Navigating BrightWork 365

This article will help you understand the basic navigation elements of the BrightWork 365 interface. You can find additional interface explanations in other sections of this knowledge base. 

BrightWork 365 Home Screen


1) Main Nav: The Main Nav area is used to navigate to the different areas and sub-areas within BrightWork 365. They're lined up in the typical process flow of the project management lifecycle, from initial request, to managing the execution of a project, to reporting across projects. 

2) Global Options: Use the Global Options elements to run actions across your entire BrightWork 365 solution. 

3) Area Tiles: Click into these tiles from the Home screen to enter the respective Areas. 

4) App Area Switcher: Use this section to toggle between the Project and Admin app areas. 

Header

The Header is activated when you click into a heading within one of the areas in the Main Nav. Here you'll find options that relate to the entity that is noted directly below it - for example, the Delete option will delete the entire abc project as shown below, not simply the issue that is displayed in the lower active pane. 

Most of the process areas share the same Header options displayed across the top. An explanation of each of the major Header elements follows.

  1. Main Grid: Displays metadata about the element currently in focus using the available Views. 
  2. Show Chart: View charts on a page that contains a list of rows.
  3. New: Create a new record for the element currently in focus.
  4. Delete: Deletes the entity displayed directly below the Header.
  5. Refresh: Refreshes the grid data with the newest values.
  6. Email a Link: Emails a link to the selected record in the grid.
  7. Flow: Display, Create, or Run a flow for the current element.
  8. Run Report: Choose to run an available report to help you monitor progress and status.
  9. Excel Templates: Excel Templates allow you to create and share your own custom analyses with colleagues.

Business Process Flow

The Business Process Flow is the process map at the top of a form.

Form

Form elements and fields will differ between the various process areas, each with its own differences that make them relevant to the process it serves. Details about forms will be covered separately in area articles. An example of a Request form can be found below.

Form elements will also differ based on the user's Security Role, including access for certain users to both a short and long version of forms.

Check the bottom of the screen to see if the system is waiting for you to save changes; unsaved changes prevent the system from progressing through workflows. You may also need to Refresh the screen in order to view the newest workflow progress.