Upper part of a form

• All possible associations for the record are listed to the left of the form.
  
  
• In this example, the associations are:
  Holder, Reagent specification, Hazard phrases, Input samples, Sample categories and Output sample.
  
  

Lower part of a form

• Mandatory fields are indicated by an asterisk *.
  
  
• If you "mouse over" a field name you will see a '?' and a brief description of it.
    For example: Name*
  
  
• If you click on a field name, a pop-up window will open describing all of the associations and data-input fields on the form.
    For example: Hazard
  
  

• The expression 'no Hazard phrases set' indicates that no Hazard phrases are associated with the record being created.
  
  
• To create an association, you have 2 options:
    either: search for an appropriate record which already exists in PIMS by clicking Search/Add
    or: create a new one by clicking Set new

Search for an existing record

• Either enter a search term in the 'Search in al fields' box
  or enter one or more terms in the appropriately labelled box(es).
  
  
• Click .
  
  
• A list of records which match your search criteria will be displayed in a table the bottom of the form.
    -an example of part of a resulting list is shown below.
  

• The PiMS searches are case-insensitive.
  
  
• If you enter a term(s) which does not match the corresponding entries for existing records, none will be displayed.
  
  
• If you do not enter any search terms, the details of all appropriate records in PIMS will be displayed.
  
  
• If your search produces no matching records, you can create a new one by clicking the Create a new... link at the top of the search page.
  This has the same effect as clicking the Set new link. See Creating a record in PIMS.
    -note:you will only see this link if you have permission to create a new record
  
  
• To see the details for a particular record, click the magnifying glass icon next to the appropriate entry.
    see Viewing a PIMS record for more details.
  
  
• To select a record, check the box in the "Add?" column of the appropriate record.
  To select more than one record (where allowed), click all appropriate boxes in the "Add?" column.
  Then click the button at the bottom of the list.
  
  The data input form will be re-displayed with a link the selected record next to the relevant association name.

Mandatory associations

Create a new record

• To create a new record, click the Set new link.
    a PIMS data entry form for the record will open in a new window.
  
  
• Enter details as neceesary and click on the button at the end of the form.
  
  
• The data input form will be re-displayed with a link the selected record next to the relevant association name.

• When you have entered the information you wish to record, click the button at the bottom of the form.
  
  
• If you attempt to save a form without completing the mandatory fields, or with incorrect data (e.g. text in a numeric field), a warning will be displayed listing the field(s) which you need to complete or correct.
  
  

• To dismiss the warning click OK and you will return to the form with the required fields higlighted in red.

• Clicking the icon reveals the 4 sub-types of citation in PIMS:
    Book, Journal, Thesis and Conference.

Recording a date

• The current date is always given as a default value in the data entry field.
  
  
• To select a different date, either edit the default value, or click the calendar icon and select a new date.
  
  

Selecting from a list

• The Hazard status for a Sample is set by clicking the appropriate radio button.
  
  

• If you create a new Hazard phrase in PIMS
  the value for the mandatory data field: classification* is selected from the values in the drop-down list.