How to add an item / field to the cycle summary?
From MedITEX - Wiki
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<p>This functionality is accessible at the <strong>menu bar</strong>. Go to <strong>Reports -> Cycle summary. </strong></p> | <p>This functionality is accessible at the <strong>menu bar</strong>. Go to <strong>Reports -> Cycle summary. </strong></p> | ||
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| − | < | + | <p><span id="Explanation_of_the_buttons" class="mw-headline">Explanation of the <strong>buttons</strong></span></p> |
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| − | <td><strong>Remove </strong>items also with <strong>drag and drop</strong>. You can put the remove item at any place of the available item list. If you open the custom window next time, everything will be on the right place. <a href="/index.php?title=How_to_delete_an_item_/_field_from_the_cycle_summary%3F">Click here</a> | + | <td><strong>Remove </strong>items also with <strong>drag and drop</strong>. You can put the remove item at any place of the available item list. If you open the custom window next time, everything will be on the right place. <a href="/index.php?title=How_to_delete_an_item_/_field_from_the_cycle_summary%3F">Click here</a> for further informations.</td> |
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<p> </p> | <p> </p> | ||
| + | <h2>Add auxiliary items</h2> | ||
| + | <p>You have also the possibility to add <strong>auxiliary items</strong> <img src="/images/CS14.png" alt="" width="16" height="16" /> with a new name.</p> | ||
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| − | <td> | + | <p style="text-align: center;"><img src="/images/CYS6.png" alt="" width="179" height="84" /></p> |
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| + | <p>Choose one from this four options.</p> | ||
| + | <p>Follow these steps for adding one to the cycle summary:</p> | ||
| + | <p>1. Select the item -> It will be added to the available item list.</p> | ||
| + | <p>2. Pull it with drag and drop on the left side and the wished place.</p> | ||
| + | </td> | ||
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</tbody> | </tbody> | ||
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| + | <td><img src="/images/CYS7.png" alt="" width="406" height="374" /></td> | ||
| + | <td> </td> | ||
| + | </tr> | ||
| + | </tbody> | ||
| + | </table> | ||
| + | <p> </p> | ||
| + | <p> </p> | ||
| + | <p> </p> | ||
| + | <p> </p> | ||
| + | <h2>Add groups</h2> | ||
| + | <p> </p> | ||
| + | <p> </p> | ||
| + | <p> </p> | ||
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| + | <tbody> | ||
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| + | <td><img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CS41.png" alt="" width="304" height="149" /></td> | ||
| + | <td>If you like to <strong>keep this settings</strong> for the next time, you have to <strong>save all</strong> before you leave the cycle summary.</td> | ||
| + | </tr> | ||
| + | </tbody> | ||
| + | </table> | ||
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Revision as of 11:48, 11 June 2013
This functionality is accessible at the menu bar. Go to Reports -> Cycle summary.
| <img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CS411.png" alt="" width="304" height="149" /> |
If you click on Customize layout the smaller Customize window will opened additionally. If this window is open, you can change the content of the mean window.
In the example we use the window view of the customization interface.
| <img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CS51.png" alt="" width="350" /> |
| <img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CS7.png" alt="" width="15" height="13" /> | Undo: undoes the last procedure. |
| <img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CS8.png" alt="" width="15" height="13" /> | Redo: redoes the last procedure. |
| <img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CS9.png" alt="" width="16" height="16" /> | Store Layout: saves the layout after it has been customized. |
| <img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CS10.png" alt="" width="16" height="16" /> | Restore Layout: after saving the layout, clicking on this button will restore it to the previous state. |
| <img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CS12.png" alt="" width="16" height="16" /> | Collapse All: hides the hierarchy of the tree. |
| <img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CS11.png" alt="" width="16" height="16" /> | Expand All: shows the hierarchy of the tree. |
| <img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CS13.png" alt="" width="16" height="16" /> | Delete: this button is only active if you create a new group or auxiliary item. It deletes these newly created groups/items. |
| <img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CS15.png" alt="" width="16" height="16" /> | Add Group: adds a new group. The use of this functionality is not advisable. Instead, use the already available groups. |
| <img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CS14.png" alt="" width="16" height="16" /> | Add Auxiliary Item: adds a new auxiliary item. The use of this functionality is not advisable. Instead, use the already available items. |
| <img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CS16.png" alt="" width="23" height="20" /> | View as Tree / Plain List: changes the layout of the Available Items. |
Add single items
For the beginning it will be easier to find items with the tree view:
| <img src="/images/CYS1.png" alt="" width="406" height="479" /> |
The items will be ordered after their area (pregnancy, transfer,...) . Follow these steps: 1. Use Collapse all. 2. Select the wished main category. 3. Select the wished item from the subcategory. |
| <img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CYS2.png" alt="" width="406" height="472" /> |
In this example we will add the field note from pregnancy, to the pregnancy on the left side. Add the field with drag and drop to the left side. You can add every item from the right to every status on the left side. However only in the correct department it will make sense! |
| <img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CYS3.png" alt="" width="406" height="469" /> |
Here you can see the result:
It has the same position in the cycle summary window.
<a href="/index.php?title=How_to_change_the_position_of_an_item%3F">Click here</a>, for more informations about the changing of positions. |
| <img src="/images/CYS4.png" alt="" width="765" height="95" /> | |
| <img style="display: block; margin-left: auto; margin-right: auto;" src="/images/plus48.png" alt="" width="48" height="48" /> | Remove items also with drag and drop. You can put the remove item at any place of the available item list. If you open the custom window next time, everything will be on the right place. <a href="/index.php?title=How_to_delete_an_item_/_field_from_the_cycle_summary%3F">Click here</a> for further informations. |
Add auxiliary items
You have also the possibility to add auxiliary items <img src="/images/CS14.png" alt="" width="16" height="16" /> with a new name.
|
<img src="/images/CYS6.png" alt="" width="179" height="84" /> |
Choose one from this four options. Follow these steps for adding one to the cycle summary: 1. Select the item -> It will be added to the available item list. 2. Pull it with drag and drop on the left side and the wished place. |
| <img src="/images/CYS7.png" alt="" width="406" height="374" /> |
Add groups
| <img style="display: block; margin-left: auto; margin-right: auto;" src="/images/CS41.png" alt="" width="304" height="149" /> | If you like to keep this settings for the next time, you have to save all before you leave the cycle summary. |
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