TABLE OF CONTENTS


There are several features in the GEGI interface that can make working with the system easier and more comfortable.


Presets


Many pages with the Search & Order panel allow creating and setting up Presets with predefined search parameters, so you do not have to set those parameters manually every time.


To create a preset click the Settings button under the Presets panel.

To edit a preset press the Edit menu item in the Action drop-down menu:



Note: If you add or edit Presets on the Leads & Students page the changes will be saved on the Education Module: Students and Financial Module: Students pages as well.


Save as My Default in Search Parameters


The pages with the Search & Order panel allow saving your frequently used search parameters combination using the Save as My Default button: 



When you open this page next time, the search parameters settings will be loaded from this saved default preset.


You can reset both current and saved search parameters by pressing the Reset button.


Searching in the Select Options


You can quickly find a required option in the select field by typing in a part of the option name you want to find.

The list will display only the options that contain the text you typed in: 



Sorting by Clicking the Column Title


You can sort the panel data by the column if its title is blue. Click the title to sort the data by the corresponding column: 



The arrow icon indicates the sorting order. Click the title again to reverse the sorting order. 


Actions in the Right Panel Column


Some panels have the Actions drop-down menu available. This menu contains the actions related to the list element: 



You can access this menu by right-clicking the corresponding row or by clicking the Actions button at the very right column of the panel.


Actions Below and Above the Panels


The Actions drop-down menu is also available below panels. If a panel contains many rows the Actions menu will be shown above the panel as well.

It contains functions that are available for the selected list elements.

For example, there is an Actions drop-down menu above and below the Leads & Students panel on the Leads & Students page. This menu allows exporting student data as an Excel file and contains many other functions: 



Collapsing the Panels


Most of the panels can be collapsed and expanded. Just click on the name of the panel to collapse or expand the panel.

The arrow icon to the left of the panel title allows saving the panel state. For example, if you click the arrow and collapse the panel, the next time you open the page this panel will remain collapsed. If you expand it by clicking the arrow, it will stay expanded the next time you open the page: 



Searching the Main Menu

You can view the list of all main menu items and perform a search.

Click on any first-level menu item to open the list of all sub-items of that menu:



Start typing in the Search field and the list of items will be filtered by your text:


Numbers in the Main Menu


Some main menu items will have an orange circle with a number, meaning some required actions are pending.

For example, the number beside the Leads & Students menu item can represent the number of new email leads that should be added or deleted: 



Pop-up Notifications


You will see a pop-up notification after specific events in the system take place, such as changes saving, text messages receiving, new email leads adding, etc: 



Any notification can be closed by clicking the cross on the right side of the notification.

Note: The notifications about the saved changes are closed automatically after you reload or leave the page.


Campus Switch


When you have access to multiple campuses, you will have the ability to switch between them.

Any page has a select menu at the top right corner with all the campuses available to you. This switch allows filtering the information by campus: 



Edit Icon in Some cells


An edit icon will be shown, if you hover the mouse cursor over some cells (for example, in the Subsidized Loan Net fields on the Edit Financial Aid Plan page).

Click the icon to open a pop-up panel where you can edit the cell data: 



Calculation of Total in Reports


The total values (total rows, etc.) are displayed at the top and the bottom of the panel if their number is greater than 50: 



The total values are displayed at the bottom of the panel if the values can be calculated: 



Pagination and Row Selection

Pagination is displayed above the rows and allows quick access to the first, the last, and the adjacent pages. You will also see the row range shown on the current page and the total rows on all pages. The arrow buttons are used to go to the previous and the next page.



If there are more than 7 pages, the "…" sign will replace all excluded pages between the first and the last page:



Clicking "…" will bring the dialog where you can type in the page number and jump to that page:



On some pages, you can select multiple rows using the checkboxes independently on any page. The selection will persist even while switching pages. The information about your selection will be displayed near the pagination. You can select all rows across all pages or reset the selection, using the relevant action links.