CAA Product Help
(HELP ?) Circles provide narratives on Training, Explanations, and Hints. These can be related to the overall screen, or to specific items on the screen.
This "Navigation Help" narrative explains the general screen layout used in the CAA Administrator Modules for nearly all the screens.
Screen Sections or Layouts:
CAA product screens are comprised of five sections:
- "Product Bar"
(wide horizontal bar across the top of the MemberLink screen)
- "Operation Bar"
(narrow horizontal bar immediately under the "Product Bar")
- "Information Bar"
(narrow horizontal bar immediately under the "Operations Bar")
- "Navigation Panel"
(vertical column area under the "Information Bar" on left side of screen)
- "Display Panel"
(remainder of the screen, under the "Information Bar" and to the right of the "Navigation Panel", and typically shows information in a ROW/COLUMN Form or a DATA Form)
Initial Display on Screens:
When you initially login to a CAA Administrator module, the default ROW/COLUMN Form shown in the "Display Panel" will be for the first Tab on the "Operation Bar".
The "Information Bar" above the "Display Panel" will show information identifying or related to the first Tab.
Scroll Bars on Screens:
If the quantity of information exceeds what will fit within the "Navigation Panel" or the "Display Panel" sections of the screen, scroll bars will appear.
- If there is a vertical scroll bar, you may scroll up and down the screen within that Panel.
- If there is a horizontal scroll bar, you may scroll from side to side within that Panel.
- Use the scroll bars to be sure you see all the information in the "Navigation Panel" or the "Display Panel".
Now here is a more detailed description of each screen section.
Section 1 "" Product Bar:
This section across the top of the screen shows the CAA Products. Your church may use one, several, or all of these.
Sometimes not all CAA Products will appear in the "Product Bar". That is because the Permission Level of the person logged in will dictate which of the CAA Products they may access.
For example, if a person has no access to the donations module, the ContributionLink product icon may not appear on the "Product Bar" when that person is logged in.
The CAA Products are represented by unique icons, and are as follows:
- MemberLink (Basic, limited to 150 users; Standard; Plus; & Gold)
- ContributionLink (integrated into MemberLink Plus & Gold)
- InventoryLink (integrated into MemberLink Plus & Gold)
- CheckinLink (separate product but requires MemberLink Plus or Gold)
- OutreachLink (with MemberLink or can be standalone)
- SchedulerLink (with MemberLink or can be standalone)
- MobileLink (iPad, iPhone, tablet, & smartphone Progressive Web App customized for your church)
Section 2 "" Operation Bar:
This section is immediately under the "Product Bar". It shows the major operations available within the selected CAA Product. Each operation is represented by a Tab on the "Operation Bar".
Also, the Permission Level of the login person will dictate which of the "Operation Bar" Tabs can be seen and accessed. Not all people will see all the Tabs.
Again, each Operation is represented by a Tab. Using the OutreachLink Administrator Module as an example, the full complement of Operation Tabs would be as follows:
- People View: working with your individual contacts (people)
- Alternate View: working with your individual contacts (people)
- Team Members: working with your outreach volunteers
- Groups: working with your outreach volunteer groups
- Report: pull reports on volunteer progress and prospects
- Options: for configuration, setup, control of system, and some reports
- Support Ticket: for asking questions and reporting issues to CAA
- Logout: leave OutreachLink and return to the Login Screen
The above describes the Tabs for OutreachLink. Each of the CAA Products have Tabs of their own on the "Operation Bar". These will be different than the ones you see with the OutreachLink Product.
Section 3 "" Information Bar:
This section is immediately under the "Operation Bar".
The "Information Bar"shows the following:
- Shows a "Navigations" label on the left, just above the "Navigation Panel"
- Shows which Display Panel Screen is active
- Shows who is logged into the Product being used
- Shows (HELP ?) Circles that provide training, explanations, etc.
Section 4 "" Navigation Panel:
This section is immediately under the "Information Bar" and is located on the left side of the screen. It shows the Navigation choices available within the selected Operation (or active Tab).
Also, the Permission Level of the login person may dictate which of the Navigation Links can be seen and accessed.
The "Navigation Panel" will typically include the following:
- Your church name at the top
- The Navigation Links for use with the active "Operation Bar" Tab and the related "Display Panel"
- Links pertaining just to your church, like your website for example
- The optional Segmentation Filters used only with the related "Display Panel"
- The "CAA Copyright Notice" at the bottom
Section 5 "" Display Panel:
This section of the screen will show either a ROW/COLUMN Form or a DATA Form. It is located immediately under the "Information Bar", and just to the right of the "Navigation Panel".
This section of the screen will be related to the active "Operation Bar" Tab.
"CAA Product Help" from CAA Ministries "" Support@CAAsoftware.com or 404-551-4230