Introducing the CoreView New User Experience

Modified on Tue, 23 Aug 2022 at 06:53 AM


CoreView is excited to release a brand new user interface. This project has been in the works for over a year. It includes a technology shift from Angular JS to Angular 11, a design refresh, and numerous functional enhancements and optimizations.  The new experience has faster load times, streamlined navigation, and increased consistency across the application.  


Goals  

Our goal for the new user experience was to ensure end users had an optimal experience in trying to do their jobs. We focused on three main things.   

  • Simplicity  
  • Velocity 
  • Discoverability 


Simplicity is important because we know people are often “thrown in the deep end” with new tools, so we need to make sure users can understand the system without training.  


Velocity is focused on making sure users can accomplish their tasks quickly and efficiently, in a minimum number of pages with a minimum number of clicks. We also wanted the whole application to be quicker and more responsive than ever, so we improved the overall performance of page loads, table loads, and management actions executions. 


Discoverability ensures that users can uncover the power of the CoreView application, taking advantage of some of the more advanced features of the application as they get more familiar with the system.  


How to enable for users 

The toggle to switch to the new UX is only visible to tenant administrators by default.  However, you can enable this for any CoreView operator. To do so, there is a new permission you can assign. From the new UX, do the following: 


  1. In the left navigation, go to Settings 
  2. Click Permissions 
  3. Create new permission or edit an existing permission 
  4. Click on the New user experience tab 
  5. Flag the New user experience checkbox 


Where you might need to adjust your permissions 

Most permissions in the new UX are the same as in the previous UX. However, some areas of the product have been redesigned, altering some existing reports and adding new ones. Those areas are highlighted below. You may wish to review that functionality and adjust your Permissions.  


To review existing Permissions and make sure they match what operators, do the following: 


  1. In the left navigation, go to Settings 
  2. Click Permissions 
  3. Select an existing permission 
  4. Navigate to the Menu tab 
  5. The items that require your review in this tab are:  
  • Dashboards  
  • Report > Licenses 
  • Report > Teams Voice
  • User cards 
  • Playbooks 
  • Actions 


Improvements 


Below are some of the enhancements of the new user experience: 


  • New look and feel - CoreView has introduced a new look and feel with new colors, new fonts, greater contrast, consistent screen layouts, and more white space.  
  • Unified Navigation - The new unified navigation panel pulls together navigation that was previously spread across the application. It has been simplified in a single location with easy ability to drill up and down through the navigation hierarchy 
    • Breadcrumbs show you relative position in the hierarchy of the product making it easier for users to form a mental model of the application design. 
    • Recent and most used search. Search is the most common way people use to navigate the application and search results not only return users and groups, but also return screens and management actions. Search is also personalized displaying both recent search as well as commonly used search terms.  
    • Simplified home page. The home page has been stripped down to focus on helping users get to where they need to go by providing links to the most common pages within the application. In the upcoming months, expect role-based dashboards to further personalize the experience and focus on end user efficiency.  
  • Improved Reports – CoreView uses modern web components to deliver reports that feel as powerful as desktop applications 
    • Sticky Headers – As you scroll through long lists of data, your headers will now persist on the page, ensuring you never lose track of which column is which.  
    • Drag and Drop columns – Easily rearrange columns by simply dragging and dropping in the order you want  
    • Responsive Management Actions – The Management actions available update dynamically based on the items selected in the table 
    • Favorites – Favorites has been made more prominent, making it easier to return to your custom or most accessed reports.  
    • Custom Reports – Easily save your report configurations for future reports 
    • Improved scheduling – Schedule reports and make them available for others to subscribe or review reports that others have scheduled and opt to receive those reports as well.   
    • Pivot – Reports can easily be displayed in Pivot format, and Pivot tables can be saved as custom reports and scheduled like standard reports.  
  • Management Actions 
    • Consistent layout for all management actions - All management actions now share the same layout with an improved target selection and a new ‘Review and complete’ section to summarize changes and check one last time before submitting the action. 
    • Logical sort order - Management actions are now hosted in a table, that can be easily sorted and filtered. 
    • Filters to sort by use case – In addition to selecting management actions by M365 objects (users, teams, groups, etc.), it is now possible to filter management actions based on the action’s use case (i.e., Onboarding, make a change, bulk actions, etc.). 
    • Pin actions - Your favorite actions can now be pinned. Doing so, not only moves them to the top of the Management actions list, but also highlights them in the Manage panel in reports, user cards and group cards. 
    • Workflows integrated - All your workflow can now be run from the Management actions list page. This way it is no longer required to navigate back and forth between management actions and workflows to manage activity. 
    • Smarter contextual management actions – Within each report and from the user card and group card, there is a management action panel that intelligently displays the available actions based on the items selected in the list. For example, if multiple rows on a report are selected, only management actions that can be performed in bulk will display. 
    • Execution and completion notifications - When running a management action, a popup notification appears on the top right to confirm the execution started. When the action is completed, another notification pops up to alert you with the action’s outcome.  
  • Resource Center – The resource center embeds help directly within the CoreView application, making it easier than ever to get the help you need in using CoreView. This includes: 
    • Walkthroughs 
    • Support Chat 
    • Product Announcements 
    • Feedback 
    • Community 
    • Training Videos 


Major New Functionality 


The new user experience also includes many new enhancements that customers can take advantage of immediately.  


  • Playbooks (coming soon) 
    • CoreView Playbooks take many of the capabilities of CoreSuite – reporting, workflow, KPIs, but assemble them into a pre-defined, out-of-the-box solution that detects problems in your M365 environment and then provides automated remediation. Playbooks replace and enhance the previous KPI and Custom Dashboard capabilities. Your existing KPIs will be migrated to Custom Playbooks.     
  • License centers  
    • License reports have been completely reshaped in the new user experience in their appearance and their functionality. The biggest change is the introduction of a License Centers -- pages that bring together multiple views and use cases.  
    • The License pools center is the go-to report to review and manage your license pools, monitor cost allocations, and examine historical snapshots.  
    • The ‘License subscription center’ is the home to report on and manage your Microsoft subscriptions.  
    • The ‘Microsoft 365 Apps center’ gathers reports on MS365 installations, apps usage and user activity 
    • The ‘License optimization center’ is where you’ll head to identify license saving opportunities. 
  • Teams Voice – Direct Routing Support (coming soon)  
    • CoreView allows you to import ‘Direct routing’ numbers into your CoreView tenant. This provides the ability to report on both assigned and unassigned numbers, the ability to distribute direct routing numbers to virtual tenants to allow sub-administrators to have responsibility for number assignments. It also includes improvement management actions to be able to assign or remove numbers as employees onboard and offboard.   


UserVoice ideas 


We also took the opportunity to address some of the most voted ideas on UserVoice, including: 



Still to come 


We’re most of the way home in the new UX, but there are still a few features in development that will be released in the upcoming months. You can expect to see the following coming soon:  


  • New personalized home pages 
  • Audit reports 
  • Create/edit workflows 


Significant Dates  


Here are some of the notable dates for the new user experience 


  • New UX toggle available for all Tenant Admins - Aug 23rd  
  • End of life for legacy UX - January 1.  

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article