Create New Desktop

Your DataTrak administrator creates your primary desktop. This desktop will be the first desktop you see when you login to DataTrak. You cannot make changes to your primary desktop. You can, however, create new desktops based on your most frequently used items. You can display a specific desktop at anytime by selecting it from the Desktop dropdown list on the menu.

Use these steps to create a new desktop:

1. Click the New button on the DataTrak menu, and the system displays the following screen:
   
   

2. Enter the name for the new desktop and click the Submit button.

3. The system displays the following desktop maintenance window:
   
   
   
   This window is divided into two panes. The pane on the left contains the document tree. This tree contains all of the document groups and documents to which you have access. The right pane represents your desktop area.

4. To add a document group to a desktop, click and drag the group from the document tree and drop it onto the desktop area. You can reposition and resize document group windows as needed to create a neat and useable desktop area. You can also create custom document groups.

5. After you finish adding items to the desktop, click the Save Desktop button at the bottom of the document tree pane.

Note: If you make changes to a previously saved user-defined desktop, you must "save" the desktop in order to retain the new configuration.

Delete Custom Desktop

Use the following steps to delete a custom desktop:

1. Display the custom desktop by selecting it from the desktop dropdown list.

2. Click the Delete button on the DataTrak menu, and the system displays a message that the desktop will be deleted. Click the OK button to delete the desktop or click the Cancel button to cancel.