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Getting Started: Using the Navigator

Getting Started: Using the Navigator

Owned by Cytoshya Lamey
Last updated: Jan 21, 2022 by John Morrison

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Video: Changing to a Selected Location or Level


Users can select the default location or level. The system will automatically select the default location/level when the user logs into the system.

The selected location or level is displayed at the top right corner. 


Step-by-step Instructions:

A. Searching for Location/Level: Using the Find Feature

  1. Click on the location/level name in the upper right to access the Navigator.
  2. Click on the Find field.
  3. Type in a few letters of the location/level.
  4. Select the desired location/level from the list.


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B. Selecting Location/Level: Using the Recently Visited List Feature

  1. Click on the location/level name in the upper right to access the Navigator.
  2. Click on the desired location/level from the Recent list.

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C. Selecting Location/Level: Using the Tree Structure View

  1. Click on the location/level name in the upper right to access the Navigator.
  2. Click on the Tree Structure View located to the right of Recent.
  3. Users can go through their organizational structure and select their desired location/level. 

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D. Selecting Location/Level: Using the Search Option Tree Structure View

  1. Click on the location/level name in the upper right to access the Navigator.
  2. Click on the Tree Structure View located to the right of Recent.
  3. Type in the search field under the by Group. This will do a predictive search to find your location/level and shorten the list.
  4. Click on the desired location/level.


E. Selecting Location/Level Preferences: Saving the Default Location Preferences

  1. Click on the drop down next to the user profile.
  2. Click on the Location/Level Preference.

       


       

  3. Select the desired location/level.
  4. Click on the Save button.

   


** Records can only be created while at a location.

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