AX1551
Web Client overview
Most Web Client features and navigation can be accessed using the two bars across the top of each page:
- Navigation bar: The bar at the top of the page provides access to product areas and global features.
- Task bar: The toolbar underneath it provides access to various features that are specific to the current page or document.
Navigation bar
The Web Client Navigation bar provides access to various product areas and global features. Using this bar, you can:
- Navigate to home and various product areas, including common areas such as System Administration and Intelligence Center
- Use context-sensitive navigation for the current area, including custom navigation defined for custom systems
- Launch various client applications
- View alerts and notifications from various system processes and features
- View user information, configure session settings, and log out
- Access saved bookmarks (favorites) and recent items
The context-sensitive navigation displayed across the top of the page depends on the current area and the type of system that you are using.
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Common areas such as System Administration and Intelligence Center display standardized navigation for that area.
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Custom systems display custom navigation for the system, or the default navigation if no customizations have been made.
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Systems with installed products display navigation for the current product area, such as Capital Planning or Budgeting.
Task bar
The Web Client Task bar provides access to various features that are specific to the current page or document. Using this bar, you can perform activities such as:
- Filter the data shown on the current page
- Comment on the current document and review comments from others
- Access tools relating to the current page
- Save the current page or document as a favorite
- View help for Axiom Strategic Financial Planning or for the current page
- Perform other context-sensitive tasks such as managing attachments
The left-hand side of the task bar contains a task toolbar. You can click on any icon in this toolbar to open the panel for the associated feature. For example, clicking the filter icon opens the Filters panel. Clicking the icon again closes the panel.
The panel can be pinned or unpinned using the pin icon in the top right of the panel. If the panel is unpinned, the panel overlays the current page contents, and clicking on the page closes the panel. If the panel is pinned open, then the form is pushed to the side so that the panel contents and the form can be viewed at the same time. When pinned, clicking on the page does not close the panel—you must unpin the panel or click the toolbar icon again to close the panel.
The contents of the task bar vary depending on the current page or document. For example, the Message Stream and the Filters panel are only available if they have been enabled for the current document. If a particular feature is not available for a particular document or page, then either it has not been enabled or it does not apply.
