the RecordsKeeper
Helping you organize and keep track of your important personal information, critical records and anything else of interest
Home      Screens - Main Screen - Personal Tab
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Help for The RecordsKeeper Main Screen
 
Once successfully signed in to the RecordsKeeper database system, this screen is your home, or main screen.
 
All other screens are accessed through this screen, and all other screens eventually return you to this screen when they are closed.
 
All of your general records stored under your tabset(s) and tabs are also accessible from this screen by selecting a tabset (if you want to reference data under a tabset other than your default) and then clicking on a tab. When you are referencing data under any tab other than your ‘Personal’ tab, simply click the ‘Personal’ tab to return to this screen.
 
Your user name always appears at the top of the screen and usually appears on most other screens that you access from this one.
 
If you use more than one tabset, you can switch between tabsets by selecting another from the list box under your user name.
 
The screen has two main views: a view when the ‘Personal’ tab is selected and a view when any other (general) tab is selected.
 
The tabs consist of the 3 rows of 6 buttons aligned across and near the top of the screen. You select a tab by clicking on it, and the currently selected tab will always show in red lettering.
 
When first opened, the screen will display data associated with the ‘Personal’ tab.
 
The ‘Personal’ Tab:
 
When the ‘Personal’ tab is selected (clicked), your personal information is shown in the center portion of the screen if you choose to display it. This information is surrounded by a number of buttons that permit you to perform other groups of activities. From here you can:
    • Manage your tabsets, general tabs and general tab data field options
    • Print reports
    • Manage system options (only accessible by the default user)
    • Access and manage additional personal data
    • Access and manage user information
 
Manage your Tabset, Tab and Tab Data Field Options
When clicked, these buttons give you access to screens where you can customize (add, change or delete) your locations and location information, your tabsets, your general tabs and all of the data fields associated with the general tabs.
 
Print Reports
When clicked, these buttons lead to the preparation of several reports that you can view or print.
 
Manage System Options
When clicked, these buttons give you access to screens that permit you to customize the RecordsKeeper application. The 'System Options' screen provides you with alternatives as to how the database operates, and the ‘Captions’ control screen permits you to manage (edit) virtually all of the headers, messages, buttons, titles and help information used on the screens and reports. You can also customize the hyperlink tags and the date formats that are used.
 
Note that these screens are only available to the default user because the settings made with this series of screens apply to all users.
 
Additional information on how to manage the data is found with the screens when you open them.
 
Access and Manage Personal Data
When clicked, these buttons give you access to screens that permit you to capture and manage additional personal information not collected under the ‘General’ tabs. You access your medical conditions data, your medication regimen data and your personal activity data through these buttons.
 
Manage User Information
This series of buttons provides you with the ability to manage the personal data displayed in the center of the screen, and to add, delete or change user information.
 
Additional information about each of the screens that you can access with these buttons will be available to you when you open one of the screens.
 
All other information that you use the RecordsKeeper database system to keep records of is managed by using a combination of a tabset and the other 17 ‘General’ tabs shown on this screen.
 
The ‘General’ Tabs:
 
If a general tab is active, it will respond to a click and display all of the data that is currently stored in the database under that tab. The names on these tabs vary depending on how you name them.
 
Help on how to use the general tab information and on additional screens that are available when viewing general tab data will be made available when you open a general tab.
 
Other Buttons:
 
About
This button, found in the top right corner of the screen provides technical information about the release that you are currently using, a web-site address where you may find additional information about the RecordsKeeper, and e-mail addresses for obtaining additional help or information.
 
Help
This button opens a screen with useful information about the 'Main' screen.
 
 
Sample

 
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Click on the appropriate links found below to access additional information on other screens.
 
User Screens: 
 
System Option Screens
 
Tab and Field Control Screens
 
Personal Data and Activities Screens
 
Main Screens
 
Report Control Screens
  

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