* NEW: Menu Fly-Outs *

As part of our ongoing series of improvements to the look and feel of AWARDS, we've been replacing standard module menu pages in AWARDS with menu fly-outs. These changes were deployed for Charts modules in December 2017, and are now being deployed for Census modules as of April 4th 2018. Each module that has been transitioned to the new menu fly-out structure will, when clicked from the Home screen, display a menu list containing all features located within that module. Clicking a feature from the list takes you directly to the next screen in the selected feature’s data entry workflow - be it an index, settings page, client selection page, or otherwise.

Resources

The following resources are available to help guide you through the changes made as a part of these enhancements:

Introduction Video (December 2017)

Click here to watch a short 5-minute video showcasing the new look and workflow.

Request Form (December 2017 - no new options for Census modules)

New settings are being introduced with this project, which means more flexibility exists when it comes to turning features on/off within modules. The Menu Fly-Outs Request Form outlines what the initial settings will be for all agencies. If you'd like to request a change to those initial settings, please complete the form and send it into [email protected]. New permissions, which will have to be assigned by the agency to those that need them, are also listed in this document.

Where Do I Find... (Updated 4/4/18 - now contains Census modules)

This document details some new feature locations (for instance, reports that are being replaced with saved ReportBuilder formats) and other items which you may have questions about as you navigate through AWARDS using the menu new fly-outs.

Important Menu Fly-Out Notes

Other important notes related to the project are:

The click paths under the Charts buttons assume Data Entry mode for users with data entry access. Reports for these modules are now available on a new Reports menu at the top of the Home screen. (See the Introduction Video for more on this.)
The Agency File Cabinet buttons that appear at the top of existing Menu pages has been removed and any files saved on those menu pages are collectively stored in a central location, which is the Administration > Agency File Cabinet module. Please rename or remove any files based on this move, as needed.

Tip: This does not affect the Client File Cabinet, which continues to be a part of individual face sheets, or the Incidents File Cabinet that can be turned on within incident reports.

Tip: If the same file cabinet document was previously saved on multiple menus, it is now listed multiple times within the new Agency File Cabinet. Duplicate files can be deleted by users with the "Add/Edit Agency File Cabinet Documents" permission.

Please share this page with your staff, so they can become familiar with these exciting changes!

https://demodb.footholdtechnology.com/help/?12152