Documentation: Introduction

Upon signup you will be provided with access details to the application. The Client agreement that is part of the signup process covers security of the application and security and backups of your data within the application - if you are not yet a client then please ask any questions you may have related to this.

This is the bar across the top of the window, and contains the following items.

• TORS : 
• Who Am I:  Display the currently logged-in staff member and User Interface version
• Logout:  Close all tabs and return to the Login screen. When you log back in (in the same browser and before the session expires) you will be asked if you wish to re-open the tabs - select the tabs to reload. 
• Exit:  as logout. Depending on your browser settings this may also close the window
• Tools :
• Dial Phone: Prompts for and then   dials a phone number, if a supported phone system is available
• Data Input:  Opens the Data Input window
• Google Auth: Allow TORS to access Google data - for instance in Reports
• Send X emails : Force sending of all emails of type X e.g. (Depart Soon, Welcome Home)  that are due for delivery. 
• Reload cached data : Force an update of all lists (e.g. hotels, airports)
• Tabs : Lists all items on the Application Tabs (see below) 
• Alerts : Displays active alerts e.g. Holidays with an alert date set , and the Next Payment Due date of Confirmed holidays. This item will be red when alerts are present.
• Refresh : Alerts are automatically updated periodically, use this to force an immediate update. Note that the tooltip indicates the time the alerts were last updated
• All staff: By default only holidays assigned to the staff id for this session are shown. Tick this option to list alerts for all staff.
• Show future : By default only alerts that are overdue or due today are listed. Select this option to also show alerts that are not yet due.
• The remaining menu items list the alerts, ordered by date and grouped into Overdue/Today/Future. Note that the tooltip for each item indicates the actual due date, the assigned staff member and the alert message. Selecting the item will open the associated holiday.
• Bookmarks : Lists all application tabs bookmarked by the current staff member (see below). Compared to Alerts, bookmarks can be created for any type of tab (ie not just holiday), but are not limited by date. Compared to the automatic re-opening of tabs after a page reload, bookmarks are permanent. Bookmarks can be added or removed using the menu, or the black triangle menu on each tab; they can also be removed by right-click on the relevant bookmark.
• Help : Opens the documentation you are currently reading in a screen within the Application window
• This screen : goes directly to the documentation most relevant to the screen you are looking at
• General : Opens up the first page of the documentation
• About : Display information about the system
• Switch to menu tab : This button provides quick access to return to the Menu Tab (see below)
• Update Now!: Displayed when the version of the system you are using is out-of-date. Simply reload the webpage to upgrade to the latest version. Remember that all open tabs will normally be reloaded as long as they have been fully saved (e.g. holidays assigned to a client). 

These are shown immediately below the Application Menu Bar. There are two tabs which are always present, further tabs are created when you open an item (e.g. a new quote) using the options present on the two fixed tabs. The two fixed Application Tabs are:-

• Menu - this has functionality for sales staff and reporting staff
• Admin - this is functionality for data loaders and system administrators

The contents of these two tabs are detailed in the main support page and in the individual sections relevant to each item.

When a box on either the Main or Admin tab is used to add a new record (e.g. client or quote) or search for an existing record,

a new tab is added to the Application Tabs with the blank record or search results. The Tab is given a title relevant to its contents.

A tab (except the two fixed tabs) can be closed by clicking the 'X' next to its title - if there are unsaved changes you will be prompted to confirm.

Tabs also have a triangle which when clicked presents a menu for commands that affect that tab:-

• Add to Bookmarks : Adds the tabs to items in the Bookmarks menu, enabling the item shown in that tab to be quickly found again after the tab is closed.
• Remove from Bookmarks : If the tab has been added to bookmarks, this will remove it.

The precise contents of a tab depend on the tab type - consult the relevant documentation for full details. In general a toolbar will be at the top of the tab, providing actions specific to the tab, such as saving and exporting (printing/emailing). It will often contain a Match: set with a list of numbers - these are all items matched by a search. By clicking on a number you can move to that item within the search.