Client Navigation

1. Log-in Screen

The Client uses your ATS Single Sign On.

1.1. Select the Radial Button Use Windows Authentication.

1.2. Enter your ATS credentials.

The Menu Bar contains categories that vary depending on the permissions or role(s) that you have. This is your primary (high level) source of navigation throughout the system. For Example: Under the Inventory category you’d find things like Parts, Stock, PO’s, Receiving, etc…depending on your role(s).

3. System Search

Located on the far right side of the Menu Bar, this text field acts like a Google search and starts populating a list of categories as you start to type. This search returns functionality in the system. You should use this in cases where you are lost in the system or can’t find what you are looking for in the main category listing.

4. How to Open Screens

The primary categories are actually drop-downs and contain links to various screens within the system. They list options and views that will vary depending on the permissions or role(s) that you are assigned.

5. Screen Tabs

The Screen Tabs are accessed by selecting (clicking) on the drop-downs from the Menu Bar (above diagram).

To move or close tabs, right click on the tab to get the drop-down. Select the appropriate action you would like to utilize.

As you hyperlink, notice your Bread Crumb Line. In the example below, you are currently on the Task level screen. You can click on Work Order to go back to the Work Order main screen or you can click on a different tab to go to a different screen altogether.

7. Refresh Screen

On the far right side of the Bread Crumb Line is the Refresh Screen Icon. It is used to refresh the data on the screens or pages in which you are currently working. It can also be used in the instance where you performed a function and changed your mind. By clicking the Refresh Screen Icon, it will initiate a pop-up asking if you want to save the data first. By selecting “No” it will take you back to the last completed transaction.

8. Workspace

8.1. The Header area (Primary Workspace).

8.2. The Search area and results list.

8.3. Lower Page Tabs (Secondary Workspace).

9. Search Area (left side of screen) - contains four essential functions.

9.1. The right side (drop-down arrow) provides information specific to you and your role, as well as customized views.

One of the most useful, time-saving measures is to set up customized searches using the drop-down. These searches will be specific to each screen, the search criteria you’ve entered and saved, and visible only to your login.

9.2. The left side (magnifying glass), which is an open search, displays information for your site as a whole. If you have access to multiple sites, you may also see that information as well.

9.3. The blank text field allows you to enter specific information to narrow your search. It functions similar to a Google search for the specific page you’re working on.

You must still click the magnifying glass after entering the text to enable the search.

9.4. The Red Chevron (arrow) will open and close the Search Panel. Example: Typing gen on the Work Order screen will bring up all PMs, as they are auto-generated by the system.

10. Search Fields

Once expanded, there are different tabs, text fields, look up searches (magnifying glass) and drop-downs that provide additional and specific search functionality, enabling you to narrow information down for that specific screen.

10.1. Tabs: searchable fields are under each tab.

10.2. Text: allows you to enter numerical, alphabetical and special characters or any combination thereof.

10.3. Drop-down arrow: Gives you a pre-set list of items to choose from.

10.4. Check Boxes: Check mark = YES, Filled/Shaded = ALL, Empty = NO.

10.5. Lookup: when you select the lookup (magnifying glass on the right of the field), the search results load in the list below the search fields.

10.6. Pop-Up Box Buttons: Once you have moved into a new screen, you may see buttons that allow you to work within that screen.

Clear: This will clear all search fields under each search tab.

Search: This will search for records matching the criteria you entered.

Show: Allows you to save search criteria you use often.

10.7. Date - You can use the drop-down arrow next to certain date fields to select the date and time. After clicking OK, it will populate the text field automatically.

11. Search Results - This field lists the results (records) of your specific information searched or entered.

12. Search (Wild Card)

This is a list of the most used:

>today

>11/1/10

<1/1/13

>=1/1/12+<=12/31/12

| the vertical bar is an or condition

13. Header Area (Primary Workspace)

13.1. Red Buttons – These buttons are essential in performing major functions and transactions throughout the system for each screen.

13.2. Hyperlinks - In this example, the hyperlink will bring you to the place record.

In most cases, once the header information is entered, it’s not really needed.

Hitting F11 will collapse the header and just display the lower workspace, giving you more space to work from.

Hitting F11 again brings back the header.

If you need to save your work while the header is not exposed, hold down the control key while pressing S to Save.

Saved Successfully will appear in the lower left corner.

14. Lower Page Tabs (Secondary Workspace)

You can right click and move (rearrange) these tabs just like those previously stated. Also, moving between tabs triggers an implied save.

14.1. Lower Page Tabs

Most of your work will be done in the lower tabs. These tabs are like sub-categories and provide detailed information about the specific screen you are in. They allow you to further drill-down into information and link items together throughout the system.

14.2. Lower Page Buttons

These buttons may vary slightly from tab to tab. They allow you to perform actions or functions that may be required for a specific transaction.

14.3. Red Chevron arrows can be clicked to expand the information contained on that line. In some transactions, you must enter information in this expanded areas.

14.4. Blue Hyperlink allows you to drill-down further into detailed information pertaining to that line on the screen.

14.5. Two-toned buttons indicate that the line needs to be expanded to use those functions.

14.6. The expansion arrows > expand the field to reveal the hidden line information. They can also be used to collapse the area to give you more space on the page.

Example of open Expansion Arrow:

15. Customizing Screen Settings

The following changes to a screen can be changed for your current and future sessions: Column Width, Column Order, Search result display settings and Toggles expanded or collapsed.

Keep in mind, that in some cases, like PO GNS Receipt, for example, you may have more than a single page worth or receipts. To set the screen view to "ALL"

Another example where this is helpful is with EVENTS.

15.1. RIGHT CLICK on the column you want to sort by.

15.2. Click “Set Page Size”.

15.3. Choose "All".

15.4. To save the Screen Settings go to Help.

15.5. Save Screen Settings.

15.6. Select Yes.

To reset your screen to the default screen, go to Help > Save Screen Settings Select ‘No’.