Yogesh Chauhan's Blog

Colleague UI Basics: The Context Area

in Colleague on January 16, 2022

Similar Colleague UI Basics posts:

Accessing the user interface

You can see a person’s basic information in the Context Area.

There are two ways you can display a person’s information in the Content Area.

  1. Using a person search
  2. Using a form search

In case you want to keep that data handy, you have an option to do so. In fact, you can “pin” one or more person data in the Context Area and access across multiple forms.

Context Area is like a deck of cards.

In fact, here’s a screenshot of a Context Area and you’ll see “CARD 1 of 1” at the right top corner:

Context Area

Since the Context Area is like a Deck of cards, you’ll be able to access only 1 person’s info at a time and everytime you put a new record in it, it’ll be pushed on top of the other cards.

Context Area Shortcuts

Pin

The “Pin” shortcut icon is on the top left part of the Context Area.

Click on the pin when you want to save the person records to access across multiple forms. You can remove the records by clicking on the same pin. Everytime you click, you’ll notice the color change in the pin icon.

Pinning a record is really helpful when you’re working on registering a student or when you’re awarding a financial aid or even onboarding an employee.

You can switch between the cards using the “View All Cards” icon.

Help

The “Help” shortcut icon is on the top left part of the Context Area under the “Pin” icon.

By clicking on the “Help” icon, you can get help regarding the current person you’re accessing in the Context Area.

View All Cards

The “View All Cards” shortcut icon is on the top left part of the Context Area under the “Help” icon.

This icon lets you switch between cards. So, you can pin the cards using the “Pin” icons and switch between the cards using the “View All Cards” icon.

Using the “View All Cards” icon, you could also favorite or remove a card.

Close Card

The “Close Card” shortcut icon is on the top right part of the Context Area.

This icon will let you close a single or all cards in the Context Area.

Add to Favorites

The “Add to Favorites” shortcut icon is on the top right part of the Context Area under the “Close Card” icon.

You can make the current person your favorite or multiple persons your favorite in the Context Area.

Previous/Next Card

The “Previous/Next Card” buttons are helpful to navigate through all the cards held under the Context Area.


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