Create a Homepage Menu

Admins can create a Homepage Menu from the Library Page.

Organise your Process Maps with a customised Homepage Menu so they are logically grouped and easy for your users to find, creating a reference hub of accurate information for your organisation.

As standard, only Admins can create a Homepage Menu.

To create a Homepage Menu click on the Library menu option in the Admin section of the menu on the left hand side of your screen. This will take you to the Manage Library page.
Select the Edit Menu Items list option to create a Homepage Menu.
You will be taken to the 'Edit Menu Items Screen', from here you can:

Add Menu Folders

Start by creating your top Menu using the main groups your Process Maps fall into.

Most Library's section there maps into their organisation's departments but it may make sense to organise them differently.

Type the name of your top Menu Item into the 'Text' field, then select URL from the 'Type' section. Leave the 'Url' field blank to create a menu folder.
Then click Add New to create your Menu Item.
Your Menu Item will now be in the list of Menu Items.
Continue adding your top menu in this way until you have your top menu navigation.

If you are adding several Menu Items at once you will need to type over the existing text from the last Menu Item added, this will not erase the existing menu item as long as you click Add New and NOT Update.

Once you have created your top menu you can add sub-folders by adding a Menu Item in the same way then selecting it and dragging it on top of the relevant top Menu Item. An arrow will appear next to your top Menu Item, click on it to view the sub-folders.

Add External Links to your Menu

To add an external link to your menu, for example to your help-documentation, type the name of your Menu Item into the 'Text' field, then select URL from the 'Type' section.
Add the URL you wish to link to into the 'Url' field then click Add New to create your Menu Item.
Your Menu Item will now be in the list of Menu Items.

You can add your external link to a folder or sub-folder by selecting it and dragging it on top of the relevant Menu Item.

Add Process Maps to your Menu

To add Process Maps to your Menu type the name of the Process Map into the 'Text' field, then select Process from the 'Type' section.
A Master Process box will appear, select the relevant Process Map from the dropdown list. If you have multiple Process Maps you can begin typing the name of the Process Map and the dropdown will jump to that Process Map within the list.

Unapproved or Draft Maps can be added to your Homepage Menu, but the Process Map will not be visible to any Library Users - including Admins - although the menu item will be visible.

When you select a draft map, a pop-up will appear saying "This process will not be visible to users until it is approved. Are you sure you want to use this process?" click OK to continue.
Click Add New to add your Process Map to the Menu, it will appear in the list of Menu Items.
Add your Process Map to the relevant folder or sub-folder by selecting it and dragging it on top of the relevant Menu Item. An arrow will appear next to your Menu Item, click on it to view the Process Maps attached to it.

You can add multiple Process Maps to the same Menu Item.

Continue adding your Process Maps in this way until you have a full Library of all your Process Maps.

If you are adding Menu Items at once you will need to type over the existing text from the last Process Map added, this will not erase the existing Process Map as long as you click Add New and NOT Update.