5.A Basics of the User Interface

Modified on Mon, 18 Apr 2022 at 02:33 PM

I.  Overview

The CoreView user interface (UI) is divided into several key areas, identified below, and will adapt to the device you have accessed CoreView.  To ensure consistency with Office 365, CoreView follows Microsoft's UI standard known as "Fabric."  This is intended to make the transition easier for individuals moving from the Office 365 administration portal to CoreView.


Our UI can adjust itself dynamically based on the device in use, be it a desktop computer or workstation, a laptop, an Apple or Android tablet, a Chromebook, or even your smartphone. Our interface will adjust itself without losing any functionality.  If you'd like to see how this works, grab the edge of your browser applications window and begin to drag the window's size down.  You'll see how the UI adapts various display sizes as you do this.  It's pretty cool.


When you log into CoreView, you will be presented with the Start Page's landing page.  The default is Dashboards > Dashboard.  TenantAdmins have the ability to select an entirely different Start Page for an Operator based on the Permissions assigned to that Operator.  For example, if you had someone in your organization who was a Skype Administrator, you could set their Start Page to be the Skype Dashboard. 


The entries in the following list are indexed against the image below using the corresponding letter.

  1. Menubar - The menubar presents the Functional Tabs and the CoreView Tenant name, Global Filter, Enable Managed Actions status, the Customer Feedback button, Tasks and Alerts button, and the Management Menu.
  2. Functional Tabs - These tabs provide you with access to the various capabilities of CoreView.  Your access to any  Functional Tabs will depend on the CoreView subscription level you have purchased.
  3. Left Navigation Panel - The selections and options displayed in this area will vary based on what Functional Tab you have selected.  The CoreView UI includes the use of icons that are relevant to the Topic or Sub-topic.
  4. Type a User - This area on the Navigation Panel will be present across any Functional Tab you have selected.  It allows you to find users quickly and to display their User Card.
  5. Navigation Topic and Sub-topics - Items listed in this navigation area are divided into Topics and sub-topics.  Topics are characterized by a title displayed in all capital letters, whereas sub-topics are displayed in normal Title Case.  
  6. Main Display - This is your main work area, and the contents displayed will vary depending on your location in CoreView.
  7. Product Menu - Also called the Management Menu, it's located to the farthest right of the toolbar is a circular button that will appear as an avatar (if you have one assigned to your account) or a colored circle with your initials.  Clicking on this will cause the Management Menu to display.  For TenantAdmins, this gives you access to capabilities to configure your tenant, manage Operators, Virtual Tenants, License Pools, etc.  You will have a much more limited view for Operators, with access only to areas relevant to you as an individual Operator.

 

II.  Common UI Action Objects

Please refer to the table below for a brief overview of the most commonly-encountered UI objects you may use to perform some type of action.  Whether or not any of these UI objects are available will depend on the permissions you have been granted as an Operator.


Actions Dropdown Menu - The Actions Menu is part of our reporting environment.  From this menu, you can Export, Save, or Schedule a report and other features.
Columns Dropdown Menu - You easily add or remove a report's columns using the Columns Menu.  You can quickly locate a Column using the search filter and drag and drop to reorder columns.
Views Dropdown Menu - The Views Menu allows you to see what reports have been created, saved, or shared from that baseline report.  You will only see Views to which you have permissions.
Manage Dropdown Menu - The Manage menu is found only on select reports and the User Card.  The Manage Menu is only visible when Management has been enabled.
Report Filters - The Report Filter allows you to create simple or complex rules to manage the data presented on a report.  Please see Column Filters for additional information on filtering options.
Columns Filters - Column Filters control what data is presented in the report table, based on the criteria you have provided.  Click here for Tips & Tricks on Column Filtering [Requires Login].
Report Title with Favorites Icon - You'll find the report title in the upper left of a report page.  By clicking on the star, you can favorite/unfavorite a report.  The circled "i" displays more information.   
Report Page Navigation - Whenever a report contains more data than what you have selected as the Report Row Display Limit, you will see a numeric pagination array listed.
Report Row Display Limit - You can control the number of rows to display in a report by clicking on any of the four optional display limits.  
Expand or More Icon - The "greater than" icon is used in several locations in CoreView to denote that the selection can be expanded to reveal additional related information.
Information Tabs - In select locations, information is divided into logical sections using a tab metaphor.  These tabs will appear as in the example to the right.  Blue denotes the active tab.
Confirm or Cancel Buttons - Whenever you perform any action requiring you to confirm your intent, you will be presented with the Confirm or Cancel buttons, as in the image to the right.
Edit and Accept Buttons - Some CoreView reports are action-enabled, meaning you can perform in-place edits.  Edit mode is activated by the edit icon and accepted with the check icon.
Bulk Actions Navigation Buttons - Whenever you perform a Management Action that can be applied to multiple users, you will be presented with these navigation buttons. 
License SKU Display during License Management - When performing any License Management action, you will be presented with a list of available Licenses.  The number to the left of the SKU name denotes the number of available licenses.
Identifying Cloud-only Accounts - To help Operators more easily differentiate between Management Actions that can only be executed against cloud-only accounts, CoreView includes a small cloud icon to the right of the Management Action title, as in the example to the right.


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Published: 02/27/2019

Updated: 08/25/2020

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