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1. Click the [[Configuration Menu|Configuration]], [[User Centric Interface]] [[Menu|menu]].
[[Image:Ciu.png]]
2. Click the '''New Interface''' tab.
The '''New Interface''' page is displayed.
[[Image:Ciu1.png]]
=User Centric Interface Settings=
This page consists of five sections:
==General Settings==
[[Image:Ciu2.png]]
* The '''Is Activated''' check box is used to activate the interface.
* The '''Language''' determines the language to be used for the interface.
* The [[URL]] will be displayed once the interface is saved. You will use this [[URL]] to access the login page for the interface.
==Visual Settings==
[[Image:Ciu3.png]]
* The '''Logo Path''' provides for a web address to the logo that should be displayed in the interface.
* The '''Title Text''' can be displayed in place of a logo. This title text is also used for the name of the interface.
* A description can be completed to describe the interface purpose.
==Navigation Terminology and Interface Tabs==
[[Image:Ciu4.png]]
The interface supports up to five tabs. Each is used for a specific purpose.
* '''Tab 1''' – the home page for the [[User|user]] and the first page they will see when they log in. This page can be populated with any content useful to all [[User|users]].
* '''Tab 2''' – this tab provides access to the [[User|user’s]] profile; standard and [[Custom Fields|custom fields]] (provided they have the correct [[Role|role]] permission to see these fields) and [[Personal Transaction|personal transactions]] (provided you have included transaction types in the interface).
* '''Tab 3''' – provides access to other people in the system with searching capabilities to find people.
* '''Tab 4''' – provides a link to any [[Universal Tracking Application]] that has been linked to the interface.
* '''Tab 5''' – this tab will display a [[Menu|menu]] of all the items that would normally have been shown in a [[Portal|portal]] view associated with the [[User|user]] [[Role|role]].
If you don’t need to use the functionality of a specific tab you can set the tab name to blank.
You can re-label any type by changing the current title.
==My Profile Sub Navigation Terminology==
[[Image:Ciu5.png]]
'''Tab 2''', '''My Profile''' displays three additional tabs. The captions of these tabs are displayed in the '''My Profile Sub navigation''' section.
* '''Sub Tab 1''' – provides the link to the [[User|user’s]] basic profile information including any [[Custom Fields|custom fields]] associated with their [[Role|role]].
* '''Sub Tab 2''' – provides a link to a '''change password''' page.
* '''Sub Tab 3''' – provides a link to [[Personal Transaction|personal transactions]], provided you have included transaction types in the interface.
==People Sub Navigation Terminology==
[[Image:Ciu6.png]]
* '''Tab 3''', '''People''' displays one additional tab – '''Sub Tab 1'''. This tab provides the [[User|user]] with a list or groups of [[User|users]] that they may wish to collaborate or network with.
* A [[User|user]] can only search for other [[User|users]] in groups that they themselves have subscribed to.
1. Click the '''Is activated''' check box.
2. Set the '''Title Text''' to '''Employee Centric Interface'''.
3. Set the '''description''' to '''Sample User Centric Interface'''.
For now you will just use the '''Home''', '''My Profile''', and '''Tab 5'''.
4. Set the '''tabs''' as shown below:
[[Image:Ciu7.png]]
5. Click any '''Save''' button.
The basic interface is saved. The [[URL]] to access the interface is also displayed, plus some additional tabs are displayed and the existing tabs changed.
[[Image:Ciu8.png]]
The revised and new tabs are explained below.
=Visual Settings - Revised=
[[Image:Ciu9.png]]
* '''Color & Font Settings''' have been added to the '''Visual Settings''' tab. This link provides access to formatting features for this interface.
* '''Login Screen Content''' – provides access to format and add content to the page [[User|users]] will access when they log into the system.
* '''Home Page Contact''' – provides access to format and add contact to the page the [[User|user]] will see once they have logged in.
=New Settings – Transaction Settings=
A new section has been added to the configuration page to manage transactions.
[[Image:Ciu10.png]]
* This section is used to determine the transaction types that you may wish to display to the [[User|user]] and to format those transactions.
* The '''Transaction''' page also includes an introduction page, generally used to provide instructions to the [[User|user]] as to how to use the transaction page. You can now access this introduction page.
* These transactions will appear to the [[User|user]] under the '''My Profile''' tab (tab 2, sub tab 3).
=Universal Tracking Application Settings=
A new section has been added to the configuration page to define the interaction between [[Universal Tracking Application|Universal Tracking Applications]] and the interface.
[[Image:Ciu11.png]]
* '''Level 1 List''' – provides access to the format of level 1 UTA items – generally projects.
* '''Level 1 Introduction Page''' – provides access to add an introduction page, generally used to provide instructions to the [[User|user]] as to how to use the [[UTA]] level 1 page.
=Tab 5 Settings=
Tab five will display the [[User|user’s]] [[Role|role]] based icons in a [[Menu|menu]] type view. The new section added provides you with access to add an introduction page to this tab.
[[Image:Ciu12.png]]
[[Category:System Management]][[Category:User Centric Interface]]
[[Image:Ciu.png]]
2. Click the '''New Interface''' tab.
The '''New Interface''' page is displayed.
[[Image:Ciu1.png]]
=User Centric Interface Settings=
This page consists of five sections:
==General Settings==
[[Image:Ciu2.png]]
* The '''Is Activated''' check box is used to activate the interface.
* The '''Language''' determines the language to be used for the interface.
* The [[URL]] will be displayed once the interface is saved. You will use this [[URL]] to access the login page for the interface.
==Visual Settings==
[[Image:Ciu3.png]]
* The '''Logo Path''' provides for a web address to the logo that should be displayed in the interface.
* The '''Title Text''' can be displayed in place of a logo. This title text is also used for the name of the interface.
* A description can be completed to describe the interface purpose.
==Navigation Terminology and Interface Tabs==
[[Image:Ciu4.png]]
The interface supports up to five tabs. Each is used for a specific purpose.
* '''Tab 1''' – the home page for the [[User|user]] and the first page they will see when they log in. This page can be populated with any content useful to all [[User|users]].
* '''Tab 2''' – this tab provides access to the [[User|user’s]] profile; standard and [[Custom Fields|custom fields]] (provided they have the correct [[Role|role]] permission to see these fields) and [[Personal Transaction|personal transactions]] (provided you have included transaction types in the interface).
* '''Tab 3''' – provides access to other people in the system with searching capabilities to find people.
* '''Tab 4''' – provides a link to any [[Universal Tracking Application]] that has been linked to the interface.
* '''Tab 5''' – this tab will display a [[Menu|menu]] of all the items that would normally have been shown in a [[Portal|portal]] view associated with the [[User|user]] [[Role|role]].
If you don’t need to use the functionality of a specific tab you can set the tab name to blank.
You can re-label any type by changing the current title.
==My Profile Sub Navigation Terminology==
[[Image:Ciu5.png]]
'''Tab 2''', '''My Profile''' displays three additional tabs. The captions of these tabs are displayed in the '''My Profile Sub navigation''' section.
* '''Sub Tab 1''' – provides the link to the [[User|user’s]] basic profile information including any [[Custom Fields|custom fields]] associated with their [[Role|role]].
* '''Sub Tab 2''' – provides a link to a '''change password''' page.
* '''Sub Tab 3''' – provides a link to [[Personal Transaction|personal transactions]], provided you have included transaction types in the interface.
==People Sub Navigation Terminology==
[[Image:Ciu6.png]]
* '''Tab 3''', '''People''' displays one additional tab – '''Sub Tab 1'''. This tab provides the [[User|user]] with a list or groups of [[User|users]] that they may wish to collaborate or network with.
* A [[User|user]] can only search for other [[User|users]] in groups that they themselves have subscribed to.
1. Click the '''Is activated''' check box.
2. Set the '''Title Text''' to '''Employee Centric Interface'''.
3. Set the '''description''' to '''Sample User Centric Interface'''.
For now you will just use the '''Home''', '''My Profile''', and '''Tab 5'''.
4. Set the '''tabs''' as shown below:
[[Image:Ciu7.png]]
5. Click any '''Save''' button.
The basic interface is saved. The [[URL]] to access the interface is also displayed, plus some additional tabs are displayed and the existing tabs changed.
[[Image:Ciu8.png]]
The revised and new tabs are explained below.
=Visual Settings - Revised=
[[Image:Ciu9.png]]
* '''Color & Font Settings''' have been added to the '''Visual Settings''' tab. This link provides access to formatting features for this interface.
* '''Login Screen Content''' – provides access to format and add content to the page [[User|users]] will access when they log into the system.
* '''Home Page Contact''' – provides access to format and add contact to the page the [[User|user]] will see once they have logged in.
=New Settings – Transaction Settings=
A new section has been added to the configuration page to manage transactions.
[[Image:Ciu10.png]]
* This section is used to determine the transaction types that you may wish to display to the [[User|user]] and to format those transactions.
* The '''Transaction''' page also includes an introduction page, generally used to provide instructions to the [[User|user]] as to how to use the transaction page. You can now access this introduction page.
* These transactions will appear to the [[User|user]] under the '''My Profile''' tab (tab 2, sub tab 3).
=Universal Tracking Application Settings=
A new section has been added to the configuration page to define the interaction between [[Universal Tracking Application|Universal Tracking Applications]] and the interface.
[[Image:Ciu11.png]]
* '''Level 1 List''' – provides access to the format of level 1 UTA items – generally projects.
* '''Level 1 Introduction Page''' – provides access to add an introduction page, generally used to provide instructions to the [[User|user]] as to how to use the [[UTA]] level 1 page.
=Tab 5 Settings=
Tab five will display the [[User|user’s]] [[Role|role]] based icons in a [[Menu|menu]] type view. The new section added provides you with access to add an introduction page to this tab.
[[Image:Ciu12.png]]
[[Category:System Management]][[Category:User Centric Interface]]
