General Layout

SLM-101 General Layout

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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 the general layout within SLM.

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The general layout of software typically refers to the arrangement and organization of user interface elements such as menus, toolbars, buttons, input fields, content areas within the software application.

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It aims to provide users with intuitive navigation, clear information hierarchy, and efficient interaction pathways to accomplish tasks effectively.

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The following information will be covered in this training.

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Chapter one will be header toolbar, chapter 2 will be sidebar menus, Chapter 3 will be template area, and chapter 4 will be footer toolbar.

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In chapter one, we’ll be covering the features found in the header toolbar, which include Project drop down, User Module, Drop down, Global Search, Google Translator, Background Task Monitor, Bookmarks Management, Drop down, e-mail Notifications, Overnight Calculations, Help, Theme Toggle, and User drop down.

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In the header toolbar, users can access the project drop down, enabling them to navigate between projects and production data.

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Another feature found in the header toolbar is the Home button, which redirects the user to the dashboard of the current module.

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Additionally, the modules drop down facilitates navigation through different modules accessible to the user from the home or dashboard module, user modules and specialised modules.

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The global search functionality assists users in locating objects and documents within the software.

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As we can see, we can find different objects with the search criteria and the system displays the location of that object.

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The translator tool, situated in the header toolbar, allows users to translate the software into various languages.

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The Bookmarks Manager allows users to keep track of important information within the system.

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Users can bookmark a template and also manage their bookmarks or even add a QikLink to a specific role.

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The Notifications button leads users to the Notification Centre where they can monitor subscriptions, export notifications as well as adapt to notifications, allowing the user to be notified when an import process has finished.

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Also in the Notification centre, users can keep track of project notifications.

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The Calculation Mark feature highlights processes that are going to run overnight and also those processes that can be available to be run on demand.

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The Background task item provides insight into the current system processes.

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The Help button will direct users to the Help module, where users can find more information about how to interact with the software.

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The theme toggle switches between dark and light user interface modes.

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Finally, the user drop down menu allows users to update the profile, change their password, or log out of the software.

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In Chapter 2, we’ll be covering the varying functionalities found in the sidebar menu, which includes module features, object Tree, Quick Search Reports, Recent Items, Quick Links, and bookmarks.

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The sidebar area of the software contains an area where users can find functionality to access data and execute specific workflows within the current module.

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In the feature section, users will discover fundamental module features such as the object tree and reporting area.

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Depending on the module, users may access various workflows to input data into the system.

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The Object Tree feature facilitates the navigation of data within the module.

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The Quick Search feature enables users to search data based on the object IDs.

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The Report section presents users with module specific reports providing access to different datasets.

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The Recent Items feature displays the most recently visited elements within the module.

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The QikLink section offers predetermined links created by users and administrators for easy access to areas within the software.

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These links are related to the user’s specific role.

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Lastly, the Bookmarks section showcases the users bookmarks within the module.

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In Chapter 3, we’ll be covering the features found in the template area, which include template tabs, bread crumbs, template toolbars, and template content.

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In the user area of the software, users will find the different templates associated with each one of the object types selected in the tree.

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On each template for each object, users will find a set of tools that allow the user to perform various functions.

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Let’s go over those.

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The first button is the Object Details button, which provides the user with access to metadata and API endpoints for the project.

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The Edit Tools drop down enables users to add or link objects under the current object as their parents.

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If we select an existing logic solver, we can link the selected object.

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If we modify the logic solver ID slightly to make it unique and new, we can add a new object.

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The Template Tools function works similarly to the Edit Tools drop down and creates objects from existing template objects.

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The print button allows users to print the current template.

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The Document management drop down allows users to view and add documents to the current object.

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The Checklist Management drop down allows users to view and manage checklists related to the object.

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The Subscription drop down enables users to subscribe to changes for the current object or its descendants.

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The ERP button facilitates setting and retrieving the unique identifier for the object.

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Used for software integration and 3rd party systems.

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The Admin Tools drop down allows users to create a template from this current object, delete and cascade this object and its descendants, customize the current template, or download the data for this current object.

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The Check In and Check Out button allows users to check out the object to the project or check it back into the production depending on the user’s environment.

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The Create View button allows users to create shareable links of the current view.

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And finally, the Navigation drop down allows users to navigate between modules where the object is visible.

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Also in the template area for each object, users will be able to see the bread crumbs.

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The bread crumbs is a path on how to get to that object through the object tree.

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In this scenario, we can see that we can get to 10, SIF 004 through Unit 10 and Unit 42.

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And finally the template area.

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This is the area where the information for the current template is located.

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Each template will contain different information based on the module, the object and the categorisation of the template.

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In Chapter 4, we’ll be covering the features found in the toolbar area, which include links to Mangan Software Solutions website, software versions and release notes, and Contact support information.

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In the footer toolbar, users can find the link for the Mangan Software Solutions website.

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Also, users will be able to see the current version of the software, and once clicking on the link, the user will be redirected to the Release module, where release notes for the current and previous versions can be found.

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Also, in the footer toolbar there’s a link to Contact User Support where users can direct any queries to the support team.