About the Home Page

The Home page is the first page you see when you open Safe Environment (SEP). The Home page is the gateway to your organization's SEP data, special tools, and system settings. With a single click of your mouse, you can quickly access main areas of the program and its numerous features and functions.

Overview of the Home Page

Page Toolbar Buttons

Open and Close the Navigation Menu

Settings

Help Documentation

User Profile

Navigation Menu

Page Tiles

Dashboard

Individuals

Organizations

Reports

Settings

Overview of the Home Page

The illustration below identifies the main elements on the Home page. Descriptions of these elements are provided later in this topic.

Page Toolbar Buttons

 Open and Close the Navigation MenuOpen and Close the Navigation Menu

Opens and closes the sidebar navigation menu in the left pane. The navigation menu is a list of links to main pages in the SEP program. Select a link in the menu to open the named page. 

 Settings ButtonSettings Button

Opens the Settings page where you can view and change SEP program settings and perform a number of tasks, including viewing and managing requirements, adding users, and adding roles and permissions, to name a few.

 Help DocumentationHelp Documentation

Opens the online Safe Environment Help documentation. The online Help is designed to provide you with the right information when you need it as opposed to having you search through a printed document to locate the information you need to perform a task or understand a concept. After you open the Help, use the navigation aids within the Help to locate the specific Help topics you need. For more information, go to How to Access the Online Help Documentation.

 User ProfileUser Profile 

Opens your user profile. Your profile stores your profile information, which includes the name of your parish or diocese, your name, and the user role you are currently assigned to.

The View Profile link opens a window that shows your current username and email address. You can change this information, if necessary. The Reset Password button lets you reset your password without having to contact an administrator. 

Sidebar Navigation Menu

The sidebar Navigation menu is displayed in the left panel. This menu contains links to the main pages in SEP and provides an alternative way to access those pages. To open a page and access its features and functions, simply click a page link in the menu.

To open and close the sidebar menu, click this button in the upper-left corner: .

Page Tiles

Like the navigation menu, the page tiles provide a way to access the main pages in SEP. Simply click a tile to open the named page to view its features and functions. Descriptions of the page tiles are provided below:

DashboardDashboard

Opens the Dashboard page where you can view metrics for requirements that need action.

IndividualsIndividuals

Opens the Individuals page, which contains a list of the individuals that have requirements your organization is tracking. On this page, you can add individuals and manage their profiles, requirements, and assignments.

OrganizationsOrganizations

Opens the Organizations page, which lists the organizations the logged-in user has permission to access.

ReportsReports

Opens a secondary page that gives you access to the following specialized SEP reports:

SettingsSettings

Opens the Settings page where you can view and modify configuration settings for SEP.

 

Related Topics

© January 31, 2024 Safe Environment Program v2.31. ParishSOFT LLC, all rights reserved. ParishSOFT grants licensed users the right to unlimited duplication of this publication for internal use only.