Working in the Fluid Interface

Overview

The Fluid interface allows you to navigate in the system using tiles and icons. This interface looks similar whether you are using a laptop, a phone, or a tablet. While there are minor differences depending on the platform, the similarities allow you to work seamlessly between devices.

You can access the UGA Financial Management System using a graphic interface that allows you to work in the same environment across devices.

In this article you will learn a few of the navigation tips to use the fluid interface effectively.

1. Step 1

UGA Financials page displayed with the Actions List button highlighted

First, log into the Financial Management System.

Click the Actions List button.

2. Step 2

UGA Financials page displayed with the Personalize Homepage link highlighted

Click the Personalize Homepage link.

3. Step 3

Personalize Homepage displayed with the Save button highlighted

The Personalize Homepage allows you to rearrange the order of the tiles or add tiles on your page.

When you have completed the task, click the Save button in the upper right corner of the screen.

4. Step 4

Click the Actions List button.

5. Step 5

UGA Financials page displayed with the My Preferences link highlighted

Click the My Preferences link.

6. Step 6

General Settings page displayed with the options available for change highlighted

The General Settings page displays with options available for you to change.

7. Step 7

General Settings page displayed with the Save button highlighted

The right side of the page contains the preferences that can be changed for that selection. This will vary based on the security roles assigned to you.

Click the Save button to record any changes you make.

8. Step 8

UGA Financials page displayed with the NavBar button highlighted

The UGA Financial Home page redisplays.

Click the NavBar button.

9. Step 9

UGA Financials page displayed with the Menu link highlighted

Click the Menu link.

10. Step 10

UGA Financials page displayed with the Approvals link highlighted

Click the Approvals link.

11. Step 11

Pending Approvals page displayed with the Navigation button highlighted

If you are an approver, this page provides the list of items waiting for your approval. If you work in both Classic and Fluid screens, you can access the Classic view from the NavBar.

Click the Navigation button.