Menu system

Functionality

The left-hand menu (valid from v.22) is designed so that the individual user sees the menus they should have access to based on rights and ownership of data.

You therefore basically do not need to do anything, except that you must make sure that the various top administrators have the necessary access. This ensures that the following roles can distribute rights to those who need this. These are:

Principles in the menu structure

• Users who are NOT members of special rights groups or own particularly important data (Processes, Org) will find their data under My page.

• Users who are supposted to build the system get access to menus such as Functions and reports, Administration and Management. This requires rights such as "Member" or that one owns Processes or an Org.

Structure

Search

Enter the search text into the button and press Enter - the search page opens and you can continue working with the search.

My page

All employees see the menu structure below. The focus is on "My page":

• My page has submenus that focus on all "my" tasks and data that the logged-in user will work with

• The person also gets access to the Project menu if he/she owns or is a member of a project

• Responsibilities: All data owned by the respective owner is displayed in this menu

• Favorites shows all saved favourites

• Changes (30 days) shows all the changes in the most important data in the last 30 days. For use when you have been away for a period and need to refresh yourself.

Functions and reports

Here is a menu for all the functions in the system. Behind each button you get access to the data, reports and various relevant tools for each function. In order to access the menus within each button, access control is required for the vast majority of them. See Menu rights management for what controls access to the various functions.

Administration

This menu requires System administrator access and has the following functions:

• All lists and libraries

• System Tools

  • Basic data such as Positions/roles, Organization list, Customers, Suppliers etc

  • Access to administrator lists for documentation

  • Various tools to edit graphs, transfer responsibility etc

  • Settings panel / settings

  • Manage translations

  • Manage e-mails

  • Risk matrix builder

Management

If you are in a group that is defined as a manager (see details below), you will be able to access these functions

• Better - overview of cases per department

• Graphs showing challenges related to incidents within severity, HSE and delays in casehandeling.

• Achievement: Status of my device's goals

Help
Link to the Manual

Other links
Here you can add extra links for the organization without adapting the standard menu system. Recommended rather than changing the standard.