A “row” is one individual line in a fact find, which will typically comprise a number of “items” for text prompts, data fields and blank spaces. However a row might also comprise “items” for the page title, a sub-heading, a table, a total or sub-total, or just a horizontal line to divide blocks of rows into groups. Each row has a descriptive name such as “Forenames” or “Column headers” to help you locate the one you want. If you change these descriptions or the actual items in the row you should endeavour to keep them meaningful and the items relevant to the row’s description. To add or edit a row of your fact find...
Working with Whole Rows
Right-click any row to display a menu of options to apply to the whole row (i.e. as opposed to editing the individual items in it). The options are...
Moving Rows Up or Down
In addition to using the menu option to move rows up or down, you can click on the row to be moved then use the “Up-arrow” or “Down-arrow” buttons in the middle of the screen.
A lesser object is referred to as the “child” of a higher one, so for example, a copied item can be pasted into the first or last line of a row, while a copied row can be pasted into the first or last line of a section.
Importing and Exporting Sections (n.b. and All of Their Rows)
You may copy and paste whole sections (i.e. with all of their rows) while working with a given fact find layout. If you need to copy a section into a different fact find layout then you’ll need to use the options (n.b. right-click one of the sections on the left of the screen to see these options) to export it from the first layout (i.e. as a file), then import it into the second one.
Editing an Individual Row
Click the “+” sign to the left of a row to see all of its items. Similarly click the “+” sign to the left of an item to see the actual content and properties of that item (e.g. height, width and style).
Recommended Method of Working
As far as possible you should create new rows by copying an existing one (from any section) and then pasting it into the section you’re working on. You should then immediately right-click the newly copied row, change its description and then move it up or down as required. Finally you should add, delete or edit its individual items (see below, and also the Help section on “Fact find, Set-up Styles”).
In the illustration below, the user wishes to add some rows to create a “Previous address”. The rows 18 to 24 contain the prompts and data fields for the “Current address”, so one-by-one these are right-clicked and “Copied”, then right-clicked and “Pasted below”.
The pasted versions are then renamed as “Previous address 1”, etc, by right-clicking them and selecting “Edit description”, as shown below.
The newly created row for “Previous address 1” still contains the prompt “Current address” (like the “Current address 1” row, of which it is a copy), so to change it...
The data fields in the “Previous address 1” row are also still those as copied for the current address. To change them to the “Previous address”...
It takes a little while to learn which table folders contain the various fields. You can either use patients and common sense, or pay Durell to create your fact find for you.
The data fields in Durell’s Full Fact Find use a style called “Standard” which just sets the font to Verdana at size 9px. To change this to the “Field” style that also includes for blue characters on a yellow background...
Adding a Style
To add a style, as opposed to editing an existing one as described above, simply right-click any item in a row and select “Add style”. Note that different items in the same row can have different styles (e.g. to allow individual items of text to appear in bold, or right-justified, etc). See also “Fact find, Set-up Styles”).
Making Data Un-editable
To display data but prevent it from being changed simply right-click the completed “field” item and select “Lock”. A gold padlock will appear as one of its properties. To remove this lock and put the field back into an editable state simply right-click it again and select “Unlock”.
Spacers and Row Length
Rows need spacers between the items, and in order to fit on an A4 page each row is limited to 650 pixels. If you add too many items to a row they will disappear off the right side of the screen.
Types of Items
The range of items that you can add include...