Jspenceratty: Created page with "==Main Menu== The primary, Main Menu for Prime appears only on the Home Screen. 200px Activities in Pr..."

2020-08-06T19:03:05Z

Created page with "==Main Menu== The primary, Main Menu for Prime appears only on the Home Screen. 200px Activities in Pr..."

New page

==Main Menu==

The primary, Main Menu for Prime appears only on the [[Web:Home Screen|Home Screen]].

[[File:Screen Shot 2020-08-06 at 1.56.22 PM.png|200px]]

Activities in Prime are broken down into the categories of:

1) Add -- adding a new item or record of a particular type (Callback, Eligibility, Client, Lawyer, etc.)

2) Search -- to find and edit or change a record of a particular type

3) Finance -- for Fundraising, Grant, and Trust system management

4) Reports -- for reporting on data in Prime

5) Administration -- for setup and administrative management of prime

6) Help -- to get to the Online User's Manual

===Use===

Position your mouse over one of the top line items (Add, Search, Finance, etc.) to get it to dropdown and show its available items. Select a sub item by clicking on it. Some sub items have an arrow next to them to indicate they contain additional sub items.

[[File:Screen Shot 2020-08-06 at 2.02.41 PM.png|200px]]

===Security===

Some items in Prime require special user roles to access. Examples include the Online Intake System (Search-->Online Intake), Finance, Reports, and Administration. Most user's work in Prime will be confined to adding and searching/editing entries.

Web:Main Menu - Revision history

Jspenceratty: Created page with "==Main Menu== The primary, Main Menu for Prime appears only on the Home Screen. 200px Activities in Pr..."