Navigate the System
The DAISI interface displays multiple tabs and a banner.
Main Tabs
Tabs may include the following, depending on your user role:
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Dashboard: The landing page. It lists some at-a-glance information:
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Any content elements or cards you have favorited.
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Any cards with scheduled status changes.
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An activity monitor showing, for example, any in-progress or failed processes.
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Any rejected elements that need to be revised.
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Content: This tab contains a table listing content elements and allows you to manage them. To learn more, refer to Manage Content in DAISI.
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Cards: This tab contains a table listing card decks, which are sets of cards grouped together, and allows you to manage them. To learn more, refer to Manage Card Decks in DAISI.
Filter and Search
You can filter the Content or Cards tab by using the Show Filters button at the top left to expand the Filters panel. Expand the filter categories and select criteria, then select Apply Filters. Each filter criterion appears above the filtered list, and you can select the remove button beside each to remove it, or Clear All to remove all. Another way to remove all filters is to expand the Filters panel, select Clear All there, and close the panel.
You can search the Content or Cards tab by typing in the search field at the top right.
If you navigate to an element and then back to the table using either by using your browser’s back button or by selecting the tab again, your filters and search criteria do not persist.
Manage Listed Content Elements or Card Decks
To view more information on an element, select the expand button to the right of its name.
You can perform actions on an element by selecting the meatball menu to its left. Depending on your user role and the status of the element, you may be able to edit it, delete it, and more. Selecting Version History
To perform certain actions on multiple elements at the same time, select the checkboxes to the left. The number of elements selected appears above the table and, depending on your user role and the statuses of the elements, action buttons may appear beside it.
To favorite an element, select the favorite button. Favorited content elements and card decks appear in the Dashboard tab under the Your Favorites section.
Banner
The banner includes the following features:
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A menu at the top left that allows you to switch between systems.
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A client menu to the right of the CAI and DAISI logos that allows you to select a client.
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A username menu at the top right that offers information on your account and allows you to sign out.