Getting to Know the Archer User Interface

Displays at the top of every page.

Enables you to navigate the solutions and applications within a workspace.

Enables you to display a custom logo. You can edit this image from the Manage Appearance page.

Hides or displays the menu bar and Navigation menu from the top of your screen.

Enables you to search for items across all solutions and applications to which you have access.

Displays the 10 most recently added, edited, and viewed records. Each activity lists the record name, application, time stamp, and activity type. You can click the record name to open the record. By clicking More, you can view up to 50 activities.

Activity tracks the records based on the following field types:

• History log. You can view your add and edit activities for records that contain a history log-enabled field.
• Access history. You can view your recently viewed records that contain an access history field.

Records that have been deleted are no longer displayed. If the same record that is added is also edited, the record is listed twice in the list. If multiple edits are performed on the same record, the edit activity displays all recent edits. Every time the record is updated, the time stamp corresponds to the most recent activity.

If a record has been edited, viewed activity will not display for that record for the duration of the same calendar day.

For records enrolled in an advanced workflow, actions that are completed by the system do not appear in Activity.

Takes you to your Task-Driven Landing screen—one of the available options for your Archer default home page.

Expands the menu for the Administration workspace, displaying all quick links and the administrative features to which you have access.

After selecting an option from the Administration menu on the menu bar, the menu is docked on the left side of the screen. You can collapse this menu to enable more space on the screen and expand to view the menu options.

Opens the Online Documentation where you can read about Archer features and solutions, and find information about using the product.

Opens the page you have configured to be your home page.

Takes you directly to the workspace dashboard.

Expands the menu for that workspace and displays dashboards, solutions, and applications within a workspace.

Displays when there are more workspaces than can fit in the Navigation menu. This button expands the Navigation menu so you can view all the additional workspaces to which you have access.

Displays all dashboards contained within the workspace.

Displays all solutions contained within the workspace.

Displays all applications and questionnaires to which you have access within a particular solution. When you select a solution from the solution list, the menu expands to display the applications and questionnaires within that particular solution.

Clicking an application or questionnaire name brings you to the default search results page for that application or questionnaire.

Displays up to 25 tasks from the current date to future dates, or tasks that have no dates.

Tasks are retained in the list until completed. When you complete a task, the task stays in the list until you log out. After you log in, the completed task appears in the archives section at the bottom of the page. Archived tasks cannot be clicked.

Depending on your permissions, you can open some records from the widget.

• If you have the appropriate permissions for the application, you can see the application record.
• If you have appropriate permissions for the application, but the application record has been deleted, you can see the task record.
• If you do not have appropriate permissions for the application, you can only see the task record.

For information about adding tasks, see Managing Tasks.

Note: To enable full functionality, the Subject, Due Date, and Description fields must be used in the Task Management application.

Displays the 10 most recently added and edited records from any page without opening the Task Driven Landing Screen. Activity shows the addition of and edits to fields that are tracked by the history log. Each activity lists the record name, application, time stamp, and editing activity. You can click the record name to open the record. By clicking More, you can view up to 50 activities. To open the record, click the record name.

Records that have been deleted are no longer displayed. If the same record that is added is also edited, the record is listed twice in the list. If multiple edits are performed on the same record, the edit activity displays the most recent edit and X more edits. Every time the record is updated, the time stamp corresponds to the most recent edit.

For records enrolled in an advanced workflow, actions that are completed by the system do not appear in the Activity widget.

Creates shortcuts to commonly used records for multiple applications.