Section

Description

Title Bar

This bar displays the name of the application, the Username of the person logged in, and window resizing and window close options.

Menu

Access general options through this menu.

Navigation Pane Filter/Search

Filters/searches navigation pane categories and subcategories by any part of a title. The Filter/Search is dictated by assigned roles and titles will only show for those titles to which you have access. The search does not include information within setup records.

Navigation Pane

Use this section to access setup areas arrange by the following categories:

Favorites*

Accounting and Financial Services

Administration

Claims

Collections

Container Tracking

Customer Service

Document Management

Factoring

Field Requirements

International

Military

MoversConnect

Office & Industrial

Operations

Personnel

Queue Service

Special Services

Web Interface

* The Favorites category appears once a title has been added. Add a title to Favorites by right clicking a title and choosing Add To Favorites. Remove a title from Favorites by right clicking the title and then clicking Remove From Favorites. If there are no titles added to Favorites or if all titles that had been added to Favorites are removed, the Favorites categories disappears.

Connection Information

The name of the server and database that MoversSuite Administration is currently connected to displays here.

Records Search Entry

Searches records only.

Mass Record Selection Options

The count of the records displaying in the record listing appears in this section along with several options to control the record listing. 

Access the following options through the drop-down button ():

Refresh

This repopulates the data currently viewed with any changes that may have been made to the data or to the search.

Expand All Items

This opens all record in the display for viewing or editing.

Collapse All Items

This minimizes all records in the display.

Show Only Unsaved Modified Values

This option displays records that have been edited and not yet saved.

Show All Items

This displays all records as if accesses the setup area for the first time.

Merge Items Shown

Available through Personnel Setup only, this option allows you to merge the records selected through a search into a single record. The application prompts you to select the record that will be the base (or primary) record that all other records merge into.

Refer to Personnel Setup for more information on this function.

Delete All Detail Items

Available for detail records in Local Service Type Setup and Security Profile Setup, this option removes (deletes) all displayed detail records using this option. Users will receive a prompt confirming the deletion.

New Record Entry

Click on the “Click here to add…” caption to enter a new record. 

Record Listing

All records display in a collapsed listing.  Press the expand button () to view and edit the record. 

The count of the records in the setup area or those that qualify for a search display in the upper right-hand corner.

Error Messages

Most errors encountered within MoversSuite Administration will appear highlighted along the bottom of the window.