Using View Templates in SLM

SLM-101 View Templates

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Welcome to this Application Explainer video, part of our SLM 101 topic range.

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In this video, we’ll cover the subject of template views within SLM.

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View templates present object data and workflow information in the large display area of the application interface.

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The view templates contain the user interface features like editing fields, tool and field tips, revisions, interactive reports, and there are primary means by which users interact with the application.

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The following information will be covered in this training.

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Chapter one we template layout, Chapter 2 will be field types, Chapter 3 will be editing, Chapter 4 will be revisions, and chapter 5 will be bread crumbs.

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In chapter one, we’ll be covering template layout, scrolling between template views and common templates for objects.

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View templates are made available when the user navigates to the objects, for instance through the object tree or via hyperlinks and objects.

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View templates are represented by the tabs at the top of the display area, and the current template is highlighted in blue.

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Click on the other tabs to navigate to the corresponding view templates.

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Click on the arrows on the left or right of the tabs to view more tabs.

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Clicking on the current View Templates tab will refresh the page.

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Objects contain view template types specific to their purpose within the safety life cycle.

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For example, units, Sifs, Pips, Fsas will require different types of data and will therefore contain different types and numbers of view templates.

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However, most objects will contain some common templates, such as Registry or an overview tab, and all objects will have a Revisions view template.

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In Chapter 2, we’ll be covering various field types, required, recommended, and optional fields, and tool tips for fields.

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SLM view templates often arrange related fields together in forms.

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A single field can be edited by clicking on its hotspot area, selecting or entering the appropriate data, and clicking Save.

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However, simultaneous multiple entries can be made in the form by clicking on the Edit button at the top of the form, filling in the fields, and clicking Save at the top of the form.

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The Cancel button will cancel any entries and revert to the last saved values for all fields.

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Keyboard shortcuts can also be used for any of these actions.

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To activate these buttons, select the form by clicking on it and hold Shift and the underlined letter on the button, which is typically the 1st letter in the word.

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So for example, let’s open a section for editing, hold Shift E for saving Shift S, and to cancel Shift C.

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In Chapter 3, we’ll be covering field editing, form editing, and editing with keyboard shortcuts.

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There are various field types in SLM including text fields, drop downs, numbers, dates, and time fields.

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Clicking on the edit button is a good indicator for the field type.

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Read only fields are shown where editing is not possible.

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SLM will identify fields that are required to be filled out as a minimum for data entry for the software database and those that are recommended to be filled out due to must or should clauses in industry regulations and guidance.

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Required fields are indicated by the red* symbol next to the field label.

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Recommended fields are indicated by the double dagger next to the field label.

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Any other field that does not have the red* or the double dagger is considered an optional field and does not need to be filled out to be in compliance with regulations or guidance.

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Keep in mind that required field cannot be left blank while saving.

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If attempted, a system message will appear explaining why it can’t be saved.

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Tool Tips are the question marks found at the end of the field name.

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Hovering the mouse over these icons will show the regulations and guidance for what information should fill that field.

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In Chapter 4, we’ll be covering Navigating to Revisions and the revision information shown.

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Revisions are tracked in SLN for every object and can be viewed on the Revisions tab.

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The Revisions tab is always the last tab for an object.

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This tab provides revision information for the particular object, where you can see any changes the user made and the time and date for that change.

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Clicking on the grey bar for a revision shows further information about that particular revision, including the fields involved in the revision and the old value for that field, and what the new value is.

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SLM can hold thousands of revisions per object.

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In Chapter 5, we’ll be covering how to use bread crumbs and secondary bread crumbs.

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Bread crumbs are used to show how to navigate to the selected object through SLMS hierarchical structure.

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It displays a possible path starting from the Enterprise object, which is the first object in the object tree, and ending with the selected object.

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The drop down symbol on the right of the screen indicates that multiple paths exist.

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Click on the drop down to view all possible paths from the enterprise level to the selected object.

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Bread crumbs can also be used to link objects and see all parents of the selected object.

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For more details on linking, refer to the SLM 101 Linking video.