This guide will walk you through understanding the landing screen and setting your default user settings in Stratex after logging in as a first time user.

Instructions

  1. Logging In:

  • Use your company assigned AD credentials to sign in into Stratex.

  • Additional verification may be required based on company policy.

  1. The Dashboard:

  • Upon sign in, the page displayed is the dashboard.

    • The dashboard consists of:

      • a header bar which displays:

        • a company logo

        • a circle icon menu button with three stacked horizontal lines

        • a text indicating the Stratex system name

        • Radio buttons featuring a ‘+' icon and an initiative stage ex. '+Proposals’

        • a flag icon

        • a search bar to a

        • a Name Badge icon

      • A collapsible sidebar menu (circle menu icon)

      • Direct Project Navigation: A search bar allows users to search for and access a specific initiative.

      • ‘Create’ action buttons for various stages of an initiative - Idea, Proposal, Business Case

        • Question mark icons on action buttons will show an informative pop-up

      • A refresh icon that when clicked is able to refresh the dashboard data and a date timestamp of when the Dashboard was last refreshed

      • A bar chart display of 'My Initiatives' showing initiatives by status per stage, where the user is the Responsible person (excluding in the Project & Active stage)

        • Clicking on a bar in the graph will navigate to “All Initiatives”, automatically applying filters that match the selected bar's stage and status

      • A ‘Worklist’ container displaying any initiatives requiring action by the user

      • A 'Projects Overview' container displaying two pie charts for initiatives where the user is the Responsible person and the initiative is in the Project stage and one for Investment Reason and one for Investment Type

        • Clicking a pie chart segment will navigate to the All Initiatives list filtered by the selected attribute

  1. Set System Language:

  • Go to the upper right corner of the screen and click on the flag icon.

    • A menu will appear displaying various flags and a vertical scroll bar

      • Select a country to assign the system language

  1. Access Help Guide:

  • Go to the upper right corner of the screen and click on your Name Badge.

    • A menu will appear displaying

      • Help

      • Settings

      • Refresh

      • Logout

    • Click ‘Help’ to display the Stratex Online Documentation.

      • Help Documentation will open in a separate tab.

  1. Set Default Area:

  • Go to the upper right corner of the screen and click on your Name Badge.

    • A menu will appear displaying

      • Help

      • Settings

      • Refresh

      • Logout

    • Click ‘Settings' to display settings pop up.

      • You can choose your default area in two ways:

        • Select from List: A dropdown list of available areas will be displayed. Choose your preferred area from the list.

        • Search by Group: Click on the search via tree button (an icon resembling a tree structure). This will allow you to search for a specific area based on its group.

        • Click ‘Save’ to save any changes.

      • “Enabling alternative file upload” will allow users in China to upload and download attachments using local internet services.

  1. Refresh Stratex:

  • Go to the upper right corner of the screen and click on your Name Badge.

    • A menu will appear displaying

      • Help

      • Settings

      • Refresh

      • Logout

    • Click ‘Refresh' to refresh the site

  1. Log Out of Stratex:

  • Go to the upper right corner of the screen and click on your Name Badge.

    • A menu will appear displaying

      • Help

      • Settings

      • Refresh

      • Logout

    • Click ‘Logout' to log out of Stratex