RISCO Group Upload/Download software - Manual (Page 25)

Chapter 5: Main Menu Bar Options
Page 22
The screen also includes a number of fields that are automatically generated and/or updated by the
system. These are listed below:
Client Number
This represents the client number. It is automatically
generated when setting up a new client (see below)
Clicking on the arrows on the Icon bar navigates
between the clients, in order of their client number.
The system keeps the client number 0001 reserved for
display of the default panel screens. When you click on
the > navigation arrow, the first few clicks go through
the panel options. The client number remains 0001,
until you have passed all the panels. The next click
then opens client number 0002, the first defined client.
The default panel screens under client number 0001
are not modifiable.
Panel The system deals with a number of different panels.
Created
Updated
Printed These fields are automatically updated by the system.
5.1.1 New Client
To enter a new client:
1. From the main menu select Clients>Client information to enter the Main Client screen, select the
default panel screen for the type of panel in use from the Panel drop‐down list.
2. From the main menu bar select Clients>New Client, or from the tool bar, click the New Client
icon. A new client screen appears with the Panel type attribute from your panel selection. The client
number automatically takes the next free number. This code number is the number assigned to your
new client.
3. Type in all the relevant information for the new client, in the white text fields, as explained above.
5.1.2 Find Client
To find a client in the database:
1. From the main menu bar select Client>Find Client, or from the tool bar, click the Find Client
icon. The Find Client dialog box appears.
2. In the white field, type in a string of words or numbers from the data already entered for the client
you are looking for. This can be a name, part of a name or address or any numerical information such
as a phone number or zip code. The default entry is * which includes all clients in you system.
3. Click OK. On the basis of your entry, the system searches for the appropriate client. The Client search
results dialog box appears with all the options that contain the search criteria.
4. Double click on the client you are searching for to open that clientʹs information. You can also select
the client number from the drop‐down list below.
5. Click OK. The clientʹs information screen appears.