Understanding Tabs, Pages, and Panels

From InSite

InSite consists of a series of tabs which provide access to a group of related pages. The Home page displays a list of recently-accessed records and a search filter. Using the search filter enables you to open a list view page that displays a list of records that is filtered to meet your needs. You can, for example, filter the list view to display all records, or a subset of records such as those Incidents which are closed, those Problems which are pending, or those Changes which are Approved.

You can navigate from a Home Page or a List View page to the Details page for a particular record by clicking the record ID number. From the Home page or a List View page, you can also navigate to data entry forms which enable you to create a new record, edit an existing record, or clone the existing record as the basis for a new record.

The Details pages provide panels which give you access to various kinds of related information. For example, on the Incidents Details page, you have panels for Worklogs and Activities, among other things. The Problems Details page contains panels for associated Incidents and Problem Relationships, and other things. The Changes Details page contains panels which display similar information.

The accordions on the Details pages afford additonal, more compact panels that give easy access to information that is needed less often than the information in the panels in the body of the page. Panels of the accordion contain data such as the name and contact information for the customer or client contact.