While eCandidus™ Desktop is a simple-to-learn system, it hides a complex database system, which allows you to keep vast amounts of information.
To make the system easy-to-use, a common set of commands, all shown at the bottom of each form is consistently used through the system. To further ease the use, a tip is automatically shown for each command when the cursor is placed on top of the command, and left there for a moment.
We have found that most users are able to efficiently use the desktop after a few hours of use, with searching being the cornerstone of the learning curve.
How to search - Click-and-Find
When we explained the parts of a form in the easy-to-learn section, we discussed how the key information for the entry is displayed as part of the title of the form. This key information forms the basis of the click-and-find method which makes up the majority of the search situation that the office faces.
You can easily tell which are the click-and-find forms, as they share a common look to the listing area:
When you have a listing area like the one shown above, you simply click on it, and type what you are searching for:
In this example, "req" and "dis" where entered. While you are typing, the selection is shown in red, and when you pause typing, the system will search the set and display the entries where all of the words exist in the key information field, and the selection turn black:
You can continue the selection process by typing more text to search for:
or by pressing the backspace key and entering a new search criteria:
at which time the system will re-display the listing:
Once the entry that you are looking for is shown, you can select it by double-clicking on the line.
The second method available to search potential lists is the filter method, which can be used whenever the following set of tabs are shown:
The list tab displays all of the entries and allows the sorting of the information:
In this example, the history is sorted in date order, with the latest date first. By clicking on the title bar, you can change the column to be sorted by and whether to make the sort ascending (from lowest to highest) or descending (from highest to lowest).
When you click on the filter tab, a new line is inserted into the list:
In this mode you can enter filter expressions for each of the columns:
The system will select those entries where all of the words entered are found, in this example only those entries where "plaintiff" is found are displayed. Note that the selection is done once you enter the selection and leave the column by pressing the tab key.
Note that a new filter line is shown, which allows for a new filter to be entered:
Here the entries for associate RP where added to the entries where the word plaintiff was found in the text.
While here, the entries which had the word plaintiff where trimmed down to only those that also were for associate AQ, and then the entries for associate RP where added.
Up to this point , we have used keywords to filter, but you can also use expressions:
In this example we have selected those entries after January 1, 2004. Note that this not include January 1st itself, you can do this by using:
The operators that can be used are as follows: