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Navigate

When you sign in to Lucernex, the screen consists of the following panes:

  • Navigation: Navigate to modules, sub modules, tabs, pages, and records from leftmost side of the page. Select your User name to display your member information or select the area around your User name to display profile options. To increase the space available to the main areas, select Collapse to shrink the navigation area to icons. Select Expand to expand it.

  • Main area: Contains the record you are viewing.

  • Toolbar: The uppermost part of the page contains toolbar options.

By default, Lucernex opens the last entity you viewed when you select a top-level tab. If an administrator enables the Related Entity Navigation option, the system asks you to choose a related entity in that module.

Each module contains themed categories known as sub modules. For example, lease abstract information is contained in the Abstract Info sub module of the Contract module. Expand the navigation menu to list the sub modules of the selected module. Select a sub module to open the Details page of that sub module. The Details > Summary page contains high-level information about the entity.

Select a tab in the sub module, to navigate to the section you want.

To open module sub-pages, select the page to the left of the Actions menu on the rightmost side of the screen.

When you first sign in, the Navigation pane is collapsed on the leftmost side of the page.

  1. Select the three lines to expand the Navigation pane.

  2. Select the arrows in the menu to navigate to the module, sub module, and page.

  3. To navigate to a specific entityClosed Modules have parent / child and sibling / sibling relationships contain records that are often referred to as entities.:

    1. Select Portfolio.

    2. Select >> to expand the Portfolio Navigation menu.

    3. Select the carets right caret in the menu to navigate to the entity.