2,299
edits
Changes
no edit summary
{{Deprecated}}
=Creating a User Centric Interface=
1. Click the [[Configuration Menu|Configuration]], [[User Centric Interface]] [[Menu|menu]].
[[Image:Ciu.png]]
2. Click the '''New Interface''' tab.
[[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]]
* '''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.
==My Profile Sub Navigation Terminology==
[[Image:Ciu5.png]]
* '''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]].
==People Sub Navigation Terminology==
[[Image:Ciu6.png]]
* A [[User|user]] can only search for other [[User|users]] in groups that they themselves have subscribed to.
[[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]]
=Visual Settings - Revised=
[[Image:Ciu9.png]]
* '''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.
[[Category:System Management]][[Category:User Centric Interface]]
