When you log in to Workbooks the Workbooks Desktop will be displayed, which is set out like a Windows desktop.  Here you'll see the Welcome Message (unless you've switched it off within Preferences), any bulletin messages you've received, a link to our Training Videos page and any records and/or Landing Pages you've marked as pinned to launch when logging in .  To the right of the Search bar, there are two icons, one to Close all windows, the other to Show only the current window.

Start Menu

Clicking on Start  activates the Workbooks menu.  From here you can:

• See all the areas of Workbooks for which your System Administrator has granted you access Capabilities;
• Create new records;
• Search for records on your database;
• View recently opened records;
• Set your Preferences;
• Access Welcome Messages and Bulletins;
• Link to the Knowledge Base for more help;
• See information about which database you're using and which login you've used;
• Logout of the system;
• Link to the Landing Pages for different types of record.

Search

It's important that you can find the record(s) you need quickly and easily and Workbooks includes a powerful Search capability for this purpose. You can search the entire database or limit your search to records of a specific type.  Either click on the Search icon  in the top left-hand corner of the desktop, or type the name of what you want to find into the Search box in the taskbar.

Personalising the Desktop

System Administrators can personalise the look of the Workbooks Desktop (and of printed output) by replacing the default Workbooks logo with an image of your choice.  Click here to find out how.

In addition you can control which, if any, windows open automatically when you login by 'pinning' Landing Pages and/or records using the pushpin symbol towards the top right-hand corner .  Clicking on this symbol changes its appearance so it now looks like this and causes the Landing Page or record to open when you first login.  NOTE:  The window will appear the same size and in the same position as it was when you pinned it.  You can stop the window from opening on login by clicking on the pushpin again or by deleting the option from the My Pinned Windows section within Preferences.