Explore the Home Page

Financial Reporting and Close & Consolidation's vision has always been to simplify the lives of business users. To begin with, the navigation has been streamlined to focus more on business processes.

Upon successful login, the system will direct you to the Home Page, as shown below.

The Home screen includes the following sections:

1. Explorer

   The navigation pane on the left side displays a list of all process components and building block objects, categorized by process sections. You can close and reopen the Explorer panel by clicking the vertical line on the right.

2. Overview

   This is the Home page of your module. It displays My Activities with all activities assigned to the user. Upon selecting an activity, its details will open. From there, the user can select an instance and begin completing the assigned tasks. Learn more in Cycle: My Activities.

3. Favorites

   The pages selected as your favorites will be displayed for easier access.

4. Activities

   The Activities section provides access to the same cycles and activities as the Overview > My Activities page, but displays them in a tree structure.

5. Header
   • Level 1 Header: General system usability options are displayed at the top right section of the screen.
   • Level 2 Header: Selected page options from the Explorer are displayed.
6. Page Details

   The central part of the screen shows details of the selected objects (as chosen from the Explorer).

   The homepage displays all the common navigation elements used throughout the platform.

Explorer

Process definition functions are classified into different sections based on their usage, such as:

• Drive: Process-related definitions and their configurations are defined through this menu, such as scenarios, process flow, stories, and defining rules. These functions are categorized and grouped based on the business deployment approach.
• Modelling: All system configuration-related objects are configured through this menu, including models, fields, and modules. Additionally, metadata is defined here.
• Governance: Security-related configurations for users and permissions are set up through this menu, as well as audit and data log definitions.
• Search: Use this menu to search for specific processes or system objects within the relevant section.

Level 1 Header

• Ask Lineos:Use Lineos Doc Assist to ask any questions related to the product processes.
• Show Event Log: Displays event log.
• Notifications: Users are notified of their action items and key platform reminders through this function. Users can check the details of the notifications here.
• Help: Access platform help through this option. The Help dropdown provides entries to the product information, online help documentation, and Lineos Help.
• Workspace User: The user's name initial is displayed. Click the username and you can then switch the workspace, update My Profile, or log out.

Key Points

• Based on the specific object or component selected in the space explorer, actions corresponding to the selected object will be available in the level 2 header options.
• Relevant actions for the object are grouped on the right side of the header.
• Configuration data for the object can be organized as tabs on the left side of the header.

Note: Level 2 header icons, functions, and impacts will be explained in detailed sections.

Page Details

• Based on the object selected from the space explorer and the relevant action picked from the Level 2 header, details of this object will be shown in the Page Details section.
• Depending on the type of selected object (e.g., a model, a field, or a module), users can view all the components and items defined for this object, or the master data with members and their properties that are created and maintained in the system.