Related Topics:

Customizing the Portal

Entering User Information

XFRACAS Portal

When you first access XFRACAS, you will see the XFRACAS Portal page. Other pages may also be displayed if your company chooses:

The XFRACAS Portal displays private and system/company-wide announcements as well as the current user’s tasks. This information may be based on the current entity or based on all of the entities that you have access to, depending on your Portal settings, which are specified on the Portal Preferences page.

The XFRACAS Portal can be accessed at any time by choosing Home > Portal > XFRACAS.

Announcements

For each announcement, an icon indicates whether it is public ( ) or private ( ). The name of the user who created the announcement is displayed on the right side of the announcement title. Users can post an announcement by clicking the Edit Announcements icon, , in the upper right corner of the Announcements area, and can update or remove an announcement that they created by clicking the public/private icon associated with the announcement. The Create/Update Announcement page will appear. Only users with specific permissions can create system/company-wide announcements. All other users can create only private announcements, which will be visible only to them in the Announcements area. Additionally, only authorized users can update and/or remove an announcement created by another user.

Users can click the Announcements History icon, , to display a historical list of all announcements that exist in the database via the Announcement History page.

Tasks

The task list for the current user may include the following items. For each category, the number of pending records will appear at the top of the section. You can click any record number to open the record. Dates for the records (e.g., due dates) will appear in red when the record is within a specified time of the date, depending on the settings chosen by the system administrator.

Note that the number of items displayed in each section is determined by your settings on the Portal Preferences page. The number in parentheses at the top of each section indicates the complete count and is a link that, when clicked, will run a search for all of the relevant records and bring up a list in the Reports page.

 

© 2006-2017. HBM Prenscia Inc. ALL RIGHTS RESERVED.