Tabs Manager

The Tabs Manager is a customization tool that allows organizations to select the tabs that are available in each module. The Tabs Manager is often used by the Maintenance Connection Implementation Team to customize tabs on your behalf. In addition, the tool can be used by System Administrators to change the label on a tab, disable or remove a tab that is not used by your organization, or reorder the tab sequence.

Some functionality available in the Tabs Manager is reserved for use by Maintenance Connection staff.

Access the Tabs Manager:

  • Select Tools > System > Tabs Manager from the Main Menu.

    The Tabs Manager displays.

    Folders for each module of the system are displayed on the left side. The available tab groups for the selected module are shown in the upper-right, with the tabs associated with the selected group listed on the bottom-right.

    Each module has a minimum of one system-defined tab group. System-defined groups cannot be modified. To modify the tabs displayed in a module, you must create a clone of the tab group, modify the tabs associated with the clone, and then make the clone the enabled tab group.

    If multiple tab groups exist for a module, only one will be listed as enabled.

  • To test modified tabs, you must log off of the system and then log back in.

  • Before customizing tabs, keep in mind that the online help system will not reflect your changes.

    For example, if you modify a tab label to more closely reflect a business practice, users will continue to see the old label referenced in online help.

ClosedEnable a Tab Group

  1. Select the tab group you want to enable.

  2. Click Edit.

    The Edit Tab Group window opens.

  3. Select Enabled from the Status field.

  4. Click Save.

    The Tabs Manager appears and your selected tab group is enabled.

ClosedClone Tab Groups

Default system tab groups displayed in the Tabs Manager cannot be modified. If you want to modify the tabs for a module, you must first create a clone of a default system tab group.

  1. Select the module whose tabs you want to modify.

    When a module is selected, the right side of the page refreshes with the tabs and tab groups associated with this module.

  2. Click the tab group you want to clone.

  3. Click Clone.

    The Clone Group window opens, prompting you to name the cloned tab group. The Tab Group Name field will already have the suffix associated with this module.

  4. Enter a name for this group in the Tab Group Name field.

    Do not use spaces or other special characters.

    For example, you could enter an abbreviation for your organization to indicate that this is the custom tab group for your company.

  5. If you do not want the cloned group to be active yet, change the value in the Active? field to No.

  6. Click Save.

    The Tabs Manager appears and your new group is displayed in the Tab Group List. If you designated that this group should be active, it will be the only enabled group in the list.

ClosedModify Tab Labels

The Tabs Manager can be used to modify the label of a module tab.

  1. Select the module whose tabs you want to modify.

    When a module is selected, the right side of the page refreshes and the tabs and tab groups associated with this module display.

    Tabs can only be modified for cloned tab groups. If only a default system tab group is displayed, you must first clone the default system tab group.

  2. Click the cloned tab group.

    The list below refreshes to reflect the currently defined tabs for this group.

  3. Select the tab you want to modify.

  4. Click Edit.

    The Edit Tab window opens.

  5. Enter your desired label.

  6. Click Save.

    The Tabs Manager appears.

  7. Click Close.

    The Tabs Manager closes.

ClosedDisable or Remove a Tab

The Tabs Manager can be used to disable or permanently remove a tab.

  1. Select the module whose tabs you want to remove or disable.

    When a module is selected, the right side of the page refreshes and the tabs and tab groups associated with this module display.

    Tabs can only be modified for cloned tab groups. If only a default system tab group is displayed, you must first clone the default system tab group.

  2. Click the cloned tab group.

    The list below refreshes to reflect the currently defined tabs for this group.

  3. Choose between two options:

    • To permanently remove a tab:

      1. Select the tab you want to remove.

      2. Click the Delete button.

        A dialog box opens, asking you to confirm your choice.

      3. Click the OK button.

        The dialog box closes and the system proceeds to delete the tab. Once the system has deleted the record and re-ordered the remaining tabs, the page refreshes. Be patient as this process may take some time.

    • To disable a tab:

      1. Select the tab you want to disable.

      2. Click Edit.

        The Edit Tab window opens.

      3. Click the Disable? check box.

      4. Click Save.

        The Tabs Manager appears with the tabs renumbered. The disabled tab displays at the top of the list with no Order #. The system may take some time to disable the tab and re-order the remaining tabs.

        To re-enable a tab that has been disabled, edit the tab and assign a Tab Sequence. The tab will automatically be re-enabled upon saving and re-sequencing.

  4. Click Close.

    The Tabs Manager closes.

ClosedReorder Tab Sequence

The Tabs Manager can be used to reorder the sequence of displayed tabs.

  1. Select the module whose tabs you want to reorder.

    When a module is selected, the right side of the page refreshes and the tabs and tab groups associated with this module display.

    Tabs can only be modified for cloned tab groups. If only a default system tab group is displayed, you must first clone the default system tab group.

  2. Click the cloned tab group.

    The list below refreshes to reflect the currently defined tabs for this group.

  3. Select the tab you want to reorder.

  4. Click Edit.

    The Edit Tab window opens.

  5. Change the value in the Sequence # field to the sequence number you want for this tab.

  6. Click Save.

    Maintenance Connection attempts to re-order the tab sequence based on your entry. When this process is complete, the Tabs Manager appears with the tabs are renumbered.

    If the tab sequence does not make complete sense, fix any tabs that are out of order.

  7. Click Close.

    The Tabs Manager closes.

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