The purpose of this document is to assist Users in navigating IMMS InfraLink by providing an introduction to the application's User Interface, covering the general layout and main components. The following topics and features will be introduced:
Table of Contents
General Layout
IMMS InfraLink is designed to provide an intuitive and consistent User experience across the entire range of its capabilities. The User Interface layout typically consists of these sections:
- Top-Level Navigation - This is the horizontal blue toolbar at the top of the screen. Top-level navigation buttons and menus provide access to all IMMS InfraLink features and capabilities.
- Viewing Pane - This is the area below the top-level navigation toolbar. The viewing pane is were IMMS InfraLink data records are displayed, and this area is typically divided into three sections:
- Filters Panel - Located along the left side of the screen, the Filters panel allows the User to control which data records are displayed.
- Grid View - Located to the right of the Filters panel, the grid view is where data records are displayed and associated tools ("grid commands") are located.
- Details Panel - Located along the right side of the screen, the Details panel displays information specific to the record selected within the grid view.
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Buttons and menus along the top-level navigation toolbar provide access to IMMS InfraLink Dashboards and views and shortcuts for the most common operational activities. The available tools within the top-level navigation toolbar will vary by User, but common tools include:
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The Main Menu, located in the top-level navigation toolbar, provides a single point of entry for all userUser-facing (i.e., non-administrative) features and capabilities of the system.
The Main Menu drop-down options are organized in vertical groups that we call "stacks". Each stack is associated with a particular functional area. For example, the Configuration Baseline stack provides access to features and capabilities focused on setting up and maintaining the configuration baseline of the infrastructure under maintenance, including the location tree, system hierarchy, and related items. Likewise, the Issues and Support stack provides access to features and capabilities dealing with support requests and remedial maintenance.
Options available via the Main Menu will vary by User and are based on User Permissions.
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Create Case
The Create Case button is shortcut allows the user User to create a Case, such as a support request. The Create Case option will open the New Case form.
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The details of these configuration elements will be discussed in the respective sections of the IMMS InfraLink Administrator Guide.
System Menu
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The details of each of these features will be discussed in the respective sections of the IMMS InfraLink Administrator Guide.
Submit Feedback
The Submit Feedback button allows a User to report a problem, propose an improvement, or request a configuration change without leaving the View that he/she is using. To provide the IMMS InfraLink Instance Administrator with context for your feedback, IMMS InfraLink will automatically capture information about the active View when the Submit Feedback feature is invoked.
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The User Menu displays the name of the active User and offers a drop-down menu for User-level functions, such as configuring the user the User profile and notification subscriptions. These features will be discussed in the respective sections of the User Guide.
Additionally, the User Menu provides the ability to manually logout of IMMSInfraLink.
Learn more at Managing User Profile and More via the User Menu.
Viewing Pane
Located immediately below the top-level navigation toolbar, the viewing pane is where IMMS InfraLink records are viewed, edited and updated. Most IMMS InfraLink Views will maintain consistent flow in the layout of the viewing pane.
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Some standard views, such as the Issue Monitor shown below, display interactive Summary Charts above the grid view. These charts summarize the information (i.e., records) displayed in the grid view. In some cases, Users can filter the items by clicking on a particular area of the chart. Note: Since these charts summarize the records displayed in the grid view, which are selected based on the criteria specified in the Filters panel, changing the filter selections will change the Summary Charts, as well.
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The Update feature is another key icon. Update is different from Edit as it shows fewer details (e.g., Custom Fields, Effective Time, Comments, File) available for change.
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Edit
Another key icon is the Edit feature. Edit allows the User to make changes to the object's scope/details.
Grid Command Expansion Menu
When reviewing records, the Filters panel is positioned to the left side of the viewing pane and, if a record is selected, the Details panel is positioned to the right. When both panels are open, there is limited space for grid commands along the top of the view. When a grid view offers more grid commands than fit in the available space, a grid view expansion menu is used. Click this icon to expand the visibility of all grid view tools.
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Object Count
The Object Count assists with loading data within a view. The Object Count icon is the single cog located in the right corner of the grid commands, at the top of the grid view.
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The most common navigation pattern within IMMS InfraLink consists of:
The subsequent sections of this document provide additional details on each of the elements involved in this navigation pattern. |
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