UTShare Fluid Navigation Job Aid - UT Arlington – UTA

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UTShare Fluid UpgradeNavigation Job AidUTShare Fluid Navigation Job AidIn December 2019, UTShare is being upgraded to include Fluid Navigation. This upgrade willchange the way users navigate to screens inside UTShare.UTShare HomepageCurrently, when a user logs into UTShare, it opens on a page that contains various pagelets andlinks to Favorites and Menus. UTShare Fluid will open to a user’s designated Homepage. (Howto designate the Homepage UTShare opens to will be discussed in a later section). On thisHomepage are various tiles that can be used to navigate to screens or landing pages.CURRENT HOMEPAGEFLUID HOMEPAGELast Revision: 12/5/20191

UTShare Fluid UpgradeNavigation Job AidMenu NavigationCurrently, when a user need to navigate to a screen, they use the Main Menu option found on thehomepage. This will open the menu pathways and screens to which the user has security access.UTShare Fluid navigation uses the Navigator icon in the NavBar to open these menus andpathways. The NavBar is found under the compass icon at the top right of the UTShare page. Inthe Navigator, menu options with an arrow will open another menu; options that do not have thearrow will open to the screen. At this time, users cannot alphabetize their Navigator menu.CURRENT MENU NAVIGATIONFLUID MENU NAVIGATIONLast Revision: 12/5/20192

UTShare Fluid UpgradeNavigation Job AidThere are two arrows at the top of the Navigator.The arrow pointing to the left will go back onemenu level. The arrow pointing up will go backto the first, main menu.Favorites ListUsers who have saved screens as “Favorites” currently in UTShare will see these in “My Links”in Fluid. There is a “My Favorites” icon in the Fluid NavBar and any new favorites will beadded to that area, however, Favorites from the current UTShare will be carried over into the MyLinks area.CURRENT FAVORITES LISTLast Revision: 12/5/20193

UTShare Fluid UpgradeNavigation Job AidFLUID FAVORITES LISTApprovals PagesCurrently, approvers navigate to their Worklist to approve Finance documents. In FluidNavigation, approvers will need to use the Finance Approvals tile found on most Financehomepages and on the Manager Self Service homepage. This tile will also provide the numberof documents pending approval.Please note that the HRMS Approval tile does not work to approve eForms. eForms will need tobe approved by navigating to the eForm and approving it on the document.Last Revision: 12/5/20194

UTShare Fluid UpgradeNavigation Job AidBack ButtonWhen navigating to a screen, there will be a back button at the left in the top blue banner. Thisback button will go back to the most recently used homepage.Last Revision: 12/5/20195

UTShare Fluid UpgradeNavigation Job AidNew FeaturesFluid HomepagesA new feature coming with Fluid is the use of Homepages to navigate to screens. Users willhave various Homepages, depending on their security, that will help them to navigate to screensquickly. Fluid also comes with the ability to modify which homepage opens upon login and tocustomize your own personal homepage.A list of the homepages available can be found in the drop down menu in the middle of the topblue banner. These homepages are dependent upon user security; you will only see thehomepages for which you have been granted access.On each homepage are tiles associated with the homepage topic. Some tiles will open a specificscreen, others will open a Landing Page. Landing pages provide a work center of-sorts wheremultiple screens can be accessed from the one screen. Further details regarding landing pageswill follow.Users can navigate to screens using either the Homepages or by using the Navigator.Last Revision: 12/5/20196

UTShare Fluid UpgradeNavigation Job AidLanding PagesLanding pages are a collection of screens and or tasks related to one topic. Users can navigatebetween the different screens and tasks from the landing page.Last Revision: 12/5/20197

Dec 05, 2019 · Navigation Job Aid Last Revision: 12/5/2019 . 1 . UTShare Fluid Navigation Job Aid . In December 2019, UTShare is being upgraded to include Fluid Navigation. This upgrade will change the way users navigate to screens inside UTShare. UTShare Homepage Currently, when a user logs into UTSha

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