Link navigator
The link navigator in dossiers displays lists containing linked data records.
On the top level of the link navigator, there are two entries: Dossier and the Name of the link navigator, for example, Links (public).
Functions of the link navigator
- If you click the Dossier entry, links to different data record types will be displayed.
The Dossier entry in the link navigator cannot be deleted.
Clicking the plus sign before the Dossier entry or double-clicking it displays checkboxes in front of data record types. Tick the checkboxes of the data records you want to display in the dossier.
The administrator defines which data records you can select.
- You can change this and further properties for the dossier by opening the dossier's Context menu and clicking Properties.
- If you click on the name of the link navigator, lists with links to certain data records are displayed. The Appointments entry for example displays all linked appointments or the Documents entry displays all linked documents.
- You can create lists with link using the View Wizard.
How to
Opening navigators
- Right-click on the navigator to open the shortcut menu and then select Navigator > Open.
The "Open saved navigator" dialog box opens. Here you will see a list of all navigators that have been saved in the database and to which you have access.
- Alternatively, right-click on the navigator and select Navigator > Open from file.
The "Open saved navigator" dialog box opens on the Profiles folder. This is the folder in which all navigators are saved by default, unless you have specified another folder.
- In this dialog box you can also select another navigator file from another folder.
Creating navigators
- Right-click on the navigator to open the shortcut menu and click Navigator > New.
A navigator that does not contain any views will then be opened.
- Create your navigator by creating new views with the view wizard.
- Open the shortcut menu and click Navigator > Save as.
- A window will now open in which you can enter a name for the new navigator.
Saving navigators
After you have, for example, created, changed, deleted or moved views, you should save the navigator.
- Right-click on the navigator to open the shortcut menu and then select Navigator > Save.
The currently loaded navigator will then be saved in the database.
- Right-click on the navigator to open the shortcut menu and then select Navigator > Save as.
The Save navigator as dialog box opens. Enter the name you wish to save the navigator as in the database.
- When you change a navigator and then close the corresponding window or CAS genesisWorld, a warning message will appear. Click Yes to save the navigator.
Importing navigators
You can import a whole navigator or a subfolder of a navigator as a file.
Program, link and document template navigators have different file name extensions.
- GPR is the file name extension for the program navigator.
- GLI is the file name extension for the link navigator.
- GDT is the file name extension for the document template navigator.
You will only be able to open, import and export GPR, GLI and GDT files in CAS genesisWorld if your administrator has given you the necessary rights.
By default, all navigators are stored in the ..\CAS genesisWorld\Client\Profiles folder. You can change this path.
The dashboard is not imported with the program navigator.
- Right-click on the navigator pane and select Navigator > Import.
- The file selection box opens. Select the GPR, GLI or GDT file you wish to import.
You will see the files you are able to import to the open navigator.
Exporting navigators
You can export either a whole navigator or a subfolder as a file. This file can be imported again. This is how you share navigators with other colleagues.
Program, link and document template navigators have different file name extensions.
- GPR is the file name extension for the program navigator.
- GLI is the file name extension for the link navigator.
- GDT is the file name extension for the document template navigator.
You will only be able to open, import and export GPR, GLI and GDT files in CAS genesisWorld if your administrator has given you the necessary rights.
By default, all navigators are stored in the ..\CAS genesisWorld\Client\Profiles folder. You can change this path.
The dashboard is not exported with the program navigator.
- Right-click on the navigator to open the shortcut menu and select Navigator > Export.
- A dialog box will open, prompting you to export either the complete navigator or the current subfolder.
- The "Export navigator" dialog box opens. Type the name of the file you wish to export navigator as.
Settings and properties
Certain functions will only be available to you if your administrator has granted you access to these functions through the rights system.
- You can decide on the size of the navigator and whether it is displayed at all.
General settings for all link navigators are defined in the Settings window.
- You can load another link navigator directly in the Dossier view or in the Dossier tab of a data record window.
- You can make settings for a link navigator for a View dossier on the View tab in the view properties.