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Notebook Views

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Eight (8) views are available within the Notebook Module, each of which is detailed below. Shown below is the ALL NOTES view used to illustrate the elements common to all Notebook Views.

 

Notebook : All Notes View

Notebook : All Notes View

                                         Notebook : All Notes View

 

Region

Function

Description

1. Module Toolbar

Edit

New       : Enables the creation of a new Note.


Copy ... : Copy the Active Note as a New Note


Edit        : Will place the active (current) Note in edit mode.


Save     : Save All Changes


Cancel   : Cancel All Edits


Delete    : Removes the active (current) Note from file. This action cannot be reversed.


Remove All : Purges all records from the active Notebook. This action cannot be undone.

 

 

Additional

Displays a drop down menu providing a variety of search options as follows;

Add Person                    : Opens the Included Persons dialog.

New Correspondence Item: Opens the Correspondence Log dialog.

New Research Item          : Opens the Research Item dialog.

Add Document                 : Opens the Associated Documents dialog.

 

 

Reports

Displays the Report Selector.

 

 

Search for/GO

Enables full text search for a Note. Refer the section Using the Search Facility.

 

2. Sidebar

View

Note Detail : Click select to display the Note Detail view for the active (current) item.


All Notes : Click select to display the All Notes view (as shown above)


Active Notes : Click select to display the Active Notes view


Search Results : Click select to display the results of the most recent Notebook search.


Person Analysis : Click select to display the Person Analysis view.


Correspondence Log : Click select to display the Correspondence Log view.


Research Items : Click select to display the Research Items view.


Associated Documents : Click select to display the Associated Documents view.


Family File : Displays the Family File Master . Only appears when a family file has been linked to the Notebook.

 

 

Maintain

Included Persons : Opens the Included Persons dialog.


Correspondence    : Opens the Correspondence Log dialog.


Research Log      : Opens the Research Item dialog.


Assoc. Documents : Opens the Associated Documents dialog.
 

3. Primary Workspace

 

 

This area is dependant on the view displayed.

 

 

 

Note Details

 

This view displays provides direct access to all information contained within the active Note.

 

SEE : NOTE DETAILS for further details.

 

All Notes

Displays the list of ALL NOTES contained in the active Notebook (as shown above). Either select the Note to view then click on NOTE DETAILS, or double click the  left mouse button when the cursor is on the required Note. 

 

Additional Options:

 

The columns displayed can be customised to suit the users requirements.
Activate a popup menu by pressing the right mouse button when the cursor is positioned over the grid panel for additional options..

 

Popup Menu options:

Show Group by Box

Activate/deactivate the Group by Box to enable grouping Notes by column

Filter Panel On

Activate/deactivate the Filter Panel to enable selection of Notes by given criteria.

Cell Select

Activate/deactivate Cell Select Mode.

Move tagged Notes to another Notebook

This option allows Notes which have tagged to be moved to another Notebook. When selected a dialog will display requesting the name of the destination Notebook. If the Notebook does not exist it may be created via this dialog.

 

Display Note

Displays the Note Detail view for the selected Note.

 

 

Active Notes

Displays the list of all ACTIVE NOTES (similar to as shown above) contained in the active Notebook. Either select the Note to view then click on NOTE DETAILS, or double click the  left mouse button when over the required Note. 

 

Additional Options:

 

The columns displayed can be customised to suit the users requirements.
Activate a popup menu by pressing the right mouse button when the cursor is positioned over the grid panel for additional options..

 

Popup Menu options:

Show Group by Box

Activate/deactivate the Group by Box to enable grouping Notes by column

Filter Panel On

Activate/deactivate the Filter Panel to enable selection of Notes by given criteria.

Cell Select

Activate/deactivate Cell Select Mode.

Move tagged Notes to another Notebook

This option allows Notes which have tagged to be moved to another Notebook. When selected a dialog will display requesting the name of the destination Notebook. If the Notebook does not exist it may be created via this dialog.

 

Display Note

Displays the Note Detail view for the selected Note.

 

 

Search Result

Displays the results of the most current search performed similar to the view shown above. Either select the Note to view then click on NOTE DETAILS, or double click the  left mouse button when over the required Note. 

 

Additional Options:

 

The columns displayed can be customised to suit the users requirements.
Activate a popup menu by pressing the right mouse button when the cursor is positioned over the grid panel for additional options..

 

Popup Menu options:

Show Group by Box

Activate/deactivate the Group by Box to enable grouping Notes by column

Filter Panel On

Activate/deactivate the Filter Panel to enable selection of Notes by given criteria.

Cell Select

Activate/deactivate Cell Select Mode.

Display Note

Displays the Note Detail view for the selected Note.

 

Person Analysis

This view lists of all persons recorded as Included Persons across ALL Notebooks.

 

Person Analysis View : Grouped by Surname and Location<br>

Person Analysis View : Grouped by Surname and Location


           

This view is extremely useful for tracking persons who appear in multiple Notes and can be used to create a timeline of a persons activities.

 

Additional Options:

 

The columns displayed can be customised to suit the users requirements.
Activate a popup menu by pressing the right mouse button when the cursor is positioned over the grid panel for additional options..

 

Popup Menu options:

Show Group by Box

Activate/deactivate the Group by Box to enable grouping Included Persons by column.

Filter Panel On

Activate/deactivate the Filter Panel to enable selection of Included Persons by given criteria.

Cell Select

Activate/deactivate Cell Select Mode.

Display Details for the Selected Person

If an IID has been recorded against an Included Person,and a Family File has been linked to the Notebook, selecting this option will cause a window to open displaying the details on the selected person, as held on the Family File.

 

Display Note

Displays the Note Detail view for the selected Included Person.

 

Correspondence Log

This view displays a list of all correspondence log entries held in ALL Notebooks. By selecting the DISPLAY CORRESPONDENCE DETAIL option, the first part of each item of correspondence can be viewed to enable more accurate selection.

 

Correspondence Log View : Displaying Correspondence Detail

Correspondence Log View : Displaying Correspondence Detail


                  

Additional Options:

 

Activate a popup menu by pressing the right mouse button when the cursor is positioned over the grid panel for additional options..

 

Popup Menu options:

Show Group by Box

Activate/deactivate the Group by Box to enable grouping Correspondence by column.

Filter Panel On

Activate/deactivate the Filter Panel to enable selection of Correspondence by given criteria.

Cell Select

Activate/deactivate Cell Select Mode.

Display Correspondence Detail

Activate/deactivate the Correspondence Detail display. Up to  five (5) lines of each item of Correspondence can be displayed.

 

Display Note

Displays the Note Detail view for the selected Correspondence item.

Research Log

This view displays at a glance the status of all Research, whether it is outstanding or complete. Research can be grouped or sorted by Repository or Source, or by any of the other columns displayed. Results of completed search can be displayed if required.

 

Research Log View

Research Log View


                                                         

 

Additional Options:

 

Activate a popup menu by pressing the right mouse button when the cursor is positioned over the grid panel for additional options..

 

Popup Menu options:

Show Group by Box

Activate/deactivate the Group by Box to enable grouping Research by column.

Filter Panel On

Activate/deactivate the Filter Panel to enable selection of Research by given criteria.

Cell Select

Activate/deactivate Cell Select Mode.

Show Research Results

Activate/deactivate the Research Results display. Up to five (5) lines of the results from research conducted can be viewed.

 

Display Note

Displays the Note Detail view for the selected Research item.

 

Associated Documents

This view displays all documents associated to information contained in all Notebooks and shows those documents held in electronic form on the same computer as where Genota is installed. Documents can be opened from this view where an association to a parent application is present.

 

Associated Documents View

Associated Documents View


                                             

 

Additional Options:

 

Activate a popup menu by pressing the right mouse button when the cursor is positioned over the grid panel for additional options.

 

Popup Menu options:

Show Group by Box

Activate/deactivate the Group by Box to enable grouping Documents by column.

Filter Panel On

Activate/deactivate the Filter Panel to enable selection of Documents by given criteria.

Cell Select

Activate/deactivate Cell Select Mode.

View Associated Document

Launches the selected document or file using the default association. If an association cannot be found, Windows Explorer® will open to enable selection of the application for opening the document.

 

Display Note

Displays the Note Detail view for the selected Associated Document item.

 


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