Introduction
  • 07 Sep 2022
  • PDF

Introduction

  • PDF

Thank you for utilizing the new Administration menu within Aspire! The user interface has undergone tremendous upgrades and enhancements to improve the user experience of Aspire's system administrators. With this being said, most of the same functionality and controls have been preserved. System Administrators will need to be aware of the changes and additions that are described below:

  • All of the user interface screens have been updated.
  • Some sections and sub-sections have been intuitively renamed.
  • New sections have been added.
  • Some sections have been moved or removed.

This training guide will be a helpful quick resource that you can readily refer to as you familiarize yourself with the new look and feel of the new Administration menu. Please consider the following:

  • To quickly navigate to a specific sub-section, click on the hyperlink within the section that you are navigating to in the What's New and Moved matrix.
  • For a quick general understanding of significant changes please review the information listed under the following:
    • New and Moved Sections
    • What's New?
    • Additional Sections
    • Where is?...
    • Element Changes

Below are images displaying the old(left) and new (right) Administration menus. The new menu is a navigational bar displaying sections at the top of the screen and sub-sections appear just below them.

image.png

New and Moved Sections

The matrix below captures the following changes:

  • New Sections: There are three new Administration sections - User Management, Notification, and Favorites.
  • Renamed Sections: CRM was renamed to Site Audit.
  • Removed Sections: The Purchasing and Scheduling sections have been removed. The functions associated with both sections have been moved to modules in the Main Menu of Aspire. For more information, view the Where to Find Subsections Belonging to Moved Section portion of this guide.
  • Relocated sub-sections: API, Required Fields, Web Report Designer, Manage Forms, Manage Users, Manage User Roles, Manage Devices, Manage Budgets, Manage Inventory Locations, Manage and Manage Routes have all been relocated. Manage Routes and Inventory locations have been moved to modules within the Main Menu of Aspire.
Application
Equipment
Estimating
Notifications
Organizations
Site Audit (CRM) 
User Management
Configuration (Application Configuration)
Favorites
Notification Settings 
Favorites 
Sizes
Manage Notifications






Opportunity Templates

















Lists







Workflows





Sub-section Name 

New Administration or Main Menu Location

Previous Administration Location

API

Application

Evolution Administration

Required Fields,

Application

Evolution Administration

Web Report Designer

Application

Evolution Administration

Manage Forms

Application 

Scheduling 

Manage Users

User Management

Application

Manage User Roles

User Management

Application

Manage Devices

User Management

Application

Manage Budgets

Application

Estimating

Manage Forms

Application

Scheduling 

Manage Routes

Scheduling Module

Scheduling

Manage Inventory Locations

Purchasing Module 

Purchasing


What’s New?... 

Within this table, is a summary of the major Administration menu upgrades.

New SectionsDescription
image.pngThe Administration menu is displayed as a horizontal navigation bar instead of a display of icons to symbolize each section. Sections and sub-sections appear in alphabetical order from the left to the right of your screen. With the exception of the Configuration section, which is fixed to the right side of your screen.
image.pngThere is now a new Favorite section. As a system administrator, you can bookmark up to 10 sub-sections from sections within the Administration menu by clicking on the Star icon that will appear in the right corner of your screen next to the Configuration section. Any sub-section that is favorited will appear in the Favorites section in chronological order. A yellow star indicates that the sub-section is favorited, and a clear star indicates that it is not favorited. Only sub-sections that appear in the navigation bar of the Administration menu can be favorited. To un-favorite, a sub-section, click on the star icon again and it will be removed from your favorites list in the Favorite section. When navigating to the Administration menu, the Favorite section appears first by default.
image.pngThe Application Configuration menu has been renamed to Configuration
image.pngThe CRM section has been renamed to the Site Audit section.
image.pngThe Evolution Administration menu was removed. The Application sections that previously existed within this menu have been moved to the Application section of the Administration menu and Notifications is now a new section within the Administration menu.
image.pngUsers, User Roles, and Devices are listed under a new section called User Management.
image.pngThe Purchasing and Scheduling admin sections have been removed.

Where to Find Sub-sections Belonging to Removed sections

Both the Purchasing and Scheduling sections have been removed. Inventory Locations that once belonged under the Purchasing section is now in the Inventory section of the Purchasing module. The Forms section that once belonged under Purchasing, can now be found under the Application section of the Administration menu. The Managing Routes portion of Scheduling can directly be accessed by going to the More menu in the Scheduling module.

Where is ? ...Navigate to...Screen 
image.pngimage.png

Go to the Inventory tab of the Purchasing module. 
image.pngimage.png
Select Manage Routes from the More menu of the Scheduling Module.
image.pngimage.png


Select the Custom Forms sub-section under the Application section of the Administration menu. 

Element Changes

Below is a table juxtaposing the look of old elements with the ones that have an updated appearance. 

Function NameDescriptionOld AppearanceNew Appearance
Activate or EnableUse this toggle button to activate and deactivate or enable and disable functions and items from the details screen.image.pngimage.png
Active or Inactive statusMark the status of an item(s) as active or inactive from the search list screenimage.pngimage.png
Advanced SearchCurate and manage information to display using advanced search functions (filter, display, sort, and group).image.pngimage.png
Confirmation Dialog Box

image.png
More MenuReveal the current options to Save As, My Default, Reset Advanced Search, Print Screen, and Export to Excel. You will also see the additional options to Delete List, Export to Excel(Current View), and Export to Excel (All Fields).image.pngimage.png
NewAdd a new subject from the search list or details screen.image.pngimage.png
SaveRetain changes made on the search list and detail screens.image.pngimage.png
SearchConduct a quick search on a search list screen.image.pngimage.png