Overview
By default, the Resolver Home page displays the My Tasks tab, which shows existing objects that require your attention. If any reports have been starred, they will appear beside the My Tasks tab. The column chart to the right of your tasks is a summary of the current workflow states of those objects. At the top of each page is the top bar and nav bar.
Home Page
The following components are in the top bar on every page:
- Resolver or custom company logo: Clicking the logo will return you to the My Tasks page or a starred report you've flagged as your landing page.
Company Logo
- Quick Add: Clicking the Create New icon will open the Quick Add feature, which allows you to create objects outside of applications.
Create New Icon
Note:
This feature may be disabled by an Administrator and may not be visible to certain roles. - Search: Enter keywords to search for objects by keyword within the organization. Clicking the Explore by icon allows you to search by object type.
Explore By Icon
Note:
This feature may be disabled by an Administrator and may not be visible to certain roles. - Administration: Clicking the Administration icon will display the Administrator settings menu.
Administration Icon
- Help: Clicking the Help icon displays links to the Resolver Knowledge Base, Terms of Service, and the Resolver Support site. Clicking this icon will also display your current version of Resolver, your organization's data region, and, if you're an Administrator, a link to the Resolver Idea Portal.
Help Icon
Note:
This feature may be disabled by an Administrator and may not be visible to certain roles. - User: Clicking the User Profile icon displays the name of the currently logged in user, as well as provides links to the My Tasks page and the Logout function.
User Profile Icon
Note:
The options in the nav bar change if you have Administrator permissions. See Admin User Interface for more information.
The nav bar contains a drop-down menu that displays links to the home page and all the applications your role has permission to view (if any). When working in the Home page of your organization (after logging in, clicking the Home link in the dropdown, or clicking the company logo in the top left of any page), the My Tasks tab and any starred reports tabs appear in the nav bar.
Applications
Clicking the name of the application in the nav bar menu will display the application and its activities, which are displayed as clickable tabs. The tab for the first activity in the application is selected by default. To view more tabs (if any), click the Show more icon.
Activities
Note:
Clicking an activity tab displays the landing page for the activity and not the last object or report you may have been working with.