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Note: Data can only be entered while at a location!
Step-by-step Instructions:
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- Click on the location/level name in the upper right to access the Navigator.
- Click on the Find field.
- Type in a few letters of the location/level.
- Select the desired location/level from the list.
B. Selecting Location/Level: Using the Recently Visited List FeatureAnchor recent recent
- Click on the location/level name in the upper right to access the Navigator.
- Click on the desired location/level from the Recent list.
C. Selecting Location/Level: Using the Tree Structure ViewAnchor tree tree
- Click on the location/level name in the upper right to access the Navigator.
- Click on the Tree Structure View
located to the right of Recent. - Users can go through their organizational structure and select their desired location/level.
D. Selecting Location/Level: Using the Search Option Tree Structure ViewAnchor search search
- Click on the location/level name in the upper right to access the Navigator.
- Click on the Tree Structure View located to the right of Recent.
- Type in the search field under the by Group. This will do a predictive search to find your location/level and shorten the list.
- Click on the desired location/level.
E. Selecting Location/Level Preferences: Saving the Default Location PreferencesAnchor preferences preferences
- Click on the drop down next to the user profile.
- Click on the Location/Level Preference
- Select the desired location/level.
- Click on the Save button.
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