Navigation

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EngineerOffice includes user-friendly navigation options like the navigation bar, tabs, Dashboard, action drop-down lists, links, spreadsheet-like grids and other user interface elements. The following information covers the most frequently used navigation options in EngineerOffice.

 

Version Number

The EngineerOffice version number displays at the top left-side of the EngineerOffice screen.

 

User Login Info

The name of the currently logged in user always displays at the top of the EngineerOffice screen, adjacent to the master drop-down list.

 

Master Drop-Down List

This list is located at the top of the EngineerOffice screen, next to the user ID. Click the drop-down arrow to display the options. The options available on this list include:

 

Logout

Select this option to logout of EngineerOffice. For security purposes, we highly recommended that you log out of the system after completing your work.

 

Change Password

Opens the Change Password screen, which allows you to change your EngineerOffice login password. You must enter your old and new password, and then confirm the change.

 

Preferences

The Preferences component gives the system administrator access to set up general system preferences, general defaults, logos, document paths, web access, accounting settings and more.

 

Sync

This option is used to initiate synchronization between EngineerOffice and external applications such as Microsoft Outlook, Entourage or Apple Calendar.

 

Accounting

Select this option to send data to or get data from your QuickBooks company file and configure synchronization settings.

 

User Forum

Takes you to the EngineerOffice Yahoo Groups website where there is a community of EngineerOffice users that interact with each other, post feedback and ask questions.

 

Navigation Bar

Use the navigation bar to move between the main modules of EngineerOffice and its Dashboard.

Button Panel

Most of the tabs and sub-tabs of EngineerOffice have a row called a button panel. While the available options vary, the following are the most common items available on the button panels:

 

Help

Clicking this option opens the EngineerOffice online help file.

 

Print

Depending on the currently displayed screen, clicking this button either generates a mini report based on the information current screen or a screen-shot of the screen.

 

Search

Use this search field to quickly locate records using any criteria for searching (that is, first name, last name, project ID, etc.). The field's predictive search instantly display results as you type in this field.

 

Action Drop-Down List

Click this drop-down arrow to access to options available for the currently viewed screen (for example, delete, new, add, find, My List, etc.). The options vary based on the module or screen being used.

 

Portals

EngineerOffice has sub-tabs in screen such as Contacts and Projects that list related information from other parts of the system (for example, documents, events, and projects). These are referred to as portals. They are similar to the widgets on the EngineerOffice Dashboard.

Record Navigator

 

The record navigator is available on the bottom of certain screens such as Contacts, Time/Expense, and Projects displaying a found set of records. Use the navigating links to quickly move through pages of listed records.

 

Button

Function

First Record

Click to go to the first record in the found set of records. If you are on the first record in the found set of records, you will remain on the first record.

Previous Record

Click to go to the previous record in the found set of records. If you are on the first record in the found set of records, you will remain on the first record.

Next Record

Click to go to the next record in the found set of records. If you are on the last record in the found set of records, you will remain on the last record.

Last Record

Click to go to the last record in the found set of records. If you are on the last record in the found set of records, you will remain on the last record.

 

See Also