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Customizing PiMS Frames

PiMS utilizes the Windows Multiple Document Interface (MDI) introduced by Microsoft Windows operating system. This interface allows multiple child windows within a frame window. The frame window has the menu and button bar.

Frame/Desktop maintenance is used to add and modify PiMS functions to a frame for a user’s accessibility.

PDM provides a master frame of functions to each client; this is the base from which all other frames/desktops are maintained. Only selected staff members should have rights to make these changes.PDM updates the master frame when new functions are introduced to the PiMS product in new releases and snapshots.

Initial Access

The super user’s login must be updated to change or add new frames. This option is in the Update Authorized Member function. Select the More button and turn on the indicator for Frames/Menus.

  • To access an existing frame or create a new one, RIGHT click on the frame name in the lower right hand corner of your screen.

    The options display:

    Switch To:

    Switch to another frame.  Enter the frame name and press ENTER.

    Save As:

    This is used when you have a frame that you are using as a base and you want to save it and give it a new name. It will be modeled from the frame you are currently using.Frame names must be 8 characters in length.

    Delete:

    This deletes a frame.

  • After you select the frame you want to update:  RIGHT click.  This allows you to access functions from the Client Master from which to maintain menus and functions.

Options

  • Menu – A set of functions that has a right arrow next to it or the set of functions on the top line of the frame.  Usually includes ‘Add/Update’ and ‘Delete’ of the function.

  • Insert Menu – Used to add new Menu options to the frame.

    To add items at the top of the frame, LEFT click to get the drop down menu, RIGHT click on the menu option next to where the new menu is to be inserted. The new menu will be added in front of the selected word.

    To add a set of functions with an arrow. Position the cursor where the new menu is to be inserted. RIGHT click to display the options, LEFT click on the Insert Menu option; all the available Menu options are displayed. Select the menu to add to your frame.

  • Copy Menu – Used to copy a menu from one part of a frame to another.

  • Paste Menu – Used after the Copy Menu function to add a menu to the desired location. Highlight the location where the menu is to be added, RIGHT click, and then LEFT click on the Paste Menu option.

  • Delete Menu – Used to Delete a Menu section Highlight the menu you wish to delete and select Delete Menu to remove.

Function

An individual PiMS function.

  • Insert Function - Used to add functions to the frame. Click on the drop down menu section and position the cursor where the new function is to be inserted. RIGHT click to display the options, LEFT click on the Insert function option, all the available functions to be added are displayed. Select the function.

  • Copy Function –Used to copy a function from one area of the frame to another.

  • Paste Function – Used after the Copy Function to paste the function to the new location.

  • Delete Function – Used to delete a function no longer needed on the frame.

Save Changes


  • Commit Changes Now - RIGHT click and select the Commit Changes option.

  • Discard All Changes - To cancel changes you modified prior to using the Commit Change option.

Button Bar/Hot Key

RIGHT click on the button bar:

  • Insert – Allows you to insert a function that was copied from other areas on the frame.

  • Delete – Deletes an entry on the Button Bar.

  • Rename – Rename an entry on the Button Bar.Usually used to abbreviate and shorten the function names that were added.

Separator

Separator is a line to separate functions in a logical manner. They are for cosmetic use only.

  • Insert Separator – Inserts a line above the function/menu.

  • Delete Next Separator– Deletes a separator below the function/menu.

How to 

Create A New Frame/Desktop
  1. RIGHT click on the name of the frame that is in the lower right hand corner of your desktop.
  2. Select Switch To and re-key the name of the frame you want to model from, press ENTER.
  3. RIGHT click on this frame and select Save As. Type the new frame name, must be 8 characters.
  4. Press ENTER to accept. This is the Desktop ID that is added to a user’s authorization 'sign-on screen' setup.
Add/delete a function to an existing frame
  1. RIGHT click on the name of the frame that is in the lower right hand corner of your desktop. 
  2. Select Switch To and re-key the name of the frame you want to modify. Press ENTER.
  3. Click on the drop down menu section and position the cursor where the new function is to be inserted.
  4. RIGHT click to display the options, LEFT click on the Insert function option, all the available functions to be added are displayed.
  5. Select the function, RIGHT click again to see the options that were added.
  6. Add or Delete any Separator lines.
  7. If you wish to save this change, then RIGHT click and select Commit Changes Now.
Add/delete a menu (set of like functions) to a frame
  1. RIGHT click on the name of the frame that is in the lower right hand corner of your desktop.
  2. Select Switch To and re-key the name of the frame you want to modify. Press ENTER.
  3. Click on the drop down menu section and position the cursor where the menu is to be inserted.
  4. RIGHT click to display the options, LEFT click on the Insert menu option, all the available menus to be added are displayed.
  5. Select the menu, RIGHT click again to see the options that were added.
  6. Add or Delete any Separator lines.
  7. If you wish to save this change, then RIGHT click and select Commit Changes Now.
Add a function to the hot list (second line on the frame)
  1. You use the Copy and Paste function to add to the hot list.
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