General Navigation Overview

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 foundation is key to successfully using the System.

Icon Menu

The Icon Menu is located on the Top Right of the screen.

Dashboard Menu

The Dashboard Menu is located on the Left Side Menu.

Dashboard Controls

Each screen in your system allows each individual user to control the System view.

Shortcuts

Topics in this section describe the ways to use shortcuts in the System.
  1. Keyboard Shortcuts
  2. Navigation Box Shortcuts

Help Topics

On specific screens in the System, there are Help Topics located on the Title Bar at the top of the screen. These may appear as a question mark (?) or a Show Me How link. There are also hover-over Question Marks throughout the System beside certain topics where more information is given.

Smart Tips

A Smart Tip appears as a question mark (?) beside items throughout the System and gives additional information about those items.

Customization

  1. User Profiles
  2. Hide/Collapse Left Side Menu
  3. Save Report and Table Filters

Open Multiple Tabs in Your Browser

  1. Hold down the Control Key (Ctrl) and click the hyperlink or item on the Left Side Menu. This creates a new tab to use while keeping the original screen open.

Manage Dropdown Lists

Additional options can be added to many of the dropdown lists.

  • If - Manage - appears at the end of the existing list, additional options can be created.

  • Select - Manage -.

  • Select the Add button.

  • Enter the Option that you want to add.

  • Select Save [F2]

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