List View & Dashboard

List View & Dashboard

Summary: Use the List View as your working inbox; the Dashboard shows daily counts and web import queues.

Quick answer

Type "." + job number to open, or search by case/file/patient/facility; use Dashboard counts and calendar to drill in.

What you need

  • WinCopy SQL v9.0.06+
  • Appropriate role/permissions (as required)

Steps

  1. Open List View to see jobs or results.
    media/wincopy-list-view-dashboard-01.png

    [Insert screenshot for Step 1]

  2. Type "." + job number to jump directly to an order.
    media/wincopy-list-view-dashboard-02.png

    [Insert screenshot for Step 2]

  3. Use wildcard search (e.g., %roberts) across fields and click C to clear.
    media/wincopy-list-view-dashboard-03.png

    [Insert screenshot for Step 3]

  4. Select a row to view details; click Map to view the address.
    media/wincopy-list-view-dashboard-04.png

    [Insert screenshot for Step 4]

  5. Use the Dashboard calendar and counts to load jobs entered/invoiced for a date.
    media/wincopy-list-view-dashboard-05.png

    [Insert screenshot for Step 5]

  6. Click web import counters to import jobs/statuses.
    media/wincopy-list-view-dashboard-06.png

    [Insert screenshot for Step 6]

Confirm it worked

Jobs load to the list; date counts and import queues behave as expected.

Troubleshooting

If search is empty, broaden filters or uncheck "in progress"; hit Refresh to update counts.

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