The banner at the top of the screen, referred to as the Quick Access toolbar, contains essential elements used for system navigation. The toolbar now includes the Recently Visited and Favorites icons and Open search field. These additions enhance the user’s experience and make navigation more convenient. The icon menu contains four icons located in the top right corner of the bar: Home, Notifications, Actions List and NavBar.
The Recently Visited icon provides quick access to the last ten component pages visited. This icon displays in two places, on the Quick Access toolbar and within the NavBar. Once selected, use the link to navigate to a component page.
The Favorites icon displays all component pages added to your favorites. Additionally, you can manage and customize your favorites by selecting the Pencil icon.
Search
The Open Search option allows you to search the entire system for keywords related to a function or task. Results display as soon as you begin typing and refine as additional search information is entered.
The search results are displayed in a two-panel window. To modify the search, expand the arrow next to New Search and the search window displays without navigating back to the prior page.
Home
The Home icon navigates to the default homepage (e.g., CUNYfirst Home), no matter where you are in the system.
Notifications
The Notifications icon displays a number count on the bell icon in the banner which notifies the user of any new actions or alerts. Unread actions or alerts are bolded. Notifications include the date/time of the transaction and a link to navigate directly to the item that needs attention. Notifications primarily provide information regarding human resources and finance transactions.
Actions List
Use the Actions List to perform certain actions while on the homepage, such as opening a new CUNYfirst window or changing your preferences, and additional actions when on a transaction page within CUNYfirst, such as adding the transaction page to Favorites.
You can sign out of CUNYfirst at any time by going to the Actions List icon and clicking Sign Out.
New Window
Clicking the New Window option opens a new browser window and displays the search page for the current page. Now, you can seamlessly navigate anywhere in CUNYfirst without disrupting the original page on which you were working.
My Preferences
The My Preferences page contains accessibility settings within CUNYfirst.
Enable Screen Reader Mode
To enable the screen reader option, select the drop-down arrow for the Accessibility Layout field and select the Screen Reader Mode On option. Click the Save button to proceed.
Add to Favorites
Component pages may be saved as favorites for quick access to frequently used pages. To begin, navigate to the component page you would like to save as a favorite. Click the Actions icon and select the Add to Favorites option.
Enter the Favorite Label description.
The Favorite Label description should contain the pillar abbreviation (e.g., CS, HCM, FS) prior to the component name to prevent saving component pages with the same name.
Click the Add button to save.
Click the OK button to acknowledge the confirmation window.
Edit Favorites
Use the Edit Favorites option located on the Quick Access toolbar or within the NavBar to manage the favorites list and display. By default, favorites display in alphabetical order.
The Edit Favorites page provides for deleting a favorite by selecting the checkbox beside the favorite name and clicking the Delete Selected button. Additionally, use the Sequence Number field to reorder the list of favorites. Click the Save button to complete the process.
NavBar
The NavBar provides for accessing all component pages within CUNYfirst. It contains several default tiles, as well as the Personalize NavBar icon that allows you to personalize the tiles that appear within your NavBar in addition to the default tiles.
The default tiles include:
- Recently Visited – This icon provides quick access to the last ten pages visited.
- Favorites – This icon displays all CUNYfirst pages added to your favorites. Additionally, you can manage and customize the order of favorite pages, as well as delete favorites by clicking the Edit Favorites option.
- Menu – provides access to classic navigation to component pages for which the user has security access. Selecting an option displays Breadcrumbs which provides for navigating to the next or previous item.
The NavBar options listed within the Menu provide identical access and are equivalent to your current security in CUNYfirst.
