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Axscend Portal - Introduction

Learn how to navigate the Axscend portal pages and get the most out of your experience.

Page Overview

Page Overview New-20240208-101232.png

No.

Description

Logo

If your company has set up a custom interface for the Portal you may see your company’s logo and colour theme on the Axscend Portal.

User Name

Displays the Username of the current user logged in to the Axscend Portal.

Navigation Bar

A row of buttons to navigate through the different pages of the Axscend Portal.

Admin Menu

You may also have an Admin button, which when clicked will produce a dropdown of Admin pages.

Footer

Shows the Axscend Portal version number on the left of the footer. Buttons to toggle the Notification Centre and Asset Cart open on the right of the footer

Content Area

Houses the content of the page, which changes depending on the current page selected. Similar to the webpage, there are universal elements amongst the content area.

Content Area

No.

Description

Tab Bar

Allows for navigating within a page to different sections. The current section you are on is underlined in orange on the tab bar.

Toolbar

A grey bar that runs along the top of sections or pop-up windows that holds a number of action buttons.

Editor

Whenever you create or edit an entity, the editor displays a form of the fields associated with the entity. These can be filled or edited and saved when changes are complete.

Sidebars

Sidebars are regularly used to list information, for example displaying a list of Users on the Manage Users page.

Portal Buttons

Down below you will find a list of buttons anf their functions used in the portal.

Portal Buttons

Icon

Function

Add
To add or create an entity.
E.g. adding users, assets, POIs

Save
To save changes to an entitiy.
E.g. saving new users, assets, POIs

Undo
To reset changes to an entity to it’s original state (before changes).
E.g. resetting users, assets, POIs to their state before changes were made.

Delete
To delete an entity.
E.g. deleting a user, asset, POI

Edit
To edit an entity
E.g. editing users, assets, POIs

CSV
To download a CSV report on the data listed.
E.g. downloading a standard report in CSV format

PDF
To download a CDF report on the data listed.
E.g. downloading a standard report in PDF format

General Download
To download a report on the data listed in the default format.
E.g. downloading the results of Asset Search list.

File Upload
To upload files or documents
E.g. uploading a document to a document folder.

Menu
Toggles a menu to open or closed.
E.g. frequently seen on mobile view.

Filter
Toggles a filter menu open or closed.
E.g. filter menu button on the footer of the Fleet Grid.

Back
To leave a page or process and return to the previous step.

Back
To leave a page or process and return to the previous step.
E.g. returning to the previous page on the Asset Dashboard.

Refresh
To reload data on a page or in a list.

Chevrons
To scroll through the tabs on a toolbar.

Clone
To clone the fields of an entity and use them to create a new entity.
E.g. cloning the configuration of an asset to create a similar asset.

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