ITAS Trader Desktop

The Trader Desktop is an intuitive, user-friendly and customisable interface that provides speedy access to all areas of ITAS. The Trader Desktop has three key areas:

Top Menu Bar - Runs across the top of the ITAS Trader desktop and enables the user to access their system preferences and settings

Primary Navigation - panel on the left of the Trader Desktop that provides access to the primary ITAS data and functions

MDI - The main area of the screen is used to display and maintain the ITAS data and features. ITAS uses an MDI (Multiple Document Interface) to allow the user to open multiple system functions within a flexible environment and arrange/group them based on their personal preference using standard drag and drop functionality.

Top Menu Bar

The Top Menu Bar provides access to the ITAS administration and settings functions: 

Primary Navigation

The Primary Navigation is a horizontal bar on the left side of the application containing links to the following Trader Desktop functions:

  • Homepage - setup single click access to your important system features and information
  • ITAS Entities - view and maintain data for any ITAS Entity
  • Fly Out Menu - directly navigate to Trading Entities and ITAS Applications
  • Trading Entities - search access ITAS Applications
  • Documents - manage your ITAS files and documents
  • Sent Email
  • Smart Panel - view the current and historical status of your Trader Desktop
  • Alerts* - setup notifications based on changes to ITAS data or when new data added
  • Reports* - view data from the ITAS Reporting Database
* Availability based on Subscription Status

MDI (Multiple Document Interface)

The main area of the desktop displays the viewable content and is configurable for each user. Any of the ITAS data items and functions can be opened (docked) as a window within this area, and will be denoted as a tab in the main tab bar. Each window/tab can be moved within the MDI area so any number of layouts can be created. Alternatively, a window can be dragged outside the Trader Desktop as a free floating 'child' window (undocked). 

Refer to ITAS MDI Functionality for more information.

The ITAS Homepage or Trading Entity Homepage (depending on which is set to display by default) is always available as a tab.  

 

 


Contents of ITAS Trader Desktop

  • ITAS Settings & Preferences

    The Top Menu Bar contains shortcuts to the ITAS administration and settings functions: User Menu – Including User Preferences Settings – Including GF and Trading Entity Management Help - Will launch the online help system ...

  • ITAS MDI Functionality

  • ITAS Data Grids

    Information about data view grids and how to use them.

  • Trader Desktop Homepage

  • ITAS Entities

  • Flyout Menu

    The Flyout Menu provides an alternative route to Trading Entities and their associated Menu Items Accessing Trading Entities To view a Company click on Flyout Menu in the Navigation Panel. As long as the curser ...

  • Trading Entities

    Trading Entities enables the navigation of operating units, these can be a department, a division, a profit centre or the entire PLC. Access is controlled by the Trading Entities dropdown menu. From here menu options ...

  • Document Management

    This section gives access to various document stores, both personal and company-wide (through Document Management services).

  • Sent Email

    Emails containing reports, and other attachments can be sent direct from menu options within ITAS and a record of the event can be viewed in Sent Emails .

  • Smart Panel

    The ITAS Smart Panel provides users with a free-floating ITAS control tool. The panel contains a number of tabs that provide users with access to various areas of ITAS. Launching The ITAS Smart Panel To ...

  • My Alerts

    Allows self-service selection of Alerts and Notifications to receive including various options on filtering and method of delivery

  • Reporting

    The Reporting Database has been created as an alternative to the traditional ITAS Operational Database. It has been specifically designed to allow access to company data at a database level and to enable faster delivery ...


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