Module Toolbar

The module toolbar contains buttons that access or perform a variety of standard program functions. Place the cursor over each icon to see the name/function of that particular toolbar button. For example, placing the cursor over the icon that resembles a magnifying glass, causes the word Locate to appear.

Toolbar

Each module's toolbar may vary. In some instances buttons will not appear. Sometimes other buttons will appear to be "grayed out." These buttons are inaccessible on that module or the current using doesn't have permission to use that function. Nothing will happen when "grayed out" buttons are clicked. Other buttons like the Save and Cancel are grayed out when not in Add mode or Edit mode.

Button

Name

Function

Shortcut Keys

Resize

Allows users to resize the module window.

Ctrl + Alt + Z

Print

Prints the current view of the module window.

Ctrl + Alt + P

Locate

Allows users to quickly locate specific records.

Ctrl + Alt + L

Browse

Allows users to browse records, produce quick, custom reports and export information.

Click on the drop-down arrow to access Quick Browse functions.

Ctrl + B

Filter

Opens the filter dialog window for the module.

Click on the drop-down arrow to filter on the current subset and access Quick Filter functions.

Ctrl + Alt + F

Reports

Allows users to view, print, or add/delete reports to/from the list of pre-defined reports.

The drop-down arrow enable users to quickly access a frequently used (pre-selected) report.

Ctrl + R

Open Document

Allows users to view a list of documents, videos, and images that are attached to the record.

Ctrl + D

Document Control

Allows users to add or delete documents, videos, and images to/from the record.

Ctrl + Alt + D

Save

Allows users to save a record they are currently adding or editing (must be in Add or Edit mode to access).

Ctrl + S

Cancel

Allows users to cancel any changes they have made while adding or editing a record (must be in Add or Edit mode to access).

Ctrl + END

Add

Allows users to add a record to the module.

Ctrl + Alt + A or Ctrl + Alt + INSERT

edit

Edit

Allows users to edit the current record in the module.

Ctrl + E

Delete

Deletes the current record.

Ctrl + DELETE

First

Displays the first record of the filtered data set.

Ctrl + F

Previous

Displays the previous record in the filtered data set.

Ctrl + P

Next

Displays the next record in the filtered data set.

Ctrl + N

Last

Displays the last record in the filtered data set.

Ctrl + L

Go To

Allows users to view a specific record number.

Ctrl + G

Refresh

Re-queries the data set and returns the screen to the first record in the filtered set (i.e. it runs the filter again).

Ctrl + H

Relationship

Displays other modules that are related to the current record.

Ctrl + T

Subsets

Allows users to create and save a set of filtered records.

 

Work Order

Allows users to generate a work order for that particular record. If the module is an inspection module the inspection will be linked to the work order through the work order asset record.

 

Work Request

Allows users to generate a work request for that particular record.

 

PM Template

Allows users to generate a new PM Template for that particular record.

 

Toolkit

Opens the toolkit dialog box.

Ctrl + K

Show in Map

Opens GIS and zooms in and highlights the selected feature.

Ctrl + Alt + S

Custom Library Function

Only appears in the Work Request module, and only works for those clients for which it was installed. Used in the "Search for Customer" process in Requests when accessing a third-party table containing the requestor or requestor address.

 

Recalculate

Updates calculations that are stored in the Field Properties > Auto Calc property for numeric fields.

 

help

Help

Opens the Lucity help guide to the appropriate help topic.

F1

falconbutton

Falcon Integration

Only appears if the Falcon Document Management Integration is turned on, and only accessible if html strings are added to launch the Falcon document for each asset inventory module. Used to access documents via the web instead of individually associating documents with asset inventory modules.

 

Close

Closes the module.

Alt + F4

 

Other Common Keyboard Shortcuts

CUT

Ctrl + X

COPY

Ctrl + C

PASTE

Ctrl + V

UNDO

Ctrl + Z

SELECT ALL

Ctrl + A

In This Section

Locate

Browse

Filter

Reports

Documents

Adding a Record

Editing a Record

Deleting a Record

Relationships

Subset Manager

Create Work Order

Create Request

Create PM/Template

Toolkit

Show in Map Function

Help Guide