General Navigation Articles

• Related Articles

• General Navigation Overview

  Primary Menus This section gives an overview of navigating the System. First time users should use this section in coordination with their training. New Employees can use these topics to familiarize themselves with the System. Getting a good ...

• Calendar Navigation Overview

  Access the Calendar The Calendar can be accessed using one of the following methods. Enter "CAL" into the navigation box. Click the Calendar icon on the top-right menu. Click the Calendar button on the Home Dashboard. Click Scheduling on the left ...

• Navigation Box Shortcuts (Go-Cuts)

  The following table shows shortcuts to use in the Navigation Box (Go-Cut). The Navigation box is located in the top-left of your PM system (Ctrl+Ctrl Go!). You can also click Go! in the box to get a list of shortcuts to use in the Navigation Box. ...

• Calendar Tab Navigation

  Calendar Left Side Tab Menus Scheduling Tab Go to the Calendar using the method you prefer. The first tab is Scheduling. View of the Left Side Calendar Use the arrows to move back or forward a month. Use the month dropdown to choose a different ...

• General System Settings

  General ACCIDENTSTATE - ACCIDENT STATE(L) The value entered will auto-populate the Accident State in the Case and/or the Accident on the Charge Entry screen. Choose the desired State from the dropdown. Leave blank if you do not want the State to ...