We are planning to roll-out IFS to a large number of lower-tech users and want to make the user interface as simple and as standardized as is possible. We have researched a number of ways of doing this within IFS 23R1. Through these discussions, we have identified a number of methods (below). However, I would like input, ideas, and suggestions based on other’s experience in this and later releases. Please comment and share.
- Navigation Screen - Had to go through and hide all the menus under one profile to then allow us to selectively reveal what we want users to see.
- Screen, Column Layouts, Command Buttons, Saved Searches, Field Position, Field Renaming - Use Page Designer. Be sure to deploy changes through BuildPlace to make these permanent through deliveries.
- Start Page, Bookmarks, Table View v. List View - We created the idea of a Job Role Template (JRT) which is a dummy user that has the bookmark configuration desired and then use this as the basis for adding users. However, this doesn’t update existing users if we want to make a change.
- Field Level Security - If we want one group of users to have different access to a field than others, we have needed to create a customization to check a user attribute or their security before accepting the value.
