrow on this toolbar button to access system tools functions. The toolbar button is enabled when screen is active. It has a tool tip text of "System Tools". When you click the down arrow, the System Tools menu and the following menu options are displayed: Change Password Click this menu option to change the password of the logged on user. The menu option is enabled when the System Tools menu is active. The mnemonic for the menu option is "P". The Change Password screen displays when the menu option is selected. Select Default Printers Click this menu option to specify the default printers for the logged on user. The menu option is enabled when the System Tools menu is active. The mnemonic for the menu option is "D". The Default Printers screen displays when the menu option is selected.
	Manage Alerts Click this toolbar button to add, edit, or view the alerts for the current client. The toolbar button is enabled when the screen is active. It has a tool tip text of "Manage Alerts". The Manage Alerts screen displays when clicked if the user has the appropriate permissions.
	Manage Notes Click this toolbar button to add, edit, or view the notes for the current client. The toolbar button is enabled when the screen is active. It has a tool tip text of "Manage Notes". The Manage Notes screen displays when clicked if the user has the appropriate permissions.
	Print Participant Summary Click this toolbar button to print a participant summary for the current client. The toolbar button is enabled when the screen is active. It has a tool tip text of "Print Participant Summary". If the participant does not have certification information, a standard error message (E0027) displays when the toolbar button is clicked. If the participant does have certification information, the Produce Participant Summary screen displays when the toolbar button is clicked.
	Close Participant Folder Click this toolbar button to close the Participant Folder screen. The toolbar button is enabled when the screen is active. It has a tool tip text of "Close Participant Folder". When the toolbar button is selected, depending on the screen of the Participant Folder currently displayed, the required entry edits and cross-edits for the controls on the screen are performed. These edits are defined in the respective sections for each screen. The Participant Folder screen is closed and the Participant List screen displays in its previous state when the toolbar button is clicked if all edits are satisfied. When the participant whose folder was opened still remains on that view of the Participant List screen, their record will be selected in the data grid.
	Exit Click this toolbar button to exit the application. This toolbar button is enabled when the screen is active. The toolbar button has a tool tip text of "Exit".