Home Page

The home page is the central place to access key features and data assets like Announcements, KPI Reports, Release Upgrades, New Features, Governance Catalog, Policies, and How-To guides. Administrators can add curated Data Stories as widgets on the homepage. Customize the layout by adding, removing, resizing, or rearranging widgets. This flexibility helps to work more efficiently and makes important information easy to find.

Home Page Layout

Header Menu:

The header menu consists of the following:

Icon
Description

Header Menu Logo

It helps to navigate the main home page wherever they are in the application.

Search Bar

Enables to search for data objects or information across the application quickly.

Bookmarks

Save and organize frequently accessed items or links for quick reference.

Access Cart

Raise requests for access to multiple data objects at once.

Help Center

The help icon is enabled to provide quick information about the page’s functionality and fields.

Notifications

Display the count of unread notifications in the toolbar. Clicking the icon opens the Inbox.

My Profile

It displays the logged-in user's profile details.

AskEdgi

AI interface that helps to quickly search and retrieve term details, metadata, and project information. It is a conversational tool.

Application Mode

Click this icon to switch between dark mode and light mode in the application.

Inbox pop-up

When a user logs in for the first time, an Inbox pop-up shows their pending actions. Click on the items to view the details. The pop-up automatically closes when another tab is selected and will not appear again during the session.

Authorized users or administrators can use the System Settings to control whether the Inbox pop-up is visible on the homepage.

Announcement Banner

An Announcement Banner is a message bar displayed at the top of the homepage. It helps administrators share important updates or alerts with all users, such as:

  • System maintenance notices

  • New feature announcements

  • Policy changes or reminders

Administrator can configure the announcement banner under: Admin > System Settings > Others tab.

Online Assistance

Online Assistance is the support provided to users while they interact with an application or its processes. This support can be offered in different ways, including:

Need Help: This link redirects to the Data Stories module, where users can explore various documentation manuals, tutorials, or walkthroughs that demonstrate how to use features.

Rate Your Experience: It is a feedback mechanism for users to evaluate their interaction with the application. Users must select the specific module and, if necessary, add a rating and description.

Email Us: Users can send their queries via email and receive help from a support team.

Slack Us: Real-time messaging support is available through Slack channels, where users can ask questions and get immediate responses.

  • Users can access the Online Assistance shutter on every page of the application.

  • Authorized users or administrators can use the System Settings to control whether the Online Assistance shutter is visible in the application.


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