Enter a Job and Job Part - EFI Pace | Print Management System

EFI Pace | Introduction to EFI Pace 

Reference Guide 

July 2010 

Version 23.02

Introduction To EFI Pace Reference Guide 

Copyright © 2010 by Electronics for Imaging, Inc. All Rights Reserved. 

EFI Pace Introduction to EFI Pace Reference Guide 

7/23/2010 version 23.02 

This publication is protected by copyright, and all rights are reserved. No part of it may be reproduced or 

transmitted in any form or by any means for any purpose without express prior written consent from 

Electronics for Imaging, Inc. Information in this document is subject to change without notice and does not 

represent a commitment on the part of Electronics for Imaging, Inc. 

Patents 

This product may be covered by one or more of the following U.S. Patents: 4,716,978, 4,828,056, 

4,917,488, 4,941,038, 5,109,241, 5,170,182, 5,212,546, 5,260,878, 5,276,490, 5,278,599, 5,335,040, 

5,343,311, 5,398,107, 5,424,754, 5,442,429, 5,459,560, 5,467,446, 5,506,946, 5,517,334, 5,537,516, 

5,543,940, 5,553,200, 5,563,689, 5,565,960, 5,583,623, 5,596,416, 5,615,314, 5,619,624, 5,625,712, 

5,640,228, 5,666,436, 5,745,657, 5,760,913, 5,799,232, 5,818,645, 5,835,788, 5,859,711, 5,867,179, 

5,940,186, 5,959,867, 5,970,174, 5,982,937, 5,995,724, 6,002,795, 6,025,922, 6,035,103, 6,041,200, 

6,065,041, 6,112,665, 6,116,707, 6,122,407, 6,134,018, 6,141,120, 6,166,821, 6,173,286, 6,185,335, 

6,201,614, 6,215,562, 6,219,155, 6,219,659, 6,222,641, 6,224,048, 6,225,974, 6,226,419, 6,238,105, 

6,239,895, 6,256,108, 6,269,190, 6,271,937, 6,278,901, 6,279,009, 6,289,122, 6,292,270, 6,299,063, 

6,310,697, 6,321,133, 6,327,047, 6,327,050, 6,327,052, 6,330,071, 6,330,363, 6,331,899, 6,340,975, 

6,341,017, 6,341,018, 6,341,307, 6,347,256, 6,348,978, 6,356,359, 6,366,918, 6,369,895, 6,381,036, 

6,400,443, 6,429,949, 6,449,393, 6,476,927, 6,490,696, 6,501,565, 6,519,053, 6,539,323, 6,543,871, 

6,546,364, 6,549,294, 6,549,300, 6,550,991, 6,552,815, 6,559,958, 6,572,293, 6,590,676, 6,606,165, 

6,633,396, 6,636,326, 6,643,317, 6,647,149, 6,657,741, 6,662,199, 6,678,068, 6,707,563, 6,741,262, 

6,748,471, 6,753,845, 6,757,436, 6,757,440, 6,778,700, 6,781,596, 6,816,276, 6,825,943, 6,832,865, 

6,836,342, RE33,973, RE36,947, D341,131, D406,117, D416,550, D417,864, D419,185, D426,206, 

D439,851, D444,793. 

Trademarks 

Auto-Count, Bliss, Changing the Way the World Prints, ColorWise, Command WorkStation, DocBuilder, 

DocBuilder Pro, DocStream, EDOX, EFI, Fiery, the Fiery logo, Fiery Driven, the Fiery Driven logo, OneFlow, 

PrinterSite, PrintFlow, PrintMe, PrintSmith, PrintSmith Site, Prograph, Proteus, RIP-While-Print, Setting the 

Standard in Digital Printing, Ultravu, and VUTEk are registered trademarks of Electronics for Imaging, Inc. in 

the U.S. Patent and Trademark Office and/or certain other foreign jurisdictions. Bestcolor is a registered 

trademark of Electronics for Imaging GmbH in the U.S. Patent and Trademark Office. 

AutoCal, Balance, BioVu, BioWare, Build, ColorCal, Digital StoreFront, EFI Pace, Estimate, Fiery Link, Fiery 

Prints, Fiery Spark, FreeForm, Hagen, Jetrion, Logic, MicroPress, Printcafe, PSI, PSI Flexo, RIPChips, 

Scan, SendMe, Splash, Spot-On, UtlraTex, UV Series 50, VisualCal, WebTools, the EFI logo, the Fiery 

Prints logo, and Essential to Print are trademarks of Electronics for Imaging, Inc. Best, the Best logo, 

Colorproof, PhotoXposure, Remoteproof, and Screenproof are trademarks of Electronics for Imaging GmbH. 

All other terms and product names may be trademarks or registered trademarks of their respective owners, 

and are hereby acknowledged. 

7/23/2010 2


Reference Guide Overview 

This Reference Guide is intended to provide you with overview 

information you need to navigate through the EFI Pace system. 

This guide contains the following types of notes: 

• Important: When you see this type of note, the information may 

affect the way you enter fields or may warn you that errors could 

occur. Pay particular attention to information in these notes. 

• Note: When you see this type of note, the information may serve 

as a reminder or may provide additional details that do not appear 

in the procedure. 

• Tip: When you see this type of note, the information might help 

you use the system more efficiently or may provide an example for 

a step in a procedure. 

ToolTips 

EFI Pace contains ToolTips for some fields that provide detailed 

information such as a field description, maximum number of characters 

the field accepts or the format the field requires. Use the ToolTips, where 

available, in addition to this guide for assistance in EFI Pace. 

To access ToolTips: 

In EFI Pace, position your mouse pointer over the name of the field for 

which you want additional information. 

A small, cream-colored pop-up box appears with detailed information for 

that field. 

7/23/2010 3


Table of Contents 

This Reference Guide contains general information for the following 

areas of the EFI Pace system: 

Reference Guide Overview ............................................................................................................. 3 

Table of Contents ............................................................................................................................. 4 

Getting Started .................................................................................................................................. 6 

Log in and out of EFI Pace ........................................................................................................ 7 

Prerequisite browser settings ...................................................................................................... 9 

Prerequisite software installation .............................................................................................. 10 

Determine your EFI Pace version and release date .............................................................. 11 

View EFI Pace partner information ........................................................................................ 13 

Access Help ..................................................................................................................................... 14 

Access EFI Pace online help .................................................................................................... 15 

Download Quick Start Guides and Reference Guides ......................................................... 16 

Access the Knowledgebase ....................................................................................................... 17 

Access the University of Pace (UNP) ...................................................................................... 18 

Access the User Forum ............................................................................................................. 19 

EFI Pace Navigation ...................................................................................................................... 20 

About the EFI Pace Home page .............................................................................................. 21 

EFI Pace main menu navigation .............................................................................................. 22 

Object context toolbar navigation ........................................................................................... 24 

Breadcrumb navigation .............................................................................................................. 25 

Browser navigation ..................................................................................................................... 26 

EFI Pace site map navigation ................................................................................................... 27 

EFI Pace Page Layouts and Functionality .................................................................................. 28 

List pages ..................................................................................................................................... 29 

Summary pages ........................................................................................................................... 31 

Detail pages ................................................................................................................................. 32 

Tabs and group boxes ................................................................................................................ 33 

Pop-up pages ............................................................................................................................... 34 

Grids ............................................................................................................................................. 36 

Create a screen print................................................................................................................... 37 

Basic Field Types And Functionality ........................................................................................... 38 

Required fields ............................................................................................................................ 39 

Uneditable fields ......................................................................................................................... 40 

Date fields .................................................................................................................................... 41 

Drop-down lists .......................................................................................................................... 42 

ToolTips ....................................................................................................................................... 43 

Locate a value .............................................................................................................................. 44 

Default values .............................................................................................................................. 45 

EFI Pace Button Functionality .................................................................................................... 46 

Add, Update, and Cancel buttons ............................................................................................ 47 

The Delete button ...................................................................................................................... 48 

The Duplicate button ................................................................................................................. 49 

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Magnifying glass icons ............................................................................................................... 50 

Pick buttons ................................................................................................................................. 51 

The calendar icon ....................................................................................................................... 52 

Print Report and Preview Report buttons .............................................................................. 53 

Browse buttons ........................................................................................................................... 54 

EFI Pace Basics .............................................................................................................................. 55 

View history ................................................................................................................................. 56 

Add URLs/links ......................................................................................................................... 57 

Add attachments ......................................................................................................................... 58 

Add note records ........................................................................................................................ 59 

Refresh a page in EFI Pace ....................................................................................................... 61 

The EFI Pace Search feature .................................................................................................... 62 

Select All/Delete All links ......................................................................................................... 63 

Generate reports ......................................................................................................................... 64 

7/23/2010 5


Getting Started 

Please refer to the following topics for information on how to begin 

using your EFI Pace system: 

Getting Started .................................................................................................................................. 6 

Log in and out of EFI Pace ........................................................................................................ 7 

Prerequisite browser settings ...................................................................................................... 9 

Prerequisite software installation .............................................................................................. 10 

Determine your EFI Pace version and release date .............................................................. 11 

View EFI Pace partner information ........................................................................................ 13 

7/23/2010 6


Log in and out of EFI Pace 

EFI Pace is a browser-based system, that you can access from any 

workstation that meets the basic browser and software requirements. 

(Refer to the “Prerequisite browser settings” and “Prerequisite software 

installation” topics for more information.) 

1. To log into the EFI Pace system, enter the web or IP address of your 

system, such as “http://your.efipacename.com/efipace.” 

The EFI Pace Login page appears. 

2. On the EFI Pace Login page, complete the following fields: 

• In the Username field (required), enter your unique 

alphanumeric user ID. 

Important: This field is case sensitive. 

Note: Contact your system administrator if you do not know 

your user ID or password. 

• In the Password field (required), enter your unique alphanumeric 

password. 

Important: This field is case sensitive. 

Note: Your system administrator configures the EFI Pace 

password requirements for your shop, including the minimum 

length, number of characters, and password expiration timeframe, 

on the Company Setup page in EFI Pace. 

• In the Login Automatically field, check the box if you want 

EFI Pace to create a login cookie to automatically log you into 

EFI Pace in the future, without entering your username and 

password. 

Important: You must set your browser to allow cookies from 

your EFI Pace site in order to use this feature. For security 

purposes, do not use the automatic login feature if you access 

EFI Pace from a shared/public computer. 

Note: Your system administrator establishes when the login 

cookie expires on the Company Setup page. EFI Pace indicates 

the expiration timeframe below the login box on the EFI Pace 

Login page. (Example: “If you choose to login automatically, this 

information will be saved for ## hours.”) Refer to the System 

Security Administrator Quick Start Guide for detailed 

information. 

3. Click [Login]. 

The EFI Pace home page appears. 

7/23/2010 7


4. To log off EFI Pace, click the Logoff link in the upper right corner 

of any page in EFI Pace, including the EFI Pace Home page. 

Note: If you click the Logoff link from within EFI Pace, the login 

cookie automatically expires. To best utilize this feature, you should 

simply close the EFI Pace browser window when finished instead of 

clicking the Logoff link. 

7/23/2010 8


Prerequisite browser settings 

You can use Microsoft Internet Explorer, Mozilla Firefox, or Apple 

Safari browsers to run EFI Pace. 

Tip: Refer to the “Browser Compatibility” section of the Pace website 

(http://www.pace2020.com/?q=node/33) for a list of supported 

browsers and versions. You must sign into the site using your 

COMPANY username and password to access the page. 

You must, use the following browser settings to ensure optimal 

performance of your EFI Pace system: 

• Enable ActiveX controls and plug-ins 

• Enable pop-up windows 

• Enable scripting 

• Enable cookies 

You may also want to create a shortcut or bookmark (add to favorites) to 

your EFI Pace home page. 

7/23/2010 9


Prerequisite software installation 

Depending on your current workstation setup, you may need to 

download third-party software, such as a report viewer and pdf reader, in 

order to view and print EFI Pace reports. 

The default EFI Pace report format is Java, which appears in the 

Interactive Report Viewer. For EFI Pace to display Java reports in the 

Interactive Report Viewer, you must install the appropriate JVM (Java 

Virtual Machine) software on your workstation. The JVM software 

product and version you install depends upon the operating system and 

browser that you use. 

Tip: Refer to the “JVM Version Guide” on the EFI website 

(http://www.pace2020.com/?q=node/30) for more information. You 

must sign into the site using your COMPANY username and password 

to access the page. 

Note: You can install only one version of a Sun JVM on an EFI Pace 

workstation. You must delete all previous Sun JVM versions and install 

the appropriate Sun JVM from the Sun Developer network 

(http://java.sun.com/webapps/download/AutoDL?BundleId=9567). 

If your workstation software setup does not support running Java 

reports, you can view your EFI Pace reports in PDF format through 

Adobe Acrobat Reader. You can download the latest version of Acrobat 

Reader from the Adobe website 

(http://www.adobe.com/products/acrobat/readstep2.html). 

7/23/2010 10


About EFI Pace Licensing 

Note: The following information applies if you are installed on EFI Pace 

version 20 and higher. 

Your EFI Pace system includes a specific number of user licenses 

purchased by your company. These user licenses enable you to access the 

base modules in EFI Pace, which include Accounts Receivable, 

Estimating, Job Billing, Job Control Center, and Job History, as well as 

any additional modules listed in your EFI customer contract. 

You may also use the EFI Pace main menu to access certain view-only 

pages of other add-on modules that your company did not purchase, 

such as the Quotes List page in the Price List Quoting module. To enable 

all functionality of additional EFI Pace modules, however, you must 

contact your EFI sales representative at 800-624-5999, ext. 4. 

Important: If you try to log in when the full amount of licensed users is 

already logged into the system, the system aborts the login and displays a 

warning message that the system has reached the maximum number of 

licenses for the user type. Your system administrator can manually log 

out users. 

Example: If your system is licensed for 20 Data Collection type users 

(user type=DC,) and 20 Data Collection users are logged into the system, 

then when the 21st user attempts to log in, that user receives a message 

to contact the system administrator because the user limits have been 

reached. 

Note: You use an EFI Pace user license each time you launch an EFI 

Pace session in a browser window. Therefore, if you log into the system 

using two different browsers on the same workstation, the system counts 

each login as a separate license (two licenses total). EFI recommends, 

therefore, that you launch multiple EFI Pace sessions in separate browser 

tabs, rather than separate browser windows. 

Note: When you log onto EFI Pace, if the number of users currently 

logged on to the system is close to the maximum number of licenses 

purchased for your company, the system displays the warning message, 

Active full user count is close to limits. 

7/23/2010 11


Determine your EFI Pace version and 

release date 

The version of EFI Pace currently running and the version release date 

appear at the bottom of the EFI Pace Login page, and on the bottom of 

all pages in EFI Pace, including the EFI Pace Home page. 

Note: The EFI Pace version number and release date does not appear 

on many pop-up pages in EFI Pace. 

To locate the version of EFI Pace currently running, look for “Powered 

by EFI Pace” at the bottom of the page. The gray number on the next 

line indicates the version number and release date in the format 

version-fix (YYYYMMDDTTTT), where YYYYMMDDTTTT is the 

release date, which includes the four-digit year, two-digit month, twodigit 

day, and four-digit time (in 24-hour format) of the release. 

Example: 18.0-282 (200806021248) indicates EFI Pace version 18.0, fix 

282, released on June 2, 2008, at 12:48. 

7/23/2010 12


View EFI Pace partner information 

1. To view information about the partners that contribute to the 

software used by the product, locate the words “Powered by EFI 

Pace” at the bottom of any page in EFI Pace, including the EFI Pace 

Home page. 

Note: “Powered by EFI Pace” does not appear on many pop-up 

pages in EFI Pace. 

2. In the “Powered by EFI Pace” phrase at the bottom of the page, 

click on [EFI Pace]. 

The About EFI Pace page appears, with a bulleted list of partners. 

3. Click on any of the links in the list to view the partners’ web sites or 

license information. 

7/23/2010 13


Access Help 

Please refer to the following topics for information on how to access the 

various EFI Pace help tools: 

Access Help ..................................................................................................................................... 14 

Access EFI Pace online help .................................................................................................... 15 

Download Quick Start Guides and Reference Guides ......................................................... 16 

Access the Knowledgebase ....................................................................................................... 17 

Access the University of Pace (UNP) ...................................................................................... 18 

Access the User Forum ............................................................................................................. 19 

7/23/2010 14


Access EFI Pace online help 

The top right of all pages in EFI Pace, including the EFI Pace Home 

page includes a link to the EFI Pace online help. Click the link for stepby-step 

instruction on how to download EFI Pace Quick Start Guides 

(QSGs) from the www.pace2020.com website. 

7/23/2010 15


Download Quick Start Guides and 

Reference Guides 

You can download all EFI Pace Quick Start Guides (QSGs) and 

Reference Guides from the EFI website at www.pace2020.com. To 

access the secure client area of the website, click Client Login in the 

upper right of the www.pace2020.com home page, or locate the Client 

Access block on the bottom of the banner on the left of the 

www.pace2020.com home page. 

Enter your company ID and password in the Username and Password 

fields, respectively, then click [Click Here To Log In] or [Login]. 

From the secure Support Center page, under Quick Links on the left, 

click the Quick Start Guides or Reference Guides link. Select the 

appropriate category, then click the name of the file you want to 

download and save to your computer. 

7/23/2010 16


Access the Knowledgebase 

The Knowledgebase is a self-service resource that enables you to quickly 

get answers to common questions 24 hours a day, 7 days a week. The 

Knowledgebase is a website designed to provide you with a variety of 

easily accessible types of information to help you use and understand the 

system. 

The Knowledgebase includes a robust search tool, links by category, a 

“Top 5 Articles” list, and a “Latest Articles” list to help you locate 

frequently asked questions (FAQs), troubleshoot a problem, or learn how 

to perform a task. When you find an article that is of interest to you, you 

can submit a comment to help other system users or submit a follow-up 

question for review. 

To register for the Knowledgebase, go to 

http://kb.pace2020.com/home/index.php?__f=register, complete all the 

fields on the Registration page, then click [Submit]. 

Note: If you do not complete all the fields on the page, your registration 

will not be accepted. 

Tip: In the Pace Customer Code field, enter the same code you enter 

in the Username field on the http://www.pace2020.com site Client 

Login page. In the Pace Customer Password field, enter the same 

password you enter in the Password field on the 

http://www.pace2020.com site Client Login page. If you do not know 

your company’s code and password, please contact your system 

administrator or EFI Support (800-624-5999). 

When the Registration Successful message appears, please enter the 

login ID and password that you created during registration and click 

[Submit] to access the Knowledgebase. 

7/23/2010 17


Access the University of Pace (UNP) 

The University of Pace (UNP) is a unique online training venue that 

provides you with practical system demonstrations and module 

overviews. In the UNP, you select from various module-based courses 

and lessons as they apply to your learning needs. Each lesson offers a 

general overview of the topic, a step-by-step demonstration, and 

quiz/test questions to assess your knowledge and understanding. 

To access the UNP, go to http://learn.pace2020.com, and enter your 

existing Knowledgebase login. (Refer to the “Access the 

Knowledgebase” topic for more information on how to obtain a 

Knowledgebase login.) You will also need an enrollment key from your 

EFI trainer for the course you want to take. 

Note: Before you begin your first course in the UNP, please log in to the 

Client Support area of the http://www.pace2020.com website to obtain 

system requirements for an optimal UNP experience. 

7/23/2010 18


Access the User Forum 

The online User Forum offers you a place to share creative solutions and 

a way to learn from experience. The User Forum offers all customers an 

opportunity to stay up-to-date with company news, network with peers, 

share ideas, and receive technical help in an online community. 

To access the User Forum, navigate to http://forums.pace2020.com, and 

enter your existing Knowledgebase login. (Refer to the “Access the 

Knowledgebase” topic for more information on how to obtain a 

Knowledgebase login.) 

7/23/2010 19


EFI Pace Navigation 

Please refer to the following topics for information on how to navigate 

through the EFI Pace system: 

EFI Pace Navigation ...................................................................................................................... 20 

About the EFI Pace Home page .............................................................................................. 21 

EFI Pace main menu navigation .............................................................................................. 22 

Object context toolbar navigation ........................................................................................... 24 

Breadcrumb navigation .............................................................................................................. 25 

Browser navigation ..................................................................................................................... 26 

EFI Pace site map navigation ................................................................................................... 27 

7/23/2010 20


About the EFI Pace Home page 

The EFI Pace Home page appears when you first log into the EFI Pace 

system, and whenever you click the Home page link at the beginning of 

the breadcrumbs on any EFI Pace page. (Refer to the “Breadcrumb 

Navigation” topic in this Reference Guide for more information about 

breadcrumb navigation.) 

The EFI Pace Home page displays the following: 

• The EFI Pace main menu at the top of the page . 

• The link toolbar in the upper right of the page, which includes the 

Logoff, Site Map, Help, and Print Preview links. 

• EFI Pace version and release information. 

• Your user ID in the “Currently logged in as…” text at the bottom 

right of the page. 

• The date and time the page loaded, in the “As of…” text at the 

bottom right of the page. 

7/23/2010 21


EFI Pace main menu navigation 

The EFI Pace main menu at the top of most EFI Pace pages enables you 

to navigate to anywhere in the system. 

Note: Your system administrator must grant you the appropriate security 

permissions to view various menu options and access certain pages in 

EFI Pace. However, security permissions do not affect your company’s 

system user licenses. (Refer to the “About EFI Pace Licensing” topic in 

this guide for more information.) 

Tip: Your system administrator can customize the EFI Pace menus 

using the optional Customizations Toolkit module. 

Click [EFI|Pace] in the upper left corner of page to expand the EFI 

Pace main menu and view the available menu options. The EFI Pace 

main menu is divided into several main functional areas, including 

Estimating, Price List Quoting, Production, Accounting, CRM 

(Customer Relationship Management), and Administration. Move the 

mouse over one of these functional areas to expand the menu and see a 

list of related sub-menu options. 

In the expanded list of related menu options, you can click on an option 

in the list to select it, or, if an arrow (►) appears to the right of the 

option, you can move the mouse over the option and expand the menu 

again. 

Example: After you click [EFI|Pace], you can move the mouse over 

Production, then over Inventory Control, then over Reports, then 

over General Reports, then click Inventory Summary. 

Recent menu items 

The system stores and displays your most recently visited menu items 

under the Recent Menu Items option of the main menu. To return to a 

page you recently accessed from the main menu, click [EFI|Pace], then 

move the mouse over Recent Menu Items, then click on the 

appropriate menu option from the list of options. 

Note: You system administrator establishes the number of option to 

display in the Recent Menu Items sub-menu in the Max Recent Items 

field in the on the System User Detail page.) 

7/23/2010 22


Menu search 

The main menu in EFI Pace includes a Search feature that enables you to 

search for a menu option by typing all or part of the option name in the 

Search Menu Items field at the bottom of the main EFI Pace menu 

options list. 

As you type in the Search Menu Items field, the system automatically 

displays a list of options that match your criteria. To navigate to one of 

the options in the list, click on the desired option, or type the full option 

name in the field and click on the magnifying glass icon to the left of the 

field. EFI Pace displays the corresponding page or pop-up page for the 

option you select. 

7/23/2010 23


Object context toolbar navigation 

All detail pages in EFI Pace include an object context navigational 

toolbar at the top of the page, below the EFI Pace main menu. The 

object context toolbar consists of various gray context buttons that 

provide direct links to related pages in EFI Pace. 

Example: On the Job Detail page, in the object context toolbar, you can 

click [Job List] to navigate directly to the Job List page, or click [Add] 

to navigate directly to the Job Add page. 

Note: Your system administrator must grant you the appropriate security 

permissions to view various context buttons in EFI Pace. 

Tip: Your system administrator can customize the EFI Pace object 

context menu using the optional Customizations Toolkit module. 

7/23/2010 24


Breadcrumb navigation 

Directly below the EFI Pace main menu, the system displays 

“breadcrumbs” to areas of the system you visited. You can use these 

breadcrumbs to navigate back to a page you previously visited, such as 

the home page, or to a page in the system related to the individual 

breadcrumb link. 

When you click on a breadcrumb, a related drop-down menu appears 

with a list of pages in the system that relate to the breadcrumb link. Click 

on an option in the drop-down menu to navigate directly to the related 

page. 

Example: On the Job Detail page, the breadcrumbs display Home > 

[Customer Name] > [Job Number]. If you click on the customer 

name in the breadcrumbs, the customer object context drop-down menu 

appears, and enables you to navigate to other pages in the system related 

to that customer, such as the Customer Detail page, and the Contacts 

List page. 

7/23/2010 25


Browser navigation 

You can use your browser’s navigational toolbar and address bar to 

navigate through EFI Pace. The [Refresh] button on the browser’s 

navigational toolbar enables you to refresh the page you are viewing to 

ensure that the page displays the most current data. 

Click the [Back] or [Forward] button on the browser’s navigational 

toolbar (or use the shortcut keys for your browser) to return or advance 

to the previous pages you viewed. 

Note: You should save any changes you make to an EFI Pace page 

before you refresh or leave the page. Otherwise, the system displays a 

warning message that indicates all your changes will be lost. If you 

receive a warning message, click [Cancel] to return to the original EFI 

Pace page without refreshing, or click [OK] to refresh the page. 

Note: When you use your browser’s [Back] button, EFI Pace returns 

you to a snapshot of the page at a specific point in time. The information 

on the page, therefore, may not be the most current information. 

Your browser’s address bar also displays EFI Pace information for each 

page, such as whether you are on an EFI Pace List, Add, or Detail page, 

and which job and job part you are viewing. 

Examples: 

• http://your_efipace_address.com/efipace/object/Job/list indicates 

that you are on the Jobs List page. 

• http://your_efipace_address.com/efipace/object/Job/add indicates 

that you are on the Job Add page. 

• http://your_efipace_address.com/efipace/object/Job/detail/A1234 

indicates that you are on the Job Detail page for job A1234. 

• http://your_efipace_address.com/efipace/object/JobPart/detail/ 

A1234:01 indicates that you are on the Job Part Detail page for part 01 of 

job A1234. 

7/23/2010 26


EFI Pace site map navigation 

The top right of all pages in EFI Pace, including the EFI Pace Home 

page includes a link to the EFI Pace site map, which displays all available 

areas of EFI Pace in a navigational tree format. 

The options in black indicate menus or sub-menus that can be expanded 

or collapsed on the page. A circle (○) to the left of the option indicates 

that the option is one level off the main menu. A square (▪) to the left of 

the item indicates that the option is two or more levels off the main 

menu. A triangle () indicates the option expands to display sub-menu 

options. 

Options in blue indicate functional links that you can use to jump directly 

to a particular page in EFI Pace. 

Example: On the EFI Pace site map, click the arrow next to the black 

Job Control Center text to expand the list of options, then click the blue 

Jobs link to navigate to the Jobs List page. 

7/23/2010 27


EFI Pace Page Layouts and 

Functionality 

Please refer to the following topics for information about the layout and 

functions of the various pages within the EFI Pace system. 

EFI Pace Page Layouts and Functionality .................................................................................. 28 

List pages ..................................................................................................................................... 29 

Summary pages ........................................................................................................................... 31 

Detail pages ................................................................................................................................. 32 

Tabs and group boxes ................................................................................................................ 33 

Pop-up pages ............................................................................................................................... 34 

Grids ............................................................................................................................................. 36 

Create a screen print................................................................................................................... 37 

7/23/2010 28


List pages 

EFI Pace list pages enable you to see multiple records, based on specific 

criteria. Most list pages include the Search and Find features, which 

enable you to narrow your search for a particular record or records. 

To use the Search and Find features on an EFI Pace list page, select the 

desired options from the drop-down lists, then, if available, enter all or 

part of the text for which you want to search. Click [Find] to retrieve 

results. 

The system returns all records that match your search criteria in a grid 

format, with field labels as the column headings. Next to each record, the 

system displays a magnifying glass icon, which you can click to navigate 

to the detail page for that record. 

Tip: In some instances, you can modify field values in the grid on the list 

page, then click [Update] to save your changes. Refer to the “Grids” 

topic in this guide for more information. 

Most EFI Pace list pages enable you to apply filters that sort the results 

of your search and enable you to find the desired record more easily. You 

can do any of the following to sort and filter your list of results, as 

applicable: 

• If the results list contains groups, uncheck the box next to the 

desired group name to collapse the group in the list. Check the box 

to expand the group in the list. 

• Click on any column heading by which you want to sort the list, 

and select one of the following options, as applicable: 

- Click Sort Ascending or Sort Descending to sort the list by 

the selected column, in ascending or descending order. 

- Click Remove Sort to remove any sort options from the 

group or column. 

- Click Group By (available only if the list is already sorted by 

the selected column heading) to group the records by the 

selected column heading. 

- Click Remove Group (available only if the list is already 

grouped by the selected field) to ungroup the list, and change 

the selected group to a column heading. 

- Click Reset Sort/Group to revert back to the default sort 

and grouping options. 

7/23/2010 29


• At the top of the page near the Search field, check the box in the 

Show Grid Filter field, then move the mouse over a value by 

which you want to filter the list, and select the appropriate filter 

option (e.g., filter by, filter excluding, filter for, remove filter). 

If available, you can click [Add New Record] from the list page to add a 

new record on the related add page. 

Example: On the Jobs List page, click [Add New Record] to navigate 

to the Job Add page and add a new job. 

7/23/2010 30


Summary pages 

Summary pages in EFI Pace display general overview information about 

a particular record. This information enables you to view, and sometimes 

update, the status and items related to the record at a glance. 

Example: The Estimate Summary page displays summary information 

for the estimate you select. From this page, you can view general part, 

workflow, paper, ink, price, quote, and contact information by clicking 

on the related tab. 

To view additional details of a particular record, you can click [Details] 

on the object context toolbar, or, in most cases, you can click the 

magnifying glass icon next to the particular part or item you want to 

view. 

Tip: To return to the summary page, you can click [Summary] on the 

object context toolbar. 

7/23/2010 31


Detail pages 

EFI Pace detail pages display more in-depth information about a 

particular record. Provided you have the appropriate security 

permissions, you can use the detail pages in EFI Pace to modify, 

duplicate, and delete record information. 

Example: The Estimate Detail page displays detailed information for the 

estimate you select. From this page, you can view and modify product, 

contact, paper, ink, prepress, press, and other related information. 

Additionally, the object context toolbar on most detail pages includes 

buttons that enable you to navigate to related information and reports, 

such as messages, quote letters, job shipments, etc. 

7/23/2010 32


Tabs and group boxes 

EFI Pace pages that display a large number of fields or objects also 

include tabs and group boxes. Tabs and group boxes group related fields 

together, and enable you easily locate the fields you want to enter or 

modify. To navigate to another tab without refreshing the page, simply 

click on the tab label. 

Example: The Estimate Detail page displays the Product, Contact, 

Notes, Paper, Ink, Prepress, Press, and other tabs related to the estimate. 

Click on the Paper tab to view paper information related to the estimate. 

Click on the Product tab to view product information, and the Trim 

Allowance group box, which contains trim allowance fields. 

You can also use keyboard shortcuts to navigate to the various tabs on 

the page. If you are using an Internet Explorer browser, hold down the 

Alt key on your keyboard, and press the underlined letter of the tab you 

want to view, then press [Enter]. 

If you are using a Mozilla Firefox browser, to navigate to another tab on 

the page, hold down the Alt and Shift keys on your keyboard, and press 

the underlined letter of the tab you want to view. 

Examples: On the Estimate Detail page, to navigate to the Contact tab 

using keyboard shortcuts in an Internet Explorer browser window, hold 

down the Alt key on your keyboard, and press the C key. Then press 

[Enter]. 

On the Estimate Detail page, to navigate to the Contact tab using 

keyboard shortcuts in a Mozilla Firefox browser window, hold down the 

Alt and Shift keys on your keyboard, then press the C key. 

7/23/2010 33


Pop-up pages 

EFI Pace pop-up pages enable you to view and modify details of other 

system areas without leaving the page you are currently viewing. When 

you update the fields on a pop-up page, the system refreshes the main 

page with the related information from the pop-up page. 

Example: On the Job Detail page if you click [Add Note] to add a note 

to a job, then click [Add], the system updates the Job Detail page with 

the note information. 

Note: You should save any changes you make on the main page before 

you click [Add] or [Update] on a pop-up page. Otherwise, you will lose 

all changes on the main page when the system refreshes the main page 

with updated information from the pop-up page. 

In some cases, pop-up pages enable you to search for a specific record, 

so that when you select the record, the system automatically populates 

the related field on the main page with the record information you select. 

Example: On the Data Collection Login page, if you click [Pick] next 

to the Employee Code field, the system launches the Employee List 

pop-up page. Use the Search and Find features to locate the desired 

employee, then click the magnifying glass icon next to the employee ID. 

The system automatically fills the Employee Code field on the Data 

Collection Login page with the employee ID you select. 

Note: When you use the [Pick] option, then click on a magnifying glass 

icon to select a record on the resulting pop-up page, the system populates 

the original field with the ID of the selected record, rather than 

displaying the full record details. Refer to the “Magnifying glass icons” 

topic in this guide for more information. 

Some EFI Pace pages contain grids that you can use a pop-up page to 

update. To update a record in the grid using a pop-up page, click the 

magnifying glass icon next to the record you want to modify. The system 

displays the record details in a separate pop-up page. Modify the record 

as necessary, and click [Update]. The system closes the pop-up pages 

and refreshes the grid with the information you entered. Refer to the 

“Grids” topic in this guide for more information. 

7/23/2010 34


Example: On the Prepress tab of the Estimate Details page, if you click 

the magnifying glass next to a prepress record in the Prepress Operations 

grid, the system launches the Prepress Operation Detail pop-up page. If 

you update the record, then click [Update/Refresh], the system closes 

the pop-up page and refreshes the Prepress Operations grid. 

7/23/2010 35


Grids 

Some EFI Pace pages contain grids, which display related summary 

information for multiple records. In many cases, you can update the 

records directly in the grid by modifying the desired field values and 

clicking [Update]. Some grids also include the [Add in Grid] button, 

which enables you to add new records. 

Example: In the Parts grid of the Parts Info tab on the Job Detail page, 

you can update the values in the Part Description, Production Status, 

and Last Act Code fields, and click [Update] to save your changes. You 

can also click [Add in Grid] to add a new job part record to the Parts 

grid. 

In many cases, you can also delete records directly from the grid. While 

viewing the grid, check the box in the Delete field next to the record you 

want to delete, then click [Update] at the top or bottom of the page. 

Important: If you want to save the rest of the information on the page 

you are viewing, do NOT click the [Delete] button at the top or bottom 

of the page. 

If the grid includes multiple pages, you can do any of the following to 

navigate to the desired page: 

• Click the left or right double arrows ([]) to navigate 

to the first or last page. 

• Click the left or right single arrows ([]) to navigate to the 

next or previous page. 

• Select the desired page number from the Page drop-down list to 

navigate to a specific page. 

Tip: Your system administrator can use the Company Setup page to set 

the default number of records that appear on each page of the grid. 

7/23/2010 36


Create a screen print 

Do all of the following to create a printer-friendly version of any EFI 

Pace page: 

1. Click the Print Preview link in the upper right corner of the page 

you want to print. 

The Print Preview pop-up page appears, with a printer-friendly 

version of the page 

2. Click the Click To Print link in the upper right corner of the pop-up 

page. 

The Print dialog box appears. 

3. Select the printer to which you want to print the page, and click 

[Print]. 

The system prints the page. 

4. Click the red X in the upper right corner of the Print Preview pop-up 

page to close the page. 

7/23/2010 37


Basic Field Types And Functionality 

Please refer to the following topics for information about EFI Pace field 

types and functionality. 

Basic Field Types And Functionality ........................................................................................... 38 

Required fields ............................................................................................................................ 39 

Uneditable fields ......................................................................................................................... 40 

Date fields .................................................................................................................................... 41 

Drop-down lists .......................................................................................................................... 42 

ToolTips ....................................................................................................................................... 43 

Locate a value .............................................................................................................................. 44 

Default values .............................................................................................................................. 45 

7/23/2010 38


Required fields 

A red field label in EFI Pace indicates that the field is required. You must 

enter or select a value for all required fields on a page before you can 

update the page. If you do not enter all required fields on the page and 

try to add a record or update the page, the system highlights the empty 

required field(s) and displays a warning message to notify you. 

Some fields are conditional, in that they are required only if you select a 

specific value in a related field, or if you do not enter any value in a 

related field. 

Example: On the Estimate Add page, the Product field is required if 

you select a value in the Category field. Additionally, if you do not enter 

values in the Product or Category fields, the Composite Product field 

is required. 

If a field is required for JDF or JMF, a red asterisk (*) appears before the 

field label. If a field is required for the PaceConnect-Metrix integration, a 

blue asterisk (*) appears before the field label. If a page contains any of 

these fields, the system displays a key that indicates which integration 

requires the field. 

7/23/2010 39


Uneditable fields 

EFI Pace also includes some fields which you cannot edit on specific 

pages. These uneditable fields contain values that are calculated by the 

system only, or values that the system retrieves from other areas. You can 

identify uneditable fields by the white background of the field, as 

opposed to the gray background of fields you can modify. 

Note: Some fields may also contain a white background if your system 

administrator provided you with read-only, and not read/write, 

permissions for the fields. 

Example: On the Contact tab of the Estimate Summary page, the 

editable fields Contact and Name have gray backgrounds and allow you 

to enter a value. The values for uneditable fields with white backgrounds, 

such as Company, Address, and Email are pulled from the Contact 

table, and cannot be modified on the Estimate Summary page. 

7/23/2010 40


Date fields 

You can use any of the following methods to enter a date in an EFI Pace 

field: 

• Manually enter the date in MM/DD/CCYY, MMDDCCYY, or 

MMDDYY format, where MM is the month, DD is the day, CC is 

the two-digit century, and YY is the two-digit year. 

• Enter the month and day in MM/DD format. The system 

automatically adds the current four-digit year to the field in the 

correct format. 

• Click in a field, then press . (period) or T on your keyboard to enter 

today’s date. The system automatically enters the current date in the 

field. 

• Click the calendar icon next to the field to open the calendar popup, 

then click on the desired date. 

Tip: Refer to the “The calendar icon” topic in this guide for 

information about how to use the calendar pop-up. 

7/23/2010 41


Drop-down lists 

Some fields in EFI Pace contain a drop-down list from which you can 

select an applicable value. The system often populates the drop-down 

lists in these fields with the information you set up in other areas of the 

system. If a particular value is not available in the drop-down list, you or 

your system administrator can add the value by navigating to the related 

Add page in the system. 

Example: The system populates the drop-down list in the Contact field 

on the Contact tab of the Estimate Summary page with information from 

the Customer List in EFI Pace. 

To select a value from a drop-down list, click the down arrow (▼) to 

expand the list, then click on the desired value. If there is more than one 

value in the drop-down list, you can also use the up and down arrows on 

your keyboard to scroll through the values, or press a letter on your 

keyboard to automatically select the first record in the list that begins 

with that letter. 

Example: Click on, or tab to the Sales Tax field on the Contact tab of 

the Estimate Summary page, then press F on your keyboard to 

automatically select the first value in the list that begins with “F.” 

7/23/2010 42


ToolTips 

EFI Pace contains ToolTips for some fields that provide detailed 

information such as a field description, maximum number of characters 

the field accepts, or the format the field requires. 

You can access ToolTips by positioning your mouse pointer over the 

name of the field for which you want additional information. A small, 

cream-colored pop-up box appears with detailed information for that 

field. 

Tip: The ToolTip caption appears for approximately seven seconds. If 

you need to continue reading, simply move the mouse away from the 

field, then position your mouse pointer over the field again. 

7/23/2010 43


Locate a value 

EFI Pace enables you to search for specific values for some fields on a 

page by clicking the [Pick] button next to the field. When you click 

[Pick], a pop-up page appears with the search and find features. 

Use the search and find features on the pop-up page to locate the desired 

value, then click the magnifying glass icon to automatically populate the 

original field with the desired value and close the pop-up page. 

Example: On the Inventory Item Add page, on the General Info tab, 

the Vendor field includes a [Pick] button. When you click [Pick], the 

Vendor List pop-up page appears, with the search and find features. 

Enter all or part of the desired value, then click [Find]. A list of vendors 

that match your search criteria appears. Click the magnifying glass icon 

next to the desired vendor ID. The system closes the pop-up page, and 

populates the Vendor field on the Inventory Item Add page with the 

value you selected. 

7/23/2010 44


Default values 

The system automatically populates some fields with default values, 

based on system settings and/or the value you enter in other fields on the 

page. In most cases, your system administrator establishes the default 

values that populate EFI Pace fields through the various module setup 

tasks. 

You can change most default field values as desired, provided the value 

you want is valid. Contact your system administrator to change the 

default value of a field, or to add more available values. 

Example: On the Estimate Add page, on the Part Info tab, if you select 

2 as a value in the # Pages field, the system automatically populates the 

Fold Pattern field with 2/1 Flat Sheet. You can leave the default value 

in the Fold Pattern field, or you can change it by selecting a different 

value from the drop-down. 

7/23/2010 45


EFI Pace Button Functionality 

Please refer to the following topics for information about how EFI Pace 

buttons function. 

EFI Pace Button Functionality .................................................................................................... 46 

Add, Update, and Cancel buttons ............................................................................................ 47 

The Delete button ...................................................................................................................... 48 

The Duplicate button ................................................................................................................. 49 

Magnifying glass icons ............................................................................................................... 50 

Pick buttons ................................................................................................................................. 51 

The calendar icon ....................................................................................................................... 52 

Print Report and Preview Report buttons .............................................................................. 53 

Browse buttons ........................................................................................................................... 54 

7/23/2010 46


Add, Update, and Cancel buttons 

Click [Add] or [Update] to save your changes on any page or pop-up 

page in EFI Pace. [Add] appears on Add pages and pop-up pages on 

which you add records to EFI Pace. [Update] appears on Summary, 

Detail, and List pages and pop-up pages that allow you to modify EFI 

Pace data. 

Note: The Estimate Add page includes the [Calculate & View 

Summary] and [Calculate & View Details] buttons instead of [Add]. 

Additionally, the Estimate Summary page and Estimate Detail page 

includes the [Recalculate] and [Recalculate & View Details] or 

[Recalc/Print] buttons instead of [Update]. 

Tip: If you make changes to a grid on a page, such as adding a new 

record to the grid, click [Update] to save your changes. 

Some pop-up pages also include an [Add/Add New] button you can 

use when you need to add multiple new records. This button enables you 

to save a new record and launch a new blank Add pop-up page to 

complete and save without returning to the original page in EFI Pace. 

Additionally, grids on certain EFI Pace pages include an [Add In Grid] 

button, which creates a new blank row in the grid instead of opening a 

pop-up page. You can enter all applicable information in the grid, then 

click [Update] on the page to save the record. 

To cancel all changes you made on a page or pop-up page, click 

[Cancel]. The system returns you to the previous page you were viewing 

and does not save any of your changes. 

7/23/2010 47


The Delete button 

If you are on a Detail page in EFI Pace, click [Delete] to permanently 

delete a record from the EFI Pace system. 

Note: The [Delete] button on an EFI Pace Detail page functions 

differently from the Delete field on pages and in grids. The Delete field 

deletes the relationship between multiple records, but does not delete the 

records themselves. 

Example: On the Carton tab of the Job Shipment Detail page, if you 

check the box in the Delete? field, then click [Update], the system 

removes the carton from the job shipment record, and the job shipment 

is still available in the system. If you click [Delete] on the Job Shipment 

Detail page, however, the system deletes the entire job shipment record 

from the system, along with all associated cartons. 

When you click [Delete], the system prompts you to confirm the 

deletion. Click [OK] to confirm the deletion, or click [Cancel] to keep 

the record and return to the page you are viewing. 

Note: You cannot delete a record that is referenced in other records of 

EFI Pace. For example, if a purchase order record references a specific 

vendor record, you cannot delete that vendor from the system until you 

remove the vendor references from all purchase orders. 

7/23/2010 48


The Duplicate button 

The [Duplicate] button on a Detail page in EFI Pace, enables you to 

copy the record you are viewing. Some pages in EFI Pace, such as the 

Job Detail page, include multiple buttons ([Add Via Duplicate] and 

[Duplicate]) that enable you to duplicate a record. You can find the 

[Duplicate] button in the main EFI Pace button bar and/or in the 

context menu toolbar, depending on where you are in the system. 

Usually when you click [Duplicate] to duplicate a record in EFI Pace, a 

related Duplicate page appears, and you must enter unique field 

information for specific fields before you can access the Detail page for 

the duplicated record. 

On the Duplicate page, you can use the Selective Duplicate box on the 

right side of the page to choose which related items (such as press forms 

or job parts) you want to copy to the new record. Click the gray right and 

down arrows to expand and collapse the various parent items. Then 

check the box next to the item(s) you want to copy to the new record. 

Note: Duplicating a record does not affect the original record. 

7/23/2010 49


Magnifying glass icons 

The magnifying glass icon in EFI Pace provides you with “drill-down” 

capabilities in EFI Pace. Depending on where you are in the system, you 

can use the magnifying glass icon to do the following: 

• View the details of a particular value in a field – After you 

select a field value, click the magnifying glass icon next to the field 

name. A pop-up page appears with the record details of the value 

you selected. You can modify the details of the record on the popup 

page, if you have security permissions. 

Important: Any modifications you make on the Detail pop-up 

page changes the record information throughout the EFI Pace 

system. If you want to modify the details of a field value for only 

one area of the system, you or your system administrator should 

duplicate and rename the record, then make the necessary changes. 

You can then populate the field with either the original or the 

duplicate record. 

• Select a value from a list to automatically populate a field – 

After you click [Pick] next to a field and enter your search criteria 

in the resulting List pop-up page, click the magnifying glass icon 

next to the item you want to appear in the field. Refer to the 

“Locate a value” topic in this guide for more information. 

• View the details of a particular record – On any EFI Pace list 

page, click the magnifying glass icon next to the item in the list you 

want to view. The system displays the Detail page for the record 

you select. 

7/23/2010 50


Pick buttons 

EFI Pace enables you to search for specific values for some fields on a 

page by clicking the [Pick] button next to the field. Refer to the “Locate 

a value” topic in this guide for detailed information about the 

functionality of this button. 

7/23/2010 51


The calendar icon 

The calendar icon appears next to most date fields in EFI Pace. When 

you click the calendar icon, you can select a date from a pop-up calendar, 

and the system populates the field with the date you select. 

To navigate to the desired date in the pop-up calendar, do any of the 

following: 

• Click Today to populate the field with today’s date. 

• Click the left and right double arrows ([]) to scroll 

through the years on the calendar. Click and hold the mouse on 

either of the double arrows to select a specific year from a list. 

• Click the left and right single arrows ([]) to scroll 

through the months on the calendar. Click and hold the mouse on 

either of the single arrows to select a specific month from a list. 

• Click on any date in the calendar to populate the field with the date 

you select. 

• Click the “X” in the upper right corner of the calendar to close the 

calendar without selecting a date. 

7/23/2010 52


Print Report and Preview Report buttons 

You have two report printing options available on the Report Properties 

pop-up page in EFI Pace: print directly to a printer, using the [Print 

Report] button, or preview the report before you print by clicking 

[Preview Report]. 

If you want to print the report directly to the printer without previewing 

it, you must select a printer from the drop-down list in the Printer field 

on the Report Properties pop-up page. Then, in the Num. copies field, 

enter the number of copies of the report that you want to print. 

Note: Your system administrator must configure available printers in 

EFI Pace. 

If you want to preview the report before you print it, click [Print 

Preview]. The Report Viewer page appears. On the Report Viewer page, 

you can review the report information, then save, print, or export the 

report. 

Tip: Refer to the “Generate reports” topic in this guide for detailed 

information about printing EFI Pace reports. 

7/23/2010 53


Browse buttons 

[Browse] appears next to fields where you can upload attachments to an 

EFI Pace record. You can attach any file with any file extension to an 

EFI Pace record, as long as the file size does not exceed 10 MB 

(megabytes). For larger files or a large volume of files, EFI offers a 

storage server solution. Refer to the “Add attachments and links” topic 

in this guide for detailed information about uploading a file to an EFI 

Pace record. 

Note: If you upload a print logo to print on a report, the logo should be 

a low resolution RGB jpeg or jpg file (with an extension of "jpeg" or 

"jpg" in lower case) to prevent long user wait times, or a possible 

timeout. You must configure the logo to fit within a 117 x 117 or 117 x 

288 pixel area at 150 dpi. 

Note: The canvas size for print logo attachments MUST match the logo 

and be no larger than 1.2" x 1.2". If you do not match these 

specifications exactly, the system rejects your attachment. You do not 

need to size the logo to this pixel range. Rather, in your graphics 

application, size your canvas to the above pixel dimensions, then place 

your proportionately sized logo within your canvas area. This enables 

your logo to print correctly on the reports that allow this feature. 

7/23/2010 54


EFI Pace Basics 

Please refer to the following topics to perform basic tasks in EFI Pace. 

EFI Pace Basics .............................................................................................................................. 55 

View history ................................................................................................................................. 56 

Add URLs/links ......................................................................................................................... 57 

Add attachments ......................................................................................................................... 58 

Add note records ........................................................................................................................ 59 

Refresh a page in EFI Pace ....................................................................................................... 61 

The EFI Pace Search feature .................................................................................................... 62 

Select All/Delete All links ......................................................................................................... 63 

Generate reports ......................................................................................................................... 64 

7/23/2010 55


View history 

You can view the History page that lists the changes made on any EFI 

Pace page by clicking the View History link on the lower right corner of 

the page. The read-only History page displays the following information 

in tabular format: 

• Date Modified – This column indicates the date and time the 

change took place. 

• Username – This column indicates the EFI Pace username of the 

person who made the change. 

• Field – This column indicates the field that changed. 

• Previous Value – This column indicates the value that was in the 

field before the change. 

Note: The History page indicates when a record was added to the 

system by leaving the Field field blank and entering Added in the 

Previous Value field. 

Tip: To sort the History table, click on the column heading by which 

you want to sort, then select the desired sort option (Sort Ascending, 

Sort Descending, Group, etc.) from the resulting pop-up box. 

7/23/2010 56


Add URLs/links 

Some pages and pop-up pages in EFI Pace have fields that enable you to 

attach a URL or related link. To add a URL or link, enter the URL 

address in the appropriate field on the page, then click [Add] or 

[Update] to save your changes. 

Tip: You should include “http://” at the beginning of the URL to 

ensure that other EFI Pace users can access the link. 

When you add a URL or link to a page or pop-up page in EFI Pace, you 

can click the View URL world icon next to the field to view the link 

location in a separate browser page. 

7/23/2010 57


Add attachments 

Use the following procedure to attach a file to an EFI Pace record: 

1. Click [Browse] next to the field where you want to add an 

attachment. 

The Choose File dialog pop-up box appears. 

2. In the Choose File dialog pop-up box, navigate to the file you want 

to include on the specific EFI Pace record, then click [Open File]. 

The file path of the file you want to attach appears in the field on the 

EFI Pace page. 

3. Click [Add] or [Update] on the EFI Pace page to save your changes 

and attach the file. 

The system saves your changes, and the View link and Delete? field 

replace the [Browse] button. 

4. Do one of the following: 

• Click View to view the file you attached. 

The system displays the file in a separate pop-up page. 

• Check the box in the Delete? field and click [Update] to remove 

the attachment from the record. 

Note: The maximum file size you can upload to EFI Pace as an 

attachment is 10 MB (megabytes). 

Example: On the Job Detail page, you can click [Browse] in the 

Attachment field to locate and attach a file to the job record. 

7/23/2010 58


Add note records 

Use the following procedure to attach free-form text note records to 

other EFI Pace records, such as to jobs, job parts, estimates, customers, 

etc. 

Tip: Some pages in EFI Pace include a Note field in which you can 

enter free-form text. This field allows for only one note area, and you 

must use the History feature to track the user ID of the person who 

entered this type of note. Refer to the “View history” topic in this guide 

for more information. 

Tip: You can enter notes of up to approximately 300,0000 lines in EFI 

Pace. 

Note: The following procedure uses job notes as an example process. 

Adding notes to other records in EFI Pace follows a similar process, with 

small variations in field and button names. 


• To add a note to a job record, on the Job Detail page, click [Job 

Notes] in the context menu toolbar. 

The Notes For Job Detail page appears, with the Job Notes tab. 

• To add a note to a job part record, on the Job Part Detail page, 

click [Notes] in the context menu toolbar. 

The Notes For Job Part Detail page appears, with the Job Part 

Notes tab. 

2. On the Notes For Job Detail page or the Notes For Job Part Detail 

page, click [Add New Record]. 

The Job Note Add pop-up page or the Job Part Add pop-up page 

appears. 

3. On the Job Note Add pop-up page or the Job Part Add pop-up page, 

complete the following field, as applicable: 

• In the Job Part field (available only on the Job Note Add page), 

select the job part to which you want this note to belong. 

• In the Department field (required), select the department to 

which you want to associate this item. 

• In the Sub Note Category field, select the sub-category to which 

you want this note to belong. 

• In the Note field (required), enter any additional information 

about the job or job part. 

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• To save the note and return to the Note For Job Detail page or 

the Notes For Job Part Detail page, click [Add]. 

• To save the note and add another, click [Add/Add New]. 

• To close the pop-up page without saving the note, click 

[Cancel]. 

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Refresh a page in EFI Pace 

Because EFI Pace is browser-based, you can click the Refresh button in 

your browser toolbar at any time to refresh any page you are viewing. 

However, the system will not save any changes you make if you refresh 

the page before you click [Add] or [Update]. 

You may need to refresh a page in EFI Pace if you left the page idle for 

too long, or if you want to ensure that you are viewing the most current 

EFI Pace data. Additionally, your system administrator can set up 

specific EFI Pace pages, such as the Inquiry View page of the 

ePaceStation module, to automatically refresh at a given interval. 

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The EFI Pace Search feature 

Most modules in EFI Pace enable you to search for a specific record by 

clicking on the related Find [Item name] menu option from the EFI 

Pace main menu, by clicking a related [Pick] button, or by navigating to 

the appropriate List page. 

The Search feature in EFI Pace enables you to use a drop-down list to 

search for a specific part of a record, such as an ID or description. It also 

includes a free-form text box in which you can enter all or part of the 

value for which you want to search. Depending on your system settings, 

you can leave the text box blank to return all records, or use a wildcard 

character such as an asterisk (*) in your search criteria. 

Example: On many of the list pages, such as the Jobs List page, you can 

select an additional search criteria, like whether you want to search for 

open jobs only, closed jobs only, or all jobs. You can also specify whether 

you want to search by job number, customer ID, description, etc. If you 

leave the text box next to [Find], blank, the system returns a list of all 

open and/or closed jobs. 

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Select All/Delete All links 

Some list pages and grids in EFI Pace display a Delete or Select column, 

with checkboxes next to each row in the grid. Depending on your system 

settings, the Delete and Select columns also include a link labeled All 

that appears beneath the column heading. 

If you click on the All link, the system automatically checks all boxes in 

the column on the page. Clicking [Update] on the page then deletes or 

selects all records in the grid on the page at once. 

Note: The All link selects only those records that appear on the page you 

are viewing. If the grid includes multiple pages, you must navigate to each 

page, click the All link, and then click [Update] to delete or select all 

related records. 

Tip: If you want to delete or select all but a few records in the grid, click 

the All link, then uncheck the box next to the records you do not want to 

delete or select. 

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Generate reports 

Use the following procedure to generate an EFI Pace report: 

1. Navigate to the report you want to generate, using the EFI Pace main 

menu, the context menu toolbar, or the Reports tab on the page, as 

applicable. 

The Report Properties pop-up page appears, with the applicable 

report parameters, or the Report Viewer page appears. 


• If you are on the Report Properties pop-up page, proceed to step 

3. 

• If you are on the Report Viewer page, skip to step 6. 

3. On the Report Properties pop-up page, use the EFI Pace report 

defaults or change parameters, as desired. 

Tip: For most report parameter fields, use the tooltips to display a 

list of valid values. Some report parameter fields also include a dropdown 

list from which you can select a value. 

4. On the Report Properties page, in the Direct Printing group box, 

complete the following fields, as applicable: 

• In the Printer field, select the printer to which you want to print 

the report. 

Note: Your system administrator must configure the available 

printers in EFI Pace to populate the drop-down list in this field. 

• In the Preferred Media field, select the media attribute you want 

to use to print the report. 

• In the Num. copies field, enter the number of copies of the 

report that you want to print. 

Note: The system uses the Printer and Num. copies fields only 

when you click [Print Report] on the Report Properties pop-up 

page. 

5. Do one of the following to generate the report: 

• To preview the report prior to printing it, click [Preview 

Report]. 

The Report Viewer page appears and displays the appropriate 

report information in the format you selected. 

Tip: If the report contains a grid with a large amount of data, the 

system displays the column headers on all pages of the report. 

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• To print the report to the printer you selected without reviewing 

it, click [Print Report]. 

The system prints the report. 

6. If you are on the Report Viewer page, to print the report, click the 

printer icon at the top of the page. 

The Print dialog box appears. Select the appropriate options, then 

click [OK]. 

The system prints the report. 

7. To return to EFI Pace, click the X in the top right corner of the 

Report Viewer page. 

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