Main Window - People Tab

Baslogue^{^®}

THE MAIN WINDOW - PEOPLE TAB

The People tab is where the list of people can be found. It consists of:

a grid view which lists all of the people
a search bar at the top of the list view - this search bar operated the same is the search bar on the Catalogue tab - see Searching for a Catalogue Item for further details.
an area beneath the grid view containing a number of buttons to perform various actions

The button bar at the bottom changes depending on which role is currently active (Standalone Edition only) - see Changing Roles for further details on roles. The People tab is not visible at all when operating under the Catalogue Browser role. When running the Database Edition, the visibility of the People tab is dependant on the settings in User Security.

Here is an example of the People tab when all features are available:

Searching, Grouping and Sorting

For details on how to use the grid itself, including how to sort by different columns, group by column values, and filter visible rows by values, refer to the section on Searching for a Catalogue Item.

Available Buttons

Not all buttons are available for all roles. The buttons available for each role are described below. Note that the People tab is not visible at all when operating under the Catalogue Browser role. Some headings are clickable for further information about that button.

Check In / Check Out role (Standalone Edition), or when "Allow Viewing of People" is selected in User Security (Database Edition)

View Person - this allows the user to view the information for a person, but not change it. It will show the Person Dialog.
View Person's History - allows the user to view the history for the chosen person.
Find Using Scanner - allows the user to find the person by scanning the person's barcode.
Export to Excel - clicking this button will either send the grid data to Microsoft^® Excel, or if Microsoft^® Excel is not installed it will prompt the user to save to a local file. Whatever sorting, grouping or filtering is active at the time will determine what is sent or saved.

Super User role (Standalone Edition), or when "Allow Editing of People" is selected in User Security (Database Edition)

New Person - this allows the user to add a new person into the system. The user will be presented with a blank Person Dialog ready for data entry.
Edit Person - this allows the user to edit the information for a person. It will show the Person Dialog.
Delete Person - this allows the user to delete a person.
View Person's History - allows the user to view the history for the chosen person.
Find Using Scanner - allows the user to find the person by scanning the person's barcode.
Print Person Cards - allows the user to print person cards. Multiple records may be chosen to print more than one card at a time.
Export to Excel - clicking this button will either send the grid data to Microsoft^® Excel, or if Microsoft^® Excel is not installed it will prompt the user to save to a local file. Whatever sorting, grouping or filtering is active at the time will determine what is sent or saved.