DNet + navigation elements e.g. drop-down boxes, search capabilities, setting preferences, etc. Note: Many of these navigation items are similar for client and employee users.

Access Drop Down

The ‘Select Role’ drop down in the upper left can be used to switch between all access levels that are available to the user.

Collapse

In order to create more space on screen, the main menu can be collapsed using the triple bar icon    in the top navigation bar. The menu items will revert to icons only.

Search

The Employee Quick Search bar (on the top navigator) can be used in order to quickly locate a specific individual based on Name, Social Security Number, or Employee ID.

Below is an example of what you see after you type in a last name (Mia is in this example).

Alerts

Select the Alerts icon   from the top navigator to view items that require the user’s attention.

Notifications

Select the Notifications icon     from the top navigator in order to view items of interest.

Messages

Select the Messages icon    from the top navigator in order to access various system messages.

Settings

Select Settings Icon     from the top navigator to access Preferences, Help, or Logout.

Preferences

The Preferences page can be used to edit contact information, and to change the Color Theme.

Authentication

The authentication function (if enabled by your employer) allows you to select which methods you would like to use to receive two factor authentication codes (either Text/SMS or Email).

Help

The help function    brings up the user documentation to provide guidance on the use of this application.

The Logout option is accessible from the Settings drop down, and also the bottom of the menu on the left. This will return the user to the Login screen.

Export to Excel

Several pages have the option to import data into Excel. This can be done using the Export to Excel     button on the page. This will allow you to save the data as an Excel spreadsheet.

Columns and Filters

On views that have columns, some of the views provide the choice to remove a column from the view (see screen shot below) by un-checking the box next to the column.

Also, as can be seen from the picture below, you can sort and filter on the columns.

Drag & Drop

Expand

On some pages, you will have an arrow to the left of a row.  When you click on the arrow , the row expands to provide additional information. See example of an expanded row below.

Notes / Attachments