Home Screen

The Home Screen of the Content Manager Web Client enables users to access Records and complete actions such as Searching, creating and updating records; creating, viewing and actioning Requests; viewing and completing Workflows; viewing and creating Locations; viewing, creating and updating To Do Items, as well as viewing and updating Check In Styles via the Masthead menu. As well as to be able to quickly explore recently created, used or favourite records.

Explorer Panel

The Explorer panel gives a hierarchical view of records grouped within Content Manager item types in a single window.

Use the splitter to resize the explorer panel. The vertical and horizontal scroll bars are displayed if the content goes beyond the maximum size of the explorer panel. Mouse hover on an item in the explorer, displays the tool tip associated with it.

The available item types that can be displayed in the Explorer panel are:

• Favourites

  • Records - displays your favourite records.
  • Locations - expand to display your favourite Locations. Select a Location to view the records they have assigned to them.
  • Categories - expand to display your favourite Categories. Select a Category to view the records attached to it.
  • Schedules - expand to display your favourite Retention Schedules. Select a schedule to view the records attached to it.
  • Saved searches - expand to display your favourite Saved searches. Select a saved search to view the records attached to it.

• Trays

  • Recent Containers - displays your recent containers.
  • Recent Documents - displays your recent documents.
  • Records Work Trays - displays all items you have sent here from Action panel > Add/Remove > Send To Records Work Tray option on record(s)
  • Records In - displays all records that are assigned to you or your default Position Location. These are the records where your name or your default position is in the Assignee field.
  • Records Due - displays all records with Actions due assigned to you or your Position.
  • Records In or Due - displays all records with Actions due assigned to you or your Position.
• User Labels - expand to display the User Labels you have access to. Select, or navigate through,  User Labels to view the associated records.
• Categories - expand to display the Categories. Navigate through the Categories to view the associated records.
• To Do Items - expand to display the To Do Items you have access to. Select a To Do Items to view the associated records.
• Schedules - expand to display the Retention Schedules. Navigate through the schedules to view the associated records.
• Spaces - expand to display Content Manager Spaces. Navigate through the Spaces to view the associated records.
• Holds - expand to display the Holds. Select a Hold to view the associated records
• Jurisdictions - expand to display the Jurisdictions. Select a Jurisdiction, or navigate through Jurisdictions, to view the associated records.

Customizing the Explorer panel

The Content Manager objects that are displayed in the Explorer panel can be customized by the user or set as a Global Setting by the Content Manager Administrator (see Saving Global Settings).

To add or remove object types from the Explorer panel, click settings . The Configure Explorer dialog box is displayed.

Select which items are to be displayed in the Explorer panel, and set the limit as to how many items are to be displayed.

Global search panel

Use the global search panel to search for Content Manager objects using a method or a query, perform simple and complex searches using the search editor, and view or open the form search.

For more details, see Searching.

Profile

Users can also access their profile information on the Home Screen. To view the profile information, click the currently logged on user's name and the following information is displayed:

• Workgroup Server Name - the name of the Workgroup Server the user is connected to.
• Dataset ID - the dataset ID of the dataset the Content Manager Web Client is connected to.
• User Type - the user type of the currently logged on user.

Settings and Setup information

The Settings enables you to change some of the user settings such as the locale, date format, time zone, document viewer options, set the global settings, and set your favourite record types to create a new record. See Settings.

The Setup information enables you to view some of the properties of Content Manager Web Client. See Setup information.

Masthead menu

The Navigation menu is now the Masthead menu which drops down at the top of the page. It provides links to Content Manager Web Client features, as well as to the Help File. To access a feature, click on the feature name in the Masthead menu.

Alternatively, via a browser, they can be opened by using the following keyboard shortcuts:

• Home - CTRL + ALT + h
• Records - CTRL + ALT + r
• Requests - CTRL + ALT + q
• Locations - CTRL + ALT + l (L)
• Saved Searchs - CTRL + ALT + z
• Check In Styles - CTRL + ALT + y
• Record Actions - CTRL + ALT + o
• Workflows- CTRL + ALT + w
• To Do Items - CTRL + ALT + t
• User Labels - CTRL + ALT + u

Help file

To access the Content Manager Web Client help file, click the Help on the Global Search panel or you can open it using the following keyboard shortcut:

• Help - CTRL + ALT + p