User Level: Beginner
Main User Interface
The new layout for Civil Pro Cloud looks like this and is clearly defined in 5 different colour coded areas. Main Menu in blue, Project and Account Menu in purple, Grid Menu in yellow, the main working area (Register View) in green and finally the Action Menu in red.
The Main Menu is located at the top left part of the screen and provides access to all components in two different ways. You can either click the hamburger menu (3 horizontal lines icon) and navigate your way to the relevant register, or you can click on the main headings and sub headings to navigate your way around.
Project and Account Menu
The Project and Account Menu is located at the top right part of the screen and provides the user access to the Account Pages and the ability to change project. You can simply click the project name and a new page loads with all your projects that you are able to access. By clicking the User circle, you can access your Account Module along with the ability to log out from Civil Pro Cloud.
The Grid Menu is context specific meaning that this shows functions specific to the current register. The left side shows buttons most commonly used in the current register and on the right side is filtering options for the register. Most Grid Menu's in Civil Pro Cloud also allow for grouping by clicking and dragging the headers.
Context specific buttons
These buttons are made up of menu items which typically include:
- Adding a new item - also referred to as the "action button"
- Other relevant options such as for Lots: Conform Lots
For more detailed explanations of these function refer to the Expanding Your Knowledge section of the help desk.
Civil Pro Cloud has a range of filtering, searching and grouping options that make sorting through your data easier. You can learn more about the general cases here or for specialised functions - such as filtering Lots by their related items - please refer to the help desk article on the relevant Register. These articles can be found here.
The register view is where the majority of data is represented. Most registers consists of a grid except for the simpler registers, being a grid view allows the user to quickly see relevant information and adding and removing columns. Read the short overview below or go into a deep dive here.
The big change for Civil Pro Cloud is that information cannot be edited in the grid due to accidental editing so all of the editing is performed in the respective detail views.
Another new feature in Civil Pro Cloud is the detail row viewer, designed to make navigating easier for tablet users. This detail row typically has three options:
- See Related Data
Civil Pro Cloud has tried to enable a one touch details views meaning that if you click on the register items unique identifier (typically i.e. Lot Number, Approval Number, Test Request Number, etc) allows you to quickly access the detail page. This is signified by being a blue and underlined text showcasing that it is a link to the detail page.
Civil Pro Cloud now has a new and improved way of dealing with several items at once by introducing checkboxes, allowing a simplified way of selecting several items and performing certain actions on them.
Same features as Civil Pro Cloud with improvements
To sort a column in the grid, simply click on its header title. Click again to change the sort direction.
Filtering is now performed in the search box where you can simply click the box and input your relevant filter, Civil Pro Cloud stores your latest filters as well as most common filters, allowing simple filtering with just one touch. If you need advanced filtering options, simply click the advanced search button placed on the bottom of the search box dropdown.
By default, the grid only shows a subset of the available information for each record. Any field that can be added can be added by accessing the context menu options for the grid and clicking the column chooser. When the column chooser menu is open, simply drag the relevant column to the grid header.
Civil Pro allows access to custom views. Currently views are pre-defined views based on certain areas pertaining to a specific subset of data.
The Action Menu contains information and functions that relate to the data in the register view. Most notable in this menu is the Related Items Panel. Please read below for a description of what each option does.
The Global Action Menu has functions that effect the entire data set. Normally this includes Select All, Unselect All and Import.
The search box is one of the most important new features of Civil Pro Cloud and provides great usability and options to quickly find the register item that you want to find.
The search box has the ability to search within your current register and filter out the relevant items you searched for. Certain registers has built in filtering options within the search box, providing the option with radio buttons to quickly apply certain filters.
Advanced search options is also available by clicking on the advanced search button which provides advanced search options for expert users.
Learn More about the Search Box here.
Action on Selection
The Action on Selection Menu has functions that affect the selected items in the register view. The most common function in this menu is the Delete function. This also tends to have functions relating to the status of the item. For example, In the Lot Register the conform and reject functions are in the Action on Selection Menu.
The Reports Menu holds all of the reports associated with the current register view. Check the register page for the list of reports on each register.
The Related Items panel shows other Civil Pro records that are related to the record currently selected in the Register grid. If the Related Items panel is not visible, it can be enabled by clicking on the record and clicking "See Related Items" on the detail row.
Adding items is possible through clicking on a blue and underlined heading in the related items and selecting your item and click save.
Deleting a related item is simply done by clicking the "unlink" which deleted the link but not the actual linked record.
The Views Menu holds all of the views associated with the current register view. Check the register page for the list of reports on each register.