Agent Guidance Core User Guide

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Menu

Module Menus

 
Each Module in Agent Guidance has its own menu. All Module menus operate under the following principles:
 
 
 
1

Expand/Collapse Category

1. Expand/Collapse Category
 
Menus will frequently contain two or more categories of items. If so, only one category will be visible at a time, and the currently expanded category can be controlled with this button on the category's header.
 
2

Import Items

2. Import Items
 
Some Modules or categories will allow the importing of content (e.g., Users or Workflows), from a database, file, or web service.
 
3

Add Item

3. Add Item
 
Click to add a new item to the currently selected Module or category.
 
4

Refresh

4. Refresh
 
Where items may have changed (for example, by other Users), a refresh icon may be shown.
 
5

Minimise Tray

5. Minimise Tray
 
Certain menus within Agent Guidance can be minimised; clicking this button will collapse or expand the tray.