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How to Navigate Vision SIS

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TitleHow to Navigate Vision SIS

Vision SIS Clients: this article is designed to give an overview of how to navigate within Vision SIS.

Prior To Implementation

Be a Vision SIS Client.

  1. Log in to Vision SIS.

User-added image
  1. Your personalized dashboard opens.

User-added image
  1. Use the menu on the left and navigate to the operation.

  2. Use the search function found in the My Dashboard area (pictured below). In the Search for a page area, enter the operation or report you are looking for. Look through the search results and select the one you want. Click GO.
User-added image
  1. Add to Favorites. If an operation is one that is frequently used, add it to your favorites list by clicking the star to the left of the operation name (see an example below). You are limited to ten favorites.

User-added image
  1. Find help for any operation by clicking either User-added image or User-added image to the right of the operation name. The book opens the Knowledge Base with the correct search entered. The circle opens the Help system in a separate window.

Additional Information

Additional KBAs are available at CR Knowledge Base.
Additional Tech Bytes are available at CR Tech Bytes.

Applies to VersionsVision SIS – Version 1.6 or later
Key WordsVision SIS, Navigation, favorites, search for a page, recents, help, knowledge base, KBA, my dashboard, personalized dashboard



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