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Shell Landing Page (Admin)

After 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. In the left Navigator, click your shell name 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

By default, the following two tabs are displayed.

• Summary
• Workspaces

You can change the layout of the tabs in My 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 number of tasks belonging to the shell. In User mode, when you click Tasks, you go directly to the Task log.

• Notifications

  This block lists the total number of notifications belonging to the shell. In User mode, when you click Notifications, you go directly to the Notifications log.

• Mail

  This block lists the total number of e-mails belonging to the shell. In User mode, when you click Mail, you go directly to the Inbox log.

  Note: Accessing the Tasks, Notifications, and Inbox logs by clicking their respective tabs is not supported in Admin mode.

• 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, the shell home landing page displays the custom fields; otherwise, the shell home landing page only displays the default fields.

  You can edit the details block by clicking My Dashboard > Edit Dashboard and using the pen icon that appears when hovering over the block. 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.

Important Information

The Tasks, Notification, and Mail are grouped together in a standard block called "Items Requiring your Attention" that can be added or removed. Individual tiles cannot be added or removed.

You can add this block by navigating to the Add Block button (the plus button with a down arrow), clicking 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 only available when geo-code server details are configured in Unifier.

• If there is 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 the location marker, you can open the shell (for that location) in a new tab.

The left pane of the workspaces tab displays a log of all sub-shells that have been created under the currently selected shell. You can access sub-shell dashboards by clicking the gear menu and clicking Open. If you would like to navigate backwards to parent shells, you can use the breadcrumb links listed above the Workspaces tab.

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

You can show or hide this tab in the Edit Dashboard window.

You cannot delete the Workspaces tab in any Dashboard.

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
  • Images
  • Links
  • Calendar
  • Custom Print Template
  • Gateway Integration
• Print

  To print the information on this page.

• Audit Log

  To open the Audit Log as an overlay.

The Workspaces tab Sub-shell log has the following toolbar options:

• View

  For example, Buildings, Land, Projects, Regions.

• Group By

  Select, Hierarchy.

• 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 in 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 pane displays the map that shows the regions.

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Last Published Tuesday, December 12, 2023