| Page Name | Navigation Path |
|---|---|
| Add Attribute Groups to Country | Administrator > Locations > Assignments > [Attribute Groups tab] > [Add Attribute Group] |
| Add Attribute Groups to Hierarchy Purpose | Administrator > Hierarchies > Assignments > [Attribute Groups tab] > [Add Attribute Group] |
| Add Attribute Groups to Site Purpose | Administrator > Trade Areas > Assignments > [Attribute Groups tab] > [Add Attribute Group] |
| Add Attribute Groups to Trade Area Group | Administrator > Trade Areas > Assignments > [Attribute Groups tab] > [Add Attribute Group] |
| Add to Cluster | Simple Search > [Select a record] > Add to Cluster |
| Advanced Search | Site User > Sites > Advanced Search Site User > Hierarchies > Advanced Search |
| Advanced Search Results | Site User > Hierarchies > Advanced Search > [select template] > [Go] > [select criteria] > [Search] Site User > Sites > Advanced Search > [select template] > [Go] > [select criteria] > [Search] |
| Assignments | Administrator > Hierarchies > Assignments Administrator > Locations > Assignments Administrator > Sites > Assignments Administrator >Trade Areas > Assignments |
| Attribute Group Details | Administrator > Hierarchies > Attributes > [select Display Name record] Administrator > Sites > Attributes > [select Display Name record] Administrator > Locations > Attributes > [select Display Name record] Administrator > Trade Areas > Attributes > [select Display Name record] |
| Clusters | Site User > Clusters |
| Copy Attribute Groups | Create Site: Basic Information > [Enter required information] > [Select Attribute Groups for Copy] |
| Create Asset Instances | Site User > Sites > [Select records] > [Create Asset] |
| Create Attribute | Administrator > Hierarchies > Attributes > [select a record] > Attribute Group Details > [Add Attribute] Administrator > Locations > Attributes > [select a record] > Attribute Group Details > [Add Attribute] Administrator > Sites > Attributes > [select a record] > Attribute Group Details > [Add Attribute] Administrator > Trade Areas > Attributes > [select a record] > Attribute Group Details > [Add Attribute] |
| Create Attribute Group for Hierarchy | Administrator > Hierarchies > Attributes > Create |
| Create Attribute Group for Location | Administrator > Locations > Attributes > Create |
| Create Attribute Group for Site | Administrator > Sites > Attributes > Create |
| Create Attribute Group for Trade Area | Administrator > Trade Areas > Attributes > Create |
| Create Country | Administrator > Locations > Assignments > Attribute Pages tab > [Create Page] |
| Create Cluster | Site User > Clusters > [Create] |
| Create Group | Administrator > Role Security > User Groups > [Create Group] |
| Create Hierarchy: Basic Information | Site User > Sites > Hierarchies > [Create] |
| Create Inventory Organizations | Site User > Sites > [Select records] > [Create Inventory Organization] |
| Create Node | Site User > Hierarchies > Hierarchy Workbench > [search for records] > [Create Node] |
| Create Page | Administrator > Hierarchies > Assignments > [select Purpose] > [Go] > Attribute Pages tab > [Create Page] Administrator > Locations > Assignments > [select Country] > [Go] > Attribute Pages tab > [Create Page] Administrator > Sites > Assignments > [select Purpose] > [Go] > Attribute Pages tab > [Create Page] Administrator > Trade Areas > Assignments > [select Trade Area Group] > [Go] > Attribute Pages tab > [Create Page] |
| Create Role | Administrator > Role Security > Roles > [Create Role line] |
| Create Property Locations | Site User > Sites > [Select records] > [Create Property Location] |
| Create Site | Site User > Sites > Sites > [Create] |
| Create Site: Basic Information | Site User > Sites > Sites > [Create] > [Select a method] > [Create] |
| Create Site: Detail Information | Site User > Sites > Sites > [Create] > [Select a method] > [Create] > [Enter values in required fields] > [Continue] |
| Create Template | Site User > Sites > Templates > [Create] |
| Create Template: Basic Information | Site User > Sites > Templates > [Create] > [choose method] > [Create] |
| Create Template: Detail Information | Site User > Sites > Templates > [Create] > [choose method] > [Create] > Create Template: Basic Information > [enter required fields] > [Continue] |
| Create Trade Area Group | Administrator > Trade Areas > Trade Area Groups > [Create] |
| Create Value Set | Administrator > Miscellaneous > Maintain Value Sets > [Create} |
| Edit Attribute Groups for Hierarchy | Administrator > Hierarchies > Attributes > [select a record] > Attribute Group Details > [Edit] |
| Edit Attribute Groups for Site | Administrator > Sites > Attributes > [select a record] > Attribute Group Details > [Edit] |
| Edit Attribute Groups for Site Location | Administrator > Locations > Attributes > [select a record] > Attribute Group Details > [Edit] |
| Edit Attribute Group for Trade Area | Administrator > Trade Areas > Attributes > [select a record] > Attribute Group Details > [Edit] |
| Edit Group | Administrator > Role Security > User Groups > [select User Group link] > Group Details > [Update] |
| Generate Database View | Administrator > Sites > Attributes > [select a records] > Generate Database View Administrator > Locations > Attributes > [select a records] > Generate Database View |
| Geocoder | Administrator > Map Preferences > Geocoder |
| Group Details | Administrator > Role Security > User Groups > [select User Group link] |
| Hierarchies | Site User > Hierarchies |
| Hierarchy Workbench | Site User > Hierarchies > Hierarchy Search > [enter search criteria] > [select records] > Update My Hierarchies or Update Hierarchy Site User > Hierarchies > Hierarchy Workbench Site User > Home > My Hierarchies > Update My Hierarchies or Update Hierarchy |
| Import Format | Administrator > Sites > Import Format |
| Maintain Unique Key | Administrator > Locations > Attributes > [select a record] > Attribute Group Details > [Maintain Unique Key] |
| Maintain Value Sets | Administrator > Miscellaneous |
| Map Preferences | Administrator > Map Preferences > Map Preferences |
| My Clusters | Site User > My Clusters |
| My Hierarchies | Site User > My Hierarchies |
| My Sites | Site User > My Sites |
| Results Format | Administrator > Sites > Results Format |
| Role Assignments | Administrator > Role Security > Role Assignments |
| Role Details | Administrator > Role Security > Roles > [select Role link] |
| Roles | Administrator > Role Security > Roles |
| Person | Administrator > Role Security > Roles > [select Last Updated By link] |
| Personalize Display Formats | Site User > Sites > Simple Search > Personalize |
| Search Criteria | Administrator > Sites > Search Criteria |
| Simple Search | Site User > Sites > Simple Search |
| Site Map | Sites > [select record] > View Site > [View Map] |
| Site Map Preferences | Administrator > Map Preferences > Map Preferences |
| Templates | Site User > Sites > Templates |
| Trade Area Groups | Administrator > Trade Areas > Trade Area Groups |
| Update Role | Administrator > Role Security > Roles > [select Role link] > Role Details > [Update] |
| Update Site | Sites > [select record] > [Update] |
| Update Trade Area Group | Administrator > Trade Areas > Trade Area Groups > [select a record] > [Update] |
| User Groups | Administrator > Role Security > User Groups |
| View Cluster | Site User > Clusters > [enter search criteria] > [select record] |
| View Comparisons | Simple Search > [Select records] > Compare > [Go] |
| View Hierarchy | Site User > Hierarchies > [select criteria] > [Go} >[select a record] |
| View Site | Sites > [select record] |
| View Template | Site User > Sites > Templates > [select record] |
| View Trade Area Group | Administrator > Trade Areas > Trade Area Groups > [select a record] |