Getting started for users

To get started with the product, learn about the Start Center and operational dashboard, your profile information, navigation, search, data entry, and printing documents.

Start Center
A Start Center is a page that gives you quick access to the tools and key performance indicators (KPIs) that you use most frequently. You can change the appearance of the Start Center and can have multiple Start Centers. All your Start Centers are accessible from the main Start Center page.
Operational dashboard
The Operational dashboard is a modernized landing page that is similar to the Start Center. You can use the Operational dashboard to monitor KPIs, see your workflow assignments that are due soon, quickly complete tasks, and access other applications.
My profile information
Your profile contains the user information specific to you such as your password, electronic signature key, contact details, and time zone. You can change your profile information and default settings. For example, you can modify your default information to ensure that you see records for your site only.
Navigation
To navigate the user interface, you use the links on the navigation bar and can use keyboard shortcuts for many actions. You can also navigate location and asset hierarchies.
Searching
The search method that you use depends on how much you know about the record that you want to find. For example, you must know the exact record ID to search by using the Find field but need only a partial value to search by using wildcards.
Entering data and dates in fields
When you create or edit a record, you can enter values in fields by using different methods depending on the type of field and what you need to enter. You can also use classifications to retrieve historical data.
Printing documents
You can print the documents attached to a record or work pack. You can also schedule and print reports in an application.

Parent topic: Getting started with Maximo Manage