Security Type List

Documentation

Table of Contents



The security type list displays the various security types that have been created to control access to the company data. Only those uses with proper access can create, view, edit and delete records.

Filtering and Display


Use the filtering section to determine exactly what security types you wish to view and how you wish to sort them on the list.

List Table


Name

The name of the security type.

NOTE: For each workstation you can change the default columns that are displayed on the list. Click on "File" at the top of the list screen. From the drop down menu select "Configure...". Use the list configuration screen to configure the columns to view on your list.

Action Icons



- Select the "New" icon to create a new security type.

- Select the "Edit" icon to edit an existing high-lighted security type.

- Select the "Delete" icon to delete an existing high-lighted security type.

- Select the "Print" icon to print the contents of the security type list to a printer.

- Select the "Export" icon to export the contents of the security type list to a CSV or Excel file.

- Select the "Refresh" icon to refresh and re-display the contents of the security type list.

- Select the "Close" icon to close the security type list.

Auto Refresh

You can choose to update or refresh the data in the list automatically, as it is changed, or alternatively, you can choose to have the data refresh only when you click on the "Refresh" button. If speed is not an issue, you will probably choose to always auto refresh. Toggle on to auto refresh. Toggle off to refresh only on command.