The Navigation Profiles feature will allow you to control the visibility and order arrangement of the tabs in a client record for an agency. Once configured the Navigation Profile can then be assigned to an agency.
To learn how to assign the new Navigation Profile to an agency, please refer to the How to Set Up An Agency page.
|Note: even if not enabled in the Navigation Profile assigned to an agency, the Files, Notes, Assessments, and Services tabs can still be made available to individual programs within the agency.|
Accessing the Navigation Profiles Settings
To access the Navigation Profile settings, click the Launchpad icon , and select Setup. On the Setup screen click the Settings tab. The Navigation Profiles options are located in the right sidebar.
Configuring Navigation Profiles
Once you have access the Navigation Profile settings page, you have the ability to create, edit, and delete Navigation Profiles.
Adding a Navigation Profile
To add a Navigation Profile, select the Add Navigation Profile link located at the top right of the center screen.
This will take you to the Add Navigation Profile screen, where you can enter the title of the new Navigation Profile shown below. Click the Add Record button to save the record for configuration.
Once the record has been created, a Navigation Tabs section will appear. Initially, all options will be available for view in a system default order.
Editing A Navigation Profile
On the Navigation Profiles screen, select the Edit icon that appears to the left of the profile name.
This will take you to the Navigation Profile and Navigation Tabs page, where you can edit the navigation profile.
Adding Navigation Tabs
To add a navigation tab back into the new Navigation Profile, select the Add Navigation Tab link as indicated below.
A pop-up screen will appear, and you can select the desired navigation tab from the list of default navigation tabs.
In the example below, you will now see that the Programs tab has been added to the navigation profile.
Modifying The Order of Navigation Tabs
Navigation tabs can be modified using a drag and drop technique. Hover over the row you wish to reorder and click drag it to the desired location in the list order.
The tabs will appear in the client profile based on the first to last order of the tabs in the list displayed in the Navigation Tabs section. For example, the first tab in the list will be the first tab displayed in the client profile on the far left. Subsequent tabs in the list will then follow in the client profile moving out in the row to the right.
Deleting Navigation Tabs
Select the trashcan icon next to each navigation tab you do not want in the new Navigation Profile. The remaining tabs will be the tabs that appear on the user’s screen. To delete a tab, hover your mouse cursor over the tab name and click the trash bin icon .
You will notice in the example below that the Help Center Navigation Profile record, which is an agency set up designed only for data entry volunteers, now contains only the Profile and History tabs.
This means that a staff member working in the system will see a navigation profile that consists of only the Profile and History tabs.