Accessing Help You can access Help by using the drop-down Options menu, or by pressing F1 from within any field on any screen to launch a helpfile.

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1 IFAS Navigation IFAS navigation has three basic components: the menu bar at the top of the screen, the menu tree and command window, and the side bar along the left side of the screen. Menu options will vary from the first navigation page to when you have a screen open. Command Window Menu Tree Navigation Bar To navigate directly to desired functions or screens, use the Command window shown below. For example, to view or update person entity information, enter PEUPPE in the Command window, press ENTER and the screen will be displayed. PEUPPE Accessing Help You can access Help by using the drop-down Options menu, or by pressing F1 from within any field on any screen to launch a helpfile. Page 1 of 10 IFASWeb-BasicNavigation.doc Revised 12/12/2005

2 Options The Options Menu drop-down allows you to choose from these basic functions: Log Out, Change Password, Settings, and Help. Please note that the Options button selections will change depending on your location within IFAS 7i. Log Out: You MUST use this method to log out. Avoid simply closing the IFAS Menu Tree window. You will be provided with a screen that allows you to log back in. It s okay to simply close this Logout Window. Page 2 of 10 IFASWeb-BasicNavigation.doc Revised 12/12/2005

3 Favorites You can access screens with the click of a button by adding them to the IFAS Favorites menu. The Favorites menu was designed to provide you with an easy way to return to the screens and launch the IFAS functions that you use regularly. Below is a description of the Favorites options and how they are used. The Favorites drop-down includes the following options: Personal Favorites: A list of all the personal favorite menus created by the current user [New Personal Favorites]: Use this to create a new menu of personal favorites Public Favorites: A list of all the public favorite menus (available to all users) [New Public Favorites]: Use this to create a new menu of public favorites Loading and Unloading Favorites: Clicking a name in one of the favorite menus (within the drop-down list) will load that menu under the Favorites option of the menu tree. A check mark indicates which favorite menu is loaded. Clicking a "loaded" name will unload that menu. The menus loaded will automatically reload when you launch IFAS. Page 3 of 10 IFASWeb-BasicNavigation.doc Revised 12/12/2005

4 When a favorite in the Menu Tree has been selected, the following options will be available from the Favorites Options in the Menu Bar: New Folder (added within currently selected option/node) Rename (applies to currently selected option/node) Delete (applies to currently selected option/node) Creating New Favorites: Choose New Personal Favorite or New Public Favorite or choose to create a New Folder in an existing Favorite. Personal Favorites may only be used by you. Be sure to name your new Favorites folder before adding to it. When you create a Favorites menu, it will automatically enter "rename mode" so that you can provide a name for it. After entering the name, press Enter (or click elsewhere on the tree) to save it. Once your favorite folder exists, you can drag any jobs to it by holding down the control key, clicking on a "terminal node" in the Menu Tree (a job, a screen, or a report), and dragging it to the desired location (Cntrl+Click+Drag). You can drag jobs around within the Favorites folders. Changes are automatically saved to the database. PRESS CNTL FIRST, THEN CLICK AND HOLD ON THE REPORT, THEN DRAG TO THE FOLDER Dropping an item on a folder will add it to the end of that folder. Dropping an item on a job (not a folder) will add the item just before that job. Dropping an item in another favorites menu entirely will make a copy instead of a move. When a job is moved into a Favorites menu, the user responses will go with it. Within the job, there is a Save Changes button that can be used to alter the default values for that job (this option is only available on jobs within a favorites menu). After a dragging job into a favorite folder or after saving selection criteria, you may want to rename the job to better describe the saved options. Rename is only available within Favorites menu. Caution: Rename will space out the current name. Be sure to make a note of it BEFORE choosing Rename. Page 4 of 10 IFASWeb-BasicNavigation.doc Revised 12/12/2005

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6 PRINTING CDD REPORTS Use the Option menu drop down to print a CDD report. Note: Using the browser print button or File-Print will only print a screen shot of the web page displayed. Page 6 of 10 IFASWeb-BasicNavigation.doc Revised 12/12/2005

7 Viewing a CDD report before it s completed: As the report loads, you will see a status of RUNNING. Click on the Pages Completed link to begin viewing the pages of the report that have already loaded. Page 7 of 10 IFASWeb-BasicNavigation.doc Revised 12/12/2005

8 Exporting a CDD report to Excel You can export a CDD report directly into Excel by clicking on the Options Menu drop down box. Select Export to File>Excel Spreadsheet Page 8 of 10 IFASWeb-BasicNavigation.doc Revised 12/12/2005

9 Once the report has exported into Excel, you MUST save it as an Excel spreadsheet. Use FILE - SAVE AS function and select a Microsoft Office Excel Worksheet format. You can then take full advantage of Excel features. Page 9 of 10 IFASWeb-BasicNavigation.doc Revised 12/12/2005

10 CANCELLING A CDD REPORT Click on the CANCEL button while the report is running to cancel a loading CDD report Page 10 of 10 IFASWeb-BasicNavigation.doc Revised 12/12/2005