Shell Landing Page (Admin)

Once you create a shell, it is available for use. To access your shell landing page:

1. Click the shell tab to open it.
2. Switch to Admin mode.
3. From the left-hand Navigator, click your shell name (for example: ) on top.

The top section of the landing page contains the Shell Dashboard.

By default, the shell dashboard contains the following blocks:

• Tasks
• Notifications
• Mail
• Image
• Details
• Links

The bottom section of the shell landing page displays a log of all sub-shells that have been created under the currently selected shell. For example, if you select the sub-shell South Bay, and then the further sub-shell Mathilda Northwest, this landing page displays.

By default, the following two tabs are displayed.

• Summary
• Workspaces

You can change the layout of the tabs, in My Dashboard or other custom dashboard.

Example

Block Length: 2 units

Block Height: 2 units

The following explains the various informational blocks in the Summary tab:

• Tasks

  This block lists the total tasks belonging to the shell. When you click on Tasks you go to the Task log directly. You will be able to add this block in all tabs (in all dashboards) by using the data-source "Items Requiring Attention" in the Standard block. Also, you can remove the block from My Dashboard.

• Notifications

  This block lists the total notifications belonging to the shell. When you click on Notifications you go to the Notifications log directly. You will be able to add this block in all tabs (in all dashboards) by using the data-source "Items Requiring Attention" in the Standard block. Also, you can remove the block from My Dashboard.

• Mails

  This block lists the total mails belonging to the shell. When you click on Mails you go to the Inbox log directly. You will be able to add this block in all tabs (in all dashboards) by using the data-source "Items Requiring Attention" in the Standard block. Also, you can remove the block from My Dashboard.

• Project Image

  This block displays an image, if available; otherwise, the block will be blank.

• Details

  This block is displayed with either custom fields or default fields based on the configuration of the details block that is designed in uDesigner, shell manager. In the latest version of Unifier, the shell home landing page displays the custom fields; otherwise, the shell home landing page displays the default fields, only.

  You can edit the details block using the pen icon or through Edit dashboard option. This capability applies to block information, or to the fields that must be displayed in the block.

• Links

  If links have been added to the shell details, then those links are displayed in this block.

• Sub-shell log

  This block displays the sub-shells of parent shell, based on the view that you have selected. You can hide Workspaces in other dashboards.

  The user-created dashboards support all of the existing functionalities, except the sub-shell log.

  You cannot delete Workspaces tab in any Dashboard.

  You cannot hide the Workspaces tab in My Dashboard. As a result, you cannot deselect the Show checkbox for Workspaces.

  14. User will be able to hide Workspaces Tab in all user-defined Dashboards and will be able to un-check the 'Show' checkbox for Workspaces.

Important Information

The Tasks, Notification, and Mails can be added or removed. Individual tiles cannot be added/removed.

The block will get displayed back, post removal, by navigating to Add Block > Standard and selecting Data Type as "Items Requiring Your Attention." When you save the Standard Block, the block will be added automatically to the dashboard.

The following explains the various informational blocks in the Workspaces tab:

The Workspaces tab is available when geo-code server details are configured in Unifier, only.

• If there are no geo-location present in the sub-shells, Unifier displays a map without location markers.
• If there is a geo-location present in the sub-shells, Unifier displays a map with location markers.

When you hover over the location markers on the map, you can see the details for the location marker based on available information.

When you right-click on the location marker, you can open the shell (for that location) in a new tab, in Unifier.

The My Dashboard sub-menu (the three dots) enables you to:

• Access additional dashboards for the shell, if available.
• Edit Dashboard

  To open the editing mode of the current dashboard.

• Details

  To view the shell details, as overlay. The details include: Shell Name, Shell Number, and the following tabs:

  • General
  • Currency
  • Options
  • Links
  • Calendar
  • Integration
• Audit Log

  To open the audit log, as overlay.

The Workspaces tab has the following toolbar options:

• View

  For example, Buildings, Cities, Shells, Projects, Regions.

• Actions
  • Get Activity Sheet Data

    All Shells

    Selected Shells

    Filtered Shells

    History

  • Send Activity Sheet Data

    All Shells

    Selected Shells

    Filtered Shells

    History

• Search
• Find on page
• Expand All Groups

The columns the Workspaces tab sub-shell log are not hard-coded. The fields defined in Shell Detail form (in uDesigner) are added as columns in the Sub-shell log.

• Name
• Shell Number
• Shell Name
• Description
• Status
• Administrator
• Location
• User-Defined Text

The right-hand pane displays the map that shows the regions.

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Last Published Monday, October 4, 2021