Clicking the Setup button on the Main Menu will bring up the Setup subfunctions in the pop-up menu and allow the user to perform a variety of setup functions show below. Click on a link below to go to a discussion of that sub-function.

• Change Password
• Instrument List
• Refresh Links
• Group Instruments
• Preferences

Each of these subfunctions is discussed in this section.

Change Password

The user may select this setup option to change his or her password. Supervisors may change user’s permissions from the Super (superintendent) function. See "Using the Manager Superintendent Functions" later in this manual.

When the Instrument List button is pressed a window similar to the following will appear. The box on the right will be blank. Some of the information under these tabs may not be available to some users. Some of it may be 'read-only'.

To view the information in the Instruments window, an instrument must be selected. Once it is selected information under the Source, Export, and Permissions tabs may be viewed. From this window Source and Export paths and files may be edited; Instruments and Modules may be added, deleted, edited; user permissions may be edited.

When the Instruments window first appears it will show only the default Source files for a newly created module, e.g., DCodes.MDB, CCodes.MDB, etc. The designer needs only to fill in the paths to the files.

To add an instrument, highlight the place in the tree where the instrument is to be added. To add an instrument to the highest location in the tree, highlight Instruments and press Add Instruments. A new instrument, entitled ‘New Instrument ##’, will be added to the tree. The new instrument name may be changed by clicking twice (slowly) on the ‘New Instrument ##’ label. The cursor should then appear to the right of the current name, and the current name should be highlighted. Press the <Delete> to delete the entire name and then type in the instruments new name.

To add a module to an instrument, highlight the instrument’s name to which the module is to be added and press the Add Module button. More information about specifying Source Files, assigning Export Files locations, and granting Permissions is available in "Chapter 7 - Creating a-New-Instrument."

Make sure the user(s) and type(s) of permission are assigned to the newly created instruments and modules. See the "Manager Super Functions" section of this manual to assign users and permissions.

Refresh Links

This function refreshes and updates any changes made to the Manager if any were made using the Instrument List or Alternate Language functions. This function is also available from the WinMgr Startup screen. The figures to the right appear only from the WinMgr Startup screen.

To identify individual links, place an 'x' in the box(es) next to the tables to update by double clicking on the table name. When all the individual tables have be identified, press the Refresh Links button.

To create a link to a table other than the default, place a checkmark in the Prompt for new location button by clicking on the box or phrase. When the Refresh Links button is pressed, the standard Windows’ browse dialogue box will appear. Browse to find the new table to link to.

The Group Instruments function is a toggle that either displays the instruments in groups (red book) or not. Upon opening the instrument list for the first time in a work session the default is the grouped instrument display. To change to the ungrouped display for the first time in a session, the toggle must be set to on (check mark) then to off (unchecked).

The figure to the right shows the ungrouped instruments. The instrument and modules for which the user has permission to edit appear in the tree with either a minus (-) or plus (+) sign depending on whether the tree is expanded or not, respectively. Previous figures in this chapter that displayed the instrument list all showed the grouped display.

The Preferences window is used to browse and locate databases and directories that are essential for the Manager to function properly. The databases contain information pertinant to logon, privileges, working database, indicate the directories of report and help files for an instrument, and define the environment of the screen display. The first three fields locate the Manager files. The following two indicate directories where files may be found. The three radio button fields (Date, Expertise, Interface) define the environment.

System DB

locates System.mdw the default WorkGroup Information database that was setup initially when the configuration wizard was run.

Work DB

locates Chrrcapi.mdb the default working database that contains storage for temporary tables, etc.

Updates DB

locates Fixes.mdb the database that contains the communication window that allows the designers to report bugs to the supervisor or software engineer and the latter to announce documentary information of repairs to the current software version.

Output Dir

The Output Directory field locates where the Report function output will be sent. The output directory is the default directory where the printed HTML files will be placed.

Quick Help

The Quick Help field indicates where the on-line help files are located. (See, Help menu, Quick Help function.) The on-line help files aid the designer in a 'how to' manner and are not related to the interviewer help files that can be displayed to the interviewer during execution of the survey by pressing one of the function keys (usually <F1>). In order to use Quick Help, Internet Explorer 4.0 or later must be installed on the designer's computer.

Date Format

These radio buttons allow the designer to choose one format in which the Manager software will interpret and export the date for a particular instrument. Note: Currently, in all versions up to 2.2.23, the supervisor and/or designer must make sure that the Survey date format corresponds to this one and that all date data from the information sheets files are in the same format as the one used in the Manager and Survey programs.

Expertise Level

These radio buttons allow the designer to indicate his or her level of expertise.

Interface

The check box allows the designer to choose what mode will be displayed during the design/edit process. Groups, when checked, displays all instruments in Tree View mode organized according to their respective groups. If this is unchecked (turned off) the Tree View mode will show only those instruments for which the user has some form of permission.

To make changes permanent, press the OK button. When you press OK, you will receive the message "If you have changed any setting, you may need to exit WinMgr and restart the application." Press OK, exit application and restart the Manager.

Discussion of the Design tab functions.