About Work Environ Work Area

Work Area

The work area is below the Menu bar. The work area consists of a combination of the following elements, depending on your last selection:

Dashboard with Snap-ins, Add Snap-in Link, and Tabs
Scroll Bars
Application Page and the Lookup Footer

Dashboard, Application Tabs, Add Snap-in Link, Snap-ins

When you first log into the AMSI Evolution Suite, the Dashboard appears in the work area.

A Dashboard consists of one or more application tabs. The default tab is the Home tab, which is considered a your global Dashboard.
Snap-ins (if any) appear on tabs.
On all tabs, the Add Snap-in link appears at the top right of the work area. Click the link and select a snap-in from the pop-up box that opens to add a snap-in to the tab.

Home Tab

When you first log into the AMSI Evolution Suite, the Home (global) Dashboard appears; click on an application tab and then the Dashboard for that application displays. Refer to Application Page and Lookup Footer, below, for more information.

Snap-ins

Snap-ins are like small pages—tools that assist you in preparing for your day or doing work. Snap-ins are added using the Add Snap-in Link, located at the upper-right of the Dashboard. Snap-ins can either be global or application-specific. Click Home to see global snap-ins; click an application tab's name to see application-specific snap-ins.

To organize your snap-ins, you can create up to seven tabs. Click on the existing tab, type a tab name into the field that appears, and press Enter. Your administrator may have set up tabs and snap-ins for your Dashboard. Refer to the System help for more information about setting up Dashboards.

Dashboard Scroll Bars

Scroll bars on the Dashboard allow you to scroll vertically or horizontally.

To scroll vertically:

Click-and-drag the scroll bar up or down.
Click on the scroll bar and then use the center mouse wheel to scroll up or down. The mouse pointer must remain anywhere within the scroll trough to maintain focus, allowing you to continue to scroll.
Click-and-hold on a scroll arrow, or click repeatedly on a scroll arrow. This allows scrolling in the direction of the arrow.

To scroll horizontally:

Click-and-drag the scroll box left or right.
Click-and-hold on a scroll arrow, or click repeatedly on a scroll arrow. This allows scrolling in the direction of the arrow.

Note

If you hover the mouse over a snap-in with enough data, you can use the mouse wheel to scroll the snap-in up or down.

Application Page and Lookup Footer

When you select an application from the Menu bar, new menu items appear, along with the Task bar and application icon , tabs, and application-specific snap-ins.

Drill down by clicking on menu items, and a page associated with your selection replaces the Dashboard in the work area. The Menu bar and Task bar and application icon remain. If you set up any “quick launch” icons for the Task bar, these appear as well. In addition, when certain pages are loaded, navigation links appear to the far left in the space under the Task bar, just above the application page.

In addition, a Lookup appears in the footer. Click anywhere on the Lookup to open a page to make changes to:

The currently-selected global date. Enter a new date or click a date in the grid to select a new global date that will be used throughout the system. Refer to Select Property grid for more information.

Property

The currently-selected property. Click the lookup link to open the Select Property grid to select a new property that will be used throughout the system.

Batches

The currently-selected batch. Click the lookup button to open the pop-up to select a new batch.