Navigation

This article will describe how to navigate iTrackIT, the main screens and different ways to view information relating to records.

The main menu

On iTrackIT, the navigation menu is located at the top of the page and looks like the image shown below. The iTrackIT logo can also be used for navigation, it is a button which when pressed will return the user to their dashboard.

Users with different levels of access might not have all menu options available (such as "Reports" or "File Import"). 

An image of the iTrackIT navigation menu.

To navigate to a new window click on a button to open a drop-down menu of the available options.

An image of the iTrackIT navigation menu with one of the drop-down menus opened.

Home

1. Dashboard - The Dashboard allows you to view any private and public saved searches. For more information on saving searches please read Saving a search.
   
2. Knowledge Base - This will allow you to access our knowledge base (the site you are currently on).
   
3. Support Ticket - Here tickets regarding any unexpected issues can be logged.
   
4. Logout

File Manager

1. Entity
   
2. Files
   
3. Files(Type)
   
4. Transfer To Store Forms

Archive Manager

1. Boxes
   
2. Department
   
3. Barcode Files

Transactions

1. Transactions
   
2. Picking Lists

The main toolbar

The toolbar appears at the top of the screen below the navigation menu. Below is a screenshot of the search results page with the main toolbar. 

An image of the iTrackIT search results with the function menu visible at the top of the page.

 The square checkbox to the right of the "Split Screen" icon can be used to display quicklinks or hyperlinks on the right-hand side of the same page as the one currently being viewed.

The square checkbox to the right of the "Select All" icon can be used to select all the records shown on a page.

The "Search Form" button can be used to return to the search form without having to navigate through the main menu again.

 The "Create New Record" button can be used to create a new record of the type currently being viewed. For example, if you are on the "Files" search results screen the "Create New Record" button will take you to the create a new file page.

 The "Create Duplicate Record" button can be used to duplicate an already existing record, by using the round radio button to select the desired record and then pressing the button. 

The "Edit Record" button can be used to edit a record, by using the round radio button to select the desired record and then pressing the button.

 The "Save a Search" button can be used to save the current search parameters. 

 The "Export to Excel" button can be used to download a .csv file of all currently displayed records which can be opened in Excel. 

 The "Export to ASCII" button can be used to download a .txt file of all currently displayed records. 

 The custom function dropdown menu can be used for custom functions such as checking in or out files and printing labels. To select records for custom functions use the square checkboxes.

The "Toggle Filters" button can be used to hide or unhide the table filters. 

The "Columns" drop-down can be used to hide or unhide columns from the search results.

The "Clear Filters" button can be used to remove any applied table filters.

The page selector controls can be used to change the page that is currently being displayed.

The dropdown box is used to change the number of records currently being displayed on a single page.

The question mark button will display information about the iTrackIT search filters.

The "Records Matched" text box displays the number of records returned and the "Files" refers to the category of search that has been carried out. If there are more records available than have been returned the text after "Files" would contain "Limited to". More information on changing the number of records returned can be found in our Searching iTrackIT article.

Quick links

Quick links are the menu options that appear when the button that looks like three lines stacked on top of each other () is pressed. They can be used to view information associated with a certain entity without having to complete a second search. For example, viewing all files associated with a certain entity. Not all entries will have these (such as the "Files (Type)" search results).

An image of an opened quicklink with a menu option shown below it.

Hyperlinks

Hyperlinks are the black underlined entries associated with some of the records within the search results, these can be used to carry out certain tasks such as viewing the history of an entity or viewing all files opened on a certain date. To view the window related to a hyperlink click on the underlined text.

A screenshot of a hyperlink underneath the OpenedDate column.

Suggested article: Completing a search​

• Related Articles

• Completing a search

  On iTrackIT records can be searched for using a search form. In this article we will be using examples from the "Files" search, however, the same principles will apply to all of the available options (i.e. entities, boxes, or transactions). ...

• Processing Transactions

  For location changes started by custom functions such as check-in and check-out to be completed within iTrackIT, the picking process must be completed. To start the picking process a picking list must be printed, and then marked as complete. To ...

• Editing records

  On iTrackIT, if the user has the required access level it is possible to edit an existing record. Records such as entities, files, files(type), boxes and departments can all be edited. The edit record option is only available from the main search ...

• Duplicating records

  On iTrackIT, if the user has the required access level it is possible to create a copy of an existing record by duplicating it. Records such as entities, files, files(type), boxes and departments can all be duplicated. The duplicate record option is ...