The purpose of this document it to assist in learning how to navigate in OpenRDA 4.0, describe menus and understand some of the OpenRDA terminology.
Home Screen
Once you log in to OpenRDA, the landing page is the Home screen. This page contains useful information such as Lastest Announcements, Recent Program Releases, and Lastest Press Releases. You can also see the average call back time on the Help Desk, Submit a support ticket, read Product Documentation and Subscribe to our mailing list.
Quick Links
At the top right of the screen there are 3 icon links.
The Home icon will direct you back to the Home screen from any module.
The My Settings icon will direct you to the User Profile screen which will allow you to view/change the password, contact information, Preferences, SMTP Setup for Email, and Workstation information.
The Sign Out icon will sign out/log out of OpenRDA.
Modules
RDA offers a large variety of modules. These modules are accessed by Menus at the top of the screen by category and can be different based on the modules chosen. Using the drop-down arrow on the category, you will see the list of modules available. Below shows the modules available under Finance, Procurement and HR / Workforce. You can click on any menu item, and you will be directed to that module.
Task Menus
Once you have selected a module, you will see task menus to the left of the screen. Below is the task menu on the Payroll module located in HR / Workforce → Payroll. These menus will allow you to run queries, reports and processes in that module.
Based on the module, there may be information to the right of the task menu. In the Payroll module for example, you can choose a Pay Identification to view the status of the payroll.
In the Vendor Withholding and Personnel modules, a pie chart displays data statistics.
Bottom Menus
The menus shown below are available at the bottom of the screen. These menus provide additional links to processes, maintenance screens and other helpful information.
E-Documents
E-Documents is a storage of user documents that have been run that automatically save a copy in E-Documents. You can also run reports and choose to save it in the E-Documents. You can view and email documents in E-Documents.
Maintenance
The maintenance menus contain processes to maintain your data. The menus available will vary per module.
Setup
The Setup menus contains different set up items for your data. The menus available will vary per module.
Other
The Other menu contains additional processes and Setup. The menus available will vary per module.
Help
The Help menu contains OpenRDA information, website links, ability to submit a help desk ticket and screen sharing with Customer Service.
System Administration
System Administration contains access to system set up and maintenance items. These include archives, security set up, tool options and program version control.
Open Self Serve
If a customer has the Employee Self Serve module, this button will be available to access the Employee Self Serve site.
OpenRDA Terminology
This section is to define certain terminology that you may read on documentation or hear from Customer Service.
Setting Flags - Setting flags means process boxes are checked (flagged) when that process is complete. This is consistent across modules. Two examples are below.
The Personnel Pay Master Maintain screen located in HR / Workforce → Payroll → Paymaster / Pay ID → Pay Master Browse. Select a Pay ID and click on Personnel Pay. Then select an employee to view the Personnel Pay Master Browse.
You will see processes at the bottom with boxes to the left. Each box will be checked during the payroll process as steps are completed.
After a process is run, and you click on the cog wheel icon on the bottom of the Run Report Chain Window, you are setting flags which will check the appropriate box beside the process to show as completed.
Cog or Cog Wheel - The cog wheel icon or also called cog, is a select button to run reports or processes. You will commonly see this icon at the bottom of reports or files. Below is an example showing the cog at the bottom of a report in Payroll called Job Pay Rate Annual/Unit Change Export. You will see the cog wheel across all modules.
Set Defaults - Screen defaults are a way to save specific set up on a query browse, report or Define List. Once you add your setup, ranging, and check box selections, you can click on the Save Defaults button at the bottom. On the Save Screen Defaults screen, you select DEFAULTS and then click Save at the bottom. This will save all the set up you added on that screen.
