1. Getting Started User Guide
  2. User Interface of the Application
  3. Global Area

2.1 Global Area

This area contains the elements commonly used to navigate the application and configure user-specific settings.

The following figure depicts the global area of the application:

Figure 2-1 Global Area


Description of Figure 2-1 follows
Description of "Figure 2-1 Global Area"

Menu

Based on your role, the menu displays the pages grouped as per their respective modules. Click Menu to open the menu and click the desired menu item to navigate to a page. By default, the menu is open when you login. If you want to quickly search for a menu item, enter the name of the menu in the Menu Item Search box and click Search.

Branch Entity

The branch entity refers to the entity for which the logged-in user performs transactions or maintains details. By default, branch entity associated with the logged-in user is displayed. If you want to switch entity, you can search and select another branch entity.

To switch to other branch entity:
  1. Click entity.
  2. In the Switch Entity section, enter entity ID in the Entity ID field.
  3. In the Entity Name field, enter the entity name.
  4. Click Fetch.
  5. Click to select the required entity.
Branch Details

Displays the branch of the logged-in user and the branch posting date. If you want to change the branch, you can search and select another branch.

To switch to other branch:
  1. Click branch.
  2. In the Select Branch section, enter branch code in the Branch Code field.
  3. In the Branch Name field, enter the branch name.
  4. Click Fetch.
  5. Click to select the required branch.
Alerts

If you click alert, you can view details of the alerts.

User Name Menu
The user name of the logged in user is displayed at the top right corner of the page. If you expand the <User Name> menu, it displays the following:
  • Logged in time: The time when the user logged into the application.
  • About: Click to view the copyright details of the application.
  • Change Password: Click to change your password used for signing in the application. For more information, see Changing Your Password.
  • Log Out: Click to sign out of the application. For more information, see Signing Out of the Application.

Parent topic: User Interface of the Application