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Video Transcript: CMPRO Desktop Overview
Hello, and welcome to CMPRO’s series of training videos. This video will provide an overview of the CMPRO Desktop features and functionality. The CMPRO Desktop uses an interface that provides a visually intuitive and simplified approach to navigating between screens.
We’ll begin with the Navigator Quick Reference Guide, which is displayed when you first sign in.
- This guide is designed to provide you with a quick description of each item that is included in the Navigator drop-down menu.
- To view the descriptions, click on the item or any of the corresponding symbols.
- Click again to close.
- Clicking the OK button will hide the Quick Reference (it will display again upon next sign in).
- Clicking the Do not show me this again button will prevent its display whenever you sign in to CMPRO.
One of several starting points on the CMPRO Desktop is the Navigator, located here in the Navigator Bar.
- Clicking or hovering on any of the Navigator’s main items presents you with all of that item’s options.
- Clicking a particular sub-item will display that screen for you.
- All of the Navigator items are explained in separate topics as part of the CMPRO Desktop book in the Table of Contents and in related videos.
The Desktop Navigator Bar contains links to quickly access frequently used functionalities in CMPRO.
- For instance, these menu items hold links to your saved screens, favorite items or saved searches; not only providing quick access to each, but also allowing you to both view and manage these functions directly from The Navigator Bar.
- A direct link to your personal work queue also resides on the Navigator Bar, where you can quickly view and access all items pertaining to your workload.
- User Settings are located in Sub-items under (user) link.
- The Viewed link, which will display My Recently Viewed Items.
- This item (About) displays a drop down menu that contains several links.
- These links (Social), when clicked, take you to PSA’s page within that social media content.
- The About CMPRO link contains important information about the CMPRO application.
- Clicking the Sign Out link signs you out of your current CMPRO session.
Quickly search for Menu items using the Menu Search Field.
- Results display on the My Menu Screen where greater filtering can be done. And the Find search field is designed to make searching for documents, drawings, software, and workflow records as easy as entering the search value, then pressing Enter on your keyboard. Greater detail on these menu items is provided in subsequent videos.
Clicking the Navigator Bar Menu item will access the My Menu screen, which allows you to search quickly and more precisely for items included in your assigned menu.
- The left pane includes the Menu Sections; the right pane displaying the filtered items.
The options in the left pane are organized in 3 main sections – referred to as nodes: (ALL, Functional Purpose and Menu Section.) Clicking on any of these Nodes will display their corresponding menu items in the Right Pane.
The My Screen Favorites node acts as an over-flow menu for the Screens item on the Navigator Bar.
- This Node displays the collection of screens we have selected to save as favorites. Whereas the Screens drop-down has a limited display, the My Screen Favorites displays the complete saved collection.
- The All Node…displays, in the right pane, all of the menu items that are included in your assigned menu. Filtering for this node is narrowed by utilizing the search function in the right pane, which we’ll discuss in a minute.
- The Functional Purpose node contains menu related items arranged alphabetically, and are based on collections of screens that have similar or related functional purpose.
- For instance, the PD-Part Tree and Product Baseline usually appearing in separate sections of the Menu, appear together, under Baseline Tracking, in the Functional Purpose section because they are both related to the management and tracking of baselines.
And the Menu section node, which is also arranged alphabetically, with sections organized based on related elements.
- The right pane contains several filtering functionalities. The additional filters are located here and narrow search results exclusively for:
- Create Screens
- Search Screens
- Report Screens
- Import Screens
- And Worksheet Screens (with just a push of button).
- These filters can be used in combination or individually, and are designed to work in conjunction with all the Menu nodes, as well as the Real Time search field.
- This drop-down list contains a settings filter for the display of the Menu Items; Compact and Normal:
- Compact setting causes only the Menu label to display.
- Normal setting causes both the Menu label and a brief description of its functionality to display.
- When this setting is chosen, the search conducted includes the text that makes up each extended label.
- This field is a Real Time search field. As text is entered in this field, CMPRO begins filtering accordingly, quickly narrowing the search.
Each screen will contain this help icon, giving you quick access to the CMPRO User’s Guide.
- The icon that looks like a stick pin, when selected from a particular window, allows focus primarily on that screen.
- All other screens will stay behind the one with the primary focus until you either unclick the stick pin, or move the focus to another window by clicking its stick pin, instead.
- The remainder are representational icons, such as park, minimize/maximize, and close windows.
One key element you may notice about the screen is that it displays in a windowed format.
- This Desktop interface allows multiple windows and screens to be open simultaneously.
- The Open Window bar at the bottom of the window, just above the footer, will display a separate button identifying each window opened.
- This bar serves as a functional area where you can quickly navigate between the open windows.
- As you can see, we have multiple windows open and the ability to navigate between them is quite smooth.
- Clicking the same option in any of the Navigator’s main items, or any of the Navigator Bar’s items more than once results in a separate item in the Open Window Bar.
Another useful feature of the CMPRO Desktop is the ability to arrange the open windows in a preferred layout.
- The Arrange Windows functionality is located in the Navigator menu.
- Open windows can be arranged to cascade, tile vertically or tile horizontally.
- All of these arrangements can also be quickly set by using the corresponding hot-keys.
- In addition, this menu enables you to minimize, maximize, restore or close all windows with one click.
- If you find you have a preferred layout or one that you use with specific screens, you have the ability to save those layouts.
- Also, CMPRO will remember the last layout of your screen should you be timed-out. This new feature will automatically open the last screen layout.
The Navigator Bar contains a functional item which offers a one-stop-shop, so to speak: The Queue item when clicked, displays the My Work: Queue screen.
- On this screen, you can see items pertaining to your workload, including workflow forms, along with their change forms, if applicable, polls and reviews.
- You will notice that there are a variety of icons used repeatedly throughout the desktop, all designed to provide an accurate graphical representation of their function.
- These icons should be considered as useful tools in the CMPRO interface.
- Hovering your mouse briefly over any icon causes a small box to display near the icon, containing a brief description of its function.
The behavior of having multiple records open in CMPRO is similar in manner to having multiple windows open. With the CMPRO Desktop, you can move seamlessly between open screens within a window.
- We’ll open a few screens to demonstrate.
- Desktop windows that display traditional CMPRO screens include a toolbar with buttons that facilitate navigation between multiple screens within the same window.
- This Toolbar, located just below the Title bar on all traditional CMPRO screens, is designed to help you get around efficiently from screen to screen while you stay within that window.
- It uses navigational aids very similar in fashion to your favorite browser, keeping track of your movements from screen to screen with such familiar functions as the Back and Forward arrows, and History.
- The paths (i.e., the screens viewed) are based on the series of links that you have clicked from within those screens.
- The first button (here) functions as a History link, providing a way to go back to a previously viewed screen, and keep track of the links you have clicked from within the screens you are currently working with.
- Clicking the bottom most item in the list will return you to the initial screen viewed.
- Clicking any other item will return you to its corresponding screen.
- The next three arrow buttons are shortcuts to either the very first screen viewed or one screen backward or one screen forward.
- This (refresh) button replaces the browser command for refreshing screens within CMPRO, such as F5 or COMMAND-R.
Using such browser commands will cause your entire CMPRO session to restart, essentially closing all open windows and screens, bringing you back to square one, in a sense.
- On all other windows on the CMPRO Desktop, such as My Work: Queue, the Refresh button are located on that window’s toolbar to the right of the filter fields, allowing you to refresh the data on your screen.
- This field [URL] allows the direct input of a URL to launch traditional CMPRO screens. The screen will open in the current window.
- For example: You can paste a link from a CMPRO e-mail you may have received, as opposed to clicking the link and launching an entirely new CMPRO Desktop.
- You can also copy the displayed URL if you want for documentation purposes or to send to another user.
- The two buttons to the far right on the toolbar allow you to add this record to your Favorite Items list by simply clicking on this button [ribbon icon]
- And because it is very important to remember to SAVE YOUR CHANGES before moving from one screen to the next, you can quickly and conveniently Save All Changes made on each screen using this button [save icon].
Finally, a quick look at some user settings. We spoke earlier about Window Arrangement feature. Additional settings for your Desktop can be set from the Desktop Options menu.
- Here we can select the color theme for our desktop, and apply settings for a few Desktop functions.
- The display for the Filter Setting on the My Menu screen can be selected here.
- This setting causes the Navigator to open on a mouse hover or mouse click, depending on the selected value.
- This setting allows you to choose how far back in time you’d like your list of items to display on the My Viewed Items screen.
- Anything from one day up to one year is available as your default setting.
Of use to those who may be working with a lower screen resolution is Maximize Mode function.
- This causes all windows to open fully maximized. Maximize Mode is activated as the default setting.
- For those working with larger monitors, this setting can be disabled by unchecking the box here, allowing you to size and position windows to your preference.
- This setting allows you to hide the text-based labels beside each Navigator Bar item, for a cleaner look.
- For information about any of these fields, you can click on the “?” symbol next to the label and an information message will display.
- Clicking on this button resets windows where you have clicked the Do Not Show Me This Again button.
Hopefully, this introduction to the CMPRO Desktop has provided you with the tools needed to get working. For more detail on all aspects of the CMPRO Desktop, use the path shown here…in the User’s Guide Table of Contents, select the CMPRO Desktop book. Inside, you’ll find detailed descriptions on best usage of all its features and functions.
Thank you for watching.