Working with Lists

General Navigation

Clearing Entries
  • Use the "x" to clear your filter and picklist data entry values

Sorting Columns
  • Lists can usually be sorted (ascending/descending) by clicking on column headings
Searching
  • Clicking the 'magnifying glass' next to a field will usually open up a separate search window on top of the page to help the user select the value
  • In the case of 'Site', this new window will be populated with the sites already in use by your project and allow you to add more

Accessing Help and Internal Links
  • Underlined text in blue takes the user to a particular area of the system or displays more extensive help information; mouse over will display a little more information
  • Underlined text in purple provides access to context sensitive help or executes the listed function. If the context sensitive help will be displayed a question mark (question) will appear on mouse over; otherwise, test explaining where you will be going will be displayed

Hiding and unhiding sections
  • Section headings with either an up or down arrow next to them can be either hidden or displayed as needed

Working with Lists

Paging through data tables and adjusting page size
  • Lists are usually "paged." Look for the page number and page size at the top of the list
Opening Tables in Excel
  • Lists in BioData can be exported to an Excel spreadsheet

Filtering Lists
  • When view lists, in most cases, there is a filter section preceding the list
  • It can be hidden or displayed by clicking the up or down arrow next to the text 'Filter list by:'

  • These sections also usually have a Clear all filters option

Using Drop Downs

Drop downs work in a variety of fashions depending on the data being entered. As you become more familiar with the system you will get more used to them.

  • Some of the drop downs (e.g. Time Datum and Review Status) require the user to expand them using the "down arrow" and select their choice using the mouse.
  • Those with smaller domains (e.g. Sample Type and Community) often step trough the list of available options based on the first character of the entry. Once it is highlighted, then the user can usually tab to the next field without using the mouse.
  • Those with larger domains (e.g. Common Name in fish entry) will usually rely on a "starts with" or "contains" search to limit the domain of option to choose from and will require use of the mouse to select the chosen option
 

 

 

Auto-Saving

  • BioData saves and validates data as it is entered
  • Data that does not meet validation criteria will be highlighted with a RED box (shown below)
  • A message at the bottom of the screen can be toggled to display a list of validation errors
  • Errors can quickly be found and fixed using the (Fix it) link

Required Fields
  • Required fields are indicated with a red * (shown below)