Web interface - Basics

Menus

Main menu

Main menu items (tabs) available at the top of the page, represents basic thematic groups of pages in SafeQ Web Interface to make navigating and searching for the right information as easy as possible.

To access tab (Reports, Devices, Projects, etc.), click its name in the main menu located at the top of the page. Selected tab is always bold and highlighted.

images/download/attachments/21955567/main_menu.png

Sub-menu

Almost each main menu tab as a thematic group of pages includes also sub-menu with these pages. You can see this sub-menu directly below the main menu tabs. 

 Links to the most important pages are shown directly in the sub-menu; less important ones are accessible via a Tools menu. The currently displayed sub-menu page has always bold font. 

images/download/attachments/21955567/sub_menu.png

Quick menu

There is also possibility to activate Quick menu instead of classic Main and Sub-menu. If Quick menu is activated, s ub pages of each item in the main menu will be available in the rollover menu for quick access from any page.

To enable/disable Quick menu use UI Settings down on each page and select/deselect  Quick menu. For more info see UI settings below on this page.

images/download/attachments/21955567/screen1.png

General page functions

Each page has some general functions available in the page header or footer.

Header

Here you can see available page functions located at the right top corner of the each page. Availability of these functions can vary based on the displayed page. Detailed info about each icon is described in the table below.

images/download/attachments/21955567/header_functions.png

Function

Description

Search panel
images/download/attachments/21955567/filter_down.png images/download/attachments/21955567/filter_up.png  

Click icon to show or hide search the Search panel on the page when it's available.

This setting applies to all the Web interface pages, so when you show/hide the Search panel on one page, it will be showed/hidden on all pages.

Favorites
images/download/attachments/21955567/favorite1.png images/download/attachments/21955567/favorite2.png

Click icon to mark or unmark page as favorite pages.

When page is marked as favorite you can access it from any other page by hovering favorite icon and selecting page from a list of favorite pages.

Refresh
images/download/attachments/21955567/refresh.png

Click icon to refresh data displayed on the page.

Help
images/download/attachments/21955567/help.png

Click icon to display help for the currently displayed page.

 

Page action buttons

On the right side of each sub-menu are links for action buttons available for the currently displayed page, grouped by type. (Not all types of actions are available for all pages, and some pages do not include any actions). If a page supports only one action of any type, button is linked directly to this action. If a page supports more than one action of the same type, these actions are available from a pop-up menu that appears when you hover your mouse over an action option.

Detailed info about each action type is described in the table below.

images/download/attachments/21955567/page_actions.png

Action

Description

Add item
images/download/attachments/21955567/add_new_item.png

Create a new item on the page. For example a new device, user, rule, etc.

Actions
images/download/attachments/21955567/actions.png

Display list of actions you not frequently need to use. For example delete all items on the page, export items to an Excel file, etc.

These actions are usually sorted in groups based on the type of action.

Views
images/download/attachments/21955567/views.png

Change the page view, usually the type of data listed on page.

Save changes
images/download/attachments/21955567/save_changes.png

Save changes you made on the page. Usually it is related to changes in table lists.

Using Search filters

Some pages includes also search filters to make access to specific data easier. The search panel is located directly below the sub-menu and includes options for filtering data for the currently displayed page. You can show search filter by clicking images/download/attachments/21955567/filter_down.png  icon at the right top corner of the page. To hide it use images/download/attachments/21955567/filter_up.png  icon. If icon is not available, this page doesn't have search filter. 

Detailed info about all items of search filter are described in the table below.

images/download/attachments/21955567/search_filter.png

Search field

Description

images/download/attachments/21955567/field_normal.png

Enter search text in the text box.

images/download/attachments/21955567/field_list.png

Click the arrow to display a drop-down list with options you can select.

images/download/attachments/21955567/field_date.png

Click the calendar icon to display a calendar; then select a date from the calendar.

images/download/attachments/21955567/field_click.png

Click images/download/attachments/21955567/list1.png icon to browse list of items. Then navigate to an item and select it. If you want to cancel content of this field click images/download/attachments/21955567/cancel_x.png

images/download/attachments/21955567/search.png

Click to apply current search filter. You can also user Enter key instead of this button.

images/download/attachments/21955567/clear.png

Click to discard current filter and display all items.

images/download/attachments/21955567/show_advanced_filter.png

Click to show advanced filter options (available only at Reports tab)

Page tables

The information on each page is contained in the Content panel. The type of information on each page varies, but is usually in table format. Tables comprise of columns (with headers at the top) and rows of data. Many tables include page numbers at the bottom.  

images/download/attachments/21955567/page_table.png

  • Each table contains top blue panel with the name of columns. Some of the tables also enables sorting and settings for displaying columns. For more info see Table sorting below.

  • At the left of each row is an icon that represents the data in the row. To the right of the icon are text columns that describe the listed record.

  • To manipulate a record, click an icon on the right side of the row. These icons vary based on record type. You can find more info about icons at the help related to specific page.

  • Some of the icons are standardized throughout the Web interface (for example, the edit and delete icons).

  • To select multiple records and apply the same operations to all of them, check the check boxes on the right side of the rows (if available).

  • To display details about a record, double-click the record's row.

Table sorting

Some tables includes sorting option. To sort data in the table from descending to ascending, click the column heading. To change the order from ascending to descending, click again.

You can see icon next to column heading selected for sorting. It indicates descending to ascending order. In example displayed here ascending sorting according Login column is selected.

images/download/attachments/21955567/sorting.png

Show / Hide table columns

Some tables includes option to customize displayed table columns.

Click icon at top left corner of the table, and select/deselect columns which you want to show/hide. You can also change order of columns by dragging and dropping lines using images/download/attachments/21955567/drag_drop.png  icon. Then save changes using Set button.

images/download/attachments/21955567/page_columns.png

Alternatively you can disable data loading of table when you first enter the page. In this case green message is displayed and you need to refresh data on page or use search feature. This option can be used for enterprise customers with large databases that uses web interface only for searching and load of information that is not important put unnecessary strain on database and user must wait before whole page full of data is loaded.

images/download/attachments/21955567/table_message1.png

Table pages

Some of the tables includes also table pagination at the right bottom of the table. There is two options for setting table pagination:

  • Without pagination (default): record are displayed on the one. To display more records, click Load more records.

    images/download/attachments/21955567/table_pages2.png

  • With pagination: records are split into more pages. To see display more records, click arrows to move on the first/previous/next/last page.

    images/download/attachments/21955567/table_pages3.png

To specify the number of items to display on each page, clickimages/download/attachments/21955567/pagination_icon.png icon (highlighted on the image below), enter the number in the text box and click Save. This setting applies to all tables in the SafeQ Web interface.

  images/download/attachments/21955567/table_pages1.png

Pop-up windows

Pop-up windows in SafeQ are used for creating new records, editing existing ones, or to displaying detailed information about record. Most pop-up windows in the Web interface include Tablet panels ( see Tablet panels below ). Click the options in the Tablet panel to navigate through the pop-up window's pages. To save the record and to perform other operations, click the buttons located at the bottom of the window.

images/download/attachments/21955567/screen2.PNG

There is also several actions related to pop-up windows:

  • move pop-up window by clicking the top title bar; then drag and drop the pop-up window to a new location.

  • move to the next record by clicking images/download/attachments/21955567/popup_arrows.png (arrows) at the right top corner of window.

  • show help related to current pop-up window by clicking images/download/attachments/21955567/popup_help.png (question mark) icon at the right top corner of window.

  • close pop-up by clicking images/download/attachments/21955567/popup_close.png (close) icon at the right top corner of window.

Tablet panels

Some of the pages, but mostly pop-up windows have Tablet panels on the right side of the window. They are representing different types of settings or options. To access these categories, just click their name in tablet menu.

images/download/attachments/21955567/tablet_menu.png

UI settings

Each page of SafeQ Web Interface includes quick settings for user interface. All available options in UI settings window are described below.

images/download/attachments/21955567/UI_settings_all.png

User interface compact mode

Mode recommended for devices with smaller display resolutions. Size of the fonts is smaller and usage of available space of the display is optimized. You can see difference when this function is disabled or enabled on the picture below.

images/download/attachments/21955567/compact_mode1.png

Modal alert messages

Messages with actions` results, warnings and errors will be displayed in the bottom right corner and they will not require confirmation. Otherwise messages dialogs will be displayed modally - i.e. in the middle of the screen and they will require confirmation before you can continue.

images/download/attachments/21955567/modal_alerts1.png

Quick menu

Sub pages of each item in the main menu will be available in the rollover menu for quick access from any page.

images/download/attachments/21955567/quick_menu1.png

Tables pagination

Tables that have more records then the set limit per page can be viewed page by page via clicking on arrows icons. Otherwise link that will load more records and attach them at the end of the table will be displayed.

images/download/attachments/21955567/pagination1.png

Alerts and confirmation messages

Alert messages giving you feedback on the action you have dome and contain information you need to know before you continue.

Web interface can display alert messages in two modes:

  • Soft alerts (enabled by default): Don't requires user to interact with to dismiss them. Soft dialog are dismissed automatically after some time (error messages stay on screen for longer time). If messages stacks high or they are blocking you when you want to interact with the page, you can dismiss them manually by clicking on them.

    Soft alerts are displayed in bottom right corner of the page.
     

  • Modal alerts:  Modal alerts requires to be interacted with before they are dismissed. In order to continue, click the button at the bottom of the message to dismiss it. You can not interact with the rest of the page until then. Modal alerts are displayed in the center of the page.

To switch between this modes at:

  • Dashboard > Actions and click Enable/Disable modal alerts

  • UI Settings down on each page and select/deselect  Modal alert messages. For more info see UI settings above on this page.

There are various types of messages:

Alert type description

Soft alert

Modal Alert

Information messages display information about the results of operations.

images/download/attachments/21955567/alert_soft_info.PNG

images/download/attachments/21955567/alert_modal_info.PNG

Warning messages indicate that information you entered is not in the correct format or that information is missing.

images/download/attachments/21955567/alert_soft_warning.PNG

images/download/attachments/21955567/alert_modal_warning.PNG

Error messages appear if an operation fails, for example if a record has not been saved.

images/download/attachments/21955567/alert_soft_error.PNG

images/download/attachments/21955567/alert_modal_error.PNG

Confirmation messages require you to make a decision and select an option. You can often choose if you want to proceed with an operation or cancel it.

images/download/attachments/21955567/alert_confirm.PNG

images/download/attachments/21955567/alert_confirm.PNG

Others

Progress bars

Progress bars and the associated text appear when data are being updated or loaded. The time required for loading varies, but you can decrease load times by using the latest versions of the supported Web browsers. (Internet Explorer 7 and 8 perform poorly, so avoid using them if possible).

images/download/attachments/21955567/progress_bar.png

Tooltips

Hover your cursor over an icon to display a tooltip.
 images/download/attachments/21955567/ui_tooltip.png