EventPro Planner Manual

Edit, View and Delete Records

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Edit, View and Delete Records

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Edit, View and Delete Records

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The New, Edit, View and Delete buttons are standardized throughout EventPro Planner.  You will often see these four buttons, sometimes in combination with other buttons, to the right of a selection grid or along the right side of a window or screen.

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You will learn how to create new records in each screen in the corresponding chapter of this manual.  However, once you have created a record, the process to edit, view or delete it is fairly similar, regardless of the area in which the record exists.  To edit, view or delete a record, follow these instructions:

1.In the screen or selection grid, find the record you want to edit, view or delete.
2.If the record is contained in a selection grid, click to highlight the record you want to edit, view or delete.
hmtoggle_arrow1Edit a Record

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3.Click the Edit button to the right.
4.NOTE: If the screen is divided into more than one section and contains more than one Edit button, ensure that you click the Edit button directly to the right of the selection grid containing the record.
5.You can also double-click the record directly in the selection grid.
6.The corresponding [Edit] window will appear.
7.Make your changes and click Save.
hmtoggle_arrow1View a Record

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3.Click the View button to the right.
4.NOTE: If the screen is divided into more than one section and contains more than one View button, ensure that you click the View button directly to the right of the section of screen containing the record.
5.The corresponding [View Only] window will appear.  This window allows users to view the information, without the ability to edit or delete it.
6.When you are done viewing the information, click Close.
hmtoggle_arrow1Delete a Record

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3.Click the Delete button to the right.
4.IMPORTANT: Ensure that you click the correct Delete button!
5.If the screen is divided into more than one section and contains more than one Delete button, ensure that you click the Delete button directly to the right of the selection grid containing the record.
6.The Confirm dialog asks if you are sure you want to delete.  Click OK if you are sure you want to delete the record.