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ARCHIBUS Web Central
ARCHIBUS Smart Client

Loading Tasks from the Process Navigator

For each application, the Process Navigator lists all of the tasks required to achieve a specific business result, such as developing a lease abstract report. With security in effect, your Process Navigator will display only tasks and processes relevant to your role within the organization.

To work through an application on the Process Navigator, you select its tasks. The tasks instruct the program to present in the workspace portion of the application window items such as:

• forms for entering information
• tables for entering or reviewing information in the database
• formatted reports that present database information, with or without embedded drawings
• charts
• floor plan drawings

The displayed items are known as a view into the ARCHIBUS data repository. For example, the below image shows the results of choosing the "View Unaccounted Suite Area" task in Smart Client; this task loads a Web view that presents two tables from the database and also calculates data. This same task is available in the Web Central Process Navigator.

As you select new tasks, the system closes the current information and displays a new set of information corresponding to the selected task.

As you work through a Process Navigator, the system indicates your current task with an arrow icon. When you select a new task, the system adds a check mark icon to the previously selected task to indicate that you have already run this task.

To run a task

1. Click on a task in the  Process Navigator.

• In the workspace area of the application window, the system displays the appropriate table or report.

Note: In Web Central, you can also load tasks (views) from a home page.

Smart Client Process Navigator

Two Types of Views

In Smart Client, the Process Navigator includes tasks that load Web views (such as pictured above), which can also be accessed in Web Central. The Smart Client Process Navigator includes Web views that you might find handy when working in Smart Client. These views load in an embedded browser window.

The Smart Client Process Navigator also presents grid views, which present data in a form convenient for viewing many records at a time and for bulk editing.

CAD Tasks

Within Smart Client, the Process Navigator may include tasks for CAD Specialists. These tasks present the Drawing List so that you can choose a drawing to work with. Once you select a drawing from the list, ARCHIBUS launches the Smart Client Extension for AutoCAD, opens the selected drawing, and activates the layers appropriate for the current task.

If these drawing tools are already open and you select a CAD tasks from the Process Navigator, these drawing tool applications become the active application and display the appropriate layers for the task at hand.

Viewing Previous and Next Tasks

Within Smart Client, you can view previous and next tasks.

• Select Navigator / Previous on the Ribbon to view the task you loaded previously to loading the current task.
• Select Navigator / Next on the Ribbon to view the task that was loaded prior to clicking Previous.