View and Use Panels

The Navigator panel (accessed by navigating to View > Panels > Navigator) is used to display the structure of the data contained in K2. The structure can relate to the Business Unit structure of the property portfolio or relate to the structure of users or roles for security.

• Select from the Templates drop-down to change the view.

To manage templates:

• Click the Navigator Configurator button.

The Navigator configuration window is displayed.

Do one of the following:

• Click the Add button to add a new template.

• Select a template from the Select a Template drop-down list to open an existing template.

• Click the Delete button to delete an existing template.

Do one of the following:

• Click and drag nodes from the Available Nodes panel into the Preview panel.

Nodes that can be grouped are displayed in blue in the Other section.

Configure the text to display in the Navigator panel by right-clicking a node, and then selecting the Customise Text option from the drop-down menu.

This displays the Node Customiser window, where you can select up to two pieces of information to display in the Navigation panel for the node.

• Right-clicking on an existing node and then selecting the Remove option from the drop-down menu.

• Click Save.

The Save navigation template window is displayed.

• Enter a name for the template, and select whether the template should be public (that is: available for other users) or private (that is: for your use only).

• Click Save.

The Notification List displays workflow steps, alerts, or ticker-tape messages applicable to you.

It can be accessed by navigating to View > Panels > Notification List.

• Click the relevant green tick to mark a notification as complete and remove it from the list.

• Alternatively, click on the adjacent buttons to display additional information.

The Picture Viewer panel allows you to view images attached to the selected entity.

It can be accessed by navigating to View > Panels > Picture Viewer.

Use the Picture Viewer panel to:

• View an individual image by clicking on it. The image resizes to fit the panel.

• Return to the thumbnail view by clicking the View Thumbnails button.

• Display the images in a slideshow by clicking the Start Slideshow and Pause Slideshow buttons.

• Use the Previous Picture and Next Picture buttons to scroll between images.

The Quick View panel (accessed by navigating to View > Panels > Quick View) allows you to view thumbnails of the currently open tabs, and click them to open them.

You can also click the relevant cross to close a screen.

The Search results panel is displayed when you Search.

If closed, it can be re-opened by navigating to View > Panels > Search Results.

You can use the filter fields at the top of the search results panel to narrow the search results if required.

Alternatively, double-click a record to open it.

The Tasks panel (accessed by navigating to View > Panels > Tasks) displays quick links to tasks that you may want to carry out on the currently selected entity.