Menus and Menu Items

Maintain Menus and Menu Items - SECF0061

Purpose To configure and maintain the content and appearance of the standard System menus

Subsystem Security

Structure Two Blocks Menu Code
Menu Item

Image

Menu Code

Explanation

The menus which are used to navigate through the System are easily configured for content and appearance. Menus can be tailored to suit the requirements of the institution's business practices and individual roles.
This form controls the content of menus and the order in which menu items are displayed. Menus may contain sub-menus, forms and jobs (including reports).
This block displays existing menus and permits the creation of new menus.

Example

If a new administrative position is created, having overlapping responsibilities in the areas of enrolments and fees, it is easy to create a menu structure specifically for occupants of this new position, containing only those System elements (forms etc.) necessary to perform the new function. This new menu structure would most likely be granted to a new role which in its turn would be granted to occupants of the position.

To create a new menu using the Maintain Menus and Menu Items form:

Enter Insert mode.
In a blank record, enter the name of the new menu in the Menu Code field.
Enter a meaningful description of the menu in the Title field.
Save. At this point the menu contains no items. See Menu Item (below) for further instructions

To delete a menu using the Maintain Menus and Menu Items form:

Select the menu to be deleted.
Delete Record.
Save.
Rules:

A menu cannot be deleted until all associated sub-menus, forms etc. are deleted.

Menu Item

Explanation

A menu item is a selectable sub-menu, form or job displayed on a menu. This block allows menu items to be recorded against a menu, enabling their display in that menu.

Example

To add a menu item to a menu using the Maintain Menus and Menu Items form:

Select the menu to which items are to be added in the Menu Code block.
Navigate to the Menu Item block.
In a blank record, enter a number signifying the position within the sequence of menu items that you wish to display the item. (Tip: Use only even numbers initially, this will leave spaces for the addition of items without having to renumber existing items)
Select either a sub menu, form code or job code from the list of values (or enter a valid value) in the respective fields.
Save.
Rules:

Only one of Sub Menu Code, Form or Job fields can contain data for each record.
Only forms specified as Entry Point forms in the Maintain System Forms and Zooms form (SECF0060) can be added to menus
A menu item should only appear once on any particular menu
A menu cannot be a sub-menu of itself

To remove a menu item from a menu using the Maintain Menus and Menu Items form:

Select the menu item to be removed.
Delete Record.
Save.

Purpose	To configure and maintain the content and appearance of the standard System menus
Subsystem	Security
Structure	Two Blocks	Menu Code Menu Item
Image

To create a new menu using the Maintain Menus and Menu Items form:
Enter Insert mode. In a blank record, enter the name of the new menu in the Menu Code field. Enter a meaningful description of the menu in the Title field. Save. At this point the menu contains no items. See Menu Item (below) for further instructions
To delete a menu using the Maintain Menus and Menu Items form:
Select the menu to be deleted. Delete Record. Save.	Rules: A menu cannot be deleted until all associated sub-menus, forms etc. are deleted.

To add a menu item to a menu using the Maintain Menus and Menu Items form:
Select the menu to which items are to be added in the Menu Code block. Navigate to the Menu Item block. In a blank record, enter a number signifying the position within the sequence of menu items that you wish to display the item. (Tip: Use only even numbers initially, this will leave spaces for the addition of items without having to renumber existing items) Select either a sub menu, form code or job code from the list of values (or enter a valid value) in the respective fields. Save.	Rules: Only one of Sub Menu Code, Form or Job fields can contain data for each record. Only forms specified as Entry Point forms in the Maintain System Forms and Zooms form (SECF0060) can be added to menus A menu item should only appear once on any particular menu A menu cannot be a sub-menu of itself
To remove a menu item from a menu using the Maintain Menus and Menu Items form:
Select the menu item to be removed. Delete Record. Save.