Upon launch, CCH Central presents a blank Home Page. This Home Page is your starting point each time you log in.
Home Page components
The Home Page comprises the:
These four components are standard across all the windows you use in CCH Central.
The Home Page can be customized to display and quickly access information that is appropriate to your use of the application.
- To navigate away from the Home Page:
- make a selection on the Toolbar or the Task Bar
- click the tab of an open page shown in the tab bar in the content area
The tab of the current page is shown in yellow. Tabs of other open pages are displayed in blue.
- To view a page, click the tab to bring the page to the front.
- To scroll through open tabs not in view on the tab bar, use the scroll buttons .
- To close a page, click the Close icon on the top right of the window.
Customising your Home Page
Customise the Home Page to display and quickly access information tailored to your use of the application. You can define up to four different Views with different names and view options.
What you see when you select an option in the Toolbox is limited to your security access permissions — you may only see blank windows if you only have limited access. The system administrator sets up the security access permissions.
On the Task Bar under , click one (for example, Main View or View 2) to change your home page view. This is the accepted default view.
Click . In the Edit Homepage window, you can change the name of the views to something more meaningful to you, for example: My Home Page. Click to edit the name of one or all of the views.
Tick or untick the Display boxes for which views to display when you select the option from your Home Page. Click the arrow buttons to rearrange the view order. That is how they appear in the dropdown from step 1. Click Save.
On the Toolbox, drag a view option on to the content area to display it. To remove it, click Close .
What you can select and do with the Toolbox may be limited depending upon your security group.
Repeat Steps 3 and 4 for each view you want to customise.
Click Close to exit the Customise homepage mode.
Click Home on the Tool Bar. Your customised Home Page appears.
Select other views to see the options you selected.
When the toolbox is displayed you can also resize, move or delete the individual display windows.
- To resize and move the windows, click and drag in the same way as you would with other applications in Microsoft Windows.
- To close a window click the Close button at the top of the individual display windows.
Copying Home Page graphs
Home Page graphs can be copied to other applications such as Microsoft Excel, Word or other third party applications.
On the Home Page, right click the graph you want to copy and then select from the pop up menu that appears.
Open the application you want to import the graph into — such as Microsoft Excel or Word — and paste the image.