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The home page contains the Home Dashboard and a panel drop down menu on the left side of the page that lists any Services that you had selected for easy access.Image Removed

User Interface Details

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SectionDescription

Link to the Stonebranch website.

Link to Opens drop down menu of the Universal Controller Services available in the user interface.

Search field that enables you to search for a Name, Description, and Member of Business Services across multiple record types.

The Search icon lets you select which field types to search for.

User-specific information for the logged in user.

Links to:

  • Home Dashboard
  • 206373839
  • Universal Controller user documentation

Time and node status (System Details).

Home page only; Refreshes the information displayed on this page.

Home page only:

  • New
    Creates a new Dashboard.
  • Edit
    Edits the Dashboard
  • Delete
    Delete the Dashboard
  • Set As Default
    Set the Dashboard as the default Dashboard.
  • Copy
    Creates a copy of the Dashboard.
  • Visibility
    Sets the visibility of the Dashboard.


Note
titleNote

You cannot Edit or Delete the Home Dashboard.


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To add a record type to the home page navigation panel, click the star icon ( U) next to the record type in Available Services

To create a record for a record type while in Available Services, click the new icon ( + ) next to that record type


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Global Search
Global Search

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  1. Click the Settings icon on the  206373839 to the task bar to configure which fields to search.  By default, the Name and Description fields are selected.

  2. In the Search field, enter the text to search for. (Search text is not case sensitive.)



  3. Click the Search icon to perform the search.

    A list of any search results then displays.

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