The top bar and the side panels

Steps

1. 1

   Look along the top bar

   The top bar is the same on every page. From left to right it holds the button that hides the left menu, the breadcrumb, Search, the entity switcher, the bell, the language button, Help, the assistant and your account.

2. 2

   Find Search and the entity switcher

   Search jumps to any page; a later lesson covers it. Beside it, the entity switcher shows the company you are working in and lets you change to another one.

3. 3

   Open the bell

   Select the bell. It lists the latest notifications for this entity, and a red number on it counts the ones you have not read. A later lesson covers notifications in full.

   • Select 2 unread notifications
4. 4

   Find the language button and Help

   Close the bell by selecting it again. The next button switches the whole screen between English and Arabic. The question mark opens Help and Documentation.

5. 5

   Open the assistant

   Select the speech bubble. The Compliance Assistant panel opens in the corner of the screen. You can type a question about this entity in the box at the bottom and press Enter. The yellow line reminds you that its answers are for guidance only.

   • Select Open the AI assistant
6. 6

   Close the assistant

   Select the cross at the top of the panel to close it. The arrows beside the cross open the assistant as a full page instead.

   • Select Close assistant
7. 7

   Open your account menu

   Select the round button with your initial. The menu shows who is signed in, then Entity settings, Notification preferences, Profile and preferences, Audit log if your role allows it, and Sign out.

   • Select Account menu

   

8. 8

   Use the section list

   Close the menu by pressing Escape. Most modules have a list on the left called In this module. Each line is a section of the module, and the numbers are live counts. Here the Risk Register has Register, AI Insights and Benchmarks.

9. 9

   Collapse the section list

   Select the small button beside In this module. Its name is Collapse section list. The list turns into a row of buttons above the page. Because the page now has more room, the Insights panel docks itself on the right.

   • Select Collapse section list
10. 10

    Dock the section list again

    Select the same button, now called Dock section list, to put the list back on the left. The Insights panel hides again, because the two panels and a wide table do not fit side by side on this screen. The panels follow the width of your window in the same way.

    • Select Dock section list
11. 11

    Open the Insights panel

    Select Insights at the top right of the page. A panel slides in with summary figures for this module and a short note. It opens over the page so that the table keeps its width.

    • Select Show insights panel
12. 12

    Pin the Insights panel

    Select Pin to dock the panel beside the page, so that it stays open while you work. This choice is remembered on this browser.

    • Select Pin insights panel to the page
13. 13

    Hide the Insights panel

    Select Hide above the panel to close it again and give the table the full width. The Insights button brings it back whenever you want it.

    • Select Hide insights panel