Common Functionality

This section describes functionality that is common across most pages of the Certification Manager user interface.

  • Search using search filters
    • Search for the required object:

      Most of the pages contain search filters and their related operators that enable you to search for the required information on that page. For example, the Name field has the operator Contains and the Start Time field has the operator Equals. Search filters vary depending on the page and the object being searched.

      You have the option to hide these filters. For this, click the grid settings icon on the right side of the user interface and clear the Show Filter Row check-box.

      1. Specify the required search criteria in the respective fields and select the operator associated with that field. For example, you have the following options to search for the required active review:
      2. Search for a active review by name: In the Name field, type in the first alphabet of the review name and select the operator Contains. All the active reviews that contain this alphabet are displayed.
      3. Search for a active review by description: In the Description field, type in the required content and select the operator Contains. All the reviews that contain this content are displayed.
      4. Click the filter menu icon on the right side of the grid and click Run Filter.
      5. Click Clear Filter to clear the selected filters.
      6. To export the information displayed on the page to an Excel sheet, click the grid settings icon and select Export to Excel.
    • Search using autosuggest and browse : Certain pages in Certification Manager contain autosuggest text boxes and browse buttons to help you search for the required objects. Type in part of the object name in the autosuggest text box. All names matching the search criteria are displayed. Alternatively, you can click the Browse icon and select the required object.
  • Enable notifications : Certification Manager enables you to create email notifications whenever you perform actions such as creating an application schema or creating a new data source. Click the notification icon on the upper right side of the page to create a notification. Users are notified via email about the events relevant to that task.

    If the event for which the notification is created is deleted, all notifications related to that event are deleted. Users will not receive any notification related to the deleted event.

  • Download data :Click the Download icon on a page to download the information on that page to a CSV format. Information in the CSV file is displayed in the format that is shipped with Certification Manager.
  • Select Date :Click the Calendar icon to specify the required date. The date appears in one of these formats:
    • DD/MM/YYYY
    • DD,YYYY: This is applicable only for the English language.
    • DDYYYY: This is applicable for all other languages.

  • Keyboard Shortcuts : Use the keyboard shortcuts ( Help > Keyboard Shortcuts), to help you move quickly through the CM application and get your work done fast. The list of keyboard shortcuts available are:

    Note:  Keyboard Shortcuts are applicable only to the Action buttons in the toolbar and the buttons that are in the popup windows.  
    Feature Shortcut Feature Shortcut
    Add or Add Stage = Approve p
    Assign or Assign Object or Reassign a Back or Cancel or Close Esc
    Clear ; Collapse z
    Collect 9 Comment c
    Copy or Duplicate c Delete or Discard Delete
    Deny or Ignore \ Disable w
    Discuss d Edit e
    Enable q Exclude 0
    Include 1 Expand x
    Export , History h
    Import or Download . Lock l
    Manage or Move or Mitigate m New or Create or Generate n
    Next or Commit j Notification [
    OK k Open or Review o
    Previous g Refresh r
    Remove # Reset or Restore '
    Save or Review or Submit Shift+s Send i
    Share y Show hotkeys ?
    Show or View or Search or Generate Report / Sign Out v
    Skip Navigation s Stop End
    Test t Unlock u
    Upload b