4.6.2 Create System Navigator

 

To create System Navigator:

    1. Navigate to the Workspaces Tab
    2. Click on the System Explorer Manager icon (System Navigators window appears)

System Navigator Manager


    1. Click New Navigator

New Navigator Window


    1. Specify Title
    2. Specify Description
    3. Select Structure
    4. Click Add Section (Section Window appears)

Navigator Designer Window Showing New Section


    1. Specify Section Title
    2. Specify Section Description
    3. Select the previously added Section, you can continue to add Sub-Sections under the Main Section folder (there is no limit to hierarchy of sections and sub-sections)
    4. Click Add Item (new query window is opened)

Item Query Window


Note you can only add items to the lowest level section folder.


    1. Specify Search Criteria
    2. Click Search
    3. Select required Items
    4. Click Select (Items are added to the section)

System Navigator Structure Showing Items Added to a Section


    1. Click Add URL to enable a Dynamic URL to be added (Please Select a URL window is opened)

Select a URL Window


    1. Select the previously added Section
    2. Right-Click section (navigator menu appears)
    3. Select Add Header

Navigator Designer Window Showing New Header


    1. Specify Header Title
    2. Specify Header Description
    3. Select Header
    4. Click Add Item
    5. Specify Search Criteria
    6. Click Search
    7. Select required Items
    8. Click Select (items are added to the header)

System Navigator Structure Showing Items Added to a Header


    1. Click Save or Save and Check In

System Navigator Checked In


    1. Click Close to return to main Navigator window
    2. Click Refresh in System Navigators Toolbar


    1. Highlight required Navigator
    2. Click Release


Note that only released items will be accessible through the system navigator in the User Suite.


      • Section 4.6.3 explains how to make the new Navigator the Main System Navigator.
      • Section 4.6.4 explains how to make the new Navigator the Compliance Navigator.
      • Section 4.6.5 explains how to edit and update a Navigator.