The Home Page in OASIS Desktop

The Home Page is a dashboard that provides a comprehensive overview of important everyday tasks. This article provides a walkthrough of the Home Page in OASIS Desktop. 

Additional resources:

• Changing Home Page preferences
• Changing display settings
• Changing your password
• Setting up your email 

Navigating the Home Page

The Home Page features various screens, search bars, and several helpful header tools.

Screens

The Home Page contains seven screens. You can access each screen using the buttons across the top of the page. A button highlighted in yellow indicates there is critical information on that screen for you to review. 

Search Bars

The search bars at the bottom of the page allow you to locate projects, orders, customers, contacts, and cut sheets quickly. You can use these search bars regardless of which screen you're currently viewing. The results of your search will appear on the Home Page and disappear when you leave the page.

Header

The header provides several action buttons that enable you to create entries, such as reminders or projects. The Reports menu provides access to the MOSR2 report and any saved reports that have been made accessible from the Home Page. 

Using Home Page Screens

Each Home Page screen updates regularly to ensure you have access to the most recent information. 

The Welcome Screen

The Welcome screen provides several sections of general information intended to help users stay on top of critical items and potential issues, like upcoming events and sample returns. 

• The Reminders section displays any reminders on and after their due date. You can open a reminder to acknowledge, reply to, or renew it.
• The Return to Manufacturer section displays samples due back to the manufacturer. When overdue, the sample line will highlight yellow.
• The Samples to Return section displays samples that are currently checked out and when they are due back to the warehouse. When overdue, the sample line will highlight yellow.
• The Today's Agenda section displays your calendar events scheduled for today.
• The Non-Transmitted Orders and Change Orders section displays any orders that have not been sent to the factory where you are the CSR.
• The Disputed Orders for Review section displays any orders that have a disputed invoice created by you.

The Bid Board Screen

The Bid Board screen lists any quotes shown on the bid board. Use the Select and Locations sections to filter the bid board by workgroup or location. The Ranking Guide section displays your project ranks for reference.

Users can customize what displays on the bid board using Bid Board preferences. Users can also print the bid board using the Board Board Report.

The Events Screen

The Events screen lists any calendar events scheduled for today. 

The Followed Jobs Screen

The Followed Jobs screen lists every project where you are a follower. Learn more about project follow-ups.

The Problem POs Screen

The Problem POs screen lists any orders with problems initiated by or assigned to you. This screen can be set up to display all problem orders in the system instead. Learn more about Home Page preferences.

The Recent Items Screen

The Recent Items screen lists recent entries you've opened in OASIS, such as projects, orders, invoices, payments, and more.

The Weekly Totals Screen

The Weekly Totals screen totals the amount of order sales from Sunday to Saturday. This screen can be set up to group the data in various ways. Learn more about Home Page preferences.