Opening and Viewing a Transaction Grid Record

The following Keyboard Shortcuts are available when adding or editing information in a grid.


	Navigate upwards through the grid
	Navigate downwards through the grid
	Navigate right through the grid
	Navigate left through the grid
Ctrl &	Opens the Transaction Detail section in the Transaction Grid
Ctrl &	Closes the Transaction Detail section in the Transaction Grid
Tab	Moves right through the row
Shift & Tab	Moves left through the row
Home	Moves to the first cell of the row
End	Moves to the last cell of the row
Ctrl & Home	Moves to the first row in the column of the focus
Ctrl & End	Moves to the last row in the column of the focus
Page Up	Moves 20 rows up
Page Down	Moves 20 rows down
Delete	Prompts to delete the row
Backspace	Deletes the entire contents of the cell
Esc	Cancels all changes to the row. When a new row is being added the row is removed.
Ctrl & S	Saves the row
T	Enters the current date in a date cell
Double-click	In a date cell enters the current date
Any Printable Key	Enters cell into edit mode and sets the cell to that value

In Cell Edit Mode


	Opens the drop-down (when a drop-down exists and is closed) and moves the highlight down through the list. Opens the calendar in a date cell.
	Closes the drop-down (when drop-down exists and is open), when the highlighted item is at the top of the list and moves the highlight up through the list. Closes the calendar in a date cell
	Navigate right through the cell
	Navigate left through the cell
Tab	Moves right through the row staying in cell edit mode
Shift & Tab	Moves left through the row staying in cell edit mode
Delete	Deletes the contents of the cell
Backspace	Deletes the entire contents of the cell
Esc	Cancels the cell being edited

	Selected Row	Indicates which line in the transaction grid has the cursor focus.
	Actions Menu	Click on this icon to the left of the record to complete an action for the highlighted line. The action available depends on the type of transaction highlighted. Hover the cursor over the icon to display a tool tip describing the action that is available (e.g. delete, handle, etc.).
	Expand	Click on this icon to open the highlighted record and view the details on the tabs.
	Collapse	Click on this icon to close the highlighted record and hide the details on the tabs.
	Calendar * Request Add * Request Edit * Request Delete	These icons indicate a calendar transaction or a request to add, edit or delete a calendar entry.
	Clocking * Request Add * Request Edit * Request Delete	These icons indicate a clocking transaction, or a request to add, edit or delete a clocking transaction.
	In Punch Request Add Request Edit Request Delete	These icons indicate a clocking entry that has been determined by the system to be an In punch, or a request to add, edit or delete an IN punch entry.
. . .	Out Punch Request Add Request Edit *Request Delete	These icons indicate a clocking entry that has been determined by the system to be an OUT punch, or a request to add, edit or delete an OUT punch entry
	Critical Exception	Indicates a serious issue with an employee timecard. The timecard cannot be approved until this exception has been resolved. An example of a critical exception is "An Odd Clocking was detected".
	Warning Exception	Indicates a moderate issue in an employee timecard. The timecard can still be approved. An example of a warning exception is "Hours reported in excess of Approved Hours in the pay period."
	Informational Exception	Indicates a relatively minor issue in an employee timecard. The timecard can still be approved if this exception is not resolved. An example of an informational exception would be if an employee clocked in at an unauthorized badge reader.
	Pending Exception	Indicates exceptions that will be displayed in the future if the employee's time card data does not change. Pending exceptions are determined by the (Calcs) process and stored with the record but not displayed until the day after the day associated with the record.
	Required	Indicates that the highlighted cell is required to have a value. The record cannot be saved if a required cell is left blank.
	Save	Click on this icon to save any changes to the transaction grid.
	Reapply Sort	If you sort a column, and then change the data in that column, clicking this icon will resort that column in the same direction.
	New Record	Indicates a new record has been entered but not saved. After the record is saved, this icon is no longer visible
	Edit	Indicates a record has been edited but not saved. After the record is saved, this icon is no longer visible.
	Note	Indicates there is a note attached to this transaction. This icon is also displayed if there is a Reason attached to a request. Hover the cursor over the icon to display the note and also the user who assigned it.
AR	Auto Retro Adjustment	Indicates the transaction was the result of an automatic retro adjustment.
b	Badge Reader	Indicates the transaction results from swiping a badge at the badge reader. Hover the cursor over the icon to display the badge reader number.
C	Core Schedule	Indicates an entry on the schedule screen that was automatically generated during a Core scheduling pass.
e	Education Tracking Reader	Indicates the transaction was entered through an Education Tracking reader (for an education transaction class).
d	DeductIT	Indicates this was added via a DeductIT transaction.
H	Home Health Care	Indicates this is a Home Health Care transaction.
i	Data Import	Indicates this transaction is from imported data.
L	Legacy	Indicates this is a transaction from a legacy system.
M	Mobile	Indicates this transaction was added via a mobile device.
MR	Manual Retro Adjustment	Indicates the transaction was manually entered.
N	Needs-Based Schedule	Indicates an entry on the schedule screen that was automatically generated during a Needs-based scheduling pass.
OSN	Open Shift Notification	Indicates the transaction was generated from an Open Shift Notification.
P	Education Tracking Download	Indicates this transaction is from a download to Education Tracking.
PC	Patient Classification	Indicates the transaction was added via the Patient Classification interface.
r	Cash Register	Indicates this transaction originated from a cash register (for DeductIT).
RE	Retro Edit	Indicates the transaction was edited retroactively.
S	Manually Added Schedule	Indicates the transaction was manually added or updated on the schedule.
ShS	ShiftSelect	Indicates the transaction was added via the ShiftSelect interface.
T	Trade	Indicates this is transaction resulting from a schedule trade.
W	Request to Work	Indicates this transaction was entered as a result of a request to work.
~	TimeCall	Indicates the transaction was called in using the TimeCall feature.
@	Quick Badge	Indicates the transaction was entered through the portal through the Quick Badge feature.
#	Staffer	Indicates this data was added via the Staffer interface.
$	Schedule Incentive (formerly Schedule Bidding)	Indicates this is a transaction resulting from Schedule Incentive.
^	Auto-Generated	Indicates the transaction was automatically generated by the system, for example, creating a matching out punch when a new special code is entered
(	Reassign	Indicates a clocking or calendar within the selected pay period that was reassigned to a new Labor Distribution by the system. Note: The reassign process is called directly by the Employee Download or Replication processes when a new Home Labor Distribution is created, or when a new Labor Distribution is created in the Employee Record via the Web Portal. Transactions associated with the old home labor distribution on or after the new home labor distribution are updated to the new home labor distribution information.
[	Manual	Indicates the transaction was manually entered.
]	Conversion, Upgrade	Indicates the input results from data from the conversion process.