Understanding basic window features

The frame is the container for all of the primary windows in TMW Back Office. Each window has specific functions and a unique set of toolbar icons, menu options, and fields. However, the organizational layout of each tab within the main window is fairly consistent.

TMW Back Office is designed to be viewed with your system font size set to 100%.

Both the main menu bar and the toolbar can be customized to meet the specific needs of your company.

Each primary tab allows you to perform a variety of tasks. The tasks you can perform within each primary tab are listed as commands under the pull-down menus in the main menu bar. The name of a menu reflects the nature of the options it provides.

When you first access a primary tab, you see the available menus displayed in the menu bar at the top of the window.

To display a pull-down menu of commands, click on the menu name in the menu bar. To select a menu option, click on the option name.

You can also use the DOWN ARROW and UP ARROW keys to highlight an option and press ENTER to select it.

If you use a keyboard shortcut to access a menu (for example, pressing CTRL+F to access the File menu), the menu options may display an underlined letter. You can type the underlined letter to select that option.

To exit a menu without making a selection, press the ESC key.

Toolbars

Each primary tab includes sets of icons referred to as toolbars. Although menus ordinarily list all of the tasks you can perform within TMW Back Office, you also can initiate many of these tasks by clicking on a toolbar icon.

  • The main toolbar displays icons that are used to initiate tasks that are common to all primary tabs.

  • The tab-specific toolbar displays icons that are specific to the primary tab currently in view.

Common tasks executed from a toolbar are image9 New, image10 Open, image11 Save, image12 Close, and image13 Exit Application.

Main toolbar

The icons on the main toolbar are used to initiate common tasks; for example, exiting TMW Back Office and accessing the online help.

To initiate a task from the main toolbar, just click the toolbar icon. Click image14 to access the About window. Click image15 to close TMW Back Office.

Tab-specific toolbars

The icons on tab-specific toolbars are used to initiate tasks pertaining to the currently displayed primary tab.

To initiate a task from the toolbar, just click the toolbar icon.

ToolTips

When you hover the cursor over an icon, a ToolTip displays the name or function of the icon.

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Primary tabs

Each primary tab displays the fields for a specific feature. Most primary tabs include record lookup fields at the top of the tab and, below that, data entry fields and sub tabs below.

Record lookup fields

The fields at the top of each primary tab allow you to retrieve existing records. The first field allows you to specify the type of record you want to use for the lookup. In the second field, you enter the ID for a specific record.

Tab body

The body of each primary tab consists of data entry fields that allow you to record details about a record. Typically, you also will see read-only fields, which show information that cannot be edited.

When you first access a tab, the cursor is positioned in the first field in which data can be entered. You use the TAB key to move from one data entry field to the next. Typically, the tab order is from left to right across a line of fields.

Your system administrator has the ability to "hide" fields that are not of use to your company. He/she also has the ability to change data entry fields to read-only fields for certain users.

Sub tabs

Sometimes, there are so many fields for a primary tab that they cannot all be shown at one time. In such cases, the primary tab will have sub tabs. Each sub tab consists of fields that are closely related. For example, a Notes sub tab displays the fields that are required to record free-form comments about a particular record.

The use of sub tabs allows you to quickly access the information you need. To view a sub tab, just click on it. The fields for that tab will toggle into view.

Secondary windows

A secondary window is a floating window that is opened from, and appears in front of, the primary tab currently in view.

Secondary windows have data entry fields, drop-down lists, and read-only fields. To return to the primary tab, you must exit the window.

Types of fields

The body of a primary tab or sub tab includes data entry fields, drop-down lists, and read-only fields.

Data entry fields

Data entry fields allow you to add or change information for the record.

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There are two basic types of drop-down lists:

  • Drop-down lists of pre-defined options, which are the only valid entries for the field. To make a selection, click in the field and select an option from the list.

  • Drop-down data grids that list profile records. Profiles are records for entities such as companies, drivers, tractors, trailers, carriers, and commodities. Profiles sometimes are called master file records because they are vital to the operation of the system.

    Options in profile-related drop-down data grids use the instant best match data entry feature. To make a selection, start typing an ID code to display items beginning with the same alphanumeric characters. You can enter the complete ID code or make a selection from the list.

Read-only fields

Read-only fields provide information that is available for inquiry purposes, but which cannot be changed. Typically, they have a grayed-out appearance.