Demo3

The user interaction and navigation of the Engage REPORTS module is described in this section.

User Interaction & Navigation

The system’s menu, sub-menu structures, side panel, and toolbox functionality are summarized below.

• Main menu bar – allows you to navigate between Engage EX products such as Engage REPORTS, Engage SURVEY or Engage ANALYTICS. The name of the signed-in user and the status of the user’s subscription license are displayed on the right in the main menu bar. A menu item for Engage PARTICIPANTS may also be shown - subject to your login access rights. This function is prominently displayed in the main menu bar because this product enables you to load and maintain the list of potential participants for future surveys and to manage user access and administrative rights for all Engage EX products.
• Side panel menu items – the side panel is context-sensitive, i.e. it displays only the menus and/or functions which apply to the current status of the product or module in use. The side panel will allow you to select a toolbox group (eg. Content) if the Properties tab is currently selected, or an element from the Hierarchy tab.
• Hierarchy / Properties tabs - these tabs provide access to the correspondingly named menus. The Hierarchy menu controls the selection of the elements that comprise the report and their relationships with one another. The style, layout and other properties of the report content are selected via the Properties menu.
• Toolbox group – some side panel menu items have multiple functions, necessitating consolidation into a toolbox group with a corresponding heading.
• Click on the up or down arrowhead next to the toolbox group heading to expand (show) or collapse (hide) the list of available toolbox functions.
• Toolbox function – toolbox functions will allow you to perform various advanced actions associated with the currently selected side panel menu item.