AX1551

Web Client overview

Most Web Client features and navigation can be accessed using the two bars across the top of each page:

  • Global navigation bar: The bar at the top of the page provides access to system-level areas and features.
  • Task bar: The gray bar underneath it provides access to various features that are specific to the current area, page, or document.

Global navigation bar

The Web Client global navigation bar provides access to various system-level areas and features. Using this bar, you can:

  • Go to home, system administration, and various products (if applicable).
  • Launch various client applications.
  • View alerts and notifications from various system processes and features.
  • View user information, configure session settings, and log out.

Task bar

The Web Client task bar provides access to various features that are specific to the current area, page, or document. Using this bar, you can:

  • Go to your browser-based files and related areas of the Web Client.
  • Filter the data shown on the current page.
  • Comment on the current document and review comments from others.
  • Access tools relating to the current document or area.
  • Save the current page or document as a favorite.
  • View help for Axiom Enterprise Decision Support or for the current document.
  • Perform other context-sensitive tasks such as managing attachments.

The left-hand side of the task bar contains a task toolbar. You can select any icon in this toolbar to open the panel for the associated feature. For example, selecting the filter icon opens the Filters pane. Selecting the icon again closes the pane.

The pane can be pinned or unpinned using the pin icon in the top right of the pane. If the pane is unpinned, the pane overlays the current page contents, and selecting the page closes the pane. If the pane is pinned open, then the form is pushed to the side so that the pane contents and the form can be viewed at the same time. When pinned, selecting the page does not close the pane—you must unpin the pane, or select the toolbar icon again to close the pane.

The contents of the task bar vary depending on the current page or document. For example, the Message Stream and the Filters pane are only available if they have been enabled for the current document. If a particular feature is not available for a particular document or area, then either it has not been enabled or it does not apply.