3.2 Basic Screen & Sidebar Navigation

Dashboard screen & sidebar navigation allows you to move through the dashboard when you want to achieve a specific task or goal.

 

Please note that some screens & sidebars cannot be accessed by certain user roles, and some screens are only available in certain situations. The instructions below do not address user role or situational screen availability.

 

Find the ‘ADD NEW USER’ Side Bar

  • From the main menu, click Users. The ‘Manage Users’ screen opens.
  • From the ‘Manage Users’ screen, click ‘Create User’. The ‘ADD NEW USER’ sidebar opens.

 

Find The ‘CREATE SURVEY’ Side Bar

  • From the main menu, click ‘SURVEYS’. The ‘Manage Surveys’ screen opens.
  • From the ‘Manage Surveys’ screen, click ‘Create Survey’. The ‘CREATE SURVEY’ sidebar opens.

 

Find The  ‘ADD NEW ASSET’ Sidebar

 

  • From the main menu, click ASSETS. The ‘Manage Assets ’ screen opens.
  • From the ‘Manage Assets ’ screen, click ‘ADD NEW ASSET’. The ‘’ADD NEW ASSET’ sidebar opens.

 

Find The  ‘ASSET NAME’ Sidebar

  • From the main menu, click Jobs.
  • From the ‘Manage Jobs’  screen, click ‘ADD NEW ASSET’. The ‘’ADD NEW ASSET’ sidebar opens.

 

Find The  ‘ADD NEW JOB’ Sidebar

 

  • From the main menu, click Jobs.
  • From the ‘Manage Jobs’  screen, click ‘ADD NEW JOB’. The ‘’ADD NEW JOB’ sidebar opens.

 

Find The  ‘REPORTING’ Sidebar

 

  • From the main menu, click Jobs.
  • From the ‘Manage Jobs’ screen, click the view ‘Eye’ Icon against a job. The Job Reference screen opens for that job.
  • Click the ‘Reports’ button top right. The ‘Reporting’ sidebar opens.

 

Find the ‘Report Builder’ Screen

  • From the main menu, click Jobs.
  • From the ‘Manage Jobs’ screen, click the view ‘Eye’ Icon against a job. The Job Reference screen opens for that job.
  • Click the ‘Reports’ button top right. The ‘Reporting’ sidebar opens.
  • Click the eye icon against an online report template (if there is not one then click ‘NEW’ or ‘CREATE FROM EXISTING’). The ‘Report Builder Screen’ opens.