sa05 - customizing the user interface
DESCRIPTION
This session discusses options available to certain administrators to customize the MC user interface, a process that can be useful to allow organizations the option to create interfaces to fit their business flow.TRANSCRIPT
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Customizing the User Interface (SA05)
System Administrator Track
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1. Open Internet Explorer 2. Type into the address bar: www.maintenanceconnection.com 3. Click Log In button 4. Enter the following:
Member ID: SA_CHECKPOINT Password: Checkpoint2014
Note: During the seminar, please do not “Save” while following along with a specific example unless directed to do so by your course instructor.
Wireless SSID: CHECKPOINT Wireless Password: CHECKPOINT
Logon Instructions
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Presenter Names: Marc Ackers and Adam O’Brien
Background information:
• Role and expertise at Maintenance Connection
• Fun Fact
Presenter Bio
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User Interface Management Tools
Conditional Formatting
User Defined Fields
Agenda
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User Interface Management Tools Overview
Forms Manager
Tabs Manager
Menu Manager
User Interface Management Tools
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Customize numerous aspects of the UI
System Admin use only
Tools System Management
User Interface Management Tools Overview
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Primary tool for direct UI tailoring
Applied to entire database (not RC specific)
Forms Manager
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Main features:
• Hide fields within each module
• Designate fields for required entry
• Modify field labels
• Duplicate Work Order check
Forms Manager (cont’d)
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Customize tabs available within each module
Clone and edit existing Tab Groups
Tabs Manager
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Main features:
• Change label on Tabs
• Disable or remove Tabs
• Reorder Tab sequence
Tabs Manager (cont’d)
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Customize Module Chooser
Multiple versions can be maintained
Menu Manager
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Image modified and HTML code created
Menu Manager (cont’d)
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Conditional Formatting Overview
Format Criteria
Format Style
Conditional Formatting
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Customize appearance of records in Explorer
Style Editor (V6.0) defines font, color, etc.
Three Repair Center and three personal preference options
Conditional Formatting Overview
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Defined through Preferences for specific Modules
Both Format Criteria and Format Style must be defined
Conditional Formatting Overview (cont’d)
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Examples of use cases:
• Overdue Work Orders
• Work Orders that have not been printed
• Inventory Items below reorder point
• Open Purchase Orders past follow-up date
• Inactive Labor Records
Conditional Formatting Overview (cont’d)
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Criteria Dialog from Format Criteria used to create pre-stored SQL
Format Criteria
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New V6.0 CSS Editing Tool available to format style
Customizable features:
• Content and Text
• Background
• Border and Outline
• Box Shadow
Format Style
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Records will change for specified Repair Center dependent on Style selected:
Format Style (cont’d)
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In this example Conditional Formatting will be used to set Inactive Labor records to show as light grey
Conditional Formatting: Example
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Labor Module is selected
Format Criteria 1 and Format Style 1 will be used
Conditional Formatting Example (cont’d)
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Criteria 1 is edited with Active? set to No
SQL will be auto-created
Conditional Formatting Example (cont’d)
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Style 1 will automatically fill in for grey text (HTML) by using the CSS Editor
Conditional Formatting Example (cont’d)
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All Inactive Labor will now appear in the grey shade that was selected
Conditional Formatting Example (cont’d)
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User Defined Fields Overview
Editing User Defined Fields
Adding Lookup Tables
Smart Transfer
User Defined Fields
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Available in core modules to track unique information
Number of fields available determined by Module:
• Text fields
• Date fields
• Checkboxes (indicators)
User Defined Fields Overview
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User Defined Field features:
• Modify help instructions
• Change field label
• Connect Lookup Table
• Smart Transfer
• Enhanced Reporting
User Defined Fields Overview (cont’d)
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Click on field label to open popup help dialog
Edit button refreshes dialog to outline User Defined Field
Editing User Defined Fields
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Remove current field label and replace
Editing User Defined Fields (cont’d)
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Modify help instructions using text box available
Editing User Defined Fields (cont’d)
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Lookup tables edited from dropdown
Creates consistency for Reporting
Adding Lookup Tables
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Transfer data to associated modules
Map to matching field suggested
Smart Transfer
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In this example an Asset User Defined Field will be setup with a Smart Transfer to link to a Work Order User Defined Field
User Defined Field: Example
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UDF Field 16 on Asset can be edited by right mouse clicking on label:
User Defined Field: Example (cont’d)
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Name will be adjusted to reflect what field is being used for:
User Defined Field: Example (cont’d)
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Smart Transfer is setup to link to Work Order UDF Bit 1:
User Defined Field: Example (cont’d)
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Explanation of field entered into text box:
User Defined Field: Example (cont’d)
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Work Order User Defined Field edited for consistency:
User Defined Field: Example (cont’d)
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Work Order is created and will reflect Asset selection for User Defined Field:
User Defined Field: Example (cont’d)
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For access to documentation and tutorials, reference www.mcuserconnect.com
MC User Connect
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MCUC Documentation / Tutorials Article PDF Video Tutorial
User Guide
Customizing the Interface
Conditional Formatting – How To Setup
Utilizing User Defined Fields
Additional Resources