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Navigating and Editing Forms

Since similarities exist among the forms, listed below are general pointers to enhance the report processing. Unlike fund data, supplemental data can be entered, modified, or deleted directly in the reports that allow data entry.

  • Entering Data

    To record an entry, press the Enter or Tab key. Pressing the Enter key moves the cursor vertically to the next entry field. (Exception: In the criteria and standards review forms the Enter key is disabled due to the nature of the forms.) Pressing the Tab key moves the cursor horizontally to the next entry field. Both of these methods bypass any extracted, calculated, or locked fields. The arrow keys move the cursor to the next or previous field (entry, imported, calculated, or locked fields) in the form.

  • Entering Cents

    Most dollar values display in the SACS software with two decimal places; whole numbers will automatically have .00 added to them.

  • Typeover

    The default entry/edit mode is typeover. Move the cursor to the proper field and type the new data.

  • Inserting/Editing Data

Double‑clicking on a field allows the entry to be edited. In this mode the default is insert, rather than type-over.

CAUTION: It is best not to edit any of the input fields in the interim period forms. Doing so will not affect the edits to the current interim period form, but may affect the subsequent interim period form.

For example, changing the formula displayed on a field in the 1st Interim AI form will not affect what is entered into the field on the open form, but may affect the way that data is displayed on the 2nd Interim AI form. If pressing F2 or double‑clicking on an interim period form input field results in the display of the formula and/or an error message, press Escape to exit.

  • Deleting Data—Entered Values

    Pressing the Delete key clears data in the highlighted entry field.

CAUTION: Do not use the space bar to clear an entry; it will cause problems in the database and errors in the TRC.

  • Deleting Data—Extracted Values

    To clear a cell where the value is extracted but can be overwritten (for example, the CASH form), enter a zero. If extracted cells are cleared by pressing the Delete key rather than entering zero, the original value may be re‑extracted when the form is re‑opened, overwriting the deletion every time the form is re‑opened.

  • Computations The software automatically recalculates the forms with input fields, on‑screen, whenever you change the information in a cell and move to another cell via Enter, Tab, or an arrow key.

  • Mouse Movements

    Only the left mouse button is active within a form. Clicking the left button anywhere in the form will move the cursor to that field. Double‑clicking on a field allows editing (see Inserting/Editing Data on previous page).

  • Movement

    Pressing the Enter key moves the cursor vertically to the next entry field, while the and keys move to the next (or previous) field in the column.

    (Exception: In the criteria and standards review forms the Enter key is disabled due to the nature of the forms.) Tab is used to move right and [Shift][Tab] moves the cursor left to the next entry field.

  • Negative Amounts

    Press the key before entering a negative number. To make a previously entered number negative, doubleclick on the field and, with the arrow key, move one space to the left of the first digit, type, then press the Enter or Tab key.

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