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Jim2® Business Engine User Manual

Navigation: Getting Started with Jim2

Jim2 Business Engine User Interface

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The Jim2 User Interface is intuitive and easy to use. The ability to efficiently access and view live information is achieved using familiar Windows techniques, including left/right mouse click, double click, drag and drop, and drop-down menus. There are four main areas in the user interface: the Quick Access Toolbar, the Ribbon, the Nav Tree and the Work Area.

 

UI

 

1.The Quick Access Toolbar displays a series of easy one-click icons for frequently used functions in Jim2. These icons include the User Log Out, Quick-Add CardFile, Transfer from List, Refresh, History View, Calculator, Add Schedule Task, Add ToDo Task, Add Document from Clipboard and Switch Windows.

2.The ribbon acts as the main gateway to the most frequently used operations in Jim2. The various headings represent the different tabs in Jim2. Contained within each tab heading are the tab groups. Each icon represents the different actions that can be taken. For example, Jobs > Create Job List (select the Jobs tab, then select Create Job List icon). The ribbon also contains print and unprint options, the context specific Report toolbar, and any menu scripts that have been installed.

report toolbar

3.The Nav Tree sits to the left of the screen. The Nav Tree displays all open tab activities and lists that are currently in use. You can switch between these by selecting the appropriate name in the Nav Tree. Lists and operations will remain in the Nav Tree until closed, even if logging out of Jim2. By using drag and drop, you can rearrange the order of lists, and move an object to another position within the Nav Tree, eg. move Jobs above Projects (see above image). When you move objects in this way the ribbon tabs will be reordered to match. Double clicking on any object in the Nav Tree (or single click in the Nav Tree field at the top with that object highlighted) will collapse all other object lists and leave this one open.

You can reorder within lists themselves. For example, you may have several job lists, with the last one being your Urgent job list. Much like reordering root nodes above, simply select your Urgent job list and drag it above the first job in the list into position one. The job list icons will automatically renumber to match your new layout. This is further illustrated in Lists.

 

4.The space to the right of the Nav Tree is utilised as the Jim2 Work Area. This is where object lists and individual forms are displayed.

Info

Jim2 will organise the layout of your screen view in relation to the resolution of the screen that you are using. Jim2 Business Engine is optimised for 1280 x 1024 minimum resolution (1920 x1080 preferred).

 

Within Jim2 you can use any of the following general navigation methods to access information:

 

The ribbon containing tabs and icons

The Nav Tree displaying all tab activities and lists in view

Right clicking on a subheading in the Nav Tree will provide the same icon options as found in the ribbon tab groups along the top.

 

Info

Throughout Jim2, scroll bars are hidden until you hover over the area:

 

Scrollbars

 

Info

Like Windows, you can tab across from field to field within Jim2, or you can select Enter, which will take you to the next logical field in Jim2.

 

ALT Key Shortcuts

Pressing the Alt key will display the onscreen keyboard shortcuts that you can use.

 

alt key shortcuts

 

See ALT Key Actions for a full explanation of the above shortcuts.

 

Other Useful Functions

To automate as many functions as possible, Jim2 includes useful features such as:

 

Global, workstation and user-sensitive defaults.

Intuitive/predictive type (as you start to type, Jim2 will pre-empt your entry and begin to fill in relevant text).

Drag and drop sorting by selected headings.

Find function.

Search function.

Cut, copy and paste text.

Create Similar functions.

Standard Windows print menu options (with context sensitive reports).

Online Help (F1 function key).

Save and publish lists at a group and/or user level.

 

help icon v4.1

At the top right of the screen is the shortcut (or you can use the F1 key) to context sensitive help for the object you have in focus at the time. If you have a job open, then Help will open at the Jobs section. If it's a cardfile, then help for CardFiles will be displayed.

 

change user icon

The Change User Location icon, located at the bottom left of screen, changes the default stock location (or branch) of the current user. This is helpful when entering a number of stock transactions for a location that is different to your default.

 

You can also change the user branch, sub-branch, GL department or location by going to the Jim2 on the ribbon and selecting Change Location.

 

change location J2

 

This will display a grid showing all the available branches, sub-branches, GL departments and locations. What will show depends upon what you have set up in Options.

 

select location

 

To change, simply use the Button - Down arrow 3 in each drop-down field and select the required branch, sub-branch, GL department and stock location, then click Change.

 

Once a user logs off, any changes made in this way will revert to the default for that user, as set on their cardfile.

 

Info

Note: You cannot change font sizes within Jim2 itself. The only way to do so is to change the font size within Windows itself. However, this may result in pixelated/overlapping text/blurry text/images.

 

See also: