Walkthrough: Basic Concepts

These breadcrumbs show where you are in the walkthrough. To move to a different section, click its link:

Menus > Search > Modules > Workspaces > Panels > Keyboard Shortcuts > Accessing Help

A workspace consists of tools that help you with your day-to-day work in a certain functional area. For example, in the Operations module, operators can use the Voyages workspace to manage a voyage from beginning to end.

To access a workspace, on the main  or secondary  menu, click its link.

Depending on the data, you can access the following:

• List, card/details, map, and schedule views
• Forms, fields, grids, and attachments
• Toolbar and line item menus
• Workspace panels
• Views or actions that you can select; orange buttons (for example, ) represent the current state

Search for Module

To search for any module or workspace to which you have access, do the following:

1. Type keyboard shortcut Ctrl + , (comma). A Search For Module field appears.
   

   

2. Do one of the following:

   • Click v to see the full list of workspaces.

   • Enter the module or workspace name. Search results appear.
     

     

3. To open a workspace, click its Module | Workspace name. The workspace opens in the same browser tab.