SEP Navigation - Options: How to use the action buttons on each page

How to use the action buttons on each page

Page_Buttons.png
additional_buttons.png

  • An active button is shown in aqua while an inactive button is shown in grey. 

IndividualHelpButton.png     Help button: The Help button is always active and when selected opens the online encyclopedia for the page. 

 

GridViewButton.png     Grid View Button: The Grid View Button is only active when your page is displayed in Card View. As the name implies, when the grid view is activated, the records will be displayed as a grid (see image below). See the Card View Button to compare the views.
GridViewImage.png

 

CardViewButton.png     Card View Button: The Card View Button is only active when your page is displayed in Grid View. As the name implies, when Card View is activated, the records will be displayed as cards (see image below). See the Grid View Button to compare the views.
CardViewImage.png

EditRecordButton.png     Edit Record Button: This button may be found on both the Card View  (lower left of each individual card) and Grid View (to the left of each individual record) options. Click this button to add, correct, or remove information from an Individual's record.

 

AddRecordbutton.png     Add Record Button: This button will be present on any page where a record may be added. Two examples are the Individuals page and the Organizations page.

 

ImportRecordButton.png     Import Record Button: This button is specific to the Individuals and the Organizations pages. On the Individuals page, it enables you to import Personally identifiable information (PII) for individuals you need to track in SEP. PII includes name, contact information, address, driver's license info, and position information.  On the Organizations page, it enables you to import Organizational identifiable information (OII) such as name, type, region, vicariate, contact, address, and contact information. When you select the Import Record Button, look for the Download Template button in the upper right to get a CSV template file for the import record.
Download_Individual_Template.png

 

ImportIndividualRequirementsbutton.png     Import Individual Requirements: This button is specific to the Individuals page. It enables you to import files containing results from a background check and/or a training requirement from external third-party programs other than Protect My Ministry (PMM) and VIRTUS. For instructions, format options, and information on how to access the import template, go to How to Import Third-Party Requirement Results.

 

ExportRecordButton.png     Export Record Button: Currently, when you click the export button, all records that meet the filter criteria will be exported to a CSV file. If no filters are set, all records will be exported.

 

EmailButton.png     Email Button: This button is specific to the Individuals and the Settings → Users pages. It enables you to email the individuals or users that meet the filter criteria as long as they have an email address. If no filters are set, all individuals with an email address on file will populate the "To" field of the email. This action button will only be present on the page if at least one individual that meets the filter criteria has an email address in their record.

 

Filter_View_Button.png     View Filters Button: When you select the View Filters button, a filter panel will open on the right side of the page. The filter options will be different depending on the page. There are additional action buttons on the Filter Panel.

View_Selectected_Records_Button.png      View Selected Records Button: When you select records and then click this button, a Selected Individuals Panel will display on the right side of the page listing the selected records.
Show_Selected_Button_results.png

The technique to select records is different on card view or grid view.

  • To select records on grid view, click the checkbox to the left of the record.
  • To select them in card view, click each card. You will see a boundary line around the selected records.
    select_records_in_grid_or_in_card__view.png

 

Merge_Selected_Records_Button.png     Merge Selected Records Button: This button works hand-in-hand with the information just discussed regarding how to select records and how to view the selected records. If you found that you added a record twice, you may select both records and click the Merge Selected Records Button. See How to merge selected records for more information.

delete_button.png     Delete Record Button: This button may be found on any page where you may add records. Click the delete button to the left of the record you want to delete and then confirm.

filter_search_button.png    Search Button: As soon as you fill in your search terms or select any of the checkboxes, the filter automatically updates. 

search_reset_filter_button.png    Revert Button: This button is present on several pages and when clicked and confirmed, it sets the page back to before the changes. It is only live before the Save Button has been selected.
clear_filter_panel_options_or_clear_search_term_text.png

unpinned_click-to-pin.png    Search Panel Pin Button: This button will pin the search panel to the page. Once you click this horizontal pin, the filter panel will be present on the page until you close it or unpin it. This is true even if you leave the page and come back.

pinned_click-to-unpin.png     Search Panel Unpin Button: This button will unpin the search panel from the page. 

hide_filter_button.png    Close Panel Button: This will close the Search Panel. If the Search Panel has been pinned, the next time you access the page, the panel will be present by default until it is either closed or unpinned.

Save_button.png    Save Button: This button will save the record. It becomes live when changes are made that have not yet been saved.

 

 

 

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