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Description |
1 | Menu Bar: The menu bar icons allow the user to navigate through the Centric 8 application. |
2 | Search:
With a new integrated search,
users can narrow down results within associated contexts.
To search for a particular item,
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3 | High Level Tabs: These are high level tabs and these tabs have a second level of sub-tabs associated with them. Depending on the way the information is organized, the display of tabs may vary. |
4 | Level 2 Sub-tabs: These are the Level 2 tabs associated with the high level tabs |
5 | Table Toolbar: The table toolbar consists of options that allow the User to customize the table view. The toolbar also allows the User to add a chart (bar, line, graph) to custom views, print or export content, and an option to view the contents in the table in Full Screen mode. |
6 | Table: The table can be customized using the Custom Views option to add or remove attributes from the table. Also the various action icons available in the Actions column allow the User to edit, delete rows etc. |
7 | Breadcrumbs trail: The breadcrumb trail will appear below the header so that users can easily see where they are located in the hierarchy and easily navigate to different levels as needed. A home icon has been added to the breadcrumb trail so that users can easily navigate back to the home level from a lower level. Selecting the home icon will take the user back to the home level page they were previously on. |
8 | Company Name and Logo: Company Name and logo are displayed with the navigation link, clicking the logo or name will bring users back to the home page from anywhere in the system. |
The following icons are available on the Menu bar:
Note: Depending on the user permissions some of the icons may not appear.
Icon |
Menu |
Description |
The last visited provides a drop down of the last 10 items visited within the system so that users can easily navigate back to items they were previously on. | ||
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The tasks icon is only available if Process Management is installed. This icon will display how many tasks the user has assigned to them and by selecting it will take the user to their My Tasks view so that assigned tasks can be completed. |
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The notifications icon is only available if Process Management is installed. This icon will display if there are any notifications based on the process management workflow. Selecting the icon will provide a preview of the notifications. |
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The favorites icon will display locations within the system saved as a user favorite so that the user can quickly get back to specific items. Additionally this menu also allows for new favorites to be created by selecting the New Favorite link. Managing favorites can also be done by navigating Favorites tab within the the user profile. Here the text added to favorites can be edited or the favorite link can be deleted.
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The manage images icon will open the image browser. Here images can be uploaded and tagged for organization and use throughout the system. Additionally they can be removed from the image browser if not needed. Removing images from the image browser will not remove them from where they are used in the system but instead make them not available for selection on additional items. |
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The question mark icon menu represents Help. Selecting this provides access the help which includes loaded help files and the right-hand help pane. Additionally, the system reporting activities have been moved into this menu. Image Queue, PDF Queue, PDF Service, Email History, Calendar Queue, and Rollup Status can all be accessed under System Reporting. |
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The cog icon represents Data Setup and selecting this provides access all data setup libraries. |
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The wrench icon represents System Configuration. Selecting this provides access to the setup area. Once configuration changes are made in the setup tab, this menu provides the actions needed to update, import or export configuration. |
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The role icon displays the current role the user is logged in as. If the user has permissions to more than one role, the available roles will appear as a drop down once selecting the role icon. By default the user is set to all which will provide them will all permissions to every role they have access to but they can select a specific role to limit the permissions to only the selected role. |
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The user icon represents actions the user can do which includes managing their profile, sending emails, or logging out. Prior to 7.2 these actions were available under different menus but have been consolidated here going forward. |