Navigating the System
The information contained in the system is arranged in a hierarchy, to make it easier to find. You "drill down" through the structure levels to locate the information. For example, if you want to view a License record, you first access the Configuration section button, and then the System card, then the License screen, then open the specific license record.
Note: You can set up Bookmarks as shortcuts to screens that are often used. Bookmarks can be set up in the Preferences section>My Preferences card>Bookmark or you can click on the Bookmark button when a screen is open. For more information on setting up a bookmark, see Adding a Bookmark Shortcut to a Screen.
To open a record in the License screen, complete the following steps:
- Click on the Configuration section in the Section tool bar.
- The card and screen options are displayed for the Configuration section. Find the screen you want to open by using one of the following options.
- Click the System card option in the Sections pane.
- Scroll down to find the System card.
- In the Filter field at the top, enter the name of the screen, such as License.
- In the card, click the License screen icon.
- Use the Search screen to find the record you wish to view. See Searching for a Record.
- Click the folder of the record to be opened. The details of the record are displayed.
- To add a shortcut to this screen, click on the Add button in the left pane.
The License Search screen is added to the listing of your bookmarks.
Adding a Bookmark for the Open Screen
A Bookmark can be added as a shortcut to screens that you often access.
To add a bookmark to a screen, complete the following steps:
- Using standard navigation, open the screen you would like to bookmark.
- Locate the Bookmarks action section in the left pane. Note: If the Bookmarks section is not displayed, a bookmark cannot be created for the open screen.
- Click on the Add button in the left pane.
- The screen is added to the listing of your bookmarks.
To access a bookmarked screen, click on the line with the name of the screen.