SwitfTrac 2.0 has an updated look and feel, with many new features implemented for better usability. This tutorial will walk you through these improved features.
Video Tutorial of New SwiftTrac 2.0 Features
Left Navigation & Menus
The left navigation has been improved for better usability. The list below is a quick look at the new features.
- 3 Line Icon - This icon allows the user to collapse the entire left navigation, providing a larger workspace. Clicking the icon once will collapse the navigation, and clicking it again will make the navigation return.
- Main Menus - The Application and Module pull-down menus will show the user the applications and modules for which they have access. These work very similarly to the current SwifTrac.
- Search Menu Items - In sub-modules that contain more than 10 menu items, there is now a search field whereby the user can search for all menu items containing a specific word or phrase. The search will return only those menu items.
- Favorites - Another new feature is "Favorites". If the user clicks on the star next to the menu item, it turns yellow, indicating that it's a favorite, or often-used menu item.
- Toggle - The continuation of the "Favorites" is the toggle switch. Moving the toggle switch to the right turns "Favorites Only" on, and results in only the starred, or favorited reports appearing.
- Logout Timer - For security reasons a a user will be logged out after 15 minutes of inactivity. Clicking anywhere on the site that hits the server will reset the timer in the lower left corner. Clicking on the timer itself will also reset it to 15 minutes.
- Browser Detect - There is now a browser detect upon login, to inform the user if their browser platform supported.
This is a view of the 3-Line Icon once it has been clicked. The menus on the left have collapsed, creating a larger workspace on the screen. Clicking the icon again brings the left menus back.
Clicking on the application menu will show all the applications the user has access to. The module menu below will contain the modules for the application chosen from the application menu.
Menu Item Search
If any section in the menu has more than 10 menu items, a search field will be present. The user will input a search term and hit enter. In this example, the term F/A was used and the results were all reports containg that term.
Favorites & Toggle Switch
The favorites features allows the user to "star" their favorite menu items. Upon clicking the stars next to the user's favorite menu items, and then toggling "Favorites Only" over to the right, only the starred items appear, creating a custom menu.
The logout timer is a security feature which logs the user out after 15 minutes of inactivity. It turns red at the 3-minute mark to alert the user. Clicking on the logout timer resets it back to a 15 minute countdown. Also, as a user interacts with the website, any actions that results in a ping to the server will reset the timer back to 15 minutes.
Browser Detect - Supported
The browser detect is a feature that will help users understand if the platform they are using is optimal for SwiftTrac 2.0.
- Detection - Upon login, SwiftTrac 2.0 will detect your browser and operating system platform and display it in the upper left corner of the browser detect.
- Supported - If the detected platform is supported, it will be indicated in the upper right corner of the browser detect.
- Optimal Browsers - This is the list of browsers/versions that SwiftTrac 2.0 was built to support.
- Older Browsers - This notation is to clearly inform users that browsers older than the ones listed in #3 could have functional implications.
3 Dot Menu
This 3-Dot Menu provides a few page options for the user.
- Close All Tabs - This option results in a pop-up window asking the user if they want to close all their open tabs in one click. The tabs, or all the user's open pages, will be within the application, whereas in the current SwiftTrac, a new browser tab is opened everytime the user goes to a new page. More on this new feature later.
- Admin Mode - If the user is an administrator of a SwiftTrac 2.0 application, Admin Mode provides a menu for managing users, profiles, and vendors.
- Create Issue Ticket - If the user is an administrator of a SwiftTrac 2.0 application, Create Issue Ticket is provided to log issues, feedback, and new enhancement requests to the system.
- Manage My Tickets - If the user is an administrator of a SwiftTrac 2.0 application, Manage My Tickets proivdes a vew into all of the user's own tickets.
- Manage Application Tickets - If the user is an administrator of a SwiftTrac 2.0 application, Manage Application Tickets provides a view into all of the tickets associated with a specific application.
- Full Screen - This option allows the user to maximize their screen to the full size of their monitor.
- Lock Screen - This logs the user out.
Create Issue Ticket (Admin Only)
Create Issue Ticket is a new feature that enables administrators to request new features or log issues into SwiftTrac 2.0's issue managment system. Create issue ticket is under the 3-Dot Menu and clicking on it pulls up the window displayed here.
- Referenced URL - When an administrator creates a new issue ticket, the system automatically grabs the URL and enters it into the ticket.
- Description - Here, users will provide a detailed description of of the issue, and include any steps necessary to replicate it.
- Type - The user can identify the tpe of request in the pull-down, where the options are Error/Bug, Enhancement/Request, and General Feedback.
- Priority - Users can assign a priority level to the issue ticket by selecting Low, Medium, High, or Urgent in the pull-down menu.
- Upload Attachment - A user can upload screen grabs, files, or anything to reference the issue.
Manage My Tickets
Manage My Tickets is a repository for all tickets owned by a user. Here, the user can sort by application, priority, type, or status. Users can also edit their tickets from this screen.
Manage Application Tickets
Manage Application Tickets is available for users to see all tickets submitted for a specific application.
The number of notifications a user has will appear above the bell icon. Clicking on the bell icon will make the notification list available.
- Settings - Under the user's account name in the upper right corner, the first option is Settings. This is where the user will manage account info like user name and password.
- Email History - Email Hisotry will show users all of the emails they've sent and received through the SwiftTrac 2.0 system. This allows for easily tracking and finding emails in the in and outboxes.
- Scheduled Emails - Once a user has scheduled emails in Saved Search Criteira (see this in the Criteria Selector section below), they will appear in Scheduled Emails under My Account. Here, the user will be able to modify any aspect of their scheduled email: status, recipients, frequency, body content, etc.
- Log Out - If a user wishes to log out, but keep a SwiftTrac 2.0 browser open, Log Out under My Account will accomplish this.
Settings is where users will manage their account information such as contact info and password security.
Here, users will have records of all emails sent and received through the SwiftTrac 2.0 system. Users can filter by date range, and use the Inbox and Outbox tabs to view received or sent emails.
- Notes - On each Criteria Selector page, there is a Notes button. Clicking on this button will open a section on the page that contains pertinent information for that page, as well as links to othe resourses and support.
- Filter Criteria Selectors - There is a Criteria Selectors dropdown on all Criteria Selector pages. Here, the user can de-select any of the selectors they wish to remove from the page, making the interface custom to their needs.
- Saved Search Criteria - On all Criteria Selector pages, there is an option at the bottom of the page to save any particular search. Clicking the checkbox will prompt a filed where the user will name the search, and then save it. Once the search has been saved, a new drop-down menu will appear with the saved search, as well as options to schedule an email for that report, or delete the saved search.
- Check Boxes - A new feature on the Criteria Selectors is the implementation of checkboxes. These checkboxes make it easier for users to select and de-select their criteria, eliminating the need for key commands combined with clicks.
Actions Menu - Users now have the ability to choose how to see their criteria under one pull-down menu. This menu is separated by the following categories: View/Print, Download, and Formatted Reports.
- Edit Criteria - Previously in SwiftTrac, a new tab opened for each page or report. Now, reports open within SwiftTrac 2.0. If the user needs to change the criteria to run a different report, an Edit Criteria button is available on the page. This takes the user back to the criteria selector, again, within SwiftTrac 2.0, and not a new browser tab.
- Paginator - With the new paginator, users can choose how many records they want to see on the page. Clicking through each page is easy with large page number buttons. The page the user is on is highlighted in blue to clearly indicate where the user is within the pagination.
- Create Email from Criteria Selector - On the crieteria selector page, there is an Email Data button at the bottom. A user can select their crieteria, click this button and it will bring up an email window where the report can be attached in one of the file formats listed.
- Formats - A user may choose to email their report in a number of different file types availalbe as checkboxes.
- Attachments - The user may also drag addtional files into the email to be sent as attachments.
Create Email from Data Grid - Another option for emailing a report is to run the report, and then use the Email Data button on the report page. Clicking this button will bring up the same email window shown previously.
Schedule Email - When a user wants to send reports on a recurring basis, Schedule Email can be used under Saved Search Critera.
Schedule Email - Once the user has clicked on the Schedule Email icon in Saved Search Criteria, an email window will appear with settings for scheduling the email. Here, the user can turn the email on or off using the Status toggle, and schedule the frequency of the email as well as the time of day the email will be sent. Any scheduled emails will now be found under My Account/Scheduled Emails.
Previously in SwfitTrac, when users clicked to new applications, modules, sub-modules, or menu items, new browser tab windows opened for each one. Now, every new page is contained within SwiftTrac 2.0.
Users can navigate between these tabs with ease. Closing a tab is also easy using a simple X out.
Under the 3-Dot menu, the Close All Tabs option will provide a pop up window asking the user if they want to close all tabs. This feature is referenced in the 3-Dot Menu section of this tutorial.
Embedded PDF Viewer
SwiftTrac 2.0 uses a powerful PDF viewer for formatted PDF documents. This viewer stays within the SwiftTrac 2.0 website, and provides tools that help users view and navigate PDF files.
Embedded PDF Viewer
- Drawer Icon - The drawer icon in the upper left corner opens a pane on the left that scolls through all the pages in the document.
- Search - The view has a robust search feature, including highlight all, match case, and navigational arrows.
- Zoom - Users can zoom using the + and - buttons, or type a percentage into the zoom pull-down.
- Print & Download - The viewer also allows users to print and download straight from the tool.
- Chevron Icon - Clicking on the chevron opens a pull-down with go-to page options, rotate options, embed hand too, and document properties.