Getting started with the UI

Learn to navigate the UI to access information, change your password, locale, profile and theme.

Using the UI
You use the UI to complete tasks that are assigned to you and to find information in OpenPages®.
Logging in to IBM OpenPages for IBM Cloud Pak for Data
Use this procedure to log in to IBM OpenPages for IBM Cloud Pak for Data.
Logging in
You can log in to IBM OpenPages with Watson™ by using the UI.
Logging out
You can end a session and exit the application.
Navigating the UI
The UI is easy to navigate and simple to use.
Using the Primary menu
The Primary menu lists the categories of object types that you can access in IBM OpenPages with Watson.
Using the Navigation Bar
The Navigation Bar contains and a tab for each view you have open. Click the tabs to switch between the views.
Changing your locale
You can change your locale setting. This changes the language of the user interface, as well as the display format for numbers and dates.
Changing your password
You can change your password.
Changing your profile
A profile determines the look and feel of the user experience in the UI. It determines the contents of the Dashboard and the layout and contents of all views, and any filters available for use in the Grid View. Your administrator configures one or more profiles for you, which can be tailored to a specific task.
Changing your theme
A theme determines the color design that is applied in the UI. Your administrator can configure one or more themes for you to use.
Changing the reporting period
You can view data for a current and past reporting period. However, you can only modify data in the current reporting period.
Using IBM Watson Assistant
Use IBM Watson® Assistant to access 24-hour support for OpenPages.
Using IBM Watson Language Translator
Use IBM Watson Language Translator to translate values in text fields to the language associated to your locale.
AI models
Depending on how OpenPages is configured, you might be able to use AI models to gain insights about data.
Providing feedback using an NPS survey
If a Net Promoter Score survey has been configured, you can send feedback about OpenPages to IBM®.
Configurable lifecycles
Configurable lifecycles define the stages that an object type can follow.
Natural language processing services
Implementing and configuring a natural language processing service is an optional feature in IBM OpenPages with Watson. If your administrator has implemented and configured a natural language processing service, you can use it to interpret and classify text that you enter in OpenPages. A natural language processing service understands the intent behind text and returns corresponding suggested classifications, together with a confidence score.
Tags
In OpenPages, you can use tags to categorize objects and perform searches based on those categories.

Parent topic: User Guide