Banner: Basic Navigation

Basic Navigation

The basic navigation of each page includes the page header, key block, sections, notifications center and buttons.

Page Header:

The page header is part of the basic navigation and contains the following items:

  • Page close icon “X” – Always use this icon to close your page.  

  • Page title – Includes description, acronym, version, and database.  

  • Related Menu button – Displays a list of pages that can be accessed from this page.  

  • Tools Menu – Will include refresh, export, print, clear record, clear data, item properties and other options controlled by the page.  

  • Notification Center – Will be located to the right of the Tools Menu and will display the following information as needed: successful save of data, warning messages, error messages and informational messages.

Key Block:

The first block on most pages contains key information. The key block determines what data is entered or displayed on the rest of the page. All the information on the page is related to the key block.

When the cursor is in the key block, the fields that can be entered in the key block are enabled. When you leave the key block, the fields in the key block are disabled.

When searching for a person (ex. student), you can always click the 3 dots (...) next to the ID field. This will display the option to search by name. Select the "Person Search" option. You will then be presented with this screen:

You can search by any of the fields displayed and use wildcard searching (ex. Last Name = MAT%). When ready, click the 'Go' button and you will see your search results. Find the record of the person you want to view, mouse click that record on the ID field (ex. R00xxxxxx), and select the 'Select' button on the bottom right. 

This will take you back to the main screen - click 'Go' on the top right.

To access the body of the page, populate the key block data and then click Go. You can return to the key block if you are in the body of a page by clicking Start Over.


Pages are divided into sections that contain additional details for the key information. A section can represent one record or multiple records depending on the type of information that you are working on. Sections of data are accessed by scrolling up and down the page and can be opened or collapsed by clicking on the arrow on the far left side of the section header.

If available, the sections can have a header that includes icons for the following actions:

  • Insert – Use this to insert records in the section.

  • Delete – Use this to delete records in the section.

  • Copy – Use this to copy records in the section.

  • More Information – This icon will only appear if supplemental data can be entered for the record. The icon is displayed with a check mark if supplemental data already exists for the record.

  • Filter – Use this to filter records in the section.

Bottom Section Navigation:

The bottom of the section of the page will contain icons to be used for navigation, perform functions, and display additional information.

  • Previous Section button – Will take you backwards in the sections.

  • Next Section button – Will take you to the next section of the page.

  • Save button – This the button you will use to save your data.