Navigation / Getting Around

Last updated by Andrew Treadwell on January 25, 2021 14:35

A: Your Details

B: Main Menu

C: Quick Search

D: Venue / Venue Group Selector

E: Actions Menu

F: Page Filter

A: Your Details

In this area we’ll display your profile image and your name. It allows you to quickly confirm that you are logged in and by clicking on your name will take you directly to your profile page.

B: Main Menu

This is constant throughout all pages however it will be customised based on your access level to the system and the size of screen you are using. Some of the larger reports (like the year planner) might vanish if you have your browser window too small or are using a small tablet screen.

C: Quick Search

The quick search function is designed to help speed up your navigation and to help you find the page you are looking for more quickly and with ease. This is displayed in the menu on all pages and will give quick access to all pages within the menu, staff profiles and assigning options for Roles and Venues.

Simply start to type anything in and the system will aim to give you the best options:

You can also search for staff members:

And go directly to editing a venue, editing a role, assigning staff to a venue or assigning staff to a role.

In addition, if you hover over the suggestion, we’ll provide a summary to help you choose the right page each time.

D: Venue or Venue Group Selector

If you have access to more than one venue then this option will display which venue or venue group you are currently viewing. Clicking on the item will also bring up a selection box where you can choose which venue or group to manage.

At the top of the popup choose Venues or Venue Groups to change between the individual items or the groups of venues. The current venue/group will be highlighted and you can simply click to change to another venue or group.

Only the venues/groups that you have access to will be displayed.

E: Actions Menu

This menu is only displayed on some pages; it’s always contextual so changes based on the page and record you are looking at.

On some pages it might simply add “Add a new…” and on others there might be many options to do with that profile or record.

It’s often where additional options and settings are made available (the actions) as well as links to edit items or view additional reports.

This is an example of the Actions Menu on the manage shifts page; it provides access to different views, options to duplicate shifts, contact staff who are working and quick access to other features.

F: Page Filter

This allows you to quickly filter the page items to find the record you want, for example on the staff directory, you can type in any part of a staff member’s name and the system will filter the staff down to those who match.

Different pages might have additional filter options to assist in finding the right records.

The example below shows the permissions page filter only displaying permissions for time entries: