TABLE OF CONTENTS[Show/Hide]
- Page Title Tab
- Record Description Label
- Installation Logo
- Support Icons
- Navigation Tabs
- "You have been here:"
- Shortcut Box
The View screen displays the entire content of a module record. The View screen collects and displays data from the local module table and all submodules containing data related to the local module. The contents of the View screen can be sent as an email (including an XML file attachment) to all persons on the module's Notification list and others added on an "ad-hoc" basis.
Page Title TabThe type of information displayed on the page title tab of the View Screen is as follows:
- Module Name (e.g., Hazard Report)
- Best Practice icon : Active Agenda allows permitted users to identify records as "best practices." If a record has been identified as a best practice, the user will see the best practice icon.
- Module Directions icon : Active Agenda allows permitted users to enter location-specific directions to those interfacing with a module. This is a great way to share process instructions with Active Agenda module users. The module directions are displayed in a "floating window" when a user mouses over the module direction icon.
- Record navigation icons : Active Agenda allows users to page through the List Screens of the previous and next records of a module using the next and previous record icons.
Record Description LabelThe Record Description label is meant to appear as a label applied to a folder. The label displays several key fields from the module record to help the user know which module record is open for viewing or editing. The Record Description Label is always located immediately beneath the page title tab on the View and Edit screens.
Installation LogoActive Agenda's color and logo theme can be easily modified. Themes are usually changed to accommodate the color scheme and logos of an implementing or deploying organization. The implementation logo, located in the upper right corner of the user interface, can also be used as an active link to the implementing organization.
Support IconsThe two icons beneath the installation logo are used to access support. The icons provide you with a global forum to discuss matters specific to the module you are working with and written support authored by your organization.
Global Discussions IconForum topics have been associated with each module of Active Agenda, enabling a dialog with participants from around the world on subject matter specific to the topic of a module. The Global Discussions icon will open a module-specific discussion topic in a new window.
Documentation IconThe Documentation? icon opens a "floating" window that contains the support documentation for the current module. The support documentation can be modified by the Active Agenda administrator to make the support module specific to a local installation. The support documentation window also contains a link to the module-specific support documentation being collaboratively authored in the project wiki (which you are reading now).
Navigation TabsThe navigation tabs are the primary method for navigating between screens within a module. The tabs are always displayed on the right side of the screen beneath the installation logo, Global Discussions icon, and Support Documentation icon. The navigation tabs will vary between different screens and modules. The navigation tabs associated with the List screen are as follows:
View ScreenThe View screen displays the data of a current record. The field names are displayed in the leftmost column and the field values are displayed in the rightmost column. All of the fields used in the current record are displayed on the View form, but there are rare exceptions, where a field may be listed on an Edit screen but are not included in the View form. Submodule data associated with a record is displayed in the submodule folders located directly beneath the View form.
Submodule FoldersThe View Screen contains a series of "folders" displayed beneath the view form. Use the text link on the folder tab to display the name of the submodule and a count of the submodule records related to the module being viewed. The text link offers a method for opening the submodule in the same window. The icon on the folder tab ( ) allows a user to open the submodule in a new window.
A submodule is module that contains one or more records related to its parent module. For instance, the Incentives View screen displays details about an incentive and the criteria for receiving an incentive. The Incentive is then associated with one or more organizations adopting the incentive for local use. The local adoptions are displayed in the "Adopting Organizations" folder. The submodule records can be accessed directly from the icons ( ) displayed in the first column of each row. Sort the submodule records by clicking on the column headers. The active sort column and the order of the sort are identified by the use of icons ( ) in the column header.
Form ScreenThe Form screen is the basic data entry screen for a module and will always be the uppermost edit screen navigation tab. The fields displayed on the Form screen are the minimum fields required for saving a record in Active Agenda. Additional data is added using one or more module edit screens named to reflect the type of information being entered into a module. The Incentives Module example has a form screen, several submodule edit screens, the global module edit screens, and a reports screen. The Incentives Module does not have any module edit screens.
Module Edit ScreensActive Agenda modules can have many edit screens. Every edit screen has a corresponding navigation tab. Breaking data entry into a series of screens reduces the potential for extremely long data entry screens and helps users find the data fields they are looking for. Module edit screens save data to a local module and are named for the types of data to be found on a screen.
The basic edit screen for a module is the Form screen. The Form screen displays the basic fields required to enter a record into a module. Most modules use additional module edit screens to capture data not included on the Form screen. For instance, the Chemicals Module captures a chemical's name, important dates, and link references to chemical support Websites on the Form screen. The Chemicals Module also has a module edit screen titled "Hazards." The Hazards screen allows users to capture hazard information specific to a chemical, such as health, fire, and instability ratings.
Submodule Edit ScreensIn Active Agenda, users can create one-to-many relationships between modules. The submodule edit screens make this possible. For example, a user can assign many organizations to a single incentive criteria using the "Adopting Organizations" submodule that is accessible from the "Adoptions" navigation tab. When users navigate to a submodule edit screen, they will see a brief summary of the current record in the View form, and a submodule edit form directly below. There is only one submodule edit form per submodule edit screen.
List Reports ScreenThe Reports screen available from the View screen contains reports for the current record of the current module. The Reports tab is always the last navigation tab displayed before the Global Module tabs.
Global Module Edit ScreensActive Agenda uses "Global Modules"? to associate common information with more specific module information. Active Agenda's global modules include Actions, Attachments, Costs, Links, Notes, and Notifications. The global modules allow users to associate many of these items (e.g., Actions) with a single record of a specific module (e.g., Chemical Inventory). Global Module navigation tabs are colored differently than the other tabs, but this is a default that can be changed by modifying the theme.
Use the Global Module navigation tabs on the List Screen to associate the global module data with the current module at the "module level." For instance, a user might want to associate certain actions with the implementation of the Chemical Inventory process rather than a specific chemical in inventory. The Global Module navigation tabs on the List screen make this possible.
NotifyThe Notification screen allows you to send the contents of the View screen to people that have been added to the Notification List. Notifications are sent by email and recipients are added to notification lists from the List screen of every module. Additional people can be added to the recipient list during the notification process, but they will not be added to the ongoing module notification list. The "Notify" tab is only available on the View Screen because this screen contains all of the information that will be included during a notification event. The "Notify" tab is not available on Edit screens or the List screen.
"You have been here:"The "You have been here:" box contains a list of links pointing back to each previous page the user navigated through to get to the current page. The "You have been here:" box is always located directly below the navigation tabs. This feature is often referred to as a breadcrumb.
- "Direct link to this page" This link allows a user to copy a direct link to the page where the link is displayed. A user can copy the link location by "right clicking" or clicking the secondary button on the mouse while the cursor is located over the "Direct link to this page" link. After right-clicking, the user must select the "Copy Link Location" option from the list and then paste the link location where it is desired.
- "XML Download"
- "Add shortcut" The "Add shortcut" link allows a user to add a shortcut to the dashboard of the person logged in when the link is clicked. After clicking the "Add shortcut" link, a user can enter a title for the page which will be displayed on the user's dashboard.
- "(Remove)" Shortcut Shortcuts added to the dashboard can always be removed by clicking on the "(Remove)" text link displayed within the shortcut box. The title assigned to the shortcut will be displayed above the "(Remove)" text link to help the user identify the shortcut on the dashboard screen.