With few exceptions, the application user interface is extremely consistent throughout. A common set of input and display controls are used, as are set locations of particular functions and tasks, in order to promote user efficiency and easy understanding of the product.
In the example above, the user is viewing the main Devices page in the Devices menu which has accessible "Page Exports". This particular user has "Add" and "Edit" role permissions for the page, as both links are available on the page. If the user only had "View" permissions, the "Add" link would not be present and "Edit" would be replaced with "View".
Information presented on main pages is most commonly displayed in a grid. Furthermore, adjustments made to the grid are almost always stored on a per user basis, so the grid remains in the same configuration upon re-visiting the page, unless the user clears page preferences.
Some grids feature a filter, which allows users to filter the results in the grid by a category, or other parameter. In the example above, the grid has been filtered by the Device Category of "3rd Floor"
In the example above, the data is sorted by location in descending order, as signified by the black arrow pointed downward in the right corner of the column header. In almost all grids, the information can be sorted by one of the columns. To perform sorting, simply click on the associated column header. If successful, the grid will refresh, and display the black arrow in the sort direction. Clicking again will reverse the sort direction.
The current page number and total page number are displayed in the bottom-right corner of the grid. To change pages, use the slider controls on the left to move backwards or forwards between data pages.
The screenshot above outlines the links that will take the user to the "Add" page to create a new item, as well as the "Edit" page to alter an existing item. The delete functionality is almost always located within the "Edit" page. In the event that the user does not have "Edit" permission, the "Edit" link will be replaced with "View" and will take the user to a view-only page upon clicking the link.
If this menu supports delete audit logging, there will be a link named "Delete Log" on the bottom-right of the main page below the grid. This will display all related items that have previously been deleted with associated information.
The system menu bar is located in the upper-right corner of all main pages.
The amount of user tasks are displayed in the system menu bar, along with the link to the main functionality. The task count that is overdue take precedent over the count of those that are pending.
Main Article: My App
The "My App" functionality allows users to view previously executed processes and change system defaults, to further enhance efficiency and user-friendliness.
Main Article: Data Exports
Where applicable, pages with information grids may have "Page Exports" available in the system menu bar, that allows for convenient data exporting of the presented information.
The "Help" menu provides a variety of links, most of which are redirected to Kognitiv Loyalty Resource site.
Although not required, it is recommended that users use the logoff function to end their session. This ensures that the user session has been ended and is a good practice to follow for security purposes.
The screenshot above is the sub page that was displayed as a result of clicking "Edit" in the previously displayed main page. The "Add" page would display a similar result, but would not feature the delete functionality.
Actionable items include:
- Save - By clicking either of the "Save" buttons, located in the upper-left and lower-left corners of the page.
- Delete - If applicable, by clicking either of the "Delete" buttons, located in the upper-left and lower-left corners of the page. If a "Delete Unavailable" message is displayed, clicking the button will result in messaging that alludes to why the item cannot be deleted.
- Discard - Discarding the page and returning to the forwarding page, by clicking either of the "Discard" buttons, located in the upper-right and lower-right corners of the page.
- Help - Clicking the "Help" link, in the upper-right corner of the page.
Parameters that require date input are accompanied with a date control. Users can type the date directly in the text box, or can click the "cal" link (or press the 'C' key) to display a navigational calendar to select the date. Furthermore, pressing the '?' key while the text box is selected will retrieve a list of shortcut commands that are relevant to the calendar control.