Stages Documentation

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72:navigation [2018/11/02 00:53] – emr72:navigation [2024/02/15 00:00] (current) – external edit 127.0.0.1
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 ====== Navigate Through Stages ====== ====== Navigate Through Stages ======
  
-===== General Navigation =====+This description shows the desktop view. On a tablet or smartphone, Stages might look a bit different, but all capabilities will be accessible as well. 
 + 
 +===== General navigation =====
  
 After logging into Stages, you will see a screen similar to this: After logging into Stages, you will see a screen similar to this:
  
-{{  :72:navigation-main.png?nolink&801x393  }}+{{  :72:navigation-main.png?direct&801x393  }}
  
 You are able to use the following capabilities: You are able to use the following capabilities:
  
-1: **Workspace**: You can see your current [[:general:workspace|]] here. Click or tap on the box to change your workspace. See further below for more details.+**1 Home Page:**  You can typically see a clickable overview of the process landscape of your organization.
  
-2: **Home**: Clicking or tapping here always brings you back to the home page. The home page typically displays a graphic with links to find the relevant processes.+**2 Workspace:**  You can see your current [[:general:workspace|]] here. Click or tap on the box to change your workspace. See further below for more details.
  
-3: **Navigation**: Choose the type of information you would like to see. Depending on your permissions, you may see or not see some items on this list:+**3 Go to Home:**  Clicking or tapping here always brings you back to the home page. The home page typically displays a graphic with links to find the relevant processes.
  
-   * **Processes**: Browse process content. See here for more details.+**4 Navigation:**  Choose the type of information you would like to see. Depending on your permissions, you may see or not see some items on this list: 
 + 
 +  * **Processes**: Browse process content. [[:72:understand|See here]] for more details.
   * **Management**: Use additional capabilities to manage processes, e.g. tailoring, compliance, or process versions.   * **Management**: Use additional capabilities to manage processes, e.g. tailoring, compliance, or process versions.
   * **Reports**: Run and manage reports.   * **Reports**: Run and manage reports.
   * **Administration**: Manage users, groups, permissions, and workspaces.   * **Administration**: Manage users, groups, permissions, and workspaces.
-4: **Profile**: Manage your picture, your Stages preferences, or change your password.+**5 Search:**  Search for process content. See here for more details on how to best use the search. 
 + 
 +**6 Profile:**  Manage your picture, your Stages preferences, or change your password. 
 + 
 +===== Mobile view / Reduced view ===== 
 + 
 +If your screen size is limited, if your browser zoom is high, or if you are using a mobile device, Stages automatically adapts the layout to use maximum space for the process content. On a smaller screen, the main screen might look like this: 
 + 
 +{{  :72:navigation-mobile-main.png?direct&500x408  }} 
 + 
 +In the mobile view, the navigation capabilities described above can be accessed by clicking or tapping on the {{:72:navigation-menu.png?nolink&30x25}} icon: 
 + 
 +{{  :72:navigation-mobile-navigatoin.png?direct&500x407  }} 
 + 
 +===== Workspace navigation ===== 
 + 
 +To open the workspace navigation, click or tap on the workspace name. 
 + 
 +{{  :72:navigation-workspaces.png?direct&300x516  }} 
 + 
 +To find the desired workspace, you can use the filters on the top: 
 + 
 +  * **My**: List of all your favorite workspaces. Your current workspace and your home workspace will also be shown here. To mark a workspace as a favorite, find it via the "All" filter and click or tap on the empty star. To remove a workspace favorite, click or tap on the full star in the "My" list. 
 +  * **All**: List of all accessible workspaces. 
 +  * **Archived**: List of all workspaces that have been marked as archived by the system administrators. 
 +To better find a workspace, you can start typing the name or parts of the name in the "Filter by name" field. 
 + 
 +===== Using web browser buttons ===== 
 + 
 +In previous versions of Stages, the usage of the browser's back, forward, and reload buttons was discouraged. With V7, this has significantly changed. 
 + 
 +**We now do recommend to use the browser back, forward, or reload buttons.** \\ **We also recommend to use multiple browser tabs or windows.**
  
-5: **Search**: Search for process content. See here for more details on how to best use the search.+For example, when performing a readiness check of your processes, you open each finding in a new browser tab, edit the content to fix the finding, and close the tab again. Then simply press browser reload to re-run the readiness check.