Difference between revisions of "Site Orientation"
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| − | After login, users see the | + | After login, users see the ePRS Activity Area. Depending on user privileges, users will have access to one or more menu items for conducting work, monitoring activity, reviewing completed requests, and/or viewing reports. |
== Menus (Navigation) == | == Menus (Navigation) == | ||
| − | '''1.''' ''' | + | '''1.''' '''User Options & Settings''' – Click user name to display user options, including menu view changes, settings, and log out options. |
| − | '''2.''' ''' | + | '''2.''' '''Request List''' – View work items. A blue number indicates the number of open tasks. Work items are assigned to individual participants or a user group where any individual in the user group can complete the item. |
| − | '''3.''' '''Reports''' – Navigate to reports. | + | '''3.''' '''New Request''' – Initiate a new request. |
| + | |||
| + | '''4.''' '''Reports''' – Navigate to reports. | ||
== Settings == | == Settings == | ||
| − | + | ||
'''5.''' '''Change Menu View''' – Toggle between navigation menu look and feel. Tablet, Mobile, and Desktop views. | '''5.''' '''Change Menu View''' – Toggle between navigation menu look and feel. Tablet, Mobile, and Desktop views. | ||
| − | '''6.''' '''Settings''' – Update user info, including password, email, phone. Update themes or menu layout locations. Update and click ‘Save’ to make changes. | + | '''6.''' '''Settings''' – Update user info, including password, email, phone. Update themes or menu layout locations. Update and click ‘Save’(7) button located below the User Substitution section to make changes. |
[[File:Portal_Orientation.png|750px]] | [[File:Portal_Orientation.png|750px]] | ||
Latest revision as of 16:54, 10 April 2019
After login, users see the ePRS Activity Area. Depending on user privileges, users will have access to one or more menu items for conducting work, monitoring activity, reviewing completed requests, and/or viewing reports.
1. User Options & Settings – Click user name to display user options, including menu view changes, settings, and log out options.
2. Request List – View work items. A blue number indicates the number of open tasks. Work items are assigned to individual participants or a user group where any individual in the user group can complete the item.
3. New Request – Initiate a new request.
4. Reports – Navigate to reports.
Settings
5. Change Menu View – Toggle between navigation menu look and feel. Tablet, Mobile, and Desktop views.
6. Settings – Update user info, including password, email, phone. Update themes or menu layout locations. Update and click ‘Save’(7) button located below the User Substitution section to make changes.
