Contents

Navigating DRS

Andrew Dotto Updated by Andrew Dotto

Purpose

The following article is designed to help you understand how to navigate DRS. It covers a brief explanation of key concepts and screens, designed to give you the skills needed to begin your learning journey with DRS.



Home

The DRS Home Screen contains charts that can highlight important details within your solution.  These charts do not allow the user to drill down but are designed to provide a quick point of reference at the point of login for anything they may want to immediately follow up on.

If you are a OneAdvanced Infosuite customer, charts can also be displayed within DRS from Infosuite. Please review the Administration section of our articles to learn more about this.



Left Hand Panel

Within DRS, the menu items are displayed on the left side of the application window.

Underneath the DRS Logo, you will see your current logged in Username. Selecting the username will enable users to change their password, disconnect, change language, and view the about details for the application.   


Version

The Version of DRS you are currently running can be found in the top right-hand corner of your screen. 


Change Password

Change your password by clicking the chevron and selecting Change Password. 

Once changed, Click Update and your new password will be required at your next logon

 


Logging Off

Logoff by clicking on the chevron below your Username and selecting Disconnect.


Detach

Using the Detach button will take DRS out into a new tab within your browser.  This is a full instance of DRS and can be used independently for both read and modify tasks.


Left Bar Details

The left bar menu is used to navigate the majority of the solution. The chevron on the right edge can be used to collapse the left bar.

Home

When selected returns users to the home screen, any dashboards present here will display

Customers

When selected will take users to the customer screen displaying a list of customers in the view.

Orders

When selected will take users to the order screen displaying a list of orders in the view.

Jobs

When selected will take users to the job screen displaying a list of jobs in the view.

Workers

When selected will take users to the workers screen displaying a list of workers in the view.

Meeting

If enabled will take users to the meeting screen to create meetings within the system.

Diaries

When selected will take users to the diary menu options to select operatives, jobs or from a bookmark.

Map

If enabled/licensed will take users to the maps screen, where addresses and postcodes can be searched.

History

Will allow users with permission to search the history/audit of customers, jobs, orders, workers etc.

Project Planner

If enabled/licensed will allow users to expand the Project Planner functional menus

Import/Export

When selected will provide a sub menu with import and export options

Working Time

When selected will open a sub menu with options to create, edit and view day off calendars, working hours calendars and daily schedule types

Configuration

Requires administration rights and allows users access to the configuration elements of the system such as Templates, Text Messaging, Views, Users and Profiles, Business Data etc.



Scrolling vs Pagination

Access to the data not seen on a single screen is now controlled by scroll bars on the right side of the various data tables.  There is no pagination in DRS v6.  All data returns are limited to 1000 records maximum but where more detail is available, this can be accessed through filtering or the use of the Export function. 

Adding additional filters to limit your result return can also display any required data.



Within all View screens, some Navigation options are available.


Back Button

The Back Button can be found on all menus where table data is displayed.  You can use this to navigate back through your previous selections. Clicking on the chevron will display the last selected objects.  Clicking one will take you to that object.



Burger Menu 

The Navigation Menu contains the following options: 

Last: Detail of the last items selected within the system.  Navigate to these items by selecting one.

Diary: List of all available Diary Bookmarks

Manage Bookmarks: You can use this to edit or remove bookmarks, where your permissions allow.

Pin: Pin allows you to create a Bookmark of single or groups of items.  More information on this function can be found in the BOOKMARKS section of this document.

Send: Selecting a single or number of items will allow you to send those items to other Users.  When they are sent, they will appear within the other Users Bookmark list and a new item icon will be displayed to let them know it is available



Keep

The keep function allows you to place items within a held list while you work within the categories DRS v6. This function can be helpful if you are attempting to locate many different objects with different filtering requirements.

Selecting your objects and then clicking KEEP from the top menu will put the values within the Keep List to allow you to make changes, send Text Messages, Schedule, and other bulk selection functions. 

Once you have added items to your keep list, you can select your action, such as Schedule Now, and that action will be executed on the items within your Keep list, along with any items selected in the main view.

The Keep List can be cleared by clicking the Trash Can or individual items can be removed by clicking on the individual ticks next to the items in the list, this function works largely in the same way for all screens where it appears. These items can be used to interact with other functions such as Maps, Filtering, Schedule Now, Lock etc. 



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