Use main menu and open submenus safely.
Use the slideshow for the visual walkthrough; the detailed steps below provide the same procedure in an accessible format.
Text walkthrough
The slideshow remains the visual tutorial. These steps provide a complete text fallback.
Prerequisite: Open the tutorial in a current browser and keep a test record available.
- Open the main menu
Open the main menu from its labelled area or menu button; on small screens it is presented as a sidebar. - Choose a workspace
Choose the relevant workspace. The menu shows only entries your account is permitted to read. - Expand the relevant submenu
Expand the submenu and keep its parent groups open until the required entry is visible. - Start the required function
Start the function from its labelled menu entry. Do not reuse an administrative URL copied from an old session. - Confirm the active area
Confirm the page title, highlighted menu entry, and URL. All three must match the selected workspace.
Checkpoint: After the final step, reload the target page and confirm that the expected state remains active.
Common errors: If a control or record is missing, first check permissions, the active language, filters and whether the preceding step was saved.