The Navigation Toolbar displays along the top of every screen and includes five drop-down menus: My Place, Companies, Contracts, Reports, and Search. A menu also displays when you click on your name in the toolbar. This menu includes a Preferences link that is used to customize how you receive and view program information. If you have any administrative permissions, the Admin menu also displays. Each menu includes two or more labeled icons that link you to program data and/or allow you to perform a task. The Search menu contains only the Search Query link if the Elastic Search is enabled, but if you are running the Classic Search, the menu also contains a Document Search link.
|A||MyPlace menu||Click a link to display a screen containing information specific to your contracts, events, people (users, company contacts, and external participants), projects, clauses, global documents, document and eSignature packages, and supplier registrations. There are also links to your program calendar, the contract requests you have made, and the contract requests that you can approve.|
|B||Companies menu||Click a link to display a screen where you can add a company or browse a list of existing companies.|
|C||Contracts menu||Click a link to display a screen where you can add a contract, browse a list of existing contracts, review your existing contract requests or make a new request, and review the contract requests awaiting your approval.|
A BI Toolbox link will be present if you are running the Analytics module.
Click a link to display a screen where you can perform the Administrative tasks you can perform: Lists, Additional Forms, Profile Rules, Creation Templates, Contract Request Types, Workflows, Supplier Registration Types, Scorecards, Event Alert Templates, Task Lists, Contract Flow Templates, Company Flow Templates, Project Flow Templates, and Email Distribution Lists.
|F||Elastic Search list||
Make a selection in the list to filter your elastic search by Company, Contract, or Document results. Select All to return all results.
This list is not present if you are using Classic Search.
|G||Elastic Search field||
Enter a name, keyword, value/number, or text string in the field, and click (or press the ENTER key on your keyboard).
|I||User menu||Click your name to display a menu with links that allow you to perform user-specific tasks: access the help system, set your user preferences, return to the Dashboard from any screen, or log out of Novatus.|
|J||Logout icon||Click to log out of Novatus.|