2.4   Menu Bar

The Menu Bar includes range of functions. Every different types of menu has multiple actions to carry out for the users.

Figure 2.4: Menu Bar

The different menus include:

Admin:

Create User

Users

Groups

Roles

Permissions

Saved Searches

Classes

Lifecycles

Workflows

Attributes

Price Tables

Server Configuration

Mail System

Vaulting System

User Settings

Working Directory

 

New Objects:

Part

Document

ECO

ECR

MCO

Stop Ship

Deviation

Manufacturer Part

Manufacturer

Supplier

 

Search:

Search

Search Document

Search ECO

Search ECR

Search MCO

Search Stop Ship

Search Deviation

Search Manufacturer Part

Search manufacturer

Search Supplier

 

Tools:

Import

Export

Compare item Revision

Save Work Area

Clear Work Area

Clear Recent

Reports:

Pending ECO

Items By User

Product Discovery

 

Help:

About

Manual

Manage Product License

Contact Support

 

1.     Admin

The Admin menu is for the administrators to create users, provide permissions, set the working directory for the users to work in, setup the mail server, define the data model, etc.

 

2.     New Objects

New Objects menu helps to create new objects like items, parts, documents, manufacturer, etc. The menu help the users to easily create new objects, example provided in Chapter 3.

 

3.     Search

The Search menu is, as the name suggests, there to help users to search through all objects in the Database. The advance search allows users to search through individual properties of the database.

 

4.     Tools

Tools helps the users to export or import objects like items, users, parts, classes, lifecycles, etc. from and to other systems or files. Save the Work Area, Clear the Work Area, etc.

 

5.     Reports

Reports menu creates the “Pending ECO” reports. It also shows which user created which object in the system, the product directory, etc.

 

6.     Help

Shows information about the product license, allows to connect with a support manager for advance help or support.

 

There is also a bar of shortcut menus. These buttons are shortcuts to most commonly used actions from the menu.

Figure 2.5: Shortcut Menu

These Shortcut menu bar include:

i.                 Search

ii.                Save Work Area

iii.               Clear Work Area

iv.               Clear Recents

v.                Create a Part

vi.               Create a Document

vii.             Create ECO

viii.            Create a Manufacturer Part

ix.               Create a Manufacturer

x.                Create a Supplier