Main Window Components

The main window of WorkCenter provides a standard set of controls and navigation tools, which are available according to the products included in your WorkCenter and your permissions-based level of access.

The main window components are the top two bars in your browser window: the system bar and the navigation bar.

Reference

The system bar at the top of the window shows your username and provides access to your account and the Help system. You can also log out of WorkCenter for security purposes.

Window Components Definition
User The current WorkCenter user.
Help Open the online Help system.
Logout

Close your session and return to the Sign In page.
My Account Open the My Account window where you can set a start page, verify your account information, and change your e-mail address, password, and security question.

The navigation bar provides access to various features based on the modules in WorkCenter, such as Search, Work Queue, and Reports. Hover over the window component name to see the menu of available options and select the option you want.

Window Components Definition
Home Go back to your selected Start Page.
Work Queue Select any available option to refresh the Work Queue list.
New Select any available option to create a new form.
Search

Select a general category to open a search. Select Global Search to search across claims, assignments, and estimates.

Manage Select any available option to manage resources, people, and configurations.
Reports Select any available report to open the report window.

Note: Not all menus and options are available for all users. The menus and options available to you are based on your user permissions.