Common Screen Elements

Common screen elements consistently perform the same type of function in the same way when they display in the UI.

Section header: serve as labels and never change
Buttons: enable you to get help or complete a task
Tool tips: offer an explanation for a specific item
Fields: operate as variables that allow you to type entries (text boxes) and make selections (drop- down lists).

Masthead

The masthead displays at the top of the page and contains the following components:

Hamburger menu enables you to select the option that you want to work on ECM UI (search or create a case)
Session Information with session user name and language.

Buttons

Buttons on the ECM UI enable you to perform tasks such as executing and canceling actions, or commands. Click a button to complete the desired task.

Task Button

Task buttons display throughout ECM and include the following:

Save: records actions and navigates you to the appropriate page and displays the updated case information accordingly.
Reset: displays on those actionable sections of the UI which display some pre-populated data. It discards the data entered by you and resets the contents to their original state.
Cancel: displays on all the actionable sections of the UI and cancels the action you intend to take and closes the action window.
Add: displays in the some Business tabs, Financials tab, and in the Evidence. It provides you with a window to add a new piece of information.
Edit: displays in the some Business tabs, Financials, Narrative, and Evidences. It provides you with a window to edit the existing piece of information you have chosen to edit.
Remove: displays in the some Business tabs. It also displays in the Financials tab. It helps you delete information that you think is not relevant.
History: displays in the Financials, Narrative, and Involved Party tabs. It provides you with a detailed account of previous activities on the selected record.
Details button displays the complete details of the selected entity record in a window.
Search button displays in all the Case Search bars Case List button displays in the Priority Case List on the landing page. It helps you navigate to the Search and List page.
Designate as Involved Party button displays in some Business tabs. It allows to designate a business entity as involved party in a window.
View Current Information button displays in some Business tabs. It allows to view the current information of the business entity in a separate window.
Print: allows you to print the summary page that you are on.
Export: displays in Case List and Case Summary pages. It enables you to export case details in Excel and CSV format.

Action Button

The Action buttons display in the Search and List page and/or in the Case Summary page. Each of these buttons provides you with an action window for taking actions in the category these buttons are representative of. These include buttons for each action category:

Assign- For more information, see Taking Resolution Action.
Add Evidence- For more information, see Adding Evidence.
Take Action- For more information, see Unarchiving/Reopening Cases.

Help Button

A Help button is in the form of a question mark, displays to the extreme right of the bread crumbs. ClickHelpwhile working in the ECM to get the following:

More detailed information about the page
Explanations of the screen elements
How to perform instructions on a task that you want to perform

Radio Button

A round button used to select one of a group of mutually exclusive options.

Save Preference Button

This button is available on the right corner of the Case List page. Click Save Preference, once you complete the required preference setting in the page.

Clear Preference Button

This button is available on the right corner of the Case List page. Click Clear Preference, clear the preference setting in the page.

Calendar Button

A Calendar button displays when you have the option of selecting a date. For example, you can specify a date range to search for closed cases. If you click the Calendar icon, a calendar of the current month displays and highlights the current date.

To use the Calendar window to select dates, follow these steps:

Select a date. The application automatically enters the selected date in the date field.
Click the arrows at the top of the Calendar window to view other months or years.
Click the Close link to close the calendar without selecting a date.

Expand/Collapse

You can view the complete information in a section, matrix, and field by using various expand or collapse options.

Section Expand Icon

If you want to expand a section on a page, you can click the Right Arrow button displayed at the top left corner of the section. This expands the section and all sub-sections and fields in the section are visible.

Section Collapse Icon

If you want to collapse a section, which is already expanded, you can click the Down Arrow button displayed at the top left corner of the section. This collapses the section and all sub-sections and fields in the section are hidden.

Column Expand

When you cannot view the complete information displayed in the columns of a section, then keep the cursor on the column line and simply drag towards the right side till you view the complete information.

Note:

In case of extensive length of comments that cannot fit within the Comments text box:

Mouse over the Comment section to view the full comment
Double click on the Comment section to expand and scroll through the comment details.

Column Collapse

When values displayed in the columns of a section are expanded and you want to reduce the size of a column, then keep the cursor on the column line and simply drag towards the left side till you arrange the size of a column according to your requirement.

Field Types

Text Area

A multi-line rectangular box in which you can type text, such as case comments. If the box already contains text, you can select the default text or delete it and type new text. You may type as many characters in this box as desired.

Text Box

A single-line rectangular box in which you can type text. If the box already contains text, you can select the default text or delete it and type new text. Some text boxes limit the number of characters that you can use. If so, the text box shows the maximum number of characters you can enter.

Wildcard Text Box

The ECM permits the use of wildcards in specific text boxes. If you do not know the information to type into the text box field, you can type a wildcard character for the missing part of the information. The ECM recognizes the percent sign (%) and underscore (_) as wildcard characters. You can use the wildcard character at the beginning, end, and anywhere within a string. The more specific you are when using the wildcard character, the fewer extraneous matches ECM returns. For example, if you specify a last name of Sm%, ECM may return 100 matches, but if you specify a last name of Smit%, the ECM may return only 17 matches.

Context-Sensitive Text Box

The ECM permits the use of context-sensitive input in specific text boxes. If you want to perform a search on multiple values, you can enter a string of comma-separated values in the case ID field. The ECM recognizes the values as individual values.

Drop-down List

A list of items from which you can select one item. Selecting the blank (empty) option applies no filter to your selection.

Selection Box

A list from which you can choose multiple items by selecting them.

Check box

A square box that displays beside an item or option. Select the check box once to place a check mark in the box. Select the check box again to clear it.

Check All or Uncheck All Check box

You can select all the records or deselect all preselected records using the check box provided at the header of the check box column of all section.

A check on the header check box selects all records in the section. An uncheck on the header check box deselects all the selected records in the matrix.

Column Sort Options

Column headings provide labels that tell you what kind of information displays in the columns. Most of the column headings in the list sections are sortable.

ECM supports right-click options on columns within the List header that allows you to specify the sorting options such as Sort Ascending, Sort Descending, and Column.

The Columns option allows you to choose the fields that you want to display in the List section thereby allowing you view additional columns that are not displayed by default. You can also change the width of the column by modifying the width or you can select the Auto Fit option. Click Save Preference on Column saves the selected settings for the current session and for future logins.

Reordering Columns

You can reorder the columns by selecting the column header and repositioning them manually.

ToolTips

A window ToolTip displays when you position the mouse cursor over an abbreviated field, usually indicated by an ellipsis, or a column label in the ECM UI. A Tooltip displays and provides the definition or other pertinent information for the abbreviated field or column label.

17.1 Common Screen Elements