This topic provides an overview for users that are new to Aptify.

Interfaces

There are two interfaces that can be used to access Aptify, the web interface and the Windows Desktop interface. The information in the following tabs broadly discusses navigating the interfaces:

Basic Tasks

At a minimum, all new users should learn how to perform the following basic tasks:

• Add Applications to the Profile: The Ribbon Bar and Navigation Bar are used to display and navigate through your Applications and Services. When you log in to Aptify for the first time, you may have no applications in your profile (unless an administrator has previously configured this for you or you are using a copy of a role-based profile). In generally, each Application corresponds to a different business application, such as Customer Management or Order Entry, or administrative function. See Adding an Application for instructions on how to add Applications to your Aptify profile.
  
  
• Add Services to Applications: An Application contains one or more Services. You can configure an Application to display or hide the Services that you have access to. See Adding/Removing Services from an Application for instructions.
  
  
• Open, Edit, and Create Records: The system provides a data form for each service so users can create, edit, and review record information. See Opening a New Form and Opening an Existing Record Form for more information.
  
  
• Work with Views: The Aptify viewing system provides a powerful interface for organizing and managing records. Of the seven view types, the list type is the most basic and fundamental. See Using the Viewing System and Using List Views for more information.
  
  
• Run a Report: Aptify includes a Report Wizard that automatically generates a report based on the records contained in a view. See Using Reporting Tools for more information.