AssetWorks M5 Additional Navigation - Favorites, History, Reports and Dashboard

Overview

How to create favorites within the application, go back to a screen, listing of reports and dashboards. 

Tips

  • Chrome is the preferred browser
  • Need to allow for pop ups
  • Do not use browser arrows to go forward and back need to use the AssetWorks frame navigation
  • The History drop down will show you the recent screens you have used
  • Ctrl + = Zoom in
  • Ctrl - = Zoom out
  • ALT + S = Save

Instructions

  1. To view favorites, click on the Favorites drop down button to see a list of defaulted favorites.

  1. To remove a Favorite select the Pencil icon at the bottom left of the Home page screen.

  1. That will open the links for editing, select the trash can icon next to the Favorites you would like to remove.

  1. To add a Favorite, go to the frame/form you would like to add then select the white plus sign in the red circle.

  1. You should see it added to your favorites drop down list and the red plus sign will have changed to a while minus sign.

  1. How to access previous frame/forms, go to the History drop down, and select the Frame/Form you want.

 

  1. You access reports by selecting the Reports link, the bin is sectioned out by Run immediate Reports and Private Reports and you are able to Copy and Print by selecting the blue grid.

  1. To view your Dashboard, select the Dashboard link 

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