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General overview
The intuitive user interface is characterized by a clear design. The following section explains the general layout of the system.
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The navigation bar is making users aware of their current location within the hierarchical structure in the system. Instead of using the browser's 'Back' button or the system's Side-Menu to return to a higher-level, users can use the breadcrumb.
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Side-Menu
The side-menu includes the components Cockpit, Automate, Dashboard Guideand System, which are described in detail below.
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The automation component provides everything required in the users' daily work with the system. Depending on the selected automation menu, users can start new processes, handle their tasks, and find an overview of their already started process instances. Find more information about how users can do their everyday business in the chapter User Guide. The general navigation is described below.
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Cockpit
The button 'Dashboard' is exclusively available for users with the roles 'dashboard-user', 'dashboard-manager' and/or 'dashboard-admin'. The dashboard enables the user to evaluate all data about the processes of the tenant. By clicking on this button, the user automatically gets redirected and logged into the dashboard which opens in another tab. For more information please consult the Dashboard Guide .
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System
The button 'System' is exclusively available for users with the role 'administrator', 'resource-manager' and/or 'rulesadministrator'. This area provides options to configure the interface of the system. In addition to the theme and top logo, furthermore, a range of the system labels/buttons/messages can be customized. For all possible system options please consult the Administration Guide .
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The 'administrator' has access to all possible options which are explained in detail in the Administration Guide.
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All changes take effect for all users of this tenant. |
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Menu bar
The menu bar contains a free text search, the language and user profile settings, the current tenant as well as the logout button for disconnecting from the system. Refer to the following sections to learn more about these features.
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Free text search
By inserting texts/numbers, users can easily search for content within processes. Relevant data could be the definition name, the instance name, and process variables.
Insert texts/numbers into the free text search field
Start the search by clicking on the magnifying glass symbol on the right.
Fitting results will be displayed in the content area.
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User language settings
The user interface can be multiple different languages. Newly created users will always start with the default language, which is set by administrators in the administration client. In the upper right corner, the user sees the currently selected language.
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Every installation supports multiple tenants. With these tenants, a company can support multiple areas that may contain separate companies/projects/processes in each tenant. Besides the tenant icon the user can see in which tenant the user is currently working. If a user is a member of more than one tenant, the user can switch from one to another by selecting a tenant in the menu of the tenant button.
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User profile settings
The profile settings contain all user information. Users can modify their personal data, change their password, and document their absences inclusive absence rules. The following sections will explain each setting in detail.
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Change Profile
This tab shows the general properties and the status of a user within the user's company. Please find a complete description of the tab's content in the table at the end of this section.
All editable fields can be changed. The others are locked.
Click on the button 'Update profile' on the lower right of this tab for saving changes.
If the update is successful, a brief 'Success' message will confirm the storage. In this context, please also regard the note 'LDAP Sync'.
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User-Profil - LDAP Sync If the system uses LDAP Sync, all changes are lost as soon as the scheduled job has run the next time. Please ask the contact person first, whether LDAP Sync is used or not. |
The following table provides a detailed description of the fields in the profile tab.
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Enter the new password into the first field.
Confirm the new password in the second field.
Press the button 'Change password' for saving the new password. In this context, please also regard the note 'User-Password - LDAP Sync'
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Info: User-Password - LDAP Sync If the system uses LDAP Authentification the changed password will be reset as soon as the scheduled job has run the next time. Please ask the contact person first, whether LDAP Sync is used or not. |
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Record absences and absence rules
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If tasks have to be transferred to another user due to an absence, either one representative has to be chosen in the section 'Manage general substitute' (valid for all processes), or a designated representative for specific processes (has priority over the user profile representative) has to be selected in the section 'Manage absence rules'.
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Manage absences
Add absence
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It is also possible to edit and delete already recorded periods. Therefore, click on the three dots on the right side of the corresponding period, and select the menu option 'Edit' or 'Delete'.
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Manage general substitute
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Select the representative who will perform the tasks of all processes where there is no specific substitute during the absence via the dropdown menu on the right side or via typing in the representative's name (during typing users with these letters in their name will be suggested for selection).
Click on the button 'Save' and the general substitute is stored.
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Manage absence rules
Add absence rules
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