Tool Bar

• Hide/Show Search. Click this button to toggle the display of the search panel. For example, you might want to hide the filter criteria after selecting records to provide more vertical space for the workbench.

• Hide/Show Tab. Use this pull-down button to toggle the display of the individual tabbed frames at the bottom of the workbench window. You can also close the tabbed frames by right-clicking the tab and choosing Hide. To show hidden tabs, select them from the Hide/Show Tab button.

• View. Use this pull-down button to save the current UI configuration under a user-specified name. For example, you might want to hide some columns or tabs under certain circumstances, or rearrange columns. After you save the configuration using Save As, its name displays under the pull-down on the View button. If you make further changes, use Save to update the configuration record. Each workbench has separate user-defined records; for example, if you customize the layout and save it from Kanban Sizing Workbench, it is not available Kanban Process Workbench.

Note: This feature only saves the UI layout. It does not store the current selection criteria in the Search frame.

When user-defined layouts exist, the View menu includes a Default option. Choose it to return to the standard QAD-provided layout.

When you are using a custom configuration, choose Clear All to temporarily remove the Default option, as well as the current custom configuration, from the View menu. From that point on, anytime you choose Save, any UI changes are saved to the custom configuration that is currently in use. The Default and any custom configuration names are reinstituted when you exit and relaunch the program.

• Preference. Select Option from this pull-down button to set default values used during loop sizing activities. See Sizing Option Panel.

• Simulation. Use the controls on this button to save the current workbench values to a temporary file and reload them later.

• Save Kanban Data: Click this button when you are finished analyzing the effects of your changes and want to update the kanban loop and process records in the database.

• Audit Report: View a report comparing the baseline data with updates that will take place when you click Save Kanban Data. Use this feature to analyze the effects of your changes before modifying the database. When you are using card reconciliation functions, the audit report shows the impact of reconciling the loops.

Note: If you make changes, save, and then click Audit Report, the system does not detect any updates. For this feature to be effective, you should review the report before saving.

• Reconcile/Print Cards: This button displays the number of loops included in the selection criteria in which the calculated number of cards needed to support the loop no longer equals the actual number of active cards. This can result either from changes made during the workbench session, or from loop changes made previously that have not yet been reconciled. See Reconcile Cards.

• Recalculation Mode/Recalculate. These buttons appear only in Kanban Process Workbench. When Recalculation Mode is set to Manual and you have changed data, click Recalculate to have the system update related values on the workbench. See Recalculations in Kanban Process Workbench.