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:
Menu Bar - Runs across the top of the ITAS Trader desktop and enables the user to access their system preferences and settings
Application Bar - 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.
Menu Bar
The Menu Bar provides access to the ITAS administration and settings functions:
- User Preferences
- Message Users
- Settings and General Functions
- Help
Application Bar
The App Bar is the vertical bar on the left side of the Trader Desktop containing links to the following functions:
- Homepage - setup single click access to your important system features and information
- Data Entities - view and maintain data from a range of ITAS Data Entities
- Fly Out Menu - directly navigate to Trading Entities and ITAS Applications
- Trading Entities - search and access ITAS Applications
- Documents - manage your ITAS files and documents
- Sent Email - log of emails sent from ITAS applications
- Smart Panel - view the current and historical usage of ITAS, upload documents, view Alerts
- My Alerts* - setup notifications based on changes to ITAS data or when new data added
- Star Reports* - view data from the ITAS Reporting Database
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
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App Bar Functions
The Application Bar (left hand icon menu) contains links to all the functions available to Trader Desktop users. In most cases a sub menu will appear to allow further selection.
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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 ...
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ITAS MDI Functionality
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ITAS Data Grids
Information about data view grids and how to use them.
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Frequently Asked Questions