User Menu

User Menu enables the user to perform the following:

  • Preferences: to set application preference
  • Help: to access Online Help
  • Sign Out: to sign out from the OIPA application

Preferences

The user can set preferences in the OIPA application:

  1. Widget Preference

  2. Other Preference

  3. Workflow Preference

Widget Preferences

To set the Dashboard on the OIPA homepage:

  1. Select the Widget

  2. Select the Layout

Select the Widget

To select the Widget preference, choose the Widget options from the Available list and click the Move button. Then, click Save.

  • Moves the selected item or items from the Available list to the Selected list.

  • Moves all the items from the Available list to the Selected list.

  • Removes the selected item or items from the Selected list.

  • Removes all items from the Selected list.

Select the Layout

To select the layout, scroll and select the layout and click Save.

Important: The widget order can be changed by dragging the widget to the desired position; the Sample pane will preview the order/layout in the order the widget options were selected

Other Preferences

Other Preferences permits user to set quick search, add central drop-down list to create/add entities from the central location, and set miscellaneous preferences.

Quick Search Preferences:

Using this option, a user can set the entity order for the quick search drop down list, and also enable Quick Search Tool Tip.

Central Add Preferences:

Using this option, a user can set the entity order for creating/adding entities from a central location. You can drag and drop entities to set the order.

The following are the possible options to create the entities:

Miscellaneous Preferences:

To apply the miscellaneous preferences, select the required options mentioned below and click Save.

  • Search Summary: to display the search summary

  • Entity Summary: to display the entity summary

  • Group Customer Navigation: to display Group Customer navigation icon.

Workflow Preferences

Workflow Preference allows users to personalize the presentation of the Workflow tab and set the home page. For more information refer to the Workflow Preferences topic.

Central Create/Add

Allows the user to create/add entities from a central location. The drop down list populates the names of the entities that can be created in the application.

The following are the possible options to create the entities: