Record Management

Active Session

A table view of all the records in a Session. Records can be edited individually, filtered, and sorted. Column layout can be customized and will be saved for each Session separately.

Group Panel

Used to group event records by one or more columns.

Filter Rules/Filter Values

Click the filter icon in any column to filter by selecting values or by specifying rules. This feature is also available in Query Management and can be used to create a query rather than the filter editor.

Session Explorer

Open the Session Explorer to select Session(s) to open.

Close All Sessions

Close all open Sessions.

Save Session

Save the active Session.

Save All Sessions

Save all open Sessions that have unsaved changes.

Reject Changes

Undoes all changes that have been made to the active Session since the last time it was saved.

Validate

Validates the active session and opens a panel at the bottom of the screen showing the validation results.

Customize Validation

Enable or disable Custom Validation routines to run when a session is validated.

Manage Open Sessions

Used to navigate to Session Management and select the Sessions currently open in Record Management.

Export

Export the active Session to Excel, CSV, or P5 file.

Print

Print the active Session.

New Record

Add a new record to the active Session.

Delete Record

Delete selected records in the active Session.

Go To Record

Move the grid view to the specified record number. The keyboard shortcut ALT-G will also perform this task.

Find and Replace

Search for a specific value in one field/column in the active Session and replace it with another value.

Fill Records

Set, overwrite, or append to multiple fields/columns in the active Session.

Batch Update

Edit multiple records in the current session based on a value in a batch field. For example, if fish from specific raceways were released in different locations or at different times, the Raceway field can be used to group these records and the release information can be updated based on those groups.

Adjust Dates

Replace or adjust a part of a date/time value.

Resequence Records

Renumber the records in the session using the current sort order.

Dot Out

This menu has several methods for dotting out records:

•Selected Records will dot out any records in the currently active Session that have been selected (selected records show up as highlighted in the grid).

•All Records will dot out all the records in the currently active Session regardless of any filtering currently enabled on the grid.

•All But First Duplicate will dot out any duplicate records, except for the first record with that tag code.

•All But Last Duplicate will dot out any duplicate records except for the last record with that tag code.

•Append Dot-Out Tag to Text Comments will add the tag code of any dotted-out records to the Text Comments field.

Convert Units

This feature can be used to convert Length values between centimeters and millimeters and/or Weight values between kilograms and grams. This makes it possible to collect length and weight in centimeters and kilograms when working with adult salmonids or larger species, then easily convert those values to the millimeters and grams that are required by the PTAGIS data specification.

Column Layout

•Save the current column layout as the default layout to use for newly opened Sessions.

•Reset the column layout of the active Session to the default layout.

•Open the column chooser to add columns to the active Session.

Session Properties

Edit session-level values, such as Session Message, Session Note, Session name, Project Code, and File Name. View other session properties, such as created and modified dates.

Reset File Name

Used to change the File Name to match the earliest Event Date in the active Session and the Project Code selected in Session Properties.

Right-Click Menu

Right-clicking any column header will bring up this context menu, which offers the following functions:

•Sort Ascending: sort records by the selected column in ascending order

•Sort Descending: sort records by the selected column in descending order

•Clear sorting: clear sorting on the current column

•Group By This Column: groups records by the values in the selected column

•Show Group Panel: shows the columns being grouped on and offers access to the Group Summary Editor

•Show Column Chooser: shows a list of columns not displayed on the active session in order to add them to the grid

•Best Fit: resizes the width of the selected column based on the lengths of the values in that column

•Best Fit (all columns): resizes all columns based on the lengths of the values in them

•Filter Editor: opens the filter editor to allow filtering on records in the active Session