Home Page

Upon logging in the Governance Portal, you will be directed to the following home page:

HomePage

The home page contains:

  1. Navigation Ribbon - The navigation ribbon is the main navigation system that enables all menus to be visible and easily accessible by using a single user interface.

    Note: See The Navigation Ribbon for more information.

  2. Context Menu - This drop-down menu allows you to select the customized layout and configuration for the navigation ribbon.

    Note: For more information, see Contexts.

  3. Offline Workbench - You can access the Offline Workbench icon from the Context Menu. This icon allows you to connect to the offline interface of the Internal Project Portal.
  4. UserInfo User Information - Hover over the icon to display the name of the logged in user. Click the user name to view or edit the user information.
  5. Favorites Add to My Favorites - Displays a drop-down list that allows to either add a page to the My Favorites list in the navigation pane for quick and customized navigation or create a bookmark for a particular page. The My Favorites list is unique to each user.

    Note: See My Favorites for more information.

  6. Help Help - Displays various links that allows the user to access Online Help, Local Help, Technical Administration Guide and other help documents. This menu also provides a link to the RTS Customer Support.
  7. LogInLogOff Log In - Click this icon to access the log in screen for the Governance Portal.
  8. Log Off Log Off - Click this icon to log out from the Governance Portal.
  9. Navigation Pane - This area allows you to navigate to various areas of the Governance Portal and is divided into the following sections:
    1. Favorites and Action Items - Shows a welcome message with the user name. Click the user name to view or edit the user information. This section also shows a Log Off link that can be used to log off the current session. This area is further divided into the following sub sections:
      • My Favorites - Provides links to commonly visited forms, lists and reports within the Governance Portal. See My Favorites for additional information.
      • Action Items - Provides links to items you are assigned to complete within the Governance Portal (e.g. action plans, assessments, workflow tasks, etc.). See Action Items for additional information.
      • Mass Update Tasks - Provides link to update tasks for other users in the system. See Mass Update Tasks for details
    2. Dashboard Filters - This section allows the user to apply filters on various entity and entity types and display dashboard results based on the filter.

      Note: See Manage Dashboards for more information

  10. Undock Undock - Closes the left navigation pane, the pane is no longer displayed.
  11. Welcome Message - General greeting message that is customizable by the project team.
  12. News & Features - This section shows updates regarding the new features in the portal. This section is customizable by the project team.
  13. FAQ - Frequently Asked Questions and answers. The project team may customize the FAQs.

See Also

Navigation & Common Functionality

Login

Log Off

User Account Settings

Formatting Memo Fields

Manage Hyperlinks

Bookmarking

Cross Referencing

Quick Links

In Line Editing

Concurrent Editing of Business Records

My Favorites

Attachments

Bookmark an Attachment

Utilize List Searches

Review and Remediation

Using Notes

Tasks

Quick Reports

Help