Customizing Menus (WMNU)

Purpose: Use Work with Menus to create and customize menus for an individual user or groups of users. For example, you might want to create a menu and customize it so that only customer service functions appear to the individual who performs customer service activities.

In this chapter:

Work with Menus Screen

Work with Menu Details Screen (Creating a Menu and Menu Details)

Copy Menu Screen

Work with Menu Details Screen (Changing Menu Details)

Related topics: If you plan on creating your own menu options, read Setting Up Menu Options (WOPT) before you begin working with menus. Menu options must exist before you can add them to a menu, whether you are creating a menu or customizing a standard menu.

Work with Menus Screen

How to display this screen:

• Enter WMNU in the Fast path field at the top of a menu or select Work with Menus from a menu.

• Select Work with Menus on the Work with User Classes Screen.

Field

Description

Menu

The name of the menu.

Alphanumeric, 10 positions; optional.

Description

The menu description.

Alphanumeric, 60 positions; optional.

Screen Options

Procedure

Create a menu

Select Create to a advance to the Work with Menu Details Screen (Creating a Menu and Menu Details).

Change a menu description

Select Change for a menu to advance to the Change Menu screen. This screen only allows you to change a menu's description. See Work with Menu Details Screen (Creating a Menu and Menu Details) for a description of the fields on this screen.

Note: To change a menu's details, see Work with Menu Details Screen (Changing Menu Details).

Copy a menu to create a new menu

Select Copy for a menu to advance to the Copy Menu Screen.

Delete a menu

Select Delete for a menu to delete it.

Work with menu details

Select Menu Details for a menu to advance to the Work with Menu Details Screen (Changing Menu Details). This screen shows the specific menu option, its description, option type, and authority level.

Print menu details

Select Print Details for a menu to print the menu details.

Display menu names on which a menu appears

Select Usage for a menu to advance to the Sub-Menu Usage window.

Work with Menu Details Screen (Creating a Menu and Menu Details)

Purpose: Use this screen to create a menu and menu details.

Note: Include no more than 13 menu options in a menu, as this is the maximum number of menu options that fit in the Quick Find Options area of the Menu Driver Screen at one time.

How to display this screen: Select Create on the Work with Menus Screen.

Field

Description

Menu

The name for this menu that will be used to display and scan for a menu. The name you assign is used to display the menu when you enter it in the Menu field at the top of any menu.

Alphanumeric, 10 characters; required.

Description

The description you assign to the menu. The description is used to scan for the menu when you enter it in the Description field at a prompt screen. This description also displays at the top of the menu.

Alphanumeric, 60 characters; required.

Position

Indicates in what order the option will appear on the menu.

Example: If you assign 001 to a menu option, this option will appear first on the menu, 002 will appear second, 003 will appear third, etc.

Note: Include no more than 13 menu options in a menu, as this is the maximum number of menu options that fit in the Quick Find Options area of the Menu Driver Screen at one time.

Numeric, 3 position; required.

L/H Text (Left-hand text)

Allows you to categorize a group of options on a menu. This text appears on the left side of the menu.

Example: If you are adding four maintenance options and three inquiry options to a menu, you could add the label Maintenance to identify the maintenance options and Inquiry to identify the inquiry options.

Alphanumeric, 10 positions; optional.

Complete either the Option or Menu field; do not complete both fields on the same line.

Option

Enter the Fast Path name for this menu option that will display on the menu. Each option on the system has a unique name, which allows you to access an option directly without selecting the option from a menu tree.

You must enter an existing menu option name. See Setting Up Menu Options (WOPT).

Alphanumeric, 4 positions; required unless you enter a value in the Menu field.

Menu

Enter the name of the menu that will appear as an option on the menu you are creating. Each menu on the system has a unique name, allowing you to access a menu directly without selecting the menu from a menu tree.

The menu you enter is validated against the Menu table. See Setting Up Menu Options (WOPT).

Alphanumeric, 10 positions; required unless you enter a value in the Option field.

Screen Option

Procedure

Add, change, delete, or display menu options

Select W/W Menu Options to advance to the Work with Menu Options Screen.

Resequence the menu options on the screen

Select Resequence. Each option is assigned a value of 10. Resequencing the options allows you to add an option in between two options that appear on this screen.

Delete the menu details

Select Delete.

Copy Menu Screen

Purpose: Use this screen to create a menu by copying an existing menu. The new menu will have the same menu options as the menu you copied. You cannot copy a menu to another existing menu.

How to display this screen: Select Copy Menu for a menu at the Work with Menus Screen.

Field

Description

From menu

The existing menu that you are copying.

Alphanumeric, 10 positions; display-only.

Description

The description of the menu you are copying.

Alphanumeric, 60 characters; display-only.

To menu

The name of the new menu you want to create. This menu name must be unique; it cannot already exist on the system.

Alphanumeric, 10 positions; required.

Description

The description of this menu.

Alphanumeric, 60 positions; required.

Work with Menu Details Screen (Changing Menu Details)

To change: Select Menu Details for a menu at the Work with Menus Screen to advance to the Work with Menu Details screen. See Work with Menu Details Screen (Creating a Menu and Menu Details) for a description of the fields on this screen.

To add a menu option: To add an option without changing the order of the menu options, enter the menu option you want to add on the next available open line.

To add an option to the menu in between two menu options (such as adding an option between 003 and 004), select Resequence to resequence the menu options. The system automatically assigns each option a value of ten. (For example, 001 becomes 10, 002 becomes 20, etc.)

Position your cursor at the next available line. Add the option by assigning a value between 1 and 9. For example, to add an option between 4 and 5, enter a value between 41 and 49 in the POS field. When you select OK, the menu options will appear in numerical order, as they will appear on the completed menu.

When you have finished adding options, select OK to validate your entries.

Note: Include no more than 13 menu options in a menu, as this is the maximum number of menu options that fit in the Quick Find Options area of the Menu Driver Screen at one time.

WMNU OMS 17.1 September 2018 OTN