Post on 25-Apr-2021
WEBUI / CSD NAVIGATION TECHNIQUES
MEETING HOSTMEL CHURCHSOUTHERN SUPPLY COMPANY/SMC ELECTRIC
MCHURCH@SMCELECTRIC.COM
AGENDA•Brief Overview of the WEB Platform•CSD/WEBUI
• The three ways to find your functions • The different menus • Searching and saved searches • Using filters • The difference between GUI & WEB navigation
THREE WAYS TO PULL UP FUNCTIONS IN WEBUI
HAMBURGER MENU ADDRESS BAR BOOKMARKS
WAFFLE VS. HAMBURGER MENUS
WAFFLE (APP) MENU (WEB SUITE) HAMBURGER MENU (SX)
ADDRESS BAR/BLUE BAR SEARCH
• Type Acronym • Type a Word
ADDRESS BAR/BLUE BAR SEARCH, CONT.
• Type a Word from SIERA Menu • Forgot an Acronym? Type any keyword:
HOW TO BOOKMARK IN WEBUI
1. CLICK ON THE BOOKMARK ICON
2. NAME THE BOOKMARK AND SAVE
3. SEE SAVED BOOKMARK IN LIST
CONTEXT APPS• Notes
• Report Viewer
• Help
• New Optional Features• Alerts/Tasks
• Posts
• IDM (Infor Document Management
Your Questions
Q&A