Navigation Overview

Moving through Quicksolver is made easier with the integration of navigational tools.  This section of help identifies these tools and how they are used to enhance your Quicksolver experience. Explanations and screen shots are provided for the following Quicksolver navigation tools:  action menu, combo box functionality, execution pane, field help text, keyboard shortcuts, lower tool bar, large list navigation, open items navigation area, policy navigation area, and Quicksolver icons.

 

Action Menu

Actions menus image24.gif are displayed throughout Quicksolver on all screen types. Action menus are transaction specific and display all available actions that may be taken.  The menu varies based on the screen, transaction type, and status. Select the desired action by clicking on the link in the menu.

Each menu provides specific actions available for the item to which it applies.

 

Main Window Action Menu example                                                                          

image55.gif

Combo Box Functionality

Combo boxes in Quicksolver that contain large lists are searchable.  By typing in a few characters, the list values are filtered, making the selection process quick and easy.  The matching characters are highlighted to indicate why they are present in the list.

 

image42.gif

 

The Execution Pane

image43.gif

 

Field Help Text

Field-level help appears on the left side of the lower tool bar.  Pause on a field to reveal help text associated with the field. An up arrow indicates there is additional text. To reveal the additional text, first click on the field then hover on the help text.

 

image46.gif

Keyboard Shortcuts

image206.gif

 

Lower Tool Bar

The lower tool bar is located at the bottom of the policy window and contains command buttons that affect the current work.  When action icons are illuminated, they are available for use. The lower tool bar displays action icons applicable to the current workspace such as rate, worksheets, forms and save. 

 

image44.gif

 

 

Navigating Large Lists

Sequential Access Controls allow movement through location and vehicle lists.  This control box will appear when the mouse is placed next to the Search box.  

image51.gif

 

As an alternative to using the arrows, clicking on the down arrow on the Search box will display a complete list which allows you to click on the selection needed.

image50.gif

 

 

Policy Navigation Area

image48.gif

 

Open Items Navigation Area

The open item navigation area is located on the Main screen and displays all transactions currently open.

 

The number displayed represents the number of open items for an account.  You may open or close items from the open item navigation area by hovering over the item and clicking the X. You may close all transactions for an account by hovering over the counter (which turns to an X) and clicking the X.

 

image21.gif   image22.gif

 

Quicksolver Icons

Common icons are used throughout Quicksolver. Knowing their meanings helps know what action, if any, to take.

image52.gif