Task Window
The Task window is a workspace for the navigator functions, which helps create a more productive workflow environment by grouping activities and processes together. By selecting a function from the Navigation pane, the Task window displays a workflow diagram or list of related topics; a workbook tab; and in most cases, a box with maintenance items and tasks related to the workflow.
The workflow diagram is made up of icons placed on a path, that when followed, help accomplish the selected task. Each icon is a "hyperlink," which opens the appropriate form. If there are dotted lines within a workflow, those steps are optional. If an icon displays gray and is not available for selection, the organization does not own the module associated with those steps. Finally, in some workflows, there is a “bubble” with helpful information related to that process flow.
The Maintenance and Related Tasks box consists of text links that launch tasks that are relevant to the Navigation pane but not necessarily part of a defined workflow path.
The Navigation pane only displays functions for modules that you have installed. If a module is not owned or not installed, the feature displays, but will be disabled in the task window.
The bottom of the Task window displays forms in Workbook mode. Click on an image to open a form. A tab displays at the bottom of the window for each open form, making it easier to switch between multiple forms. The Workbook Interface option is set up using the Options>Customize Workstation Settings>Preferences tab.
Accounting Navigator Users
The Task window displays charts, lists, and helpful contact information for the Dashboard, Accounting Setup, Session Manager, GASB Reporting, Report Manager, and Charting functions.
Administration Navigator Users
The Task window display lists and helpful contact information for each of the functions.
Payroll Navigator User
The Task window displays lists and helpful contact information for the Report Manager functions.
Requisitions Navigator Users
The Task window displays lists and helpful contact information for each of the functions.
- By default, the Help and Support function page displays. To change it, select a process flow using the Default page upon startup drop-down list on the Help and Support function page. Then it is recommended that you close and re-open the application, otherwise the system will not display your selection until the application has been closed and re-opened.
- You can display one workflow diagram (function) at a time in the Task window.