Legacy Homescreen

Homescreen

You will be taken to the Homescreen when you log in to Orgvue

From the Homescreen you can see:

1. Any Datasets that have already been uploaded
2. Any Packs that have been created
3. Recent Sessions
4. Navigation Bar
5. Menu button
6. Release Version No
7. Homescreen Search
8. Locale Menu
9. Tenant Selection
10. Account Information
11. Reload Datasets
12. Homescreen Selection
13. Navigation Bar Expand
14. Resource Centre

The default view of the Homescreen will show all Datasets for the Tenant, and all Packs created from those Datasets

Note: Any dataset tagged archived in settings will not be available

Once any dataset is selected the view will change to show packs created with the selected Dataset

Further tabs are then available to display:

• A. Other Packs created with the similar Datasets
• B. Packs created with the same Dataset type
• C. Packs created with unknown Datasets

For more detail on the 3 sections see Pack Types

Note: Packs are a collection of slides in a single exportable ‘pack’ Each slide has its own defined specifications, e.g. filtering and coloring

Clicking on a specific Dataset, e.g. OV3 Demo Dataset, will show just the Packs for that Dataset, and also allow you to create a new Pack

Recent Sessions

The recent session's area of the home screen will display up to the last 9 packs opened or datasets saved by the current user and contains:

1. Carousel Indicator with up to 3 pages available
2. Each page of the Carousel will display up to 3 recent packs or datasets
3. The Recent sessions area of the homescreen may be collapsed or expanded using the button

Navigation Bar

The Navigation Bar is located on the left side of the Homescreen and contains direct links to:

1. Workspace (Highlighted to indicate current application)
2. Settings*
3. Survey admin*
4. Implementation Hub*
5. Orgvue Academy
6. User Guides

* Orgvue will automatically log in to this application using current users credentials

Navigation Bar Expand

By default, the Navigation Bar will be collapsed so that just the application icons are shown

However, the button at the bottom of the bar may be used to switch between:

• A. Collapsed
• B. Expanded

Locale menu

From the Locale button you can switch your language preferences between English (US) and English (UK). The option you select will change the date format of any Properties you select based on a date and Orgvue will expect and prompt any date entries to be entered in this format:

• MM / DD / YYYY for US, and
• DD / MM / YYYY for UK

Tenant Selection

Many users may have access to more than one tenant as part of their account

If more than one Tenant is available for the user that is logged then it is possible to switch tenants directly from Workspace without the need to log in again by:

1. Selecting the Tenant Selection window
2. Selecting the required Tenant from the list of available tenants shown

Account Information

Clicking the single letter icon will open the account information panel which shows:

• A. Logon id
• B. Roles assigned to logon id
• C. Last Logon date and time
• D. Change Password
• E. Log out option

Note: Change Password option will not be show if the user has logged in via Single Sign On

Reload Datasets

If there have been any changes in the dataset since you last logged on, the reload button on the header bars allows you to refresh the data shown in your packs

When in a pack selecting Data & Reload from the Menu bar will also reload data in your pack

Menu Button

From the menu button you can:

• A. Access the Settings application
• B. Access Survey Admin
• C. Send Feedback on Orgvue to our team
• D. Return to Homescreen when in a pack

Homescreen Search

The search bar located on the homescreen will allow the searching of labels and tags in:

1. Datasets
2. Views
3. Packs
4. Drafts

To search the homescreen:

1. Select the document type from the drop-down list
2. Enter the search string into the window
3. Search results will be displayed in the selected area of the homescreen