User Interface Overview
This topic has an interactive tutorial. To view this tutorial, click here.
Reminder
The actual field, tab and action button names can be configured per organization and may vary in from those shown in the examples.
Gimmal Physical is a highly configurable application helping organizations of all sizes to manage physical records to their own specifications. Therefore, the screenshots and interface examples used throughout this guide may differ from the implementation used at your organization. However, the basic elements described below should be represented within your deployment.
Default Interface
Navigation Ribbon – Provides access to the various indicated functions. Also called ‘Navigation Menu’
Data Tabs – Collapsible panel for accessing the different item types being tracked, both logical and physical. Also referred to as the Left, or Side, Navigation panel or pane.
Quick Search – Frequently used fields for querying records within the selected tab.
Action Bar – Configurable actions available for each Data Tab. Actions available depends on the item type of the current Data Tab.
Home Page Grid – Displays search results and allows viewing data, and selection of items for bulk actions (requests, updates, etc.)
Help, Configuration, Logout -
Help icon - Clicking opens a browser tab to Gimmal Physical’s online documentation.
Gear icon - Used to access the application Preferences, and Admin configuration pages.
User icon - Used to logout of the application.
Shopping Cart - Used to aggregate multiple items for Pickup and Delivery requests.
Session clock and application version.
Standard Buttons
Data Creation or Update pages for the vast majority of item types have a number of useful buttons found on the top of the screen. Using 'Create Box’ as an example:
Cancel closes the form with out saving any changes.
Set Defaults saves the currently entered values as defaults for any new record of the same type.
Save & Close will save all fields and close the form, returning to the home page.
Save & View will save all fields and go to the View page for the item.
Save & New will save all fields for this item and remain on the page to create a new item.
Interface Options
Some interface options can be set using the gear icon to set Preferences. In the Application tab, the choice of Light or Blue theme can change the look of the application on a user or system level (depending on permissions).
This guide uses the ‘Light’ theme for screen captures.