Common features

This topic lists the common features available in ServiceXG. For features specific to Classic session functions, refer to the Common features in classic screens topic.

Standard buttons and icons

Button/Icon	Action
	Add a new record.
	Black X—Close a session or tab. White X (red button)—Close the application or a window.
	Delete a record.
	Edit a record.
	Filter Search— Some lists allow you to filter the list contents so you can quickly find the item you need. In a list click . In the filter window select your option.
	Clear the table filter.
	This icon displays on summary panel tool bars and when clicked, opens a tab with more information.
	Re-size a summary panel—The panel will expand on the left side of the Summary tab while the other three panels adjust to fit on the right.
	Print the active screen—When you click the icon, the Print window opens. Select your printer and print options, and then click `Print`.
	Click to open the online help or point to display help text.
	Display the Invalid Data table to see details about invalid data on the screen. See Invalid data. Note: Contact your system administrator for assistance in correcting data that isn't accessible via a ServiceXG screen.
	Refresh the data on the tab or in a table.
	Undo all changes made. The information on the screen will return to the most recently saved values.
	Save data.

Standard notifications

Notification	Description
	Indicates there is an image (scanned document) linked to the record. Click to view the image.
	Alert—A message automatically shows when the session is first opened. Point to the information icon for the session owner (Employer, Member, Dependent, Billing Account, etc.) to show more characters. You can also view alerts in the Alerts tab at the bottom of a session.
	Invalid data warning—Indicates the field contains invalid data, but you can still save. See Invalid data for more information.
	Open Correspondence Item
	Show More—Indicates there is more information than is showing on the data tile An area available on a session navigation pane that contains key information related to the session (e.g. provider, member, claim, information).. Point to the icon to see all the text.
	Favorite or preferred—For example, this icon next to a data tile phone number indicates that it's the preferred contact method.
*	Required—You must type data in the required fields to save the record.
	Stop—Indicates the field contains invalid data that can't be saved. Update the value to save the record. See Invalid data for more information.
Red outline	A required value or information is missing or there's invalid data. See Invalid data for more information.
	Masked data—Data might be masked if its sensitive data and you don't have permission to view it. Contact your administrator regarding your security settings. Note: Masked data is read only. You can't edit it, even if you have permission to add, update, or delete data in a function.

Standard messages

Message	Description
Save Record "Your changes were not saved due to unexpected data in filename: XXXXX, record, XXXXX*XXXXXXXXX. Please contact your basys system administrator or basys support for assistance."	Displays when you haven't saved a file you're updating and changes are made to the file elsewhere that depend on previously existing data in the file. For example, if you update a member's Annuity with transactions and don't save them, and then create and transfer contributions for the member, you can't save contributions for a fund that the member hasn't been associated with yet.

Message

Description

Save Record "Your changes were not saved due to unexpected data in filename: XXXXX, record, XXXXX*XXXXXXXXX. Please contact your basys system administrator or basys support for assistance."

Displays when you haven't saved a file you're updating and changes are made to the file elsewhere that depend on previously existing data in the file.

For example, if you update a member's Annuity with transactions and don't save them, and then create and transfer contributions for the member, you can't save contributions for a fund that the member hasn't been associated with yet.

Standard Shortcut Keys

Keyboard Shortcut	Action
Alt + D	Display list items.
Ctrl + X	Cut a selected item.
Ctrl + C (or Ctrl + Insert)	Copy a selected item.
Ctrl + V (or Shift + Insert)	Paste a selected item.
Ctrl + S	Save any modifications.
Ctrl + Shift + Tab	Toggle through session tabs.
Up or Down arrow	Scroll through list items.
Ctrl + P	Print the current screen.
Ctrl + Esc	Close an active window or dialog.
Ctrl + F5	Refresh the active window.
Ctrl + F1	Open the Help application.
Space bar	Add or clear a check mark.
Advanced Search Shortcuts - These options are available in the Advanced Search window. Access this window from the Search menu and select Advanced.
Alt + S	Perform the search.
Alt + E	Clear any search fields.
Alt + N	Open the Add New dialog where you can add a new member, employer, etc.
Alt + O	Open the selected (active) search result.
Alt + C	Close the search window.

Table features

This sections lists the general features found in most tables. Some tables are customizable (you can choose the columns that display, set the column order, and choose column headings). Refer to the Views for details on adding and updating table views.

Function	Description
Filter	Some table columns have an option to filter the contents so you can quickly find the item you need. How to use the filters In a list click . Select a filter option. `Contains`—List those items that contain the values entered or selected in the second box. The second box could be an amount, date or text value. `Starts With`—List those items that start with the values entered or selected in the second box. The second box could be an amount, date or text value. `Ends With`—List those items that end with the entered or selected value in the second box. `Equals`—List those items that have only the values entered or selected in the second box. The second box could be an amount, date or text value. `Not Equals`—List all items except those that do not equal the characters entered in the second box. The second box could be an amount, date or text value. Enter or select the filter criteria depending on the filter type. Multi-select filters—Select your primary filter option and then select from one of the available options: `None` to display no additional options. `Or` to display additional options to select or enter your filter value and retrieve values that contain one filter value or the other. `And` to display additional options to select or enter your filter value and only retrieve values that contain both values. Date filter—Click start or end and select or type a date. Use the time boxes to enter or select hours if needed. Click `Filter` to display the results. To remove the filter click `Clear` in the column or list the filter. When data is filtered out of the initial display, it's noted below the table.
Group	You can group data that displays in the table so its easier to read and more useful, by a date or amount for example. The data you want to group by must already show in the view. If it doesn't, refer to Views to add columns to the table. To add a grouping, click the column heading and drag it in the area above the table column headings or use the `Group By` dropdown to select which column to group by, if applicable. You can create multiple groupings. Select to expand or collapse the grouping. Click `Expand All` or `Collapse All` to expand or collapse all data in the grouping.
Sort	Click a column header to toggle between ascending and descending sort order. An arrow above the header name indicates the sort order. Up arrow means ascending order (A to Z, smallest to largest,. or earliest to latest). Down arrow means descending order (Z to A, largest to smallest, or latest to earliest).
Total	Some tables have a summary row at the bottom that displays the totals for certain columns. The total is the sum of the displayed column data. If the data is filtered, the total will be for the remaining table data. You can't manually add or remove totals.
Move columns	Drag the column header to a new location on the table heading row.
Re-size columns	Point to the border between two columns to re-size. When the cursor becomes a , drag the pointer to move the split line to the necessary size. You can also double-click anywhere in a column and that column will re-size to fit the column text. The settings will remain the next time you access the table. Note: The Correspondence table is the only table that will revert back to its default column sizes.
Expand and contract tables	Click the table header bar to expand or contract a table.
Table—options menu	Some tables have an option menu in the right corner. Not all options are available for all tables. `Add view`—Create your own view of the data. `Edit view`—Edit an existing view. `Copy view`—Copy the current view, which you can use as a starting point for creating a new view. `Delete view`—Delete the current view. `Save Formatting`—Save any changes you made to table. You can save the sorting, filters applied, groupings, and column sizes as a default view. `Remove Formatting`—Remove any changes you made to a table, including the sort order, filters applied, groupings, and column sizes. This option restores the table to the original view. `Set as default`—Make the current view your default view. Print from table If you need to print this information, click to display a menu. Click `Print` to display your print window. Choose your print settings and click `Print`. Export from table If you need to save this information in an Microsoft Excel format, click to display a menu. Click `Export`. A window's `Save As` dialog displays. Enter or select a `Save as type` (.csv, Excel, etc.). Enter a `File name` and choose your save location. Click `Save` to save your file.