Learning

Understanding Tools

last update: July 23, 2019
Learning Objectives

Locate Tools for use
  • My Categories
  • All Categories
  • My Favorites

Tools can be accessed either from the body of the Landing Page, or from the left menu. Tools are organized by categories, and by default it shows My Categories, which are categories that I have favorited. All categories may be viewed from the dropdown. To view the tools within a category, click the List icon.

Within each category there will be several documents such as Excel spreadsheets or PDFs that contain tools needed to perform tasks within the system. To download a tool simply click the Download button.

To favorite a category of tools, click the star next to the category and turn it green. Red stars denote that an administrator has flagged that category as a Favorite for All. Any tool that has been designated as a favorite will show in the left menu for quick navigation.

Please watch the video for a walkthrough of these functions