Maintain Menu Definitions
|
|
 |
Maintain Menu Definitions
|
|
|
This section describes how to create Menus, and assign Menus or PROIV Functions to the Menu Options. Options may be added and removed while the system is running and the changes to the Menus will be rendered when the Menu is next accessed. Menu Definitions are associated with Security Profiles where you can decide who sees what on each Menu, and the Profiles are then associated with Operator Groups (groups of users). Users’ access to the Menu Options is determined by their default Operator Group.
For further information about the Menu Definition Workflow, see the Security and Menu Definition Workflow topic (Topic ID 810111) in Aurora's Full Help System.
The procedures involved in defining Menus, searching for existing Menus, and printing out Menu details are detailed below
To maintain the Security Defaults, follow these steps:
Click 
icon. The Menu screen appears.
Select the Security Menus option.
Select the Maintain Menu Definitions option.
The Maintain Menu Definitions screen appears.
Click New Menu .
The Name the New Menu window appears.
Enter an ID for the menu in the Menu Id field.
Enter a full description for the Menu in the Description field.
Click OK to save the details and the Name the New Menu window is closed.
The cursor is moved to the Option Type drop-down list to enable you to add options to the Menu.
Note: New Menus and those Menus without Menu Options automatically default to Add mode and this is denoted with a + sign in the Seq field.
Click 
to add the Menu Option to the Menu. A message box appears prompting you to save the changes. Select either the Yes, No or Cancel .
Click Save to save the details.
Follow steps from 1- 4 in the Adding a Menu procedure.
Select the relevant Menu from the Menu ID drop-down list.
The Menu Options are displayed in the Menu Options section. You can click Cancel to clear the selection details and start the process again.
The screen is automatically placed into Change mode. This is denoted with the sequence number displayed in the Seq field and the first item’s displayed in the Menu Option Entry fields beneath the list box.
Click Add Options to add new Menu Options.
Alternatively, select the line that you want to edit, make the changes and tab through the fields. Click to save the changes.
Click Save to save the changes to the Menu.
|
Fields |
Description |
|
Menu Id |
Enter an identifier for the Menu and enter a description of the Menu. Press RETURN to move the cursor to the Option Type drop-down list. |
|
Menu Description |
Enter a full description for the Menu. |
|
No. of Options |
Displays the number of Menu Options that comprise the menu. |
|
Search |
Click to display the Menu Search window, which enables you to perform a full text search to locate Menu Options in Menus. See the Searching for a Menu section for more information. |
|
Column Headers |
|
|
Seq |
Displays the automatically generated sequence number of the Menu Option. |
|
Type |
Displays the Menu Option type. |
|
Name |
Displays the Menu Option name. |
|
Menu Description |
Displays the Menu Option description. |
|
Valid Modes |
Displays all of the valid modes for the selected Menu Option. |
|
Mode |
Displays the default mode for the Menu Option. |
|
Menu Option Entry Fields |
|
|
Seq No |
Displays an automatically generated sequence number for the Menu Option. |
|
Type drop-down list |
Select the Option Type from the Option Type field. The available types are: Function is a PROIV Function. Menu is a pre-existing Menu. You can create a menu that calls another menu. Route is a path set up to enable navigation around functions. URL jumps to a website. Separator adds a separator between Menu Options. Mandatory. |
|
Name drop -down list |
Select the name of the Menu, Function, Route or URL that you want to run. |
|
Menu Option Description |
Enter the description of the Menu, Function, Route or URL that you want to run. |
|
Valid Modes |
Select a mode for the Menu Option. The modes are: A is Add mode, which allows you to add a new record to a file. C is Change mode, which allows you to change existing data. D is Delete mode, which allows you to delete records, depending on the screen type. L is Lookup mode, which allows you to review records on a screen without changing them, depending on the screen type. I is Insert mode is only active in a Paging screen. If the file is auto-sequenced, it allows a record to be inserted at a selected position in a file. If the file is non auto-sequenced, records are added in key sequence. Mode functionality enables the same Menu Option to be included on different menus but you can restrict the actions that can be performed. For example, you could set up a menu that enables first line support line staff to open a customer details screen from a support menu but limited to Lookup mode only. The same screen could be made be available on a Customer Accounts menu and all modes could be made available to the administration staff. If no modes or a default is specified, the functions run with the modes that they were coded with. Non-Mandatory |
|
Mode |
Enter the default mode for the Menu Option. Non-Mandatory |
|
Buttons |
The s on the toolbar are disabled or enabled depending on whether a change has occurred. For example if you change a Menu Definitions, the Save and Cancel s are then enabled. |
|
Up arrow |
Select a Menu Option and click the arrow to move the item up the list. |
|
Down arrow |
Select a Menu Option and click the arrow to move the item down the list. |
|
Exit |
Click the Exit to close screen. |
|
Save |
Click the Save to save the Menu Definition details. |
|
Cancel |
Click the Cancel to cancel any changes to the Menu Definition. |
|
New Menu |
Click the New Menu to create a new Menu and display the Name the New Menu window. |
|
Remove Menu |
Select the menu that you want to delete and click the Remove Menu . |
|
Add Options |
Click the Add Options to add Menu Options to a Menu Definition. |
|
Delete Option |
Select the Menu Option and click the Delete to delete the Menu Option from the list |
|
Print Menus |
Click the Print Menus to display a report containing details of all of the menu structures. |
To search for a Menu Option or menu name using a full text search, follow these steps:
Follow steps from 1- 4 in the Adding a Menu procedure.
On the Menu Definitions screen, click the Search .
The Menu Search window is displayed.
Enter the search text in the Search Text field.
Click Search to run the search. The search results are displayed.
Select a Menu ID and click the Select .
The Menu Search window is displayed.
|
Fields |
Description |
|
Search Text |
Enter the text that you want to search for. |
|
Search |
Click to run the search. Any results that contain the search terms are displayed in the Search Results section. |
|
Column Headers |
|
|
Menu ID |
Displays the ID of the Menu Option. |
|
Seq |
Displays the sequence number of the Menu Option. |
|
Type |
Select the Option Type from the Option Type field. The available types are: F - Function is a PROIV Function. M - Menu is a Menu Option. R - Route is a path set up for navigation around functions. U - URL jumps to a website. S - Separator adds a separator between Menu items. |
|
Menu Description |
Displays the description of the Menu item. |
|
Buttons |
|
|
Select |
Click to select the Menu and to display details in the Menu Definitions screen. |
|
Cancel |
Click to close the Menu Search section. |
|
Search Again |
Click to clear the search and restart the search process. |
To print Menu Definitions, follow these steps:
Follow steps from 1- 4 in the Adding a New Menu procedure.
On the Menu Definitions screen, click the Print Menus .
The Menu Definitions report appears in a new browser tab. The report contains details of all of the Menus and their options.
To print the report, select the Print option from your browser’s toolbar.
Topic ID: 810102
