Here is a summary of A-Suite's Navigation Menu and Actions Panel.
This article will outline some common questions to help you become acclimated to the updated Navigation Menu and Actions Panel.
Before You Start...
Navigation Menu Defined:
The Navigation Menu is the side panel in your A-Suite account where you access your tools, pages, and settings within the A-Suite.
Actions Panel Defined:
Actions Panel is the task-oriented dropdown menu you see in a User Profile where you can perform functions like editing a user, send emails, send SMS messages, create new records and more.
Why are we making these changes?
It's our goal to make using our platform as simple as possible for you as the end user. Many of our clients perform the same tasks weekly, if not daily, within A-Suite, so we wanted to take the time to optimize the key functions of the platform to make your workflow quick and easy.
We recognize that this update might slow your workflow down temporarily, but over time we see this as a huge time-saver that will enable you to do more with less clicks within the software.
🗂️ The Navigation Menu
What does the updated Navigation Menu look like?
You'll see in the image below that the Navigation Menu has been reduced from 8 items to 7 items.
A Place to Navigate to - Not Perform Actions
We recognized that our clients needed a quick way to perform basic functions for their workflow. So, rather than continuing to add those items to the side Navigation Panel, we decided to house those items within the specific place they were designed to be performed from.
So for example, rather than using the Navigation Menu to perform the action of Emailing a User, you'll now use it to navigate to the User Profile, where you'll use the Actions Panel to send an Email.
Browse in One Place
In the old Navigation Menu, the action of browsing Records, Employees, Candidates and Applications was scattered across multiple dropdown folders.
Now, you'll see that you can easily select which item you'd like to take an in-depth look at from one location, versus using different dropdown menu items.
What is being removed from the Navigation Menu?
There are four things that have been removed from your Navigation menu: Advanced Search, Create New User/New Candidate, Transfer Locations or Managers, and Messaging. These functions are still accessible in other areas of A-Suite.
1. Advanced Search
We currently offer three options for you to access your Advanced Search option.
- Magnifying glass on Black bar
- Inside the search bar
- Nav menu > Users > Find > Advanced Search
We have taken away the third option. The other two options are still available.
2. Create New User or New Candidate
To create a new user or candidate in the system, you currently have to navigate to
Users > Create > New User/New Candidate
This option has been removed from the Navigation Menu.
We have added a new CREATE button at the top of your screen that can be used to create new users or candidates.
3. Transfer Locations or Managers:
We currently offer two ways that you can transfer employees to/from Locations and to/from Managers. First being in your Navigation Menu.
Users > Transfer > to/from Location or to/from Manager
This has been removed from your navigation menu.
Transfers now can be completed by going to your employee browser, creating a Task List, and choosing Transfer Locations or Managers.
Your messaging option inside your Navigation menu has been removed. Messages are now sent primarily from the user profile.
✏️ The Actions Panel
Previously, the Actions Panel was a drop-down menu located inside a person's profile where the A-Suite user could carry out several actions to either edit, communicate with, or manage the profile. However, over time this drop-down menu became long and crowded, and thus, AvatarFleet decided it was time for a change.
What does the updated Actions Panel look like?
We have now taken all of our actions and separated them into four different categories: Edit User, Messaging, Create, and Actions.
Edit User opens a dialog box where you can edit the user's information. On the other hand, clicking the other three categories will open a list of corresponding actions that can be completed. Images of each category's menus are shown below.
Need More Assistance?
Call Us: (888) 758-4842
Never hesitate to give us a call! We’re happy to provide one-on-one training if needed.
Attend or view a recording of one of our Webinars that were design to make the update seamless for your workflow.
- Previously Recorded Webinar: View Recording
- Next Webinar: Jan 20, 2020 01:00 PM Eastern Time: Register Using This Link
Open a Ticket:
Click this link to open a support ticket with our friendly Client Services team.