General Navigation

The tables, forms, tabs and buttons locations and functions are standardized so that an administrator can navigate through all the forms by understanding navigation in just one or two forms.

Administrator screens have two views: List View and Details View. List view allows you to see a list of records. Details view allows you to see the details of one selected record.

About List View

List view allows you to see all the records, or a filtered subset of the records, of a particular type. The highlighted record denotes the currently selected record. 

Any tab that you click applies to the selected record. "Record 5662 of 7904" above the table and "Page 354 of 494" below the table show the position of the selected record, relative to the complete list. Each page in the list view shows a certain default number of records (usually 16). You can adjust the number of records per page currently shown by selecting a value in "Records per Page" field at the bottom right of the list view. Your selection of records per page for any list view or split screen view (discussed below) will be saved until changed.

Each list view is sorted by the most commonly used column in an ascending or a descending order . To sort by a different column in descending order, click on its header. Click on the same header again to sort in ascending order.

You can find and select a record in the list one of the following ways:

• Navigation Buttons:
  
  • ">" one record forward.
  • "<" one record backward.
  • ">>" one page forward.
  • "<<" one page backward.
  • "I<<" to the first record.
  • ">>I" to the last record.
• Search Button:
  • Begin typing search criteria in the blank box at the top of the list and the application begins automatically returning search results after three characters have been entered. Select any option populated from the search criteria entered to navigate directly to the item. User’s may use more than one word to search, and the search criteria is not case sensitive.
  • Select Search to navigate directly to item that matches the search criteria entered.
  • Enter in a single letter and select Search to navigate to the first instance of that letter in the list.

• • If the search criteria ends with "%" sign (e.g. waste water%), first instance of a record that begins with the search criteria is selected (e.g. Waste Water Treatment training).
  • If search criteria begins with "%" sign (e.g. %waste water), first instance of a record that ends with the search criteria is selected (e.g. Procedure to test for TOC in waste water).
• Filter Button:
  • The filter button displays a list of all records that meet the filter criteria. This is in contrast to Search, which selects the first occurrence of a record that matches the search criteria.
  • The filter will remain applied on the page until it is removed (Unfiltered), even after the user has logged off.

How to Create a New Filter

1. Select Filter on the toolbar.
2. Select Add Filter.
3. Select a Field from the Field drop-down.
4. Select a Field Operator from the Field Operator drop-down.
5. If provided, enter a field value or select one from the provided list.
6. Select "+" to add the filter.
7. If you want to add another filter criteria, repeat steps 2 through 6.
   1. If you select more than one filter criteria, a logical AND function is inserted by default. If you want to use logical OR instead, click on the function to change it.
8. Enter a name to save the filter for future use in the Unnamed field by selecting the pencil icon to the right of the filter name then, enter the desired name, then select the check mark to save the name.
9. Select Apply to apply the newly created filter.
10. Select Save & Apply to apply the newly created filter and save it for future use.
11. Select Save to save the newly created filter for future use without applying it first.
12. Select Filter again and repeat above steps if desired results are not displayed OR if you wish to edit the current filter.
13. After the filter has been applied, select Unfilter to remove the applied filter.

About Details View

All records begin with a Details tab. Clicking the details tab displays the Details View. If you click the details tab while on the Details View, it will switch to list view.

Just above the row of tabs, the system menu path to the selected record is displayed for reference. The path includes the organization level and the organization for which you are viewing the record. 

Buttons
The buttons in the Details View allow to you add, edit, or delete records. Buttons vary depending on the type of record you are viewing. A few frequently used buttons are also available in the list view. This table describes the functions of the most common buttons.

• Help: Displays the home screen of our Knowledge Base Articles.
• Preview (in LMS): Allows you to preview or play a training item, lesson, test, survey or assessment.
• Update: Saves any changes you made to the record.
• Delete: Deletes the record.
• Copy: Copies the record.
• New: Allows you to create a new record.
• Save: Saves a new record.
• Cancel: Allows you to cancel an update or the creation of a new record.
• Filter: Filters the list of records.
• Unfilter: Turns off the filter.
• List View: Switches to the list view.