General Navigation

GENERAL NAVIGATION

Symbols and Buttons

Home Dashboard

The Home Dashboard is the first screen you seen when you log into the system. Each screen in the system is made up of 4 main parts. The Global Menu, Quick Links, Page Title, and Components.

Global Menu

The global menu is on every screen in the system. It allows you to easily navigate the system.

1. The following buttons are available:

1. Home Button – This button takes you back to the Home Dashboard.
2. Home Action Menu – This action menu allows you to change your role.
3. Previous Button – This button acts like the back button on a web browser and takes you back to the previous page.
4. Previous Action Menu – This action menu lists your most recently visited pages and allows you to quickly navigate back to a page you visited.
5. My Pages Button – This button takes you to a page that lists your bookmarked pages.
6. My Pages Action Menu – This menu allows you to quickly access your bookmarked pages and also allows you to bookmark a page.
7. Global Actions Menu – The menu allows you to access the Global Actions Menu.
8. Help Button – This button opens the system help.
9. Log Off Button – This button logs you out of the system and closes your browser window.


Quick Links

Quick Links are shortcuts provided on every page that will help you quickly navigate the system. Quick Links also change depending on what page you are viewing. Quick Links take you to a specific part of the existing page or a completely different page within the system.



Page Title

Every page has a page title under the Quick Links Section. This lets you know what screen you are on. If you are on the Home Dashboard the page title displays your active role.



Components

Each page is made of individual components. Each component can have several of its own buttons and menus. They can be expanded or collapsed. They may have their own action menu and help button. They can also have search fields used to filter and sort records that are displayed within the component.



Changing User Roles

When multiple roles are assigned to a user, the user can only log on with one role at a time. If a role does not have access to a specific page or report, the user must change to a role that grants that access. The Home menu lists all of the roles to which the user is currently assigned in blue and his active (current) role is displayed in black with a green check mark. The user does not need to log off to change his active role; he can do this at any time by clicking on another role in the Home menu.

1. Click the Home button action menu on any page to access the Home menu.



2. Select the role that you wish to use. The page will refresh, and you will be in your new role.