Adding and Editing Entity Records

Accelerus Icon
 

Apart from the general user interface principles that apply across Accelerus in relation to data entry, including those pertaining to entering and saving data, the following entity processes apply.

 

minusAdding new records

When adding new data, eg a new teacher or subject, there is a logical sequence that needs to be followed. Firstly, teachers must be added to the database before subjects can be added. Likewise, classes can only be added once subjects have been set up, and so forth.

Generally, the bulk of the data used in Accelerus is imported from the school's administration or timetable system. However, from time to time, manual entry of a new student or teacher, a missed subject, class, etc, may need to be undertaken. Some types of entities may not be imported at all; new records must be added manually, eg report runs.

When adding records, a similar process is followed for the main data types, whether a teacher, class or cohort group, even though the data fields vary for each type of record.

The general steps for adding a new record are:

Go to the File menu and select New, then the particular entity you require, eg Teacher.

Ent NewMenu

OR

Click the appropriate New icon in the toolbar, if one is available.

Ent NewIcons

OR

Enter the keyboard shortcut that may apply, usually found on the menus, eg Ctrl Shift T for a new teacher.

OR

Click the New icon in the Explorer for the particular entity.

Ent ExplorerNewIcon

Enter the details for the new record, tabbing through the fields as you enter data in them.

Note that the mandatory fields will have a red exclamation mark until valid data is entered into them.

Ent NewMandatory

Ensure that there is no no invalid data and all fields are entered in accordance with the record's field requirements.
Save the record by clicking the Save icon or pressing Ctrl S.
Close the window by clicking the close icon in its tab or selecting an appropriate close option from the right click menu.

 

minusEntering and moving to linked records

When adding new records or making changes to existing ones, you will come to fields in which the data that must be entered must already exist in another record. For example, when adding a new student, you must assign the student to the appropriate cohort groups, eg their year level and home group. These groups must already exist, whether added manually or imported.

In these cases, the field will display a dropdown selection box from which you select the linked record.

To select the linked record, you may:

Click the dropdown arrow and scroll down through the list, clicking the one you require.

OR

Begin typing part of the linked record's code or name to find records with any matching text, clicking the record required from the filtered list.

UI SearchDropDown

Thereafter, when you reopen the record, the field that was linked to another record will display a blue arrow link.

For example, as shown below, clicking the blue arrow in the Teacher field of this class record will take you to the record of the teacher Jillian Garner.

UI TabbedLinkedArrow

 

minusSorting records in tables

Most of the entity windows contain tables of data, eg a student's record has a table of classes into which the student is enrolled; a cohort record displays its members in a table, and so on.

When the table in an entity window is not able to be directly edited, the records in the table may be sorted by any of the available column headings:

Click the column heading you wish the table of records to be sorted by.
Where the sort is in ascending order, click again to change to descending order, and vice versa.

The column by which the table is sorted always appears shaded and an arrowhead above the field name indicates whether the sort is ascending or descending, ie if pointing down or up respectively. As shown below, the students in the class are sorted in ascending alphabetical order based on their family name.

Ent SortTables

 

minusModifying existing records

If a record's data needs to be changed, you need to find and open the appropriate record and modify it as follows:

Find the record via:

OR

The appropriate Explorer window.
Open the record in one of the following ways:
Double click the row of a record to open it in its own tabbed window.

OR

Right click the record and select the Open details option.

OR

Highlight it and click its Open details icon, in the bottom left-hand corner.
Make any changes required to the fields in the window for the newly-opened record, making sure that it conforms with the record's field requirements and there is no invalid data.
Click the Save icon or press Ctrl-S to save the changes.