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Tips and tricks

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These useful notes will help you to work more efficiently in umantis applicant management and employee management.

Key combinations

Tip Key combination

Switch between input fields

You can use the Tab key to jump from one input field to the next in the input forms so that you can enter your data easily with the keyboard and without using the mouse. If you want to jump back one field, keep the Shift (upper case) key pressed down and press the Tab key.

Quick selections in dropdown lists

In the dropdown lists (list fields) you can enter the first few letters of the word you are looking for and navigate like this in the list. You can use the relevant arrow keys to skip one entry up or down.

Pressing buttons with the keyboard

You can use the Enter key to press the button that is currently selected. In the input screens, the Save button is automatically selected. The selected button can be identified by its dark outline.

Click links with the keyboard

In the employee directory, you can use the Tab key to jump from one Edit link to the next. To click the link, press the Enter key. The selected link can be identified by its dark outline.

Select multiple entries at the same time

In multiple choice fields you can select more than one entry by keeping the Ctrl key pressed down and clicking all the entries that you want to select. If you then want to deselect an entry, keep the Ctrl key pressed down and click the entry again.

Use the keyboard to check boxes

If you want to use the keyboard to check a box, press the Space bar. The checkbox will then be shown as checked. The checkbox which is active at any time can be identified by a dark outline. You can use the Tab key to skip from one checkbox to the next.

Open a page in a new window

If you want to open a page in a new browser window, press the Shift (upper case) key while clicking the link to the page. This is ideal when you want to view multiple entries from an overview. The overview remains in the background and the individual records can be viewed in a separate window.

Open a page in a new tab

If you want to open a page in a new browser tab, press the Control key while clicking the link to the page. This is ideal when you want to view multiple entries from an overview. The overview remains in the background and the individual records can be viewed in a separate tab.

Navigate between open windows

If you want to navigate backwards and forwards between open windows, keep the Alt key pressed down and press the Tab key once or several times. A small window then appears showing the applications which are currently open. Keep the Alt key pressed down and use the Tab key to select the window you want. Release the Alt key, switch to the window you want, and continue working.

Close window / tab

If you no longer need the window/tab, you can close this simply by simultaneously pressing the Ctrl key and the W key.

Use the keyboard to scroll

If you want to scroll up or down on a page, you can do so with the arrow keys. To scroll quickly, use the PgUp and PgDn (Page up / Page down) keys.

Problems and error messages

The first thing to always do is update the page. To do so, press the F5 key or the relevant language in your browser's menu bar.

Copy print preview to Word

If you want to work with the information from the print preview in a Word document, highlight the part of the print preview that you wish to copy to Word. Copy the highlighted area with the key combination [Ctrl] + [C] or go to "Edit/Copy" in the browser. Then open a Word document and paste the copied section with the key combination [Ctrl] + [V] or the menu command Edit/Paste.

Move about in text fields

You can use the arrow keys to move the cursor one character at a time. You can use the [Ctrl] key and the Right and Left arrow keys to move the cursor one word at a time. Using the Shift (upper case) key, you can move the arrow keys to highlight text to copy or delete it, for example.

Two different roles in one browser

With the "Private Mode" (private browsing), you can work with two different roles (e.g. administrator, applicant) in the same browser. You can, for example, check the effect of display/hide immediately.

Internet Explorer

You can access the private mode in Internet Explorer with the key combination [Ctrl] + [Shift] + [P].

Internet Explorer.jpg.png


Firefox

The figure below illustrates how you can access the private mode in Firefox.

Firefox.jpg.png


Further information

Setting and using favourites

Popular pages can be saved as favourites in the browser. Thus, you can call them directly and without further clicks. For search results (e.g. applicant/employee in a particular status), click the «Bookmark» link of umantis at the top right. This generates a URL that stores the search parameters. You can then save this as a favourite and always call it up quickly.

Using wizards for repetitive sequence patterns

For frequent, repetitive procedures you can set up a Wizard. This reduces the number of clicks and loading times, for example, by jumping directly from one input screen to the next input screen (Jump URL). You can use search parameters (bookmark feature of umantis) in the wizard.

Turn off Compatibility View

If you use Internet Explorer as your browser, display problems may occur which are due to theCompatibility View settings. In Internet Explorer, this is activated by default. Turn off Compatibility View, to avoid possible display problems:
In Internet Explorer navigate to "Tools > Compatibility View Settings" and uncheck the box for "Display intranet sites in Compatibility View" and close the dialogue field.