Texada SRM Main Menu


Sign On Screen -> Main Menu
Menu Navigation
After logging in, the Main Menu as defined for the operator displays on the screen.
The menus are listed as large buttons on the left pane of the Navigation panel and only menus that are visible to this operator are displayed, as determined by the operator security defined in Security Roles.
Click NEXT PAGE button at the bottom of the list of menu buttons, or PREVIOUS PAGE button at the top, to scroll through menus that may not fit on the screen.

Clicking on any menu button focuses on that menu in the menu tree displayed on the right pane of the Navigation panel.
Sub-menus displayed as folders in the tree, may be expanded or reduced by clicking on the + symbol or - symbol beside the closed or open folder.
Specific programs can be accessed by clicking on the menu option in the tree or sub-tree

Example:



TEXADA WEB access
The Switch to Texada Web button can be used to open a new browser window to access the company associated Texada Web software.
This button is only enabled if the Texada Web feature is activated in the Logistics tab of the Software Integration options, and the operator has been given permission to "Texada Web Access" in the Operator Codes configuration.

Quick Launch
Menus and programs can also be accessed by using the Quick Launch field at the bottom of the screen in several ways.

Refresh Men Tree
A refresh icon is provided beside the "Quick Launch" field that can be used to reload the menu tree when additional menu options have been made available to a user, or to refresh the screen if it appears to be frozen.

System-Wide Messages
Server-wide notification messages can be generated to be displayed at operator sign on.
This notification process can be used in SaaS environments to alert operators about upcoming events, such as a server upgrade. It is a one time display and once viewed by an operator it is not re-displayed.
The system message can be flagged as optional or mandatory to view before a successful login and can be set to display for all operators, Windows (MFC) sessions only, or Web (Open Client) sessions only.

Only the Texada operator has the ability to click the SYSTEM-WIDE MESSAGES button at the top of the right panel to access and maintain the messages in the System-Wide Messages window.


Internal Messaging
The top right portion of the main menu screen provides a Messages feature to access an internal message system that does not required any Internet service for mail delivery within SRM.
If your firm uses Texada Web, messages can also be sent through the Internet to the Texada Web Mobile devices to communicate with drivers and mechanics.
For information on the Texada Web processing refer to Logistics.

Click the NEW MESSAGE button to send messages or the READ button to review messages. as outlined in Internal Messaging.

Note: If there is no 'Internal Message ID' defined for the operator in Operators, the Internal Message feature will only be available for Texada Web messaging.


Distributor Information
A custom message can be set to display on the main menu screen below the Internal Message summary.
Up to seven lines of text for this information can be defined in Distributor File.
The default message is displayed if no details are setup in the Distributor File.

Help/Manual Access
In an MFC Client, press <F1> to load the Technical User Guide.
In an Open Client session click the ? at the bottom right corner of the screen to load the Technical User Guide.
This help file is context sensitive so that it opens at the page in the manual corresponding to the program that is currently being displayed on the screen.

The manual Contents is displayed on the left panel of the screen.
Click on the link in the Contents tree to view details on that option.
Links are also provided in the body of the manual text that can immediately access related manual sections.
Index and Search tabs are provided in this panel to help locate pages & contents.

Most menus offer an 'Overview' option providing helpful information about Start-up and general procedures associated with this menu.

For more information about the Help Manual, refer to Technical User Guide.

ACTIONS:
Additional actions provided by buttons on the Main Applications Menu include:


Topic Keyword: MENU03 (5027)
Converted from CHM to HTML with chm2web Pro 2.85 (unicode)