This provides an overview of general WorkCenter use.
Process Considerations:
A WorkCenter is a collection of commonly used tools. Using the WorkCenter is not required. All pages, reports and queries will be accessible using traditional navigation.
Links may vary based upon the individual user's security roles.
You may click on the links below to navigate directly to a section:
General Use
To hide the WorkCenter pane, click the arrows in the top right of the pane.
Clicking on the name of a page/report/query will open the page in the pane on the right. NOTE: To open a page in a new tab, click the small boxes icon to the left of page to access.
Notepad: Text entered will remain here until you leave the WorkCenter or refresh the page.
Personalize Queries Section
Click the sprocket icon in the upper right corner of the Queries section and select personalize.
Click the plus sign at the Query Groups level to add a new query group.
Enter a label in the Group Label field.
If you would like this group of queries to appear before the default list, enter the number 1 in the Display Order box.
Enter and search for a query in the Query Name field.
To add additional queries, click the plus sign on the query row and search for the next query.
Click Save.
Edit Personalization
Click the sprocket icon in the upper right corner of the Queries section and select personalize.
Navigate to the row with personal queries.
Add or remove queries.
Click Save.
To remove all personalization, click the Delete Personalization button in the upper left corner.