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Smartforms Overview Review Outline

Basic Information:

  • Find ICON on desktop.
  • Login with User ID/PW - 2821/1874 (limited business process user)
  • Describe opening screen.
    • Lower Left – Business processes
      • Adjusted window to show more/less business processes.
    • Upper Left – Usage Groups and Usages
      • Click in the business process window to show changes in usage groups.
      • Describe usage groups (folders) versus usages.
    • Right – Qcards
      • Show Qcards changing depending upon business process.
  • File, Exit (or upper right X)
  • View, Nav Bar (F6)
  • Tools, Options, Printers
  • Select Product Management Business Process
  • Open Inventory Master
    • The screen is empty, and a search is required.
  • Open VBOM
    • View, NavBar (F6)
    • Describe usage group/folder.
    • Open VBOM Management.
    • The screen has data.
    • Close all screens
  • Open Inventory Master
    • Use Magnifying Glass for 101-00022 (legacy SKU)
    • Describe Usage
    • Sync’d child usages.
  • Open VBOM
    • Describe Usage
    • Sync’d and un-sync’d child usages.
  • Close screens individually.
  • Open Inventory Master
    • Left side of screen
      • List view
      • Form view
      • Filters
    • Top Bar
      • Magnifying Glass
      • Printer
      • Circle/refresh
      • “Hamburger”
  • Usage Bar - Large Icons
  • Add record (+)
  • Delete record (trash can)
  • Search (open box)
  • Documentation (book/question mark)
  • Actions (lightning bolt)
  • View (checkerboard)
    • List view
    • Form view
    • Filters
    • Split screen
  • At this time we are NOT showing now:
    • Filtering
    • Control panel, field lists
    • User customization
    • Finding usages (Usage Hierarchy)
    • Adding new usages to usage group/nav bar