Familiarize yourself with the basic screen elements in ALM Octane.
Open the menu to access ALM Octane's modules.
To open the menu, click the three bars in the top right corner.
The top banner contains the following buttons:
|Search||Search for any item in your workspace. For details, see Search.|
|Favorites||Save grid settings as favorites that you can return to and share. For details, see Grids.|
|My Work||View and handle your assigned work in a personalized todo list. For details, see My Work.|
Perform the following actions:
|Help||Links to the Help Center, the online community, and other useful resources.|
|Programs||If programs are enabled, switch to a different program context. For details, see Programs.|
|Workspaces||If you're a member in more than one workspace, switch to another workspace.|
Choose your language and theme, and upload a picture. For details, see Set personal preferences.
Module views consist of the following panes (left-to-right):
In the following sub-modules, the left pane consists of an expandable tree of items:
Expand and select a tree folder or item. The selected item is reflected in the data displayed in the central pane.
The main pane consists of tabs, each displaying different information.
The right sidebar enables other interactions with the items in the main pane. Standard sidebars include Filter and Preview .
Your environment can contain custom sidebars developed for your workspace. For details, see Create sidebar plugins.
To hide the sidebar, click the Close button X.
If the sidebar is hidden, click one of the sidebar icons to open it.
You can choose which of the sidebar icons are displayed in the toolbar. Click Manage sidebars and toggle sidebars on or off.
For an item's full details, you can open the item in full-page view. The full-page view includes the following elements:
|Back button||Returns to the module view from which you arrived at the current item.|
|Breadcrumbs||The chain of the items that you clicked through to arrive at the current item. Click on any of the links to return to a previous item.|
|Follow button||Follow the item to receive notifications about changes made to the item. For details, see Follow items.|
|m out of n||If you arrived at the item from a grid, use the back and forward arrows to move to the previous or next item in the list.|
|Phase selector||Click the next phase to move the item into its next stage. For details, see Phases.|
The Details tab contains the following:
|Attachments tab||Uploads relating to the item. Attachments include also images that are embedded in the item's description. For more details, see Attachments.|
|Relations tab||A diagram of the items related to the current item. For details, see Connected items.|
|History tab||A record of the changes made to the item's fields. For details, see History.|
|Other tabs||Each item type has its own specific tabs.|
Use the Quick Action shortcut (
CTRL+Q) from anywhere in ALM Octane to navigate to any tab, or perform relevant actions.
The list of quick actions is filtered according to your current context.
In the action box, start typing the name of an action. Select an action from the suggestions.