- Utilizing the Navigation Tree
- Searching for Pages From the Navigation Tree
- Finding Reports from the Navigation Tree
Utilizing the Navigation Tree
On the left side of the Aeries Web screen, a Navigation Tree displays that allows easy access to all Aeries Pages, Reports and Favorites. The Navigation Tree defaults to display Pages available to the user in Aeries Web. Pages can be identified by the blue coloring of the Nodes and Pages on the Navigation Tree. Using the "up" or "down" arrows on the keyboard allows you to scroll through the navigation tree for easy access to a node or page.
There are two ways to expand the nodes. Use the up or down arrow buttons to scroll through the nodes. As you scroll, the selection will be highlighted in dark blue for a node or light blue for a page. Selecting the Enter button on your keyboard will expand a node or navigate you to the highlighted page. You can also expand the different nodes by dragging the mouse over to the arrow symbol to the right of the node and click the mouse. The node will expand and all available data nodes and pages will display.
In the example above, the Student Data node has expanded. To collapse the Student Data node drag the mouse over to the arrow symbol to the right of the node and click the mouse. To access a page, click the desired option in the navigation tree, and the page will display.
The Navigation Tree can be "hidden" when working with Aeries forms. Locate the arrow to the right of the AERIES logo at the top of the Navigation Bar. Clicking the arrow will hide the Navigation Tree. To restore the Navigation Tree, click the triple line icon (hamburger menu) next to the Aeries icon at the top left corner of the page.
Searching for Pages From the Navigation Tree
Pages on the Navigation Tree can be located readily by using the filter tool.
To use the filter option, begin typing a keyword related to the Page. The filter is responsive with each key stroke and will display all Pages that match the text entered in the Filter field. The Node that each result resides within will also display (highlighted dark blue), to indicate the navigation path to the Page.
Finding Reports from the Navigation Tree
The Navigation Tree can be used to access any of the Reports available in Aeries Web.
Locate the "Reports" toggle option at the top of the Navigation Tree, which is located between "Pages" and "Favorites".
The Navigation Tree will now list all Reports, organized into the same Node categories Pages are sorted. All of the Nodes and Reports listed will appear Green, to give a visual distinction that differentiates Reports from Pages.
Reports can be filtered in the same manner as Pages. Enter search criteria in the Filter field, and results will display that match the search criteria.
The Navigation Tree contains a large number of forms and options that you may not need to utilize often. Each user can use the Favorites feature to create "quick links" to specific Pages and Reports. To use Favorites, click the mouse on the Favorites star on the Navigation Tree. A list of any existing Favorites will display. To navigate to a Favorite Page or Report, click on the item from the list.
To add a Favorite, use the Navigation Tree to access the desired Page or Report. On the top right corner of each Page, a Star icon is available. Click the star, it will turn yellow. When the star is yellow, the Page will show on the list of Favorites in the Navigation Tree.
To delete Favorites, click the mouse on the Edit Favorites link at the top of the Favorites section of the Navigation Tree.
A red X will display adjacent to each Favorite, click the X to delete a Favorite.
Favorites are universal across the user's account. Favorites that are setup in one school will be accessible to the user in other schools they have permission to access. Favorites can include any combination Pages and/or Reports that are frequently accessed by the user. There is no limit to the number of Favorites a user can create.