- 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

Adding a Menu

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.

Updating a Menu

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.

Field Descriptions

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.

Searching for a Menu

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.

Field Descriptions

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.

Printing Menu Definitions

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.

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Topic ID: 810102