Prompt To Verify Field On Exiting A Form
This document explains how to prompt your operators to
confirm important information before they can exit a form.
One or several fields on a form may be set up for
confirmation.
Some information on a form may be particularly important
to your operation, for instance, the Status of the account or
pertinent account information stored in the Summary line.
Collect! offers a flexible way to prompt your operators to
confirm the value in a field. Their confirmation can be logged
into notes automatically. If there are any questions later, it is
easy to go back into the notes and see exactly what was
verified and confirmed.
Control which operators need to be prompted, so that
your supervisors can quickly browse accounts unimpeded,
whereas your operators and junior personnel can be
required to confirm the data.
The steps to set up prompting to verify a field are:
- Switch on Enable Verification in
the Operator form. Make sure the operator's User Level is
NOT User Level 99.
- Switch on Verify On Exit in the
Access Rights form for the field you want verified.
- Switch on Log Verification in the
Access Rights form if you want to log to the debtor's
Notes.
- Test your settings
.
When you set up field verification, Collect!
automatically enters an Alias for the
field in the Access Rights form. This is necessary for
the Login procedure to read the switches you have set.
Prompt To Verify does not work for users
signed in at User Level 99. Collect! bypasses
prompting at this administrative level. Please use a
different user level.
The rest of this topic steps you through setting
up prompting to verify a field on exiting a form.
Sign In As User Level 99
Whenever you change access rights settings, it is
good practice to sign into Collect! in EXCLUSIVE
mode as an operator with User Level 99. So please
do that before you get started.
Switch On Enable Verification
To enable the verification on a field, visit the Operator
form for each operator that you want to set up.
1. Select System from the top menu bar and then select
Rights from the drop-down choices to display the submenu.
Select Operators to view the list of Operators.
2. Open the Operator form for each operator for whom you
want to enable logging to Notes.
3. On the Operator form, put a check mark in the
box next to the field labeled Enable verification.
4. Make sure the operator's User Level is NOT 99.
5. Press F8 to save the settings and close the Operator
form.
6. Repeat this for each operator that you want to set up.
Then, close the Operator list when you are finished
setting up all the operators.
The next two switches, Verify On Exit
and Log Verification, are set in the
Access Rights form. Set these two switches in the
Access Rights form for each field that you want verified.
Switch On Verify On Exit
Open the form that contains a field that you want
verified.
1. Tab into the field that you want verified so that it is
highlighted in blue.
2. Right select the field and choose Properties in the
popup menu for the field. This will display the Access
Rights form for the field.
3. Check the field labeled Name
on the Access Rights form to make sure you are verifying
the correct field.
4. Put a check mark in the box next to the field
labeled Verify on exit. This will
make Collect! prompt the user on exiting the form.
Collect! can also write a line to the debtor's Notes
when a field has been verified. This switch is
explained next.
Switch On Log Verification
Set this if you want Collect! to write to the debtor's
Notes when the user verifies the data in the field.
This enables you to examine the notes to see
exactly what was verified and confirmed. Collect! writes
into the Notes file of the last debtor read from the database.
1. While you are still looking at the Access Rights
form for the field you are verifying, put a check mark
in the box next to the field labeled Log
verification.
2. Press F8 to save your settings and close the
Access Rights form.
The Log Verification switch should only be
used on fields in records related to debtors such as
Transactions, Contacts, Attachments and Cosigners.
Please do not switch this ON for a Client record, or
a Client Payment record, or other record types not
directly related to the debtor.
Rebuild Access Rights
Whenever you make changes to Access Rights settings,
it is good practice to rebuild the list. Select System from
the top menu bar and then select Rights, Access Rights.
Select the REBUILD button to rebuild the list.
Test Your Settings
Once you have completed setting up field verification,
please sign in as each operator that you set up and
test the settings.
You must sign out of Collect! completely, returning
to the Desktop, whenever you change to a different User Level,
or some of the rights from the previous level that you were
signed in as may still be in effect.
When you go to any record where verification is now
required and try to exit the form, you will receive the
verification confirmation prompt.
Verification Confirmation Prompt
The default response is NO. If you press ENTER,
Collect! will go back to the field requiring confirmation.
If you select the YES button or press the 'Y' key, then
Collect! checks to see if the Log Verification
switch is set. If so, the confirmation needs to be
logged, so a line is written to the notes.
For example,
10/25/2009 11:05:32 NEW OWN: Confirmed Status: NEW
Summary
This document has explained how to have your
operators verify important information on a form and
log the confirmation to notes.
The Enable verification switch is set
for each Operator that you want prompted. This works for
any User Level other than 99.
The Verify On Exit and Log
Verification switches are set in the Access
Rights form for each field where you want data confirmed.
Log Verification should only be set for fields related
to the Debtor, such as Transactions, Attachments,
Contacts and Cosigners.
It is recommended that you test each operator
that you have set up for prompting to verify a field.
See Also
- How To Set Field Or Form Properties
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