FastTrac: Custom Menu Management
Part 3 of Menu Design in RecTrac 3.1
Summary
Join Brian Hatch as he reviews how to update / create custom menu's in RecTrac 3.1
Video
Transcript
In this video, we will review the different menu components, in a little more detail. And to show you the steps, you'll need to make custom Menus in 3.1. And move away from simple menu permissions. To start, let's review the components of a menu. From my menu on the left, the first component we'll look at is the menu system code. So I'll just Type in the word system. And I'll go to system code management and the Type pulldown I'll just select menu to filter down just to my menu system codes. So in this database, these were automatically created during the migration again, carrying over the structure from your Menus in 10.3. So this is the first setup component. The next piece is the menu record itself. So if I go to menu management, just Type in menu in the filter. So by default menu management will be blank after migration, there will not be any custom Menus, because we're using simple menu permissions. And this is what we'll create here and the next step. So I'm going to hit add. By default, there's always only ever going to be the RecTrac defaults in the base Screen. And you get to choose from our defaults, what code do you want to create the menu for. So for our example, let's just do the highest level, which is what we'd recommend to start the highest level in your grouping or design an admin menu level. Hit Continue. So this will take and lay down our defaults for that new admin level. And in the middle of the Screen, you'll notice the structure for home processing, management all the different groupings. And to illustrate a typical change, I'm going to first expand my management grouping. And I'm going to strip out the modules that I do not own or I'm not currently using. So to illustrate this, I'm going to Click and drag at the very bottom of that we have a CYMS grouping of buttons, which I don't use in my database MainTrac, Click and drag that off to the left hand panel and just release it. And I'll do this for each module. Again, that does not apply. So I've stripped off a few modules here. And we'd want you to do this for each of the different groupings. So processing, inquiry reporting, you'd want to as a very first step, just clear off those modules to get you a close starting point of where you want to go from here. So this is the admin level group. So once you're done making those edits, you can Click Done, and you now have your new custom menu. And the last piece of this menu infrastructure is really your Profile. So I'm gonna go to Profile Management. Again, narrowing down my list, and the Type to menu design. I've got all the different profiles that again, were auto created during the migration. And you'll notice the admin Profile is actually already set up to look for any custom admin Menus. So in this first box here, by default after the migration, it's assuming that if you create any new custom Menus, that that's what you want this user to be linked to. Now the last step would really be going down and turning off the simple menu permissions. So you no longer want to operate by function. We'll turn that off. Now you're going to operate based off of what you see in menu management. So what you see is what you get, once you kind of convert over here typically works better than a hybrid of using the function permissions, and then some customizations that you've made as well. And the next step for building out your Menus would be cloning from this admin menu and creating the next levels down as far as access. So you may create a manager level access for the next group down and you strip off the functions that wouldn't be needed there. And then once that one's completed, then you clone from that one down to your next level of your clerk level or whatever The next one down would be and again, you're just stripping out the functions as you get tighter and tighter with your restrictions through the menu hopefully this gives you an idea of how the menu can be constructed using menu management in 3.1.