There are some key navigation basics that will help users maneuver around the Qualtrax system.
| • |  buttons: Most pop-out screens in the Qualtrax system provide a  button. It is highly recommended that users use Qualtrax's cancel buttons to go back to a previous screen in lieu of using the browser's back button. Qualtrax is a software application that runs within the browser, so users may get unexpected results when utilizing the browser's back button. |
| • | Breadcrumbs: Qualtrax provides a breadcrumb trail as users navigate through the system. It appears at the top of the page that is currently being viewed and looks much like a directory path. However, these breadcrumbs provide hyperlinks that when clicked on easily return the user to a particular screen, folder or document. See an example of a document breadcrumb below: |
Qualtrax, Inc.\ Operations Manual \ Marketing-Sales\ Marketing Brochure
To quickly go from viewing the Marketing Brochure document back to the Operations Manual folder, a user can just click on the Operations Manual breadcrumb. Breadcrumbs are seen most frequently when viewing a document. However, they also appear in other sections of Qualtrax, such as the Administration menu and sub-menus.
| • | Menus: The menus on the Qualtrax Main Menu work differently. Some are direct links to another screen, while others are pop-out menus with additional options or menus to choose from. Pop-out menus are the ones with the small, blue arrows beside them. |
Below is a list of what users can expect for each menu item, providing they have permission to access that menu:
| 1. | When a user clicks on their My Qualtrax menu, they are taken to another screen that loads all their active tasks. To leave this screen, click on any task in My Qualtrax or another menu. Additional menu options are available on the top menu bar here as well: Change Layout, Reset Changes and User Preferences. |
| 2. | If a user clicks on the Browse menu a pop-out window appears displaying the Qualtrax tree structure. To leave the Browse window, select a document to view or click the close button  in the top left corner of the window. |
| 3. | Clicking on the Favorites menu displays a pop-out list of personal favorites, as well as additional pop-out options for company and/or group favorites. Favorites that have been identified, such as shortcuts to a particular document or folder, takes the user directly to that favorite item when clicked on. Clicking on the Favorites Administration option will allow users to add external favorites such as links to other websites. |
| 4. | The View Personnel menu takes the user to the Personnel screen where all company employees and their contact information is quickly and easily viewable. For additional information on this menu refer to the View Personnel topic. |
| 5. | The Reports menu takes the user to the Reports screen, where they can run any of the standard reports provided, or create their own custom on-demand reports. |
| 6. | The Workflows menu activates a pop-out menu that lists all the available workflows a user has permission to initiate. For additional information on how to run a workflow, please refer to the Workflows topic. |
| 7. | The Administration menu activates additional pop-out menus. The additional pop-out menus that appear here are based on the logged in users permissions. A complete list of all the available administrative pop-out menus are covered in the Qualtrax 4.0 Administration Manual or the Administration Help menu. |
| 8. | The Help menu takes the user to an interactive help screen within Qualtrax that contains information on Qualtrax User functions that are searchable by entering keywords. |