Stewardship Tier Navigation and Menu Options

Watch Video: Stewardship Tier Navigation

Browser Navigation

Page back, forward, and page refresh are achieved through browser navigation tools. Alternatively, the [F5] key can be used for page refresh. The user can also use the browser History option to view and link to previously accessed pages.

Site Toolbar Options

The Site Toolbar always displays at the top of the application. The toolbar contains, from left to right, the Site Link, Quick Links, Service Indicator, Design Menu, and Settings Menu.

Administrators have an avatar icon in the Site Toolbar that displays the Administrator’s initials and has a service light. The service light continuously displays the current status of background jobs. When admin users click the avatar, depending on the service light color, the icon directs the user to different linked pages. The service light colors indicate the following:

  • Red–Service down; links to Resources page
  • Yellow–Service job failed; links to Jobs (Failed) page
  • Green–Nothing in failed job queue; links to Resources page

Site Link

The Site Link icon redirects the user to the Site page, which is the default Stewardship Tier home page.

If the user has defined an alternative home page for their account, the link redirects the user to the defined page.

Clicking the down arrow expands the Site menu drop-down.

Quick Links

Quick links are bookmarks that allow users to link to frequently accessed pages. Quick links can be customized and can contain binding criteria.

NOTE: The Preferences link on the Settings menu opens a fly-out menu that allows the user to toggle the display of the Quick Links on the Site Toolbar.

Service Indicator

The color of the Service Indicator icon indicates the state of the CranSoftservice running in the background:

  • Green indicates the CranSoft service is running.
  • Yellow indicates one or more jobs have failed, but the CranSoft service is still running.
  • Red indicates the CranSoft service has stopped.

NOTE: To reset the Service Indicator to green, an Administrator must acknowledge all failed jobs in System Administration and the service must be running. The service can be managed from the Services console on the web server and can be configured to attempt to restart automatically after a failure.

Design Menu

Click the Change Settings icon to expand the Design menu.

The Design menu options (Add Page, Design and Customize) that display depend on the functionality associated with the active page and the user's security settings.

Settings Menu

Click the Change Settings icon to expand the Settings menu.

The Copy URL to Clipboard link copies the current page’s URL to your clipboard. The URL directs you to the page where it was generated with the same drill through and filters applied. These URLs can be used as documentation for assets in Syniti to link to a page, or a specific record.

NOTE: The Copy URL to Clipboard option uses the value that is set on the System Administration > Configuration > Parameters page, in the Web Site Root field to generate the correct URL.

The My Profile link opens the My Profile page where users can change their personal settings, such as language, email address, password and telephone number.

The Preferences link opens a fly-out menu that allows the user to toggle the display of the Quick Links on the Site Toolbar.

The Technical Help link opens a panel containing all available page level technical help, including page source, views, events and column property information.

The Sign Out link logs the user out of the current session and returns to the login page.

ADM Context Menu

As a user works with components inADM, the context (Wave Process Area) displays in the Context Bar.

Selecting the context (Wave Process Area) opens a vertical fly-out that allows the user to change the context.

The menu options to the right of the context area allow the user to navigate to different components within the tool.

Refer to Context, the Context Bar, and Navigation in ADM for more information.

Navigation Pane

The Navigation pane serves as the primary navigation for the Stewardship Tier.

The options available on the Navigation pane depend on the users’ security access.

Sidebar Pin

The Sidebar Pin icon opens or collapses the Navigation pane. The Navigation pane is pinned open by default.

When the Navigation pane is open, click the Sidebar Pin icon to collapse it. To reopen the Navigation pane click the Sidebar Pin icon.

Quick Panel

The quick panel provides access to the Messages, Work List, Mapping Approval, Automation and dspCompose Requests panels. Click a Quick Panel icon to open the panel.

A user must be granted access to view the Mapping Approval tab. Refer to Approve or Reject Mappings for more information.

If a user does not have access to Mass Maintenance , the dspCompose Requests option does not display. Refer to Set up Security for Mass Maintenance for more information.

The number on the icon indicates the number of outstanding items (messages, work list items or objects) related to the option.