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CRIBMASTER 101. WHAT’S INSIDE  Application Roles  Ribbons and Explorer  Heading and Grid Clicks  Standard Icons  Applying changes  Cool Features.

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Presentation on theme: "CRIBMASTER 101. WHAT’S INSIDE  Application Roles  Ribbons and Explorer  Heading and Grid Clicks  Standard Icons  Applying changes  Cool Features."— Presentation transcript:

1 CRIBMASTER 101

2 WHAT’S INSIDE  Application Roles  Ribbons and Explorer  Heading and Grid Clicks  Standard Icons  Applying changes  Cool Features

3 APPLICATION ROLES

4 UNDERSTANDING APPLICATION ROLES  CM9 Client has two application roles  CribMaster  Admin  Each role requires an available license in the database  Application roles and licenses are shared seats – musical chair

5 ROLES CribMaster  Issue  Return  Find Item  Purchasing  Data Management  Reports  And more Admin  Issue  Return  Find Item  Purchasing  Data Management  Reports  And more

6 CLAIMING YOUR ROLE

7 RIBBONS & EXPLORER

8 WHAT’S A RIBBON?  Vertical command bar at the top of the screen  Function and label groupings based on CMClassic  Ribbons  Home ~ System ~ Actions ~ Purchasing ~ Reports ~ Help  Additional Module ~ PM

9 RIBBON FEATURES Personalized toolbar through Quick Access Toolbar Minimized Ribbon

10 WHAT IS EXPLORER?  Horizontal menu selection on left side of screen  Tree format  Functions grouped by topic  Explorer excludes transactional screens (issue, return, transfer, receive, etc…)  Explorer excludes Reports screens

11 EXPLORER FEATURES  Minimize explorer  Collapse/expand groups  Custom views selection

12 DOUBLE & RIGHT CLICKS  Double click grid line to open/close properties  Double click grid line to add qty in transactional screens  Right click column header to search, sort, filter and more…  Right click grid line for additional function

13 STANDARD ICONS

14 ICONS ICONS ICONS… Add New Delete Properties Edit In Grid Refresh Clear Filter Search Filter

15 APPLYING CHANGES

16 APPLY CHANGES? Click √ on the properties Select Upper level tab Move off the record in the grid

17 COOL FEATURES

18 DOUBLE & RIGHT CLICKS  Double click grid line to open/close properties  Double click grid line to add qty in transactional screens  Right click column header to search, sort, filter and more…  Right click grid line for additional function

19

20 THANK YOU!


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