Procedure: Entering information into fields

Introduction

In Governance Intranet when you move to a new page you need to click in a field to enter information or select an entry from different types of fields (i.e. drop-down list fields, date picker fields, people picker fields, browse for a valid choice fields) .

Procedures

Moving between fields
Entering information into fields
Selecting an entry from different types of fields

Moving between fields

To move to the next field on the screen, press the TAB key.
To move to the previous field on the screen, press SHIFT + TAB.
To move to another field on the page, click in that field using your mouse.

Entering information

To enter information in a text field, click in the field and enter the information.
If your cursor is in a field that already contains information, you can edit the information by highlighting it and entering the new information. The existing information will automatically be replaced by whatever you type.

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If a field is shaded or unavailable, then you may not enter or change anything in that field.
If there is an * asterisk next to the field name, then it is mandatory, i.e. you must complete it to complete the page. If you do not complete it, you will get an error message asking you to make an entry in all required fields.

Selecting information from different field types

To make it easier to carry out tasks in the Governance Intranet, many fields allow you to select an entry from a drop-down list, from a calendar date picker or by typing part of a name and selecting from suggested entries that appear.

Field type	Description	To use:
Drop-down list	Drop-down list fields allow you to select items and have a drop-down arrow, e.g. .	Click the field's drop-down arrow. Select the relevant item. The item appears in the field.
Date picker	Date fields allow you to select items from a calendar which appears below the field and defaults to the current month, e.g. .	Click in the field. To select a month, click right arrow or left arrow to display the relevant month. To select a day, click the relevant date, e.g. . The date appears in the field, e.g. 23 March 2012.
People picker	People picker fields are for entering names of people who may have access to the Governance Intranet in different roles, such as committee members, servicing officers, chair persons, policy officers, etc. and who may be associated with committees or documents in the Governance Intranet. The buttons at the end of the field allow you to Check Names and Browse respectively, e.g. Note: Before entering names, ensure that you have the correct name of the person and that the person has UCT network access.	For single entries, if you know the user name or name of the person: Enter all or part of the user name or name in the field. Click Check Names. If the entry is recognised and has the required access to the Governance Intranet their full user name appears in the field. If the entry is not recognised: A message appears below the field: "No exact match was found. Click the item(s) that did not resolve for more options." Click the entry. In the drop-down list, either select the relevant person's user name, if shown, or click Remove and go to the next step. For multiple entries, or single entries if you don't know the exact name of the person, click Browse. The Select People dialog box appears displaying all entries. In the Find field, enter all or part of the user name or name and click . A list of entries is displayed below. If the relevant entry is found, select it and click Add->. The name appears in the Add-> field. Repeat the above four steps until all the names appear in the Add-> field. Once all entries have been added, click OK. The Select People dialog box closes and the user name/s appear/s in the field. Note: If no relevant entry is found, click Cancel. The Select People dialog box closes and the field remains blank. Ensure that you have the correct name of the person and that the person has UCT network access and try step 2 again. If you are still unable to find people, see: Contacting the Help Desk
Browse for a valid choice	Browse for a valid choice fields are for selecting from a list of valid terms for a specific metadata item. The Browse for a valid choice button at the end of the field opens a Select dialog box and allows you select from the list. Note: If the list does not cater for your needs, you can request an addition to the term set by sending feedback to the metadata manager.	A default entry usually appears in the field. To change the default entry, click Browse for a valid choice. The Select: <Field/Category name> dialog box appears displaying a list of valid terms. Select another term. Click Select>>. The selection appears in the Select >> field replacing the default entry. Click OK. The page containing the field reappears displaying the selected entry.