Jump Menu

The Jump Menu is located on the left hand side on the overview page of any unit of work. It is located beneath the "Create Note" button and follows users as they scroll down the page. 

The Jump Menu helps users to quickly navigate between cards on a page. Each item on the menu directly corresponds to a card on the overview page and will take the user to the related card when clicked. For example, clicking on the "Background Checks" link on the menu will take workers to the Background Checks card at the bottom of the person profile.

This is the Jump Menu on the Case page.

On the person profile page, the jump menu has two unique features:

• 1. It can signal when a card is missing required information. The jump menu that is displayed when you are on an edit screen has small icons next to sections with missing information.

• 1. It can take you directly to the edit page for a card. If you are on an edit page and select an item from the jump menu, it will take you to the edit page for that component. However, if the choice is made from the overview screen of the person page, the jump menu will take you to the related section of the overview page.