Outlines the main or center panel and how it is organized
Main Activity - Search Screen
The main screen area is dedicated to the activity that you are currently performing. Below the activity title and main toolbar, information about your specific activity is displayed. Most activities start in search mode when you first open them, to help you find documents that you created earlier. The key elements of the search screen are as follows:
- Filters or fields used to hide rows and only show data which matches up to the field criteria you select. If you select more than one filter at the same time then only rows matching all filter selections are displayed
- Click on "Advanced Search" to display additional filter options, typically 3-4 rows of filter options. Click on "Hide Advanced Search" to return to the basic search mode or just one row of filter fields
- Documents which meet the search criteria and which you are authorized to view are displayed in a list. You can sort this list by any column as well as changing the columns which are displayed
- All search screen lists have buttons to activate grid data search or filter, to save or load a previous layout or view and finally to download the list data to Excel.
By default documents in the search list are organized or sorted with the documents you just opened at the top. This is why sometimes they do not appear to be in any particular order! You can click on any column heading to sort by that column, or click on "Restore Default Sort" from the column personalization menu to put the most recently opened documents back on top.
Main Activity - Create Mode
Click on the + sign in the main toolbar in the top-right corner to create a new document for the app you are currently using. You will be presented with a screen where you can input data for your new document. Each application has its own screen layout, just one example is included below.
- The first field in most documents is the document ID or number followed by the document name or title. You may or may not be asked to enter a document code or ID in a special format, depending on whether your type (2) is assigned to a number range or not
- The document type is always required so select it from the drop-down list specific to the activity you are on. The document type influences how it is numbered, any workflows or approval paths associated, as well as the screen layout and some other properties
- The document details are normally organized into tabs. Click on any tab label to open that tab. FILES, COMMENTS and HISTORY are three common tabs across almost all documents.
Required input fields normally show an asterisk * after that field's label. Pause your mouse over any field to see a detailed explanation.
Remember to always click the Save button when you are creating a new document. You can also copy a document.
Main Activity - Edit or Display Mode
Double-click on any row of the search screen to open that document in display or edit mode. If you are authorized to make changes to that document it will open in edit mode by default. Click on the more menu button and choose "Go to Display Mode" to revert to display mode.
Generally the same information is displayed as per Create mode above, except that many of the screen fields are pre-populated based on which document you opened.
You can open or create a new document in a single click from edit/display details of a document by either clicking on "Save and New" (1) in the menu which appears after pausing the mouse over the save button, or by clicking on the open button (2).