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File | Home Page | Getting Started

Click on the desired tab when appears for information about that page view. 

Getting Started My Actions All Actions Dashboard

The Getting Started page view of the Home Page is only shown for new users. Once a user has completed the Getting Started Checklist items, the Getting Started page is no longer accessible.

Note: This page view will not be shown again unless the user profile is reset in System Configuration.

Click the Hide Getting Started link to remove the tab from the Home page. A Getting Started link will be shown, allowing users to return to the Getting Started view until the Getting Started Checklist is complete.

Click the Welcome to Version 2026 group (if present) to see information on features added with the most recently installed version of the Tabs3 Software.

Click the Help & Training Resources group to display sources of additional information.

Getting Started Checklist

There are several groups shown in the Getting Started Checklist view. Each group contains a number of actions that can be performed to help learn how to use the current application. Different actions are shown in each application, so completing one Getting Started Checklist will not complete the list shown in other applications that you have access to.

Click on any of the actions shown in the Getting Started Checklist view to open the entry window where that action can be performed. Some actions may open another application to perform that action. When the action has been performed, the checklist item will be marked as complete ().

Each of the actions shown in the Getting Started Checklist view can also be accessed via the Quick Launch or All Actions. Once an action has been completed, clicking on the icon again will display a message guiding you to the Quick Launch instead.

Hover the mouse over any action in the Getting Started Checklist view to display additional options.

Mark item complete Complete the action or click the Mark item complete () icon to mark the action as complete ().
Mark item incomplete Once complete, hover the mouse over the action to display the Mark item incomplete () icon. Click the Mark item incomplete icon to clear the action.
Open help Each action has an Open help () icon which opens the specific Help topic for the action (i.e., context sensitive help).
View training video Many actions also have a View training video () icon which opens the Training Video for that action.

Actions with terms that might be unfamiliar to new users are underlined; hover over these terms to display a definition tooltip.

The Getting Started progress meter at the bottom of the window shows how much of the Checklist has been complete. When all Checklist actions in a group are complete, the group will also show as complete (). When all Checklist actions are complete, a completion message will be displayed and the Getting Started page view will close.

See also:   Help & Training Resources
  Knowledge Base Article R11779 - Troubleshooting Home Page, Quick Launch, and Recap of Hours