Menu Maintenance

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 screen.

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

• Query - See Queries below.
• Refresh - See Results Tables below.
• 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.
• Widget - See Widgets below.
• Export to Excel - See Results Tables below.
• Export to CSV - See Results Tables below.
• Add_To_Favorites - See Menu below.
• Column Selector - See Results Tables below.

You can change or add the following:

• Code - the menu category ID.
• Name - The displayed name.

You can assign the menu items to user roles by clicking the 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.