# The main menu

## Displaying the Main Menu

The **Main Menu** is displayed when the **3di** opens, and cannot be closed or minimised. If the **Main Menu** has become hidden behind other objects on the screen, you can bring it to the front in two ways:

* click the Main Menu button on the **3di** toolbar
* *or* press **\<Ctrl + Shift + M>** (think of **M**-enu)

![The main menu with the Training5 backend loaded](https://4094242155-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnAX879uVOFdRUslo1PlM%2Fuploads%2Fo1ZLeYygl1nib0zOWg6h%2Fmain-menu.png?alt=media\&token=560df4c2-c136-4f84-8022-54f32aca5602)

The main menu shows the name of the current backend or 'no backend' if none is loaded.

## Using the Main Menu buttons

### Select and open backend

> <img src="https://4094242155-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnAX879uVOFdRUslo1PlM%2Fuploads%2Fgit-blob-4537e7e252bde158978b11d8bbfe5b9258b57632%2Fimage5.png?alt=media" alt="" data-size="original">

![](https://4094242155-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnAX879uVOFdRUslo1PlM%2Fuploads%2FnykETgE5WpfWkIfxhxGv%2Fselect-backend.png?alt=media\&token=8bcf2b42-e25b-4b14-a651-6003c354549b)

Recall from [frontend and backends](https://docs.ixdx.org/using-the-software/frontend-and-backends) that patient cases are stored in a **backend**, and that each backend subfolder lives in a **backends source** folder.

#### To select a backend from the Backends folder already shown in *Current source of backends*:

1. select the backend in ***Backends in source***
2. click the button ***Open selected backend***

#### To select a backend from an existing but different backends source (for example, a folder on a removable drive):

1. click the button ***Browse for new source***
2. navigate to the required existing **Backends** folder and ensure it is highlighted

<figure><img src="https://4094242155-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnAX879uVOFdRUslo1PlM%2Fuploads%2FOtzjUDjoONJBoyo3hU3p%2Fbrowse-for-backend-source.png?alt=media&#x26;token=aae99204-1606-45d0-833a-b9300276e610" alt=""><figcaption></figcaption></figure>

* click ***OK*** in the browse dialog
* notice that the new **Backends** folder is now displayed in ***Current source of backends***, and that there is a new list of available backends in ***Backends in source***
* select the desired backend in ***Backends in source***
* click the button ***Open selected backend***

### Create and open backend

> <img src="https://4094242155-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnAX879uVOFdRUslo1PlM%2Fuploads%2Fgit-blob-fee8633985dde76445962375c521892012a5a7f8%2Fimage8.png?alt=media" alt="" data-size="original">

![](https://4094242155-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnAX879uVOFdRUslo1PlM%2Fuploads%2FeDJRdF1nf6ADR7Tz2wpI%2Fcreate-backend.png?alt=media\&token=af47841e-ac13-4d74-a645-e891cdf28792)

The exact procedure depends upon where you wish to create your new backend: you will need to choose one of the possibilities numbered **i)** to **iii)** below.

However, **naming your backend** is a part of all three procedures, and should take account of the following:

* the name may have up to 10 characters drawn from A-Z, a-z, 0-9
* the name must not be amongst any listed in ***Backends in source***
* although *different* Backend sources can contain identically named backends, the potential for confusion is minimised if backend names are unique

If your chosen procedure is successful, the **Main Menu** will display the name of your new backend; otherwise error messages will suggest possible problems and the **Main Menu** will display **‘no backend’**.

Choose whichever one of the following three possibilities matches your need:

#### **i) If you wish to create your new backend in the Backends folder already shown in&#x20;*****Current source of backends*****:**

* enter a name for your backend in ***Enter name for new backend***
* click the button ***Create (and open) backend in current source***

#### **ii) If you wish to create your backend in an&#x20;*****existing but different*****&#x20;Backends source folder (for example, a folder elsewhere on your hard disc or on a removable drive):**

* click the button ***Browse for new source***
* navigate to the required existing **Backends** folder and ensure it is highlighted

<figure><img src="https://4094242155-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnAX879uVOFdRUslo1PlM%2Fuploads%2FOtzjUDjoONJBoyo3hU3p%2Fbrowse-for-backend-source.png?alt=media&#x26;token=aae99204-1606-45d0-833a-b9300276e610" alt=""><figcaption></figcaption></figure>

* click **OK** in the browse dialog
* notice that the new backends folder is now displayed in **Current source of backends**, and that there is a new list of backends in **Backends in source**
* enter a name for your backend in **Enter name for new backend**
* click the button **Create…**

#### **iii) If you wish to create your backend in a&#x20;*****newly created*****&#x20;Backend source folder (for example, a folder elsewhere on your hard disc or on a removable drive):**

* click the button **Create new source**
* navigate to the folder which is to *contain* your new Backends folder and ensure it is highlighted

<figure><img src="https://4094242155-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnAX879uVOFdRUslo1PlM%2Fuploads%2FjuHxOKHud1bWpFQOAsJa%2Fbrowse-new-backend-source.png?alt=media&#x26;token=61156574-f637-41d2-aa9c-42c361396654" alt=""><figcaption></figcaption></figure>

* click **OK** in the browse dialog
* notice that the new backends folder is now displayed in **Current source of backends**, and that there is an empty list of backends in **Backends in source**
* enter a name for your backend in **Enter name for new backend**
* click the button **Create…**
* note that in the example above, a **Backends** folder will be created in the **Research** folder, and within that will be created the folder for your new backend

### Add and interview patients

> <img src="https://4094242155-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnAX879uVOFdRUslo1PlM%2Fuploads%2Fgit-blob-d6303923577ec7fb5e2539bbdb29d0c6a709d568%2Fimage11.png?alt=media" alt="" data-size="original">

This button opens the [Case Manager](https://docs.ixdx.org/starting-an-interview#open-the-case-manager) form. Refer particularly to:

* [Enter a patient](https://docs.ixdx.org/starting-an-interview#enter-a-patient)
* [Interview a patient](https://docs.ixdx.org/starting-an-interview#interview-a-patient)

### Routes: create and manage

> <img src="https://4094242155-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnAX879uVOFdRUslo1PlM%2Fuploads%2FWlE68sPmDKTvDObxtoQR%2Fmain-menu-routes-button.png?alt=media&#x26;token=a2e8fe04-90f1-47be-a364-2f83e4384582" alt="" data-size="original">

This button opens the **Routes** page of the **Main Menu** where there are further buttons which open the [Route Editor](https://docs.ixdx.org/conducting-an-interview#creating-custom-routes-with-the-route-editor) and the [Route Manager](https://docs.ixdx.org/conducting-an-interview#the-route-manager).

### Close 3di5

> <img src="https://4094242155-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnAX879uVOFdRUslo1PlM%2Fuploads%2Fgit-blob-be610e03e242296868e512dc962207c03af4bb3a%2Fimage14.png?alt=media" alt="" data-size="original">

Using the **Close 3di5** button leaves Microsoft Access running, but with no file open. You may prefer to close the **3di** simply by closing the application window by clicking the **Close** icon at the top-right of the window – just as you would close down Microsoft Word or Excel.
