Object Management Pages (OMPs) instructions.

Before proceeding with the instructions in this OMP page it is crucial to familiarize yourself with the various sections of the page (i.e. toolbar, blue ribbon, table and form). If you are not yet acquainted with this information, please click here.

The toolbar of the OMP, which generally comprises three distinct levels, displays only one level at any given time. The following is an overview of these levels along with the functions they typically encompass :

Level 1 (Add, Refresh) : This level of the toolbar is active when no specific object is selected or in focus. It features buttons for general actions that are not tied to a specific object. By default, when an OMP is opened, the toolbar is set to Level 1.
Level 2 (Edit, Delete, Cancel) : This level of the toolbar becomes active when a specific object is selected from the table section. The buttons that appear at this level, correspond to actions that are directly applied to the selected or focused object.
Level 3 (Save, Cancel) : This level of the toolbar is activated when an object is in the process of being created or edited. It becomes visible either when an object is selected and editing commences, or when the Add toolbar button is clicked to initiate the creation of a new object. The primary function at this level is the Save toolbar button, which finalizes the creation or editing of an object. If you wish to discontinue the creation or editing process, you can use the Cancel toolbar button.

Proceed through the form inputs, filling out all requred inputs and any additional ones you choose to complete. For efficient navigation, use the Tab key on your keyboard to move forward from one field to the next, or the Shift + Tab key combination to go back to the previous field.

After entering the necessary information, click the Save toolbar button. If there are any required fields left blank, the system will not save the object. Instead, it will draw attention to and focus on the unfilled required field. However, if all inputs are properly filled, the saving process will be successful. After this step, the following actions will take place :

The toolbar will transition to level 2. This brings up the buttons that are useful after you’ve selected or focused on a specific object (i.e Edit, Delete).
The form fields become inactive.
The table section becomes active.
The search input in the Blue ribbon is enabled.

Open the Object Management Page (OMP). Generally, the OMP for most object types can be accessed from the menu in the homepage. However, the method of launching may differ based on the specific type of object.

Find and select an object. Click here to find out how to do this.

Once focused on a particular object,

Once the OMP is open with no object currently selected or in focus (indicating that the toolbar is at level 1), you should click on the

Once the page is open with no object currently selected or in focus, you should click on the

After this step, the following actions will take place :

The toolbar will transition to level 1. It features buttons for general actions that are not tied to a specific object (i.e Add, Refresh).
The form fields are disabled and all entered data is cleared.
The table section is enabled, and none of the rows are selected (i.e. focused or highlighted).
The search input in the Blue ribbon is enabled.

After this step, the following actions will take place :

The toolbar will transition to level 2. This brings up the buttons that are useful after you’ve selected or focused on a specific object (i.e Edit, Delete).
The form fields become inactive.
The table section becomes active.
The search input in the Blue ribbon is enabled.

After this step, the following actions will take place :

The toolbar transitions to level 3. This reveals the buttons that you will use to wrap up the creation or editing processes (i.e Save, Cancel).
The fields within the form section are activated. These fields/inputs are intended for specifying the various attributes of the object.
The table section is disabled, which means that no other object can be selected.
The search input in the Blue ribbon is disabled.

Locate an object in the table section by entering a search term into the search field, which is located in the Blue ribbon. You can use any of the following information as your search term :

Object name : This refers to the main detail that describes the type of object. For example, for patients, this attribute is the patient's name. For services, it is the service description.
Object number : Every object has a special number. You can use this number to search for the object within the table. The name of this number changes based on the type of item. For instance, for customers, it is called the customer number. For suppliers, it is known as the supplier number.
Depending on the type of object, you can use more than just the object name and number to find it in the table. For example, you can use the medical aid number to search for patients. Similarly, the item code can be used ot search for inventory items.

As you type any of the above listed search terms, the table section is updated by filtering out any objects that do not match the search parameter.

After sufficiently narrowing down the table, you can select or focus on a single object by:

Navigating the table using the up/down arrow keys on your keyboard.
Selecting a specific table row with a left mouse button click.

An object in focus is distinguished by a blue highlight in the table.

A dialogue will then appear on the OMP, requesting your confirmation if you truly wish to

To continue with the initiated action, select Ok in the dialog box. During the processing of the action, a loading animation, represented by a rotating circle, will be displayed on the screen.

This feature is only accessible to users whose employee role is technical support.