Best Practice Mini-Courses

Works Module

1. How to Change the order of all Works records
   • Order field

2. Basic overview of available Views
   • Form
   • Spreadsheet
   • Document (Infosheet)

3. What are Types and Categories
   • What designates a Type
   • What designates a Category
   • Edit drop-down lists using File>Edit Related Files

4. Automatic inventory numbering
   • Set options and codes in Administrative Options

5. Adding Work Records
   • What kind of Work: Edition or Unique? Inventory or Non-Inventory?
   • Select Ownership
   • Find or create new Artist record
   • Add Source
   • Add Location
   • Enter Work Details
   • Enter Financial Information
   • Finish Wizard and continue entering additional information

6. Works Tabs
   • Details Tab
   • Value Tab / User Value Fields
   • Financial Tab
   • Activity Tab
   • Photography Tab
   • Condition Tab
   • Miscellaneous Tab / User Fields
   • Notes
   • Provenance and Catalogue

7. Making Data Sets
   • What is the purpose of making a dataset
   • Creating and Saving View Sets
   • Creating and Saving Worksheets
   • Difference between View Sets and Worksheets

8. Running Reports
   • Labels
   • Work Reference
   • Full Page Detail
   • List View Reports

9. Review and Answering Questions

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