Completing a Form
Once you select a form, you need to consider what information to
insert and how to do that. On this webpage find out about the best
approaches to take and how to navigate through the fields:
Process
- Review the form to see what mandatory fields it has. Most mandatory
fields have an asterisk.
(This helps you decide if you have everything or if there is something
else you need to find first.)
- Fill in the mandatory fields first, otherwise you will get an error
message.
- If searching, add in any additional information or data you want to narrow
your search.
(SPAR has a large database and you can end up with many rows of
data to sift through. By selecting as many filters as possible
you're letting SPAR do that work and saving yourself some time.)
- Click on the button that launches the search, request, or report.
For a list of all of the different kinds of buttons and what they
mean, see SPAR's Online Help Guide's chapter "Getting Started".
How to Enter Data
You have 2 basic ways to enter data:
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Dropdown lists. -
Click on the arrow and look at the list. To find an item
quickly , click in the list and type the first letter of the
item. For
example, type in "W", it'll go to the first item
starting with "W".
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Text fields. -
Enter/type in the data. Some text fields work similarly to
the
dropdown lists, e.g. in a Client Name field, if you enter
a "W" and click
the Search button, you'll see all clients' names starting
with "W".
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Error messages -
If you see this kind of message near the top of the
screen make note of the advice it gives you on how to
fix what's missing or wrong.
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Moving Among Fields
You can move between fields by: 1) Moving your mouse and clicking
in a field, and 2) Using your Tab key to move forward, Tab + Shift
keys to move backwards. Don't be tempted to use your Enter key instead
of Tab. It can launch
submitting the form!
For more tips and troubleshooting information click Forward.
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