Icons and their Functions- Blue Sheet

You will see various icons on the sheet.  Each icon has a specific function.

Flag mode:

Clicking this icon activates Flag Mode.  This allows you to identify strengths or red flags in each section of the sheet.

Sort icon:


Click to sort the rows. First click sorts by ascending order, the  second click sorts by descending order, and the third click removes the sort.

Repository icon:


 This icon displays if your organization has added a list of suggested items for the section.  Select any item that appears in the list to add it to your blue sheet.

Move icon:


This icon will appear next to a row of data that you have entered.

To move an item and change it’s order, click on this icon and drag the item to a new row position in the section.

Trash can icon:


The trash can icon will appear if you open a row and do not enter any data.  You will be prompted to delete the row by clicking the trash can.




After you have entered data in a section that has multiple entries available, you can click Done to exit the section.

Mulit-select lists:


 When the check boxes are square, it indicates multiple selections made be made.

Single select lists:


When the selections are radio buttons, it indicates one selection may be made.



Clicking on the magnifying glass will open a search function. The window will first display any contacts associated with the account, by default.


Fig. 7f, Contact List


To go to Search, click on the Search tab.  Enter a first name, last name, or account.  You may also search using the first letter of any of the search choices.  Then click Go.


Fig. 7g, Search

Calendar icon:


In sections where dates are entered, click on this icon to open a calendar.

Fig. 7h, The calendar

Select the Month and Year, then the date.  Then click the X to close the calendar.

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