1 A simplified view onto the documents and data stored on Business Collaborator

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1 HTML5 Interface User Guide 15 December 2015 Version 1.0 BC This user guide is for the HTML5 interface in BC Introduction The HTML5 interface is Business Collaborator s next generation user experience that is designed to deliver three key benefits: 1 A simplified view onto the documents and data stored on Business Collaborator 2 A responsive interface that works on desktops, laptops, tablets and phones 3 A configurable interface that can present information in new ways to users 1.1 Focus With BC 6.4 we are delivering version 1.0 of the HTML5 interface that is focussed on enabling: Browsing and searching for information Uploading and tagging documents Tracking and responding to workflow Providing an improved experience when using tablets At present there is no support for the creation of workflow, project administration, user administration, schema administration or system administration in the HTML5 interface. For users who need access to this functionality an Open in Full Interface option is available from the user menu. 2 The basics A view of documents and their metadata in a project can be seen below in the HTML5 interface:

2 There are many similarities between the HTML5 interface and Graphite interface so much of your knowledge should transfer across nicely. This document will focus on the key elements and the major differences. 2.1 How to get to the HTML5 interface? If you are using a mobile device (e.g. a smartphone or a tablet) you will automatically be taken to the HTML5 interface. If you are using a laptop of desktop you can manually switch to the HTML5 interface from Settings Edit Preferences action in the top bar. You will be able to choose HTML5 from the User Interface drop down. 2.2 Key interface elements Top bar Clicking on the logo in the top left will take you back to your home. The search form allows you to search: Current location (supports whole word matching and KLANG across all metadata fields) 15 December 2015 Version 1.0 BC

3 Whole system (supports whole word matching and KLANG across all metadata fields) Projects (supports partial matching) The user menu allows you to: View your details Edit your details Edit your preferences Change password Open in Full interface Log Out Dashboards To open the Dashboard or the Project Dashboard, click on the text or the down chevron - v - and they will slide into view. In your home you will see the system dashboard which shows: 15 December 2015 Version 1.0 BC

4 Your tasks across the system Your recent projects Your recent documents In a project you will see the project dashboard which shows: Your tasks across the project Your recent project documents A project information panel Location bar Shows you the path to your current location. Use this to navigate back towards your home Toolbar The toolbar groups together the following actions that apply to your current view or selected items. Add add documents, discussions, folders, etc. to the current location Actions a combination of actions for the current location (More Info, Edit Metadata, Paste, etc.) and actions for currently selected items (Edit Type, Edit Metadata, Cut, Copy, Delete) Refresh updates your current view to include the most recently added items Navigate up navigate into the parent container Navigation access to the waste bin (deleted items) and bag (cut or copied items) Cut, Copy, Paste, Download and Delete quick access to these common actions 15 December 2015 Version 1.0 BC

5 Drop files here drag and drop documents onto this element to upload many documents at once Listing headings Sort by column headings to see information in the order you need it Filter bar The filter menu contains the following actions: Apply filters Show all Clear values In a collection you also see: Show Documents/Issues toggle Show all versions/latest versions/current versions Use the filter bar to find documents and information when there are many hundreds or thousands of items in the current location New and updated If the Events column is showing in the container you may see New and Updated labels. New an item has been newly created e.g. a new document or a new document revision in a collection Updated an item has been updated e.g. a document has had its metadata edited or a new document revision in a folder These labels only show if the event occurred in the last 7 days December 2015 Version 1.0 BC

6 2.2.8 Item menu Each item has its own menu that allows you to, amongst other things: More Info Edit Type Edit Metadata Revise View with BIM Viewer The actions available will depend upon the object and your permissions Pagination bar Navigate between pages of data and documents Document modal Clicking on a document opens the document modal, which presents: The file size and last modified (date) Secure link with link shortcut Public link (if available) with link shortcut 15 December 2015 Version 1.0 BC

7 Download action proceed to download the file Info action quick access to the more information page 2.3 Adding documents To add documents, drag and drop your files onto the Drop Files Here area in the toolbar: Once the upload has completed you should see a success dialog: Once uploaded you should be prompted to edit the type of each document (in BC this is controlled by the Processes setting which is configured for the area you are in by the administrators and managers): Once the types have been chosen, click on Save Types and Edit Metadata to set the metadata of the documents you have just uploaded: 15 December 2015 Version 1.0 BC

8 If all values for a field should be the same, set the top one and click the Copy Down (black down arrow) to copy that value into all documents. Once completed, click Save to apply the metadata to the documents. 2.4 Responding to workflow (issues) You are also able to immediately respond to tasks against documents from a listing: Or you can locate an issue and respond from its view by clicking on the Respond button: 15 December 2015 Version 1.0 BC

9 You can also respond to workflow directly from your client by clicking on the Respond button if you have received a workflow notification. The Actions menu enables you to carry out some (depending upon your permissions and issue configuration on the current project) of the following actions: Add Discussion Cancel Issue Complete Issue Find Current Documents Find Issued Documents Remind Users Respond to Issue December 2015 Version 1.0 BC

10 From the respond to issue page you are then able to make your response: You can save all responses as a draft at any time by clicking on Save All as Draft. To submit your responses, ensure you check the Select box for the response and click Submit Selected December 2015 Version 1.0 BC

11 You can expand the Details and Responses sections to see more information about the issue and the responses that have already been made. Here is an example of an expanded details section: Note that the HTML5 interface presents a view which is focussed on the person who has to make a response. This is a subset of the information shown in the Full BC interface. (You can view the current issue in the Full interface by clicking on Open in Full Interface from the user menu.) 2.5 Video A video tutorial for the HTML5 interface is available here: 3 Top tips 1 Quickly get to a location you have recently worked in by clicking on the arrow to the right of a document in the Dashboard My Recent Documents panel. 2 Need to do something only supported in the Full Graphite interface? Quickly switch to that interface from the user menu and choose Open in Full interface. 3 Selecting many documents at once and clicking Download (in the toolbar) will get you a ZIP file of the selected documents. 4 Migrating from Graphite The following tips should help people switching from Graphite: 1 The menu bar and fast track bar have been merged into a single, all powerful toolbar December 2015 Version 1.0 BC

12 2 The View/Change and Selected menus have been merged into a single Actions menu in the toolbar. 3 The Object menu (on a document, folder, project, etc.) has moved from between the object icon and object name to the left of the object icon. 4 Key actions from the Filter tab in a collection are now found in the Filter spilt menu for a listing. 5 Searching for a project has moved from the My Projects panel in the sidebar to the Search split menu in the top bar. 6 Clicking on a document doesn t immediately open it, instead you get a popup that lets you understand how large the file is before you download it. (You are still able to right click the document and save/download the file directly to your computer.) 7 You are not able to select items across many pages of listings in the HTML5 interface, although you are still able to select up to 25 items from a single page. 5 Configuration options The HTML5 interface supports a wide array of configuration options. Here are some of them in action: A full configuration guide can be found here: December 2015 Version 1.0 BC