How to Navigate between fields, pages and profiles

Navigation Menu

• To move between functions,select the appropriate Navigation Menu item by clicking on it.

Dropdown Lists

• Many buttons have a single purpose. Some, like Save and New are part of a short dropdown list of optional functions. Whenever you see an beside a button, this means there is a list of choices available which you access by clicking on the .

Navigation Menu Functions

• To open a function e.g. Employees or Activities click on the item on the Navigation Menu. Profiles are displayed in a grid fashion.

Toggle the Navigation Menu Off and On

• Near the toolbar there will be a button like this
  . Clicking on this will hide the Navigation Menu, letting you see more records at a time. Clicking a second time will un-hide the Navigation Menu.

Dynamic Toolbar Commands

• When you are in a profile e.g. Employees, certain optional actions like opening the Qualifications Chart are also located here but are only visible when you click on Employees , with the grid displayed i.e. not from within an individual profile.

Save Event

• When creating or modifying certain forms such as availability calendars within a profile you will be required to save the information on the form before going on. On these forms you will see Save Event at the bottom of the form. This saves that particular event, not the entire record which is only saved when you click on Save on the toolbar.

Edit

{There are a few places where the information is viewable on the form, but only editable if you click on edit and then save. While you are making the changes, the button itself changes from editto editing as a reminder.