Menu Maintenance - Revision history

Anw: v1.00.03 - Screenshots

2020-01-17T09:42:51Z

v1.00.03 - Screenshots

← Older revision		Revision as of 11:42, 17 January 2020
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	{{Warning}} This is a system administrator function - if you change the settings here, this will affect all users of the system.		{{Warning}} This is a system administrator function - if you change the settings here, this will affect all users of the system.


			<gallery widths=600px heights=340px perrow=1>
			Image:CTLTMS_Menus.png\|''Menu maintenance''
			</gallery>

Anw: Added details to menu creation.

2019-11-13T10:32:47Z

Added details to menu creation.

← Older revision		Revision as of 12:32, 13 November 2019
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	This screen allows you to maintain the ~~details~~ of the ~~categories~~ displayed on ~~each~~ menu. You can then assign them to roles, which will control the menus displayed to the users with that role selected.		This screen allows you to maintain the screens (programs) on each of the sub-menus displayed on the main menu. You can then assign them to roles, which will control the menus displayed to the users with that role selected.

	You can maintain Roles in the [[Roles]] screen.		You can maintain Roles in the [[Roles]] screen.

			See also:
			* [[Program Maintenance]]
			* [[Menu Options]]


	{{Warning}} This is a system administrator function - if you change the settings here, this will affect all users of the system.		{{Warning}} This is a system administrator function - if you change the settings here, this will affect all users of the system.

Anw: Categorisation of document pages

2019-10-31T11:54:46Z

Categorisation of document pages

← Older revision		Revision as of 13:54, 31 October 2019
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	[[Category:Administration]]		[[Category:Administration]]
			[[Category:UG 331692 CTL-TMS Reference Guide\|100-{{PAGENAME}}]]

Anw: Added - v1.00.01.31778 - buttons

2019-10-30T16:39:52Z

Added - v1.00.01.31778 - buttons

← Older revision		Revision as of 18:39, 30 October 2019
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	The following actions are available on the Details panel:		The following actions are available on the Details panel:
	* {{Button\|~~Query~~}} - ~~See [[#Queries\|Queries]] below~~.		* {{Button\|New}} - create a new record.
	* {{Button\|~~Refresh~~}} - ~~See [[#Results Tables\|Results Tables]] below.~~		* {{Button\|Save}} - save a new record or changes to an existing record.
	* {{Button\|Settings}} - This displays a ~~pop-up Preferences window. Here, you can choose any roles that have been assigned~~ to ~~you (which can change the function of some screens) or choose the look and feel of the system with the Theme drop-down list~~.		* {{Button\|Delete}} - delete an existing record.
	* {{Button\|~~Widget~~}} - ~~See [[#Widgets\|Widgets]] below~~.		* {{Button\|Help}} - help on this screen.
	* {{Button\|~~Export to Excel~~}} - ~~See [[#Results Tables\|Results Tables]] below~~.		* {{Button\|Undo}} - undo change made since last save.
	* {{Button\|~~Export to CSV~~}} - ~~See [[#Results Tables\|Results Tables]] below~~.		* {{Button\|Clear}} - clear all fields.
	* {{Button\|~~Add_To_Favorites~~}} - ~~See [[#Menu\|Menu]] below~~.		* {{Button\|Toggle}} - toggle display of all accordion headers.
	* {{Button\|~~Column Selector~~}} - ~~See [[#Results Tables\|Results Tables]] below~~.

Anw: Added - v1.00.01.31778 - buttons

2019-10-30T16:36:05Z

Added - v1.00.01.31778 - buttons

← Older revision		Revision as of 18:36, 30 October 2019
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	The following actions are available on the Details panel:		The following actions are available on the Details panel:
	* ~~'''New'''~~ - ~~create a new record~~.		* {{Button\|Query}} - See [[#Queries\|Queries]] below.
	* ~~'''Save'''~~ - ~~save~~ a ~~new record~~ or ~~changes to an existing record~~.		* {{Button\|Refresh}} - See [[#Results Tables\|Results Tables]] below.
	* ~~'''Delete'''~~ - ~~delete an existing record~~.		* {{Button\|Settings}} - This displays a pop-up Preferences window. Here, you can choose any roles that have been assigned to you (which can change the function of some screens) or choose the look and feel of the system with the Theme drop-down list.
	* ~~'''Help'''~~ - ~~help on this screen~~.		* {{Button\|Widget}} - See [[#Widgets\|Widgets]] below.
	* ~~'''Undo'''~~ - ~~undo change made since last save~~.		* {{Button\|Export to Excel}} - See [[#Results Tables\|Results Tables]] below.
	* ~~'''Clear'''~~ - ~~clear all fields~~.		* {{Button\|Export to CSV}} - See [[#Results Tables\|Results Tables]] below.
	* ~~'''Toggle'''~~ - ~~toggle display of all accordion headers~~.		* {{Button\|Add_To_Favorites}} - See [[#Menu\|Menu]] below.
			* {{Button\|Column Selector}} - See [[#Results Tables\|Results Tables]] below.


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	* ''Name'' - The displayed name.		* ''Name'' - The displayed name.

	You can assign the menu items to user roles by clicking the ~~'''Add'''~~ button in the Roles section of the Detail panel. The screen will display a pop-up window for you to select the Role from a drop-down list. You can then use the '''Save''' button to add the role or just close the window to cancel the addition.		You can assign the menu items to user roles by clicking the {{Button\|New}} button in the Roles section of the Detail panel. The screen will display a pop-up window for you to select the Role from a drop-down list. You can then use the '''Save''' button to add the role or just close the window to cancel the addition.

	You can delete an assigned role by clicking on the row and then clicking the ~~'''~~Delete~~'''~~ button.		You can delete an assigned role by clicking on the row and then clicking the {{Button\|Delete}} button.


	[[Category:Administration]]		[[Category:Administration]]

Anw: Added - v0.00.01.25

2019-10-22T08:04:24Z

Added - v0.00.01.25

← Older revision		Revision as of 10:04, 22 October 2019
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	This screen allows you to maintain the details of the categories displayed on each menu. You can then assign them to roles, which will control the menus displayed to the users with that role selected.		This screen allows you to maintain the details of the categories displayed on each menu. You can then assign them to roles, which will control the menus displayed to the users with that role selected.

	You can maintain Roles in the [[Roles ~~Maintenance~~]] screen.		You can maintain Roles in the [[Roles]] screen.

	{{Warning}} This is a system administrator function - if you change the settings here, this will affect all users of the system.		{{Warning}} This is a system administrator function - if you change the settings here, this will affect all users of the system.

	~~The screen displays all programs set up within the system.~~


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	You can change or add the following:		You can change or add the following:
	* ''Code'' - the ~~screen~~ ID.		* ''Code'' - the menu category ID.
	* ''Name'' - The displayed name.		* ''Name'' - The displayed name.

Anw: Added - v0.00.01.25

2019-10-22T07:44:57Z

Added - v0.00.01.25

New page

This screen allows you to maintain the details of the categories displayed on each menu. You can then assign them to roles, which will control the menus displayed to the users with that role selected.

You can maintain Roles in the [[Roles Maintenance]] screen.

{{Warning}} This is a system administrator function - if you change the settings here, this will affect all users of the system.

The screen displays all programs set up within the system.

You can query data by and/or choose to display data as follows:
* ''Code''.
* ''Description''.
* ''Active''.
* ''Created By''.
* ''Created Date''.
* ''Last Updated By''.
* ''Last Updated Date''.
* ''Last Active Change By''.
* ''Last Active Change Date''.
* ''Last Process Id''.
* ''Update Counter''.

The following actions are available on the Details panel:
* '''New''' - create a new record.
* '''Save''' - save a new record or changes to an existing record.
* '''Delete''' - delete an existing record.
* '''Help''' - help on this screen.
* '''Undo''' - undo change made since last save.
* '''Clear''' - clear all fields.
* '''Toggle''' - toggle display of all accordion headers.

You can change or add the following:
* ''Code'' - the screen ID.
* ''Name'' - The displayed name.

You can assign the menu items to user roles by clicking the '''Add''' button in the Roles section of the Detail panel. The screen will display a pop-up window for you to select the Role from a drop-down list. You can then use the '''Save''' button to add the role or just close the window to cancel the addition.

You can delete an assigned role by clicking on the row and then clicking the '''Delete''' button.

[[Category:Administration]]

← Older revision		Revision as of 18:39, 30 October 2019
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	The following actions are available on the Details panel:		The following actions are available on the Details panel:
	* {{Button\|~~Query~~}} - ~~See [[#Queries\|Queries]] below~~.		* {{Button\|New}} - create a new record.
	* {{Button\|~~Refresh~~}} - ~~See [[#Results Tables\|Results Tables]] below.~~		* {{Button\|Save}} - save a new record or changes to an existing record.
	* {{Button\|Settings}} - This displays a ~~pop-up Preferences window. Here, you can choose any roles that have been assigned~~ to ~~you (which can change the function of some screens) or choose the look and feel of the system with the Theme drop-down list~~.		* {{Button\|Delete}} - delete an existing record.
	* {{Button\|~~Widget~~}} - ~~See [[#Widgets\|Widgets]] below~~.		* {{Button\|Help}} - help on this screen.
	* {{Button\|~~Export to Excel~~}} - ~~See [[#Results Tables\|Results Tables]] below~~.		* {{Button\|Undo}} - undo change made since last save.
	* {{Button\|~~Export to CSV~~}} - ~~See [[#Results Tables\|Results Tables]] below~~.		* {{Button\|Clear}} - clear all fields.
	* {{Button\|~~Add_To_Favorites~~}} - ~~See [[#Menu\|Menu]] below~~.		* {{Button\|Toggle}} - toggle display of all accordion headers.
	* {{Button\|~~Column Selector~~}} - ~~See [[#Results Tables\|Results Tables]] below~~.