Getting Started

This section provides a guide on the basics of using TSM. It assumes you have successfully Installed and Registered TSM on your site or can access a hosted TSM server.

When starting TSM, you will be prompted to enter a Username and Password. New logins and passwords are managed in the Employee module. If logging in to a hosted server or a clean copy of TSM, the Username and Password to first access the program will be emailed to you as part of your purchase. You may also have the option to select a specific Organisation and Licence type to log in to.

[] The menu allows navigation between the modules in TSM. Click below for details on each module.

On all modules the toolbar allows you to navigate between records, and manage the current record. The current record is the one being displayed in the detail view of the module, or highlighted in the list view. The toolbar buttons are:

Add - New Records are created by clicking the Add button in the Toolbar, then entering a Primary identifier for the record (e.g. An employee name) and any other information you wish to record.

Save/Cancel - When adding or editing a record, click the Save button to commit any changes to the database, or the Cancel button to undo any changes.

Delete - Click the Delete button to remove the current record from the database.

Copy - The Copy button creates a new record using the details of the currently selected record.

Navigation Arrows - Use the Navigation Arrow buttons to change the currently selected record, based on the current filtering and order of records in the grid of the module's list view.

List View - Displays a grid containing a list of all records in the current module which are entered into TSM. Click the header of any column to sort the list by this field (click the same column again to swap the sort order). The columns which appear can be defined by right-clicking at the top of grid, then selecting Configure, and Edit Configuration. The filters which determine what records appear in the grid are set by right-clicking at the top of grid, then selecting Configure, and Search Filter.

Detail View - The details of the current record can be displayed by clicking the Detail View button.

Search - Use the Search button to bring up the Search screen. From here you can define a set of filters to locate a specific record or set of records.

Print - Click the Print button to generate a report of the current record (when in detail view) or the current set of records (when in list view). This report can be printed, displayed on screen, generated as a file, or emailed.

Design - The Design button allows you to move and resize fields on the User Fields tab of each module.

In any module, clicking the Print button from the Toolbar generates a report of the current record (when in detail view) or the current set of records (when in list view, or on the Reports Criteria screen).

In the Print dialogue the report to be printed is selected by choosing a Level of Detail, then the Report Name. The available set of reports for each module are defined on the Report Design screen.

Clicking the Printer button will send the report directly to the default printer defined in User Settings for the currently logged in user. The Screen button allows you to preview the report before printing. The File button is used to render the report to different file types including PDF, Excel, and MS Word document. Click the Email button to bring up the Email screen, with the report attached as a PDF.

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Clicking the Email button on the Print dialogue or next to an Email Address field will bring up the Email module screen, which allows you to compose and send out emails.

The To address field will be automatically populated when clicking the Email button next to an email address. Additional email addresses can be manually typed in, or located but pressing the search buttons to allow selection from all Customer or Employee records.

The Email server and client used by TSM is defined in Setup. The layout of the email to send can be predefined using the Templates module.