Work Center

The Work Center is on the right side of the application. If no module is selected, it displays the a Home Page. Otherwise, it displays details about the record selected in the List Pane. It is where you perform most of your work.

A typical Work Center page contains the following elements:

  • Title: The page title indicates the page and/or record you are working with.

  • Tabs and Sub-tabs: Content in the Work Center is typically organized into multiple pages, accessed by clicking the tabs at the top of the page. The first tab for most modules is the Details tab, which displays general information about the selected record. Complex tabs may be further organized into several sub-tabs, which can be accessed by clicking the sub-tabs at the bottom of the page.

  • Buttons: Buttons provide access to the actions you can perform on the data displayed. Buttons may be displayed at the top or bottom of the page.

  • Work Center Tools: A small toolbar appears to the right of the page title. Depending on the page displayed, it may contain:

    • Navigation buttons Navigation buttons: Click to navigate to the previous or next record displayed in the List pane.

    • Favorites icon Favorites: Click to add the displayed record to your favorites.

    • Print iocn Print: Click to open a dialog box allowing you to print the displayed page. This option is commonly used to print the work order report and is only displayed when focused on a page that can be printed.

    • Email icon Email: Click to open an email dialog box, prompting you to enter the parameters of the email (To, Subject, Message, etc). This option is only displayed for pages with content that can be emailed.

    • Refresh icon Refresh: Click to refresh the content displayed in the Work Center in case changes have been made by other users since the page was initially displayed.

    • Work Center Home icon Work Center Home: Click to display the Work Center Home page which includes tips for using the module and links to commonly used features.

    • Help icon Help: Click to open the Online Help.