Using Data Maintenance

 

Select the table to update. In this instance it is Products and Services.

 

Once a Product or Service (or indeed any value) has been added into Data Maintenance, and then has subsequently been used in Bp Allied, for example, a product has been used in an appointment, then it can not be deleted. For further information on this See Linked Records.

 

Ticking the Show Filter Row tick box adds another row into the form that allows filtering of columns to occur based on the values in that column. See here for more information on using the Filtering options. This option is available on all Data Maintenance tables and Reports.

 

An * can be used as a wildcard when searching

Each page has a different icon related to it's content

This Find option searches all fields in the displayed Data Maintenance table. It is available on all of the tables that can be edited within Data Maintenance.

Enter in the search term

Click Find (or press enter on your keyboard).

Press Clear to remove the contents from the search field

All rows should now be displayed

The list of available field is directly related to the table chosen. The fields shown are used to create a Product or Service.

To add a new record, in this case a Product or Service

Click into this row

Tab along adding the relevant information into each field

Tab out of the last field and the new row should be added

A product row (or record)

Navigation buttons used to move through the records. Very useful where there are a large number of records, e.g. Third Parties or Referrers

See the Glossary for details on using the navigation buttons.

Prints the current table

Export the current table into an Excel Spreadsheet

Save the Spreadsheet when prompted

Click on a Record in the list and Click Linked Records to see all the records that are linked to the one selected.