1 System Conventions

This page provides definitions for the page validation/message symbols as well as information on searching, filtering, and sorting.

1.1 Page Validation/Message Symbols

Symbol

Denotes

Rigid Validation:  When an error proceeded by the red X icon is displayed, data must be corrected before the system can save the page content.  If one or more errors of this kind appear on the page and are not corrected, the system will not allow you to proceed.

Example: Entering “two” in a field where a numeric value (“2”) is required will produce a rigid validation.  Also, not providing data in a required field displays a rigid validation.

Non-rigid Validation:  When an error proceeded by the red yield sign is display, there is an issue with the data entered on the page.  You can still save the data, however, I the data isn’t corrected, the system won’t move the status to “Completed”.

Example: Entering no information in a field where data entry is required may produce a non-rigid validation.  If these errors occur while updating the budget sheet on a proposal, for instance, the budget sheet will not be marked as complete and you will not be able to submit the proposal.

Warning: When an error proceeded by the yellow yield sign with an exclamation point is displayed there is either a discrepancy or inconsistency in the information entered. Such errors must be corrected or justified.

Note:  When the blue box with the “i” is displayed the following message will provide information about the page you are viewing. The information may help you complete the action or task you are accessing. 

Success Message: The green check mark indicates success.  The success message is generally displayed when you have completed an action or task. 

1.2 System Icons

1.2.1 Icons to be used in the Context Menu.

Icon

Definition

Action History

Attachments

Emails

Folders

PDF

Popup

Remove

TOC

Update/Edit

1.2.2 Icons to be used for the messages on the top of the page.

Icon

Definition

Success

Confirmation

Error

Note

Warning

1.2.3 Icons to be used in the floating tool bar.

Icon

Definition

Save

Save and Continue

Continue

Cancel

Mark as Complete

Submit

Export to Excel

Export to Word

View Links

Other Actions

Close Window

1.2.4 Other Icons

Icon

Definition

Create New

Tooltip Help

Update/Edit

1.3 Using Search Fields

When accessing data in PAMS, you may find that too many items are displayed and it is difficult to find the item you want to work with, whether it is a proposal, award, or even an institution. 

Clicking the Search link above the grid on the list page will display your Search filters.  The Basic Search Parameters are the most common search fields.  By clicking on Advanced Search Parameters will allow you to enter additional search parameters.

You can enter one or multiple search field.  Once you have entered the desired search criteria click Search to narrow your displayed results.

You can also save your Search, by entering a Search Name and clicking Save Parameters.

Search parameters change from page to page.

1.4 Using Filters

Another way to narrow your list page results is by using the Filters included in the grid.

Text fields require that you enter text, click the filter icon, and select the appropriate option as seen below.

Date fields require that you enter a date, you can use the calendar provided to select the date.  Once the date is entered click the filter icon and select the appropriate option as seen below.

Dropdown filters include a list of options to select from.  The selectable values will change from page to page.  Below you see the example from the My Awards page.

If you apply filters you and want to remove them, click the Clear filters link above the grid.



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