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