There are a number of fundamental processes and concepts in Zortec software that you should know before you begin using the software. The processes and concepts are outlined here.
Accessing
the Zortec software
For
Unix sites:
To access Zortec software, double click on the Zortec icon on the desktop, which will open up an application called Term.
A login prompt will appear. Make sure your caps lock is OFF.
Type your user name as assigned by Zortec or your system administrator and press enter.
Wait for the password prompt and type your password as assigned by Zortec or your system administrator and press enter.
If you typed either the login name or the password incorrectly, the login prompt will appear again. Repeat the above steps until the log in is successful.
Once you are successfully logged into the software, a copyright notice will appear. Press enter to go to the next screen.
Turn your caps lock ON; which must be on when you are using the Zortec software.
A menu of Zortec software options will appear on your screen. The menu options that appear depend on which Zortec applications that you use or need access to.
In all of the Zortec software, there are two ways to select a menu option:
Use your up and down arrow keys to highlight the desired menu option and press enter.
Type the option number beside the desired menu option and press enter.
For Zwin sites:
To access Zortec software, double click on the Zortec icon on the desktop, which will open up a login screen.
Type your user name as assigned by Zortec or your system administrator and press enter.
Then type your password as assigned by Zortec or your system administrator and press enter. If you typed either the login name or the password incorrectly, the cursor will return to the user name field. Repeat the above steps until the log in is successful.
Once you are successfully logged into the software, a copyright notice will appear. Press enter to go to the next screen.
Turn your caps lock ON; which must be on when you are using the Zortec software.
A menu of Zortec software options will appear on your screen. The menu options that appear depend on which Zortec applications that you use or need access to.
In all of the Zortec software, there are two ways to select a menu option:
Use your up and down arrow keys to highlight the desired menu option and press enter.
Type the option number beside the desired menu option and press enter.
Logging
Out of the Software
When
you are finished using the software or at the end of the day, you need to
log out of the software.
The
proper method for logging out is:
Press
escape until you get to the main menu.
Press
escape one more time and you will get a message that says Do you really wish
to sign off?
Type
Y and press enter.
Depending
on how the Term software is configured, the Term window may automatically
close. If it does not automatically
close, click the X in the top right corner of the Term window to close it.
Once
the Term window is closed, you have successfully logged out of the Zortec
software.
It
is very important that you exit the software properly.
For
Zwin Sites:
When
you are finished using the software or at the end of the day, you need to
log out of the software.
The
proper method for logging out is:
Press
escape until you get to the main menu.
Press
escape one more time and you will get a message that says Do you really wish
to sign off?
Type
Y and press enter.
You
have successfully logged out of the Zortec software. It is very important
that you exit the software properly
Do
Not click the X in the
top right corner of the window to close it.
Function
Keys
Key
Description
F1
Scroll forward
F2
Scroll backward
F3
Masking, Hot Keys or Renumbering (depending on the Module)
F4
or F5
Available Screens or Duplicating record (depending on
the Module)
F8
Complete the process without going to any of the other screens.
F9
Accept screen/save changes. In
inquiry, moves cursor to message line and allows you to
choose another screen
F10
On Line Documentation
Enter
Accept field and move cursor to next field
Tab
Move cursor to next column on screen
Escape
Abort process or back up to previous menu or screen
Arrow Keys Move cursor
Up
Arrow
Moves the cursor back to the previous field
Home
When in hot keys, return to original
location or break to top of program
Control
CC Unix
only Cancel an unwanted process or unlock a terminal (use with Caution!)
Escape
Esc,
the "escape" key, serves two similar purposes. If you are in the
middle of a process or a record, Esc will abort the process or discard the
changes you have made to the record and return you to the previous step or
level of the software. If you are not in the middle of a process or a record,
Esc will take you back to the previous step or level of the software. This
means that you can always use Esc to return to earlier levels or to the "top"
of a program.
Next and Previous - F1 and F2
F1 serves three related functions throughout the Zortec software. In each case F2 serves the opposite function. F1 is used for Next, Page Down, and Increment. F2 is used for Previous, Page Up, and Decrement.
Next:
Switch to the next item in a sequence (ex.: next account).
F1
- Page Down: Display the next page of a list of items.
Increment: Increase a number or date by 1.
Previous: Switch to the previous item in a sequence (ex.: previous account).
F2
- Page Up: Display the previous
page of a list of items. Decrement: Decrease a number or date by 1.
If these keys are not functional at that point in the software, nothing will happen.
Finishing
a Process - F8
If
there is only one screen in a record or process, the record is permanently
changed or the process is completed when you complete the display. But in
multi-screen records and processes, there is one more step to completion.
You can complete a process by pressing F8. Suppose you are changing a record
that appears on six screens and that you want to make just one change to one
field on the first screen. When you have made the necessary change, you can
press F8 to complete the process without going to any of the other screens.
The data on the other screens will remain just as it is. A multi-screen record
or process is not made permanent until it is completed in this way.
Completing
a Display or Screen - F9
The
computer does not take in the data you enter at the instant you type it. You
might think of the process in this way: the computer "stores" your
data on the display until you tell it that the data is correct and ready to
be taken in more permanently. You can change the data on a display as much
as you want until you tell the computer to accept the whole display. There
are two ways to tell the computer to take in your data. One way is to complete
and leave the last field of the display. When you do this, the computer will
take in the full display of data. You can also tell the computer to take in
the data by pressing F9. This tells the computer to accept the data on the
display. Some displays are divided into smaller "windows" or logical
areas. When this is the case, the computer will take in the data in the current
logical area or window and advance the cursor.
Displays
Zortec
software appears on your computer monitor as a number of displays. Display
refers to the structure or layout of the image on your monitor. Each time
the structure or design of the image changes, a different display has been
put on your monitor. The data within a display may change, but we speak of
a different display only when the structure or design of the image changes.
There
are seven key pieces of information presented on the top line of a display.
From left to right, they are:
System Name: This is the name of your organization or governmental
body.
Line Number: In this field the computer displays the number of the
connecting wire or communications port that your terminal uses to communicate
with the computer. To the computer, this is the name of your terminal.
Date: The current date
displayed in six-digit
Time: The current time
displayed in 24-hour format.
User Name: Your user name:
the name you use to log on to the computer.
Revision Number: This
is the number assigned to the generation of Zortec software you are
using.
Program Number: This is the identifying number of the program that
you are currently running.
Revision
Number and Program Number are very important for identifying the exact piece of Zortec
software you are using. If you ever need to call the
Screens
A screen is a kind of display. When the different kinds of information that is necessary or available in a record, file, or account will not all fit in one display, the information is presented in a number of screens. In Inquiry mode of any Zortec module, for example, there are a number of different displays that will show you information about that module. We call these displays the Inquiry screens. We refer to them both by number and by name. For example, Work Order Inquiry Screen 1 is the General Information screen. When referring to the same display, we might say that it is Work Order Inquiry Screen 1: General Information.
Command
Area: The Bottom of the Display
Special
error messages will appear in the command area when necessary. Zortec
software also uses the command area as a place to take in information
and commands from you. The program will prompt you for a response when necessary.
Fields
and the Cursor
Entering
Data
To
enter data into a field, simply type it in: it will appear at the cursor.
If you make a mistake while you are typing, you can back up to the error using
backspace key. Then just type over the error.
If there is already data in the field you are filling, be sure to clear
out any of the old data that you don't want. For instance, if a field says
"(BROWN)" and you enter "BLUE", the field will then say
"(BLUEN)". To clear out unwanted characters, you can press Space
until you reach the end of the field or you can press End once, which will
wipe out all of the data to the right of the cursor in a field.
If
the data you have entered does not fill the field completely, you will need
to leave the field manually. You can advance the cursor manually by pressing
Enter. In some fields, it is necessary to advance the cursor manually by pressing
Enter even if your data fills the field completely. These fields are identified
on screen by brackets "< >".
In other fields, called auto-return fields, the cursor will advance automatically
when it reaches the end of the field. These fields are enclosed by parentheses
"( )".This makes data
entry faster and easier.
When
you leave a field after entering data, the cursor goes to the next field of
the display. In general, the sequence of fields in a display runs from the
top left of the display to the bottom right. But suppose you want to back
up to an earlier field. You can use the arrow keys to move from field to field
Menus
Access
to all Zortec system options and screens is controlled by Menus. A menu displays
a list of all options available for selection. For each option listed on a
menu, a number is displayed next to it. This is called the "Selection
Number". To choose any option listed on a menu, you only need to type
the "selection number" in the "Option: (
)" entry field and then press enter. The screen or sub-menu for
the selected option will be displayed. To return to a previous menu, just
press escape.
The
Zortec systems may use several "layers" of menus. For
most Zortec systems, three menu-levels is the maximum for access to any system
option/screen.
In
some displays you will see a pointer ( --> ) located in the left-hand margin
of a list. This pointer is for you to use to select the item you want from
the list. Use the arrow keys to move the pointer to the item you want, and
then press enter to select that item.
If
the item you want does not appear on the display, it may be higher or lower
on the whole list of items. Use F1 to see the next page of items, F2 to see
the previous page. When your item appears on the display, select it using
the arrow keys.
Contacting
the Zortec Support Center
2.
The Line Number from the top line of the display.