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Application Overview: Training Guide

Application Overview: Training Guide

Software Version: 2020.11.14 and newer

System Navigation

  1. User Name - Identifies the name of the user that is logged in.

  2. Company Name - Identifies the Company you are currently logged into. Clicking the down arrow will display all the Companies you have rights to, allowing you to select which one you want to log into.

  3. Menu Search - A search box that finds all pages with the name containing the text you entered.

  4. System & My Shortcuts tabs - Allows the user to quickly toggle the menu from showing all pages you have rights to see vs. only the pages you have identified as your Favorites. 

  5. Functional Area Pages - Shows all the pages, within the Functional Area, you have rights to.

  6. Functional Area Navigation Folders - Shows all the Functional Areas, containing one or more pages you have rights to. When clicked, it will expand and show all pages, you have rights to and collapse the previous Functional Area.

  7. Header Toolbar - Toolbar to display icons.

  8. Help Icon - When clicked, the Page Help for the current page will open.

Key Definitions

This section identifies common terms used throughout this Functional Area. This is not intended to be an alphabetized "Glossary of Terms" but is organized in a logical sequence to group similar terms together. The goal is to ensure we use common language that provides context to baseline NorthScope concepts.

Term

Definition

Term

Definition

Property

Attribute

Attribute Value

Attribute Class

Transaction

Master File

Master File - Setup

Master File - Configuration

Preference

List View

Record View