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Every page in the system contains the side navigation bar, which allows easy access to all the pages in the system, from any page, using drop-down menus.
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The button will allow you to add New Action/KPI by simply clicking on the icon. It'll prompt end user a new interface either to create a new Action or a KPI. |  |
Navigating to the Quick Update page can be done by clicking on the Pencil icon. The Quick Update screen is personalized to show your related information as an individual user. | |
The Quick Search icon allows you to search through actions, tasks or KPIs. Clicking on one of the given options will direct you to the relevant Quick Search page where you can use the provided filters to search through and retrieve the required details. |  |
The Executive Portal allows you to navigate directly to any of the following areas in the system; Executive Portal, My Workspace, My Settings or My Reports. |  |
The Strategy Map can be accessed by clicking on the EIS/ Strategy Map icon. Note that the Executive Intelligence homepage and any executive tool are available only if you are a user with executive privileges. |  |
The Navigation Pad allows easy access to view the overall repository of Goals, Outcomes, Strategies and Actions. |  |
Reports allows you to navigate to the area where you can produce a myriad of reports from all planning levels. |  |
Common Icons
There are buttons and/or icons at the top of the screen in each of the pages which the users are authorized to access. These are used for different purposes such as; navigating between records, saving or deleting records, or viewing history.
 | New Record | Automatically directs the user to a new blank record. |
 | Delete | Deletes the current record. |
 | Save | Saves the completed record. A record must be saved before you proceed to the next record or any data input on that screen will be lost. The ‘Save’ button will be invisible if you are unable to edit the record. |
 | View History | Displays a pop-up window showing records as to when changes were made. It only displays records within the current reporting period. |
  | Previous / Next Record | Transfers you to the previous or to the next record in the selection respectively. Used to scroll through records. |
 | Close | Closes the current record |
 | Spell-check | Performs a spell check of the current record. Can add or amend words through the popup window that appears when you click on the icon |
 | Edit | Enables the current record to be edited |
 | Filter | Expands the filtering menu displaying the filtering options available |
 | An email popup window will be displayed once you click on this icon. You can send an email with regard to the relevant record to the user IDs available in the system or to manually added email addresses | |
 | Chart | Displays the chart available for the relevant subject. Further details are available in the KPI section |
 | Expand | Allows to expand an individual record |
 | Collapse | Allows to collapse an individual record |
 | Discussion | Opens the discussion forum from which comments and notifications can be sent to individuals if necessary |
 | Task Grid | Displays a quick update pop-up window with tasks and subtasks linked to the relevant record through which you can update the progress comments, status, and the completed percentage. |
 | Excel Export | Exports the data into an Excel sheet |
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