Tech Tips

User Preferences for Data and Menus

Challenge:

Mainsaver 12.9 provides enhanced features to help users quickly navigate to the data they need to view and the functions they need to perform in Mainsaver. This Tech Topic will explain how to limit main and ribbon menu options as well as retrieving and displaying the data.

Main Menu before Application Security

Main Menu after Application Security

Methodology:

1. Application Security to Limit Menu Choices
In System Administration, every Login ID must belong to a ‘User Group’. Application Security settings dictate which Main Menu options are visible and which icons are available on each ribbon menu. In the new System Admin organization under 12.9, under ‘Security and Settings’ choose ‘User Group Security’.

For each user group, under the ‘General’ section the administrator may disable menu options.

In the modules on the left, make functions invisible for each user group as appropriate to the business rules of the organization.

2. Ribbon Menu Customization by User
Version 12.9 allows individual users to further reduce the options on the menu by turning off unneeded options. From the Program Menu button in the upper left of every module, select the ‘Ribbon Menu Setup’ option.

Under each module, expand using the + then set the disable checkboxes as appropriate.

The ‘Preview Layout’ button will allow the user to see how the modified menu will look.

3. Custom Table View
Version 12.8 and above allows administrators to limit the columns on each table view to remove fields not utilized. Further, users may create custom reports and exports from the table view. First, in System Administration under Application Switches, turn on ‘Enable Table View Column Setup’.

Next, under the ‘Security and Settings’ menu, choose ‘Table View Column Setup’. Custom views may be setup for all users, by user group or for an individual user. In the example below, we are removing many of the fields in the work order table view for all users.

First, copy over all of the red (required) fields using the right arrow ‘>’ and then select the other fields to be present in the work order table view and select with the right pointing ‘>’. Do not check fields which are not relevant.

User may uncheck the ‘Visible’ box for any required fields that do not need to be in the table view such as ‘Plant Number’. Use the ‘Preview Order’ button to adjust the column layout and widths and the ‘Save Order’ to apply this order. Press ‘Save’ when all setup is done.

Individual users can further adjust their table views and make custom reports and exports using the ‘Table View Reporting’ icon next to the Query Selection Dropdown.

User can select individual columns from the left and copy to the right hand side with the ‘>’. Then select the columns on the right to be included on a report or export. User may save the format for future use.

Example custom report shown below.

4. User Table View Preferences
In all modules, user may set a default table view under Tools and Options, Set Table View Default. This will cause the desired action to display upon entering that module.

5. User Table View Column Order and Width
From any table, view, user may change column width and order. These changes are saved automatically. Drag and drop columns or drag the edge of the column header area to adjust width.

A reset option is available under Tools and Options.

Benefit:

All of these options help users to quickly get to the information they need to perform their jobs.

Mainsaver offered a variety of CMMS solutions that matched the way our business works. They provided customizable solutions and integration options that effectively manage our maintenance requirements and save us quite a bit of money in the process.