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Setting Location / Level Preference

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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 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.



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.


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. 


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.



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