Finding your way around
Every page shares the same frame: a sidebar on the left and a header bar across the top. What sits inside them changes with your role and the page you are on, but the layout is always the same.
The header bar
Section titled “The header bar”Across the top of every page you have:
- A menu button (the three lines) that hides or shows the sidebar. This is most useful on a small screen.
- Breadcrumbs showing where you are in the hierarchy, for example Organisation › Country › Project › District › School. Click any step to jump back up to it.
- Your name, on the right, which links to your own profile (managers) or to your home page (other roles).
- The Logout button.
Breadcrumbs are the quickest way back up the chain after you have drilled down into a school or a visit.
The sidebar
Section titled “The sidebar”The sidebar is your main menu. At the top is the logo, which always takes you to your home page. Below it are your sections.
- Sections with an arrow are collapsible groups. Click the title to open or close them.
- The page you are currently on is highlighted.
- On a narrow screen the sidebar slides over the page; tap the menu button or the close (×) to dismiss it.
What the sidebar contains depends entirely on your role. See Roles and what each one sees.
The configuration menu
Section titled “The configuration menu”On the project dashboard, administrators and senior managers see a Configuration button (a gear icon) near the title. On the country dashboard, only administrators see it. It opens a menu of setup pages grouped into columns, such as managing staff, forms, terms and metrics. If you do not have a high enough role, the gear does not appear and the page is read-only.
Choosing a time period
Section titled “Choosing a time period”Many dashboard pages report on a term or a date range. Near the top of those pages there is a period selector. What it starts on depends on the page: the monitoring activity pages usually default to the current term or year, while the training pages and the organisation home default to All Time. Open it to pick a term, or set your own start and end dates with the custom-dates option (labelled Enter Custom Dates on the dashboard pages, and Enter dates manually on the data pages). The figures, charts and tables on the page reload for the period you choose.