2.1.1.1 Navigation Options

 

  1. The navigation in the User Suite is divided into 5 main areas:
  2. System/Business Navigator
  3. Compliance Navigator
  4. Group Navigator
  5. User Suite Business Model (Overview Diagram)
  6. Search.


2.1.1.2 Main Menu

 

Allows navigating to the major parts of the system:

  • MOC (Management of Change) Module - Provides the functionality to manage and control changes within the organisation (refer to MOC Module Help Guide for more information)
  • Risk Register - Displays a Register of the Risk Evaluations within the system
  • Dashboard - Displays graphical Dashboards for your My Document Responsibilites, My Active Tasks and My Submitted Feedback (refer to Section 2.1.5)
  • Roles & Responsibilities – Displays your Primary Role, Secondary Roles and Groups as well as the processes where the Role is an Actioner
  • My Documents – Displays all Items which have been added to your "My Documents" (these may be Items which you have added yourself or Items which are company’s default My Document Items)
  • My Tasks – Displays a list of your AgilityBMS Tasks that either require completion or Tasks that you have been informed of (Reviews, Approvals, Periodic Review, Subscription Tasks or Feedback Tasks).  Note the number shown to the top right of the icon defines the number of Tasks you have
  • Search Feedback – Allows the User the ability to Search Feedback that has been submitted
  • Glossary – Shows the lists of definitions and abbreviations used within your organisation
  • Contacts – Shows the list of Users within the system.


User Suite Main Menu


2.1.1.3 System Navigator

 

Using the System Navigator in the User Suite it is possible to navigate to specific Items.


To Open System Navigator (by default System Navigators are collapsed):


  1. Select required System Navigator (left hand side)
  2. Click on the System Navigator Label


User Suite System Navigator

To navigate to section in System Navigator:


  1. Select required System Navigator (left hand side)
  2. Click on the System Navigator Label
  3. Click on the push pin icon to 'dock' the Navigator
  • Plus sign to the left of a section indicates the section contains sub-sections
  • Click on the plus sign to expand the section
  • Click on the minus sign to collapse the section

  1. Click on required Section (Items are displayed in the Items grid)
  2. Click on the push pin icon to 'undock' the Navigator.

System Navigator

There are several Icons to the right of the Items which can be selected to various actions, as listed below:

  •  This can be used to Download the Document (this applies to Document Items only).
  •   This can be used to View the Item, which will open up in a new tab.
  •   This can be used to View the History of an Item, which will open up in a new tab.
  •  This can be used to Submit Feedback on an Item (if applicable), which will open up in a new tab.
  •  This can be used to Add or Remove the Item from your My Documents.
  •  This can be used to bring up a URL which can then be copied to your clipboard to use where necessary.

Note that the Title of the System Navigator can be customised by an Agility Administrator.




2.1.1.4 Compliance Navigator

 


With the use of Compliance Navigator in the User Suite it is possible to navigate to specific Items.


The Compliance Navigator operates in the same way as the System Navigator; however reflects Items specifically related to Compliance.


To Open Compliance Navigator:


  1. Select required Compliance Navigator (left hand side)
  2. Click on the Compliance Navigator Label.


User Suite Compliance Navigator

  1. Navigate to the Navigator(s) (left hand side)
  2. Click on the Compliance Label (by default the compliance navigator is collapsed)
  3. Click on the push pin icon to 'dock' the Navigator
  • Plus sign to the left of a section indicates the section contains sub-sections
  • Click on the plus sign to expand the section
  • Click on the minus sign to collapse the section

  1. Click on required Section (Items are displayed in the Items grid)
  2. Click on the push pin icon to 'undock' the Navigator.

Compliance Navigator



2.1.1.5 Groups Navigation Tab

 

The Groups Navigation Tab is used in order to present relevant Items to the user. It is an area where the user’s most useful content is collated.


To Open Group Navigator:


  1. Select required Group Navigator (left hand side)
  2. Click on the Group Navigator Label


User Suite Groups Navigator

  1. Navigate to the Navigator(s) (left hand side)
  2. Click on the Group Label (by default the compliance navigator is collapsed)
  3. Click on the push pin icon to 'dock' the Navigator
  • Plus sign to the left of a section indicates the section contains sub-sections
  • Click on the plus sign to expand the section
  • Click on the minus sign to collapse the section

  1. Click on required Section (Items are displayed in the Items grid)
  2. Click on the push pin icon to 'undock' the Navigator.


Groups Navigator


2.1.1.6 Business Model

 

With the use of Overview in the User Suite it is possible to navigate to different areas or Items in the User Suite.


Links Descriptions:


  • Other Overviews – Open another Overview (Visio Diagram) in the same window; display a similar diagram as the Home Page
  • Item Groups – Display a Group of AgilityBMS Items as an AgilityBMS Item Grid
  • Agility Items – Any other AgilityBMS Item, the Overview can link to these directly
  • External URLs – Link to any web address, this could be used to navigate to a company site, Corporate website etc.

To follow a link in an Overview to another page by:


  1. Hovering over an object in the Overview (cursor change from arrow to hand)
  2. Clicking on the selected object.


Custom Overview Home Page