Screen Layout

1 – Main Menu

The main menu provides cascading menus and submenus to navigate to the major sections of the system.

2 – Progress Bar

When working within a sequential workflow, the progress bar displays the current position, completed steps, and incomplete steps.

3 – Main Screen

The center of the screen is the primary work area, with the majority of the fields and controls.  When adding data to a tabbed grid, the main screen will be replaced with a series of screens with tabs at the top of the screen.

4 – Panels

Fields and grids are organized into panels within the main screen or Detail Windows (8).  Grid panels are detailed in the Using Grids section.  Panels can be collapsed and expanded using the  and  icons.  If any help information is available for the panel, a help icon  will be displayed to the far right of the panel header.

Panels may contain their own buttons for additional actions related to the content of the panel.

5 – Fields and Controls

Each panel will contain either a grid (see the Using Grids section) or a collection of fields and controls.  This includes controls for entering data, selecting dates, checking boxes or radio buttons, dropdown menus, or selecting groups of options.  If any help information is available for the field or control, a help icon  will be displayed.

Some fields and controls have restrictions, such as a maximum length or a certain type of data (e-mail address, integer, etc.).  Validation messages will be displayed by the fields when trying to save with invalid data.

6 – Screen Button Bar

A variety of buttons can be available at the bottom of the screen, from save and close buttons, to navigation controls, and custom buttons related to the content of the current screen.

7 – Sidebars

To the left and right of the screen are the sidebars, which may not be available in every screen.  These can contain widgets with information and controls related to the current screen, or additional content defined in the system.

To the top-right of each sidebar is a hidden pin  or unpin  icon, displayed when the mouse cursor passes near it.  When a sidebar is pinned, it stays in place and the size of the Main Screen is adjusted.  When a sidebar is unpinned, it collapses to the side of the screen and the Main Screen expands to fill the space.

When a sidebar is collapsed, clicking the expand or collapse icons  will open the sidebar, overlapping the Main Screen, or close the sidebar again.

The ability to pin and unpin the sidebars can be disabled in the system configuration, and may not be available.

8 – Detail Windows

Many features will open detail windows for additional information.  These windows are similar to the Main Screen, containing panels and grids, and have their own Screen Button Bar with controls to navigate, save, and close the window.  The window can also be minimized, maximized, or closed using the controls in the top-right .