Navigation

Navigation describes how to navigate PowerWorker Engage. It also lists browsers that are compatible with PowerWorker Engage.

1. Compatible browsers

The PowerWorker Engage solution provides an optimal user experience with the latest version of the following browsers:

• Microsoft Edge

• Chrome

• Firefox

2. Search options

There are two ways to search records within PowerWorker Engage:

Quick Find: Single-entity or multi-entity; multi-entity is also called categorized search.

Advanced Find: It lets you search for rows and create personal views in PowerWorker Engage.

3. Navigation bar

The menu along the top of the solution is the navigation bar. This configurable menu is the primary navigational structure for solutions, and you can modify the navigation options. The navigation bar also reflects the PowerWorker Engage security roles assigned to the person who's using it.

From the navigation bar, you can switch between available apps and use solution-level tools such as Quick Creation, Advanced Find, and Relevance Search.

4. Navigation pane

The menu along the left side of the PowerWorker Engage user interface is the navigation pane. It's organized into sections that reflect the PowerWorker Engage area you're in. Select an area from the Change area menu at the bottom of the navigation pane to see relevant sections for that area. The items in the navigation pane also reflect the PowerWorker Engage security roles assigned to the person who’s using it.

1. The area you're in. Select to open the Change area menu and choose a different area.

2. Options at the top of the navigation pane are visible in all areas by default.

3. The Workplace section is visible by default for most areas.

4. Other sections reflect the area you're in. Some sections apply to multiple areas.

5. Action pane

The horizontal menu just below the navigation bar is the action pane. The action pane lets you control and use solution features for the section and records you're working with. These features include saving, deleting, sharing, and making templates.

The action pane is configurable, so you can modify the action options. The available options also reflect the section or record that's open and the PowerWorker Engage security role assigned to the person who's working on it.

6. Change area menu

The Change area menu is in the lower-left corner of PowerWorker Engage, at the bottom of the navigation pane. When you select an area, the sections in the navigation pane change accordingly.