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| APPROVED LLC "Keysystems" A. A. Matrosov "___" ______________ 2016 |
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Approval sheet R.KS. 01 130 03 34 00 LU |
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| AGREED LLC "Keysystems" O.S. Semenov "___" ______________ 2016 |
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| Replace inv.N | Head of DIRiGZ _________________ V. G. Dimitriev "___" ______________ 2016 |
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| Software complex "web - Torgi-ks" version 13.3.0 build 2320 User guide Administration of the software package R.KS. 01 130 03 34 00 LU Sheets 120 |
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ANNOTATION
This document is a part of the user manual for the software package "WEB-Torgi-KS" version 16.04.00 and contains a description of the operations for the administration of the software package.
The manual is divided into two sections:
Description of operations.
Non-standard situations.
Chapter "DESCRIPTION OF OPERATIONS" contains a description of all functions performed, tasks, a description of operations technological process processing the data necessary for their execution.
Chapter «»
contains a description of possible difficulties and ways to solve them in the course of setting up the complex.
CONTENT
1.DESCRIPTION OF OPERATIONS 6
1.1. Configuring System 6 correspondents
1.1.1. Creating a new correspondent 7
1.1.2. Create user group 8
1.1.3. Group Administrator 10
1.1.4. Carrying out the reorganization procedure in the event of a change in the name of the organization 14
1.1.5. Synchronizing Customer Information 15
1.2. Setting up workplaces 16
1.2.1. Differentiation of user access rights to tasks and functions 18
1.2.1.1. Access settings 18
1.2.1.2. Assignment of access rights to documents of System 20
1.2.1.3. Creating users 22
1.2.1.4. Batch Create Users 24
1.2.1.5. Correction of user accounts after restoring the database 27
1.2.2. Differentiation of user access rights to System data 28
1.2.2.1. Including users in selections 28
1.2.2.2. Limiting the list of directory entries 29
1.2.3. AWPs 30
1.2.4. System and User Filters 33
1.2.4.1. Filtering a list of documents by values of list fields 36
1.3. Setting up the software package 42
1.3.1. Automatic machine for working with EDS 42
1.3.2. Electronic signature 44
1.3.2.1. Key Server 45
1.3.3. Setting up documents 46
1.4. Forming a working database 48
1.4.1. Transferring the database to another server 49
1.4.2. Transition to work with the program from the middle of the year 50
1.5. Service maintenance of the database by means of the software package 50
1.5.1. Main menu "Settings" 50
1.5.1.1. Settings 50
1.5.1.2. Parameters 51
1.5.1.3. User connection pool 53
1.5.1. Main menu "Service" 53
1.5.1.1. Task Scheduler 53
1.5.1.1.1. Installing and Starting the Task Scheduler Service 59
1.5.1.2. Document processing period 69
1.5.1.3. Event log 70
1.5.1.4. Template Manager 70
1.5.1.5. Server Tasks 71
1.5.1.6. Database Management 74
1.5.1.7. Error log 77
1.5.1.8. Generating settings files 77
1.5.2. Main menu "Processing" 78
1.5.3. Service Modes 79
1.5.4. Working with primary documents 79
1.5.4.1. Installing and configuring the service of primary documents 79
1.6. Configuring Alerts and Notifications for Customers Using Mailing Service 83
1.6.1. Deploying the Mailing Service Database 83
1.6.2. Mail tab in explorer group 85
1.6.3. The task of checking mail messages in the scheduler 87
1.6.4. Rebuilding the Mailing Service Database 88
1.6.5. Settings for sending messages to external mail 89
1.7. Directories "Goszakaz" 90
1.7.1. Published File Descriptions Reference 90
1.7.2. Documentation Templates Reference 92
1.7.3. Directory of standard projects of contracts with EIS 97
1.8. Description of settings for root documents "GOSZAKAZ" 99
1.8.1. Description of the settings of the conditions for restricting foreign suppliers in the document "Purchase Order" 99
1.8.2. Automatic filling fields "Additional information" 102
1.8.3. Creation and configuration of the functional "Requirements for approval by the supervising body" 106
1.8.3.1. Create a new user and organization as a negotiator 106
1.8.3.2. Dealing with approval requirements by the supervising authority 108
1.8.4. Help button in the list of documents 110
1.8.5. Document search form 111
1.9. Description of asynchronous service (BOTA) settings 114
1.9.1. Receiving xml files according to the document being sent to the EIS 114
2.NON-STANDARD SITUATIONS 119
1.10. Improving operational reliability 119
1.11. Client Side Installation Problems 119
1.12. Startup and Operation Problems 119
1.13. Complex registration problems 120
1.14. Problems of visualization of the "Navigator" window 120
1.15. Problems Working with Reports 120
LIST OF ABBREVIATIONS 122
CHANGE REGISTRATION SHEET 123
INTRODUCTION
This user manual contains information on working in the WEB-Torgi-KS software complex (hereinafter referred to as the “System”), which is designed to automate state and municipal procurement management systems and is designed to ensure effective control of budget spending at all stages of planning, placement state (municipal) order, execution of contracts through integration with the All-Russian Official Site (hereinafter - OOS) for posting information about placing orders.
The complex of administration tasks is intended for a user performing the functions of an administrator in the System.
Administration of the program includes performing the actions necessary to organize the work of users with the system at their workplaces, as well as a description of the procedures that the administrator performs in the process of maintaining the program. Administration of employees' workplaces consists in controlling access to the system and the functions performed by the departments of the financial authority.
Symbols
The document uses the following legend:
| | Notification | – | Important information about the influence of the user's current actions on the performance of other functions, tasks of the software complex. |
| | A warning | – | Important information about the possible negative consequences of user actions. |
| | Warning | – | Critical information that can lead to errors if ignored. |
| | Comment | – | Useful additional information, tips, well-known facts and conclusions. |
| [Run] | – | Functional on-screen buttons. |
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| | – | Keyboard keys. |
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| Status | – | Item names user interface. |
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| Windows => Navigator | – | Navigation through menu items and modes. |
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| p. 2.1.1 5
| – | Links to structural elements, figures, tables of the current document, links to other documents. |
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DESCRIPTION OF OPERATIONS
only by the administrator of the complex;
system administrator only;
complex administrator and system administrator at the same time.
The functions of the complex administrator are the assignment of access rights for users, user groups to the complex objects and the execution of modes, settings that are not available to other users.
1.1. Configuring the System's correspondents
At the stage of implementation of the PC " WEB-Trading-KS»The region carries out an automatic download of the reference book of correspondents who are planning their further work in the System. A complete reference book of correspondents is available in the reference book "Correspondents (all)" along the way (Figure 1)
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Software complex "web - Torgi-ks" User guide Formation and work with documents " Small purchase” Sheets 10 |
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Work with documents "small purchase"
Accounting for low volume purchases
Small volume purchases- this is the placement of an order (orders) without carrying out procedures in accordance with clauses 4 and 5 of part 1 of article 93 of Federal Law No. 44-FZ, if the supply of goods, performance of work, provision of services for state and municipal needs are carried out in an amount not exceeding one hundred thousand rubles (clause 4 of part 1 of article 93 44-FZ) or not exceeding four hundred thousand rubles (clause 5 of part 1 of article 93 44-FZ).
Before starting to create low volume purchases, it is assumed that the customer has created and published "Plan - schedule"(document plan schedule is in the filter "Published").
For accounting in the Small Volume Procurement System, the institution generates a document "Small purchase". In the purchase, the composition of the purchased products, the work performed, the services provided in the context of the budget classification codes is indicated by selecting items from the agreed plan of the procurement schedule.
To generate a document in the System "Small purchase", you need to go to the list of documents "Small purchase" - "In work"(Picture 1) and press the button [Create].
Figure 1. Go to documents "Small purchase"
In the form that opens, in the header of the document, enter (Figure 2): "Subject of procurement", "Type of procurement".
Figure 2. Document "Small purchase"
In the tab "Goods \ works \ services" to add a procurement item, you need to click on the button [Add line]. In a cell "KBK from the plan" select the required KBK, in accordance with the lot "Plan-schedule".
After selecting the required KBK, all fields will be automatically filled in, except for:
"Unit. measurements ";
"Price";
"Quantity";
"Specifications";
"PBS account" - these fields must be filled in manually.
Purchase price is automatically calculated by adding fields "Price».
In the tab "Provider" should indicate the correspondent with whom an agreement will be concluded by choosing from the directory of Correspondents in the cell "INN" (Figure 3).
Figure 3. Selecting a supplier according to the INN column
To document "Small purchase" you should attach a copy of the agreement (if available). To work with attached files, click the [ Attached file].
After successful formation, the document "Small purchase" transmitted to "Register of small purchases " by pressing a button [Send to the Register of small purchases](Figure 4).
Figure 4 Submitting small purchases to the Registry
The document will go to the filter "Small purchase" - "Register of small purchases"
From "Register of small purchases" documents are required to be transferred to "PC Budget-Smart" to form a budgetary commitment . This requires select records and press the button (Figure 5). PC "Budget-Smart" in documents:
Figure 5. Formation of BO in BCS
You can track the status of documents using the "Analytical characteristics" field ( Figure 6)
Figure 6. Analytical features
Returning the document to work from the "Register of small purchases"
To make changes to "Small purchase", which was transferred to the Register of small purchases or for which a budget obligation has already been formed in PC "Budget-Smart" it is necessary to select the records and press the button [Return to work]. The document will go to the filter "In work" and will be available for editing and working with attached files ( Figure 7).
Figure 7. Return to work
After making changes, the document is again transferred to the Register of small purchases.
If according to the document a budget obligation was formed in PC "Budget-Smart", then this budget commitment needs to be removed from PC "Budget-Smart" .
In the PC "WEB - Trades" click on the button [Form BO in BCS (55-n)] - re-transmit to PC "Budget-Smart" budgetary commitment.
Changes to the document "Small-purchase"
To make changes to a small purchase, you should select the records in the document "Register of small purchases" and press the button [Generate change for small purchase](Figure 8).
Figure 8. Generate changes
The system will create a new version of the document "Small purchase". This version will be displayed in the filter "In work" with "Change number" and will be available for editing and working with attached files ( Figure 9).
Figure 9. Versions of the Small-Purchase document
After making changes, the document is again transferred to "Register of small purchases".
From "Register of small purchases" documents are transferred to "PC Budget-Smart" to form a budgetary commitment . This requires select records and press the button [Form BO in BCS (55-n)]. The transferred budgetary commitment can be seen in PC "Budget-Smart" in the document: Draft - Information about the accepted budgetary commitment.
Directory "Service providers"
Directory "Service providers" is intended for the accounting of organizations that are service providers and is used when keeping records of government orders and budgetary obligations : Navigator - "Reference books" - "Service providers" (Figure 10)... To create a new supplier, click the button [Create].
Figure 10. Create a supplier
When registering service providers, the document header is filled in:
INN- taxpayer identification number.
Date of registration with the tax authority - required to fill
Short name- short name of the organization
Name- name of company.
On the tab “ Basic details " introduced ( Figure 11):
Location- the legal address of the organization.
Mailing address- postal address of the organization.
Legal form- organizational and legal form of the organization, the value is selected from the reference book "Organizational and legal forms of organization".
Territorial Municipal Formation Code (OKTMO).
Telephone.
Fax.
Contact email address.
Organization address on the Internet- the address of the organization's website.
The contact person.
OKPO code - organization code according to the all-Russian classifier of enterprises and organizations .
Type of individual / legal entity - selection from the dropdown list
Figure 11. Supplier data entry window
On the tab “ Checkpoint / OKATO " indicated ( Figure 12):
Checkpoint- code of the reason for registration.
OKATO code- the code of the territory according to the all-Russian classifier of objects of administrative-territorial division, is selected from the reference book OKATO.
Figure 12. Tab "Checkpoint / OKATO"
On the tab “ State order " the following details are indicated ( Figure 13):
Registration date- the date of registration of the supplier.
OKSM code- code and name of the country of location of the supplier, selected from the directory "OKSM.
Status- supplier status, selected from the directory "State support status".
Additional Information- a field for registering any additional information about the supplier.
Figure 13. The "Government order" tab
Change registration sheet
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Version number |
Note |
Full name of the artist |
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Initial release |
E.V. Likhach |
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Added p. 1.2 and p. 1.3 |
E.V. Likhach |
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| complex ... Manuals on procurement ... users and programmatic ... the formation trip reports ( Work with documents), ... |
APPROVED BY
R.KS.01130 01 34 01 LU
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| Software complex "web - Torgi-ks" User guide Leadership of the Chief Administrator of Budgetary Funds R.KS.01130 01 34 01 |
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| Sign and date | |||||
| Inv.N double | |||||
| Replace inv.N | |||||
| Sign and date | |||||
| Inv.N mean | 2012 |
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| Letter A |
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ANNOTATION
This document is a user's guide for the software package « WEB -Torgi-KS " and contains a description of the procedure for the operation of the GRBS of the Kirov region in the System.
The manual is divided into two sections:
Preparation for work.
Description of operations.
Chapter "Preparation for work" contains information about the composition and content of the distribution data carrier, the procedure for installing the software package, as well as its subsequent launch and performance check.
Chapter "Description of operations" contains a description of all the functions and tasks performed when working with the software package.
Introduction 5
1.Getting started 6
1.1. Setting up a workplace 6
1.2. General principles organizing the interface 9
1.2.1. General principles of the user interface 9
1.2.2. Description of the standard buttons on the list toolbar 13
1.2.3. Description of Standard Editing Toolbar Buttons 15
2.Description of operations 16
1.3. Login 16
1.4. Basic System Settings 16
1.4.1. Set up a billing period 16
1.4.2. Setting up registration data of government customers for OOS in System 17
1.4.3. Setting up bank details 19
1.5. Registration in the Decryption System for the estimate 20
1.5.1. Formation of the document "List of state needs" 20
1.5.1. Reflection of purchases under long-term contracts 23
1.5.2. Amendments to the document "List of State Needs". 24
1.5.1. Working with the document List of needs in case of reorganization of institutions 25
1.6. Working with schedules for placing a state order 25
1.6.1. Formation of the document "Schedule for placing an order." 25
1.6.2. Approval of the document "Schedule for placing an order" 30
1.6.3. Changes to the document "Schedule for placing an order" 32
1.6.1. Scheduling and Repositioning of Failed Ordering Procedures 32
1.6.2. Working with documents "Schedule for placing an order" received for approval from subordinate institutions 33
1.7. Formation of applications for placing an order 33
1.7.1. Formation of preliminary purchase orders 33
1.7.2. Formation of purchase orders 37
1.7.3. Sending purchase requests to clarify the amount. 41
1.7.4. Coordination of purchase bids. 42
1.7.5. Work with the "Purchase Application" documents received for approval from subordinate institutions 44
1.8. Joint bidding 45
1.8.1. Formation of a consolidated application 45
1.8.2. Formation of contracts on the basis of a consolidated application 46
1.9. Working with Attached Files 47
1.10. Placing a state order 48
1.10.1. Formation of purchase orders for independent procurement 48
1.10.2. Placing an order by requesting price quotes 50
1.10.3. Placing an order in the form of an open tender 54
1.10.3.1. Changes to the draft notice 60
1.10.3.2. Changes to the notification published at OOS 60
1.10.3.1. Waiver of ordering 61
1.10.4. Placing an order in the form of an open auction in electronic form 61
1.10.4.1. Changes to the draft notice 64
1.10.4.2. Changes to the notification published at OOS 65
1.10.4.1. Waiver of ordering 66
1.10.5. Placing an order with a single vendor 66
1.11. Working with order lots 67
1.12. Accounting for small purchases 69
1.13. Formation of information on government contracts and control of their execution 72
1.13.1. Formation of a contract. 72
1.13.2. Reflection of budget savings in the order placement schedule 76
1.13.3. Sending information on the contract for registration to the OOS 77
1.13.4. Changes to the contract. 79
1.13.5. Working with documents "Execution of the contract" 79
1.14. Financing of contracts 83
1.14.1. The procedure for accounting in the System of Contracts for the procedures carried out in 2011 at the expense of 2012 funds. 83
1.15. Formation of analytical reporting 84
1.16. Instructions for the end of the financial year and the transition to 2013 86
1.16.1. Creation of the document "List of needs" for 2013 86
1.16.2. Formation of the document "Schedule" for the 2013 financial year 87
3.Glossary 90
List of abbreviations 92
Introduction
Automated Information system public procurement Kirov region (hereinafter referred to as the System) provides the main administrators of budgetary funds with broad functionality in terms of planning, formation government orders for the supply of goods, the performance of work, the provision of services, as well as the formation of government contracts and control over their execution.
Application area
Software package « WEB - Bidding-KS " allows you to automate the processes of placing state (municipal) orders, coordinating purchases, control in the field of placing orders, as well as include them in a single information space of planning and budget execution processes due to close integration with the software package "Budget-KS".
Functionality
The software package is designed to perform the following tasks:
formation of documents on order planning;
formation of documents on placing orders;
confirmation of funding limits from the budget planning and execution system "Budget-KS";
automation of the processes of holding open auctions, open tenders, requests for price quotations;
automation of pre-selection and procurement processes from a single supplier;
automation of the results based on the results of consideration of documents of participants in the order placement;
accounting of information on the execution of contracts;
automation of maintaining the register of contracts;
formation of analytical reports.
This document uses the following conventions:
| [Run] | – | Functional on-screen buttons. | ||
| | – | Keyboard keys. | ||
| "Receipt" | – | Names of processing objects (modes). | ||
| Status | – | User interface element names. | ||
| p. 2.1.1 picture 5 | – | Links to structural elements, figures, tables of the current document, links to other documents. |
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Preparation for work
For correct operation in the System, it is necessary to add the address of the Portal to the list of "Trusted sites" to ensure the successful operation of the functions used in the complex ( Picture 1).
1... Adding the Portal address to the list of trusted sites
2... Privacy tab
3... Configuring pop-up options
You also need to allow ActiveX controls and plugins Internet Explorer and set parameters for automatic download files. To do this, you need to go to the tab "Security» shape Internet Options push the button [Another] and in the appeared form "Security Options" find ActiveX controls and select "Allow" for all ActiveX controls (Figure 4), in the section, in paragraph "Automatic requests to download files" set the flag in paragraph "Turn on"(Figure 5).
4... Configuring Web Browser Permissions
5... Setting the file upload option
1.2.1. General principles of the user interface
1. Terms and descriptions of user interface elements.
| Term | Description |
| Navigator | A tree-like list of documents, directories, reports available to the user.
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| List of documents | A screen form that displays a list of documents of a certain type. In the list of documents, sorting and filtering of the contents of the list is available.
A toolbar is displayed at the top of the document list. Kit available tools depends on the type of document and on the user's role in the system. |
| Edit mode | A screen form in which controls are available for entering the details of the edited document.
A toolbar is displayed at the top of the editing window. The set of available tools depends on the type of document and on the user's role in the system. |
| Control "Directory" | In the forms of editing many documents, there is a control of the "Reference" type: Usually, free input into such a control is allowed - in this case, if the control loses the input focus, the entered value will be searched for in the corresponding lookup. In any case, by clicking on the button on the right side of the element, or by pressing Enter (with input focus), a lookup window is called up, in which the required value is selected.
If only one lookup value is available to the user by the entered filtering value, or in accordance with the access settings, it will be selected automatically, and the selection window will be closed. Filtering by the values of the displayed columns is available in the lookup window. |
| Grid control ( tabular part) | In the forms of editing many documents, there is a control of the "Grid" type: The buttons for adding and deleting grid lines (shown in the figure) are located on the toolbar, at the top of the tabular section of the document. The cells of the tabular section can be of one of 4 types: an arbitrary text value, date, number, or a text cell for reference values. In cells of dates and numbers, only numbers and the corresponding separators are allowed. The reference cell behaves similarly to the "Reference" control: when the focus is lost, the corresponding reference is called, filtered by the entered value, and the reference is also called by double-clicking on such a cell. |
| "Add line" | Adds a row to the currently active grid |
| "Delete line" | Deletes the selected row in the grid |
| Other controls | In editing forms, there are also controls for entering arbitrary text values, dates, amounts, values by an input mask. When you hover your mouse over a control, a tooltip is displayed in most cases. |
| Grid State Editor |  If necessary, it is possible to edit the visibility of the columns in the grid. To do this, call the menu of one of the table columns and select / remove the flag of the required variable in the "Columns" item. |
| Control while saving | When saving documents from the editing form, the required details are checked for completeness. Control elements of such attributes are highlighted with a green frame, names - in red.
In case of successful passage of this control, the correctness of filling in the requisites is monitored (for example, compliance with the current legislation in terms of the timing or the required ratios of amounts).
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APPROVED _________________ "___" ______________ 2011 | ||||
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User guide _________________ "___" ______________ 2011 |
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Software complex "web - Torgi-ks" User guide Management of the administration of municipalities of the Republic of Sakha (Yakutia) R. KS.01130-01 34 01 (Republic of Sakha (Yakutia)) |
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ANNOTATION
This document is a user's guide for the software package « WEB-Bidding-KS " and contains a description of the order of work of the Administration of municipalities of the Republic of Sakha (Yakutia)
The manual is divided into two sections:
Preparation for work.
Description of operations.
Chapter " Preparation for work»Contains information about the composition and content of the distribution data carrier, the procedure for installing the software package, as well as its subsequent launch and performance check.
Chapter " Description of operations»Contains a description of all functions and tasks performed when working with the software package.
Introduction .. 4
1. Preparation for work .. 5
1.1. Setting up the workplace .. 5
1.2. General principles of interface organization .. 7
1.2.1. General principles of the user interface. 7
1.2.2. Descriptions of the standard buttons on the list toolbar. eleven
1.2.3. Description of the standard buttons on the editing toolbar. 13
2. Description of operations .. 14
2.1. Login .. 14
2.2. Setting up user registration data for OOS in the System .. 15
2.3. Procurement planning .. 16
2.3.1. Working with the document "Forecast evaluation of implementation". 16
2.3.2. Formation of the document "Forecast procurement plan". 17
2.3.3. Formation of the document "List of state needs". 19
2.4. Working with schedules for placing a municipal order .. 22
2.4.1. Formation of the document "Schedule for placing an order." 22
2.4.2. Approval of the document "Schedule for placing an order". 23
2.4.3. Formation of preliminary purchase orders. 25
2.4.4. Formation of purchase requests. 26
2.4.5. Sending purchase requests to clarify the amount. thirty
2.4.6. Coordination of purchase bids. thirty
2.5. Working with attached files .. 32
2.6. Accounting for purchases of small volume .. 34
2.7. Placing an order by requesting a quote .. 34
2.8. Holding an open tender .. 40
2.9. Conducting an open auction in electronic form .. 45
2.10. Formation of information on municipal contracts and control over their execution .. 48
2.10.1. Formation of a contract. 48
2.10.2. Sending information on the contract for registration to the OOS .. 51
2.10.3. Changes to the contract. 53
2.10.4. Work with documents "Execution of the contract". 53
2.11. Glossary .. 56
Change registration sheet .. 58
Introduction
The automated information system for public procurement of the Republic of Sakha (Yakutia) (hereinafter referred to as the System) provides municipal customers with wide functionality in terms of planning, the formation of government orders for the supply of goods, the execution of work, the provision of services, as well as the formation of government contracts and control over their execution.
Application area
Software package « WEB - Trades-KS " allows you to automate the processes of placing municipal orders, coordinating purchases, control in the field of placing orders, and also include them in a single information space of planning and budget execution processes due to close integration with the software package "Budget-KS".
Functionality
The software package is designed to perform the following tasks:
Formation of documents on order planning;
Formation of documents for placing orders;
Confirmation of funding limits from the budget planning and budget execution system "Budget-KS";
Automation of processes for holding open auctions;
Automation of pre-selection and procurement processes from a single supplier;
Automation of the results based on the results of consideration of documents of participants in the order placement;
Accounting for information on the execution of contracts;
Automation of maintaining the register of contracts;
Formation of analytical reports.
Symbols
This document uses the following conventions:
[Run] | Functional on-screen buttons. | ||
Keyboard keys. | |||
Names of processing objects (modes). | |||
User interface element names. | |||
|
picture 5 | |||
1. Preparation for work
1.1. Workplace setup
To work in the closed part of the System, you must have an Internet browser Internet Explorer version 6.0 and up.
It is necessary to add the address of the Portal to the list "Reliable nodes" to ensure the successful operation of the functions used in the complex ( Picture 1).
Figure 1. Adding the Portal address to the list of trusted sites
It is necessary to allow the use of pop-ups. To do this, open the Internet browser's Internet Options and go to the tab Confidentiality (Drawing2 ) and click on the button [Options]... In this case, we proceed to setting the parameters of pop-up windows ( Drawing 3).
Figure 2. Privacy Tab
Figure 3. Configuring Pop-up Settings
It is necessary to add the address of the Portal to the list of websites that have permission to use pop-up windows. You also need to enable ActiveX controls and Internet Explorer 6.0 plug-ins, for this, you need to go to the tab Security shape Internet Options push the button [Another] and in the appeared form "Security Options" find ActiveX controls and select "Allow" for all ActiveX controls (Figure 4).
Figure 4. Configuring Web Browser Permissions
1.2. General principles of interface organization
1.2.1. General principles of the user interface
Table 1. Terms and descriptions of user interface elements.
Description |
|
A tree-like list of documents, directories, reports available to the user.
The navigator opens in case of successful user authorization. |
|
List of documents | A screen form that displays a list of documents of a certain type. In the list of documents, sorting and filtering of the contents of the list is available.
A toolbar is displayed at the top of the document list. The set of available tools depends on the type of document and on the user's role in the system. |
Edit mode | A screen form in which controls are available for entering the details of the edited document.
A toolbar is displayed at the top of the editing window. The set of available tools depends on the type of document and on the user's role in the system. |
Control "Directory" | In the forms of editing many documents, there is a control of the "Reference" type: Usually, free input into such a control is allowed - in this case, if the control loses the input focus, the entered value will be searched for in the corresponding lookup. In any case, by clicking on the button on the right side of the element, or by pressing Enter (with input focus), a lookup window is called up, in which the required value is selected.
If only one lookup value is available to the user by the entered filtering value, or in accordance with the access settings, it will be selected automatically, and the selection window will be closed. Filtering by the values of the displayed columns is available in the lookup window. |
Control "Grid" (tabular section) | In the forms of editing many documents, there is a control of the "Grid" type: The buttons for adding and deleting grid lines (shown in the figure) are located at the top, in the toolbar of the editing window. The cells of the tabular section can be of one of 4 types: an arbitrary text value, date, number, or a text cell for reference values. In cells of dates and numbers, only numbers and the corresponding separators are allowed. The reference cell behaves similarly to the "Reference" control: when the focus is lost, the corresponding reference is called, filtered by the entered value, and the reference is also called by double-clicking on such a cell. |
Other controls | In editing forms, there are also controls for entering arbitrary text values, dates, amounts, values by an input mask. When you hover your mouse over a control, a tooltip is displayed in most cases. |
Control while saving | When saving documents from the editing form, the required details are checked for completeness. Control elements with such attributes are highlighted with a green frame.
In case of successful passage of this control, the correctness of filling in the requisites is monitored (for example, compliance with the current legislation in terms of the timing or the required ratios of amounts).
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1.2.2. Description of the standard buttons on the list toolbar
Figure 5. List toolbar, standard buttons
Table 2. Description of standard buttons on the list toolbar
Description |
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"Create…" | Calls a window for editing a new document. |
"Edit" | Calls the window for editing the document located in the selected (not ticked, but just active) line of the list of documents. |
"Delete" | Deletes the selected (if not marked) or marked documents. |
"Inversion" Normal sorting is done by clicking on the desired column heading. |
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"Autofilter" | Allows to configure filtering of the list by arbitrary values.
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"Refresh" | Calls updating the list of documents from the database. Advanced sorting and filtering settings are preserved. |
"Settings" Calls up a window for working with files attached to a specific document.
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To the first page, To the previous page, To the next page, To last page» | For switching between pages of long, multi-page lists. |
