Global screen

When you sign in, the Global Screen displays.

The default Global Screen consists of the following:

• the Global Banner located across the top of the page
• the Navigation Bar on the left
• the Main Display Area which is the rest of the page

Global Screen

The Navigation Bar, which provides instant access to Quick Reports, My Home, and more, remains accessible on the left-hand side of each page. Select Menu to expand the Navigation Bar to see more.

The upper section of the Navigation Bar provides quick access to Dashboards, Quick Reports and Favourites. The lower section holds the Diligent icon where you find information about the version of the application.

When inside an entity record, the Navigation Bar updates to present an entity-specific My Home icon.

Entity-specific My Home icon

Global Banner

The Global Banner is used to navigate through the the Entities app application. Choosing an icon in the Global Banner opens the related section where tabs group the options relevant to the specified section.

Global Banner icons

For example, selecting the All Searches icon opens the All Searches page, which displays the various searches available in tabs.

The following sections can be easily accessed by selecting the associated icon in the Global Banner:

• My Home Returns the user to the Global Screen.

• All Searches Provides access to the various entity searches.

• World Search Provides access to the world map where users can search for entities.

• Data Library Provides access to data library records for all entities. This option is not available to read-only users.

• All Reminders Provides access to all reminders for all entities.

• Pending Events Provides access to all pending events for all entities.

• Working Documents Provides access to all working documents.

• Document Store Provides access to all imported documents.

• Reports Provides access to the various report types.

• New Records Enables users to create a variety of new records.

• System Tools Provides access to security and customisation options. This option is only visible to administrators.

The Global Banner is also home to additional controls, located at the top right of the page, that remain accessible when using the Entities app:

• The Info icon to access product updates, announcements, how-to videos, elearning and webinars, and guides all in one place.

  Tip

  To ensure the Help and Support content displays, turn off any ad-blockers you might use in your browser.

  Note

  The info icon is available to users who have the View Visual Display Showcase (Read only) user role right enabled for their user role. For more information refer to User Role Rights.

• The Help icon to navigate to the Help Centre of the product or send feedback to the administrator.

• The My Profile icon to set system preferences, add contact details, and change passwords under the My Preferences option, or sign out of the Entities app.

• The Options icon to refresh the Main Display Area and view the most up-to-date information or send an email directly from within the Entities app. Select the Send to option from the options menu to print the current page, attach it to an email, open it in a new browser tab or in Microsoft Excel or Microsoft Word.

• When inside an entity record you can exit the current view by selecting the Close icon.