eBIS Getting Started
Contents
What’s on my Home Page
- Banner
- Side Menu
- Ribbon
- Body
General Navigation
- How to Input Data
- Using Lookups & Searching
- Viewing Notes
Home Page
-
When you first login, the My Forms/Home Page view is displayed. This may appear different to the example below, as this screen is tailored to an individual user’s needs
The screen is sub-divided into 4 separate areas: Banner, Side Menu, Ribbon and Body
Banner
The Banner across the top of the screen displays your name & today's date. The Banner can be turned off using the buttons on the Ribbon
Side Menu
The Side Menu contains links to the Modules available to the user, as well as shortcuts to the Form Browser and Report List. Clicking a Module name displays the list of Programs available within. Clicking a Program name runs that program.
The Side Menu is useful to eBIS System Administrators. Other eBIS users will not have many items on this menu, and it can be turned off using the buttons on the Ribbon
Ribbon
The Ribbon contains a series of Icons that give quick access to several basic functions. It works in the same way as the ribbon in any Microsoft Package (e.g. Excel). Clicking any Icon opens that item.
A second Ribbon can be displayed by selecting the 
tab
As you move through screens, the ribbon may change depending on what it needs to be able to do and may look similar to this
If you are unsure of where you are, you can press 
to return to the main screen.
Body
The Body or main area of the My Form/Home Page holds a selection of menu panels. These show the items of work a user needs to action, with numbers of each item in brackets().
You can access any item in the list by clicking on it.
General Navigation
Data Input
Data input fields look the same in every screen. For example:
Any field with a * next to (like this 
) it is a mandatory item and must be completed before you will be able to move on or save any changes
Each screen will have a 
option and 
option at the bottom. It is a good idea to press save before moving to another screen to make sure you do not lose any work completed to date
Lookups & Searching
Wherever you see Blue text on a field title, you will find a Lookup.
This search facility works in the same way on any lookup table anywhere in eBIS
Below is an example using this lookup
If you click on the blue text, a new window will open showing the available options for use in that field.
It is advisable to always use the lookups where available rather than typing free text into these fields. This avoids the potential for accidental mis-typing of an entry.
The number of entries meeting you criteria is shown on the bottom of the screen 
Use the direction keys 
to navigate through the data displayed to the line you are looking for and select 
to view the data for that line.
However, paging through the 470 lines of data showing in the above example will take some time, so you can further refine your search using the boxes at the top of the screen.
Use the * as a wildcard for any text you are unsure of. For example: to find an Expense Code relating to Voids, type Void* in the Name box. Select 
. Only the entries meeting your criteria are then displayed, reducing the list to 7 entries
If you are looking for a Code with Communal in the name, but you are unsure where it appears, use the * on both sides like this 
and the list returned will contain every entry with the word communal appearing in it
You can also use partial words/codes, but take care. In the example above, using *comm* instead of *communal* would bring back a very different list
Notes
On some records you may see a 
. This means that another user has added a note to this entry.
To view the note, highlight the row and select 
You can also add a note wherever you see 
appear in the Ribbon of the screen you are working on.