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navigating_the_portal [2021/03/07 13:34] grm |
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+ | [[start|Back to Table of Contents]] | ||
====== Navigating the Portal ====== | ====== Navigating the Portal ====== | ||
The GRM Portal features common functions between pages, from searching entries and exporting lists to saving entries. | The GRM Portal features common functions between pages, from searching entries and exporting lists to saving entries. | ||
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- | {{: | + | {{: |
Hovering over any menu item will show a submenu that shows clickable subsections for that item. | Hovering over any menu item will show a submenu that shows clickable subsections for that item. | ||
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+ | ---- | ||
=== Top menu === | === Top menu === | ||
{{: | {{: | ||
+ | |||
Always present on any page of the GRM Portal once logged in, the top menu shows two clickable items: | Always present on any page of the GRM Portal once logged in, the top menu shows two clickable items: | ||
* Notifications icon (bell), clicking this will take you to the [[Notifications]] page, | * Notifications icon (bell), clicking this will take you to the [[Notifications]] page, | ||
* User panel that shows the user's username and full name. When clicked, this shows a submenu of functions, detailed in the [[Your Account]] page.: | * User panel that shows the user's username and full name. When clicked, this shows a submenu of functions, detailed in the [[Your Account]] page.: | ||
- | * My profile | + | * My profile |
* Change password | * Change password | ||
* Sign out | * Sign out | ||
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+ | ---- | ||
+ | === Logs === | ||
+ | {{:: | ||
+ | On certain pages, the " | ||
+ | {{:: | ||
+ | |||
+ | Actions such as adding, editing, and deleting entries are shown in this panel. It will display: | ||
+ | * The action and the user who performed it, | ||
+ | * Date and time it occurred | ||
+ | * Entry ID and name | ||
+ | \\ | ||
+ | \\ | ||
+ | ---- | ||
=== Search === | === Search === | ||
{{:: | {{:: | ||
- | List pages have a search filter. Entering any text will filter the list to show only entries containing any of the words entered. The field starts filtering results as soon as you type into the search field. | + | |
+ | List pages have a search filter. Entering any text will filter the list to show only entries containing any of the words entered. The field starts filtering results as soon as you type into the search field. Note that this functions searches through all of the date in the list, not just the names or IDs. | ||
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+ | ---- | ||
+ | === Pagination controls === | ||
+ | {{: | ||
- | === Pagination limit === | + | On list pages, list entries are displayed in pages. Navigating through the pages is possible by the pagination controls at the bottom of each list. On the left, it shows the entry numbers being displayed, and the total entries in that list. On the right are the pagination controls: |
- | {{: | + | * First - takes you to the beginning of the list |
- | On list pages, you can set how many entries | + | * Previous - goes back one page |
+ | * Numbers take you to that page of the list | ||
+ | * Next - goes forward one page | ||
+ | * Last - takes you to the end of the list | ||
+ | |||
+ | {{: | ||
+ | |||
+ | On the upper left of the page, the "Show entries" | ||
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+ | ---- | ||
=== Sorting === | === Sorting === | ||
+ | {{: | ||
+ | On list pages, you may also sort the list based on any of the displayed details by clicking on the list header. This toggles sorting between ascending order and descending order. Note that sorting affects the entire list, not just the current page being shown. | ||
+ | \\ | ||
+ | \\ | ||
+ | ---- | ||
+ | === Filter === | ||
+ | {{:: | ||
+ | On some list pages, you can also narrow down the list using filters. Similar to searching, type any text on a column filter and it will only show entries that contain the search text in that column. | ||
+ | \\ | ||
+ | \\ | ||
+ | ---- | ||
+ | === Export List to Excel === | ||
+ | {{:: | ||
+ | On list pages, you have the option to generate a Microsoft Excel file from the list displayed. Simply click on the " |