The User Interface (UI)

When viewing Axiell Go on a small screen (a smart phone for instance) the main difference with a larger screen is how various options are accessed. As we see in the screenshot above, Workspaces (2), Tasks (4) and Account details (5) are always visible on a large screen. On smaller screens, these options are accessed via the Menu icon:

The Dashboard is the default workspace when you log in to Axiell Go. Here you will find statistics about the day's sessions (user logins) and about records (added, edited, deleted), as well as Release Notes and news about Upcoming releases.

A session commences when a user logs in to Axiell Go, and ends when they log out. The Dashboard displays the number of sessions throughout the current day on a graph:

Session statistics include:

• Active: the number of active sessions (this number will change as users log in / out of Axiell Go).
• Avg P/H: the average number of sessions per hour.
• Total: the total number of sessions for the day.

Record statistics are for all users and can be viewed for the month or current week. Statistics include the number of records:

• Added
• Edited
• Deleted

If you close the Dashboard and wish to reopen it:

• If the Workspaces bar is visible (2 on the screenshot above), select the + in the Workspaces bar

  -OR-

• (On smaller devices) select the Menu icon and then select New workspace.

Note: It is only possible to close the Dashboard when another workspace is open.

When logging in to Axiell Go, the first workspace presented is the Dashboard. When you start a search by selecting , or commence a task (to create a new Parties record, for instance), a workspace is added to the Workspaces bar:

On small screens, open workspaces are accessed via the Menu icon :

You can keep workspaces open, switching back and forth between them, or close them by selecting:

• in a workspace tab on a large screen:

  

  -OR-

• beside a workspace label on a small screen.

Tips

• It is only possible to close the Dashboard when another workspace / tab has been added. Click the + in the Workspaces bar to open a new Dashboard workspace.
• If you navigate away from the workspaces (by clicking the Task icon for instance), selecting the Home button (available on large screens) displays the workspaces.

Select the Search icon to search your records. A Search workspace with a basic search form is added to the Workspaces bar:

With the Search workspace you can search across all modules and records that you are authorized to access.

Details about running a search are available here.

The primary purpose of Tasks is creation of new records:

• On a large device (desktop or tablet), select the Tasks icon (4 in the image above).
• On smaller devices, such as smart phones, Tasks are accessed via the Menu icon:

  

A list of tasks is presented:

• The list can be filtered by keying letters into the Filter tasks field.
• Select a task name to begin creating a new record:

  

An Insert Workspace is added to the Workspaces bar. Working in the Insert Workspace is the same as working in the Edit Workspace:

1. Select a Record Section in the Record Sections pane.
2. Expand each Field Group and add details to the fields:

   

Details about working with each type of field can be found here.

Details about using tasks to add a record are available here.

Here you will find an option to Logout of Axiell Go.

If left unattended, your session will timeout eventually. However, to avoid unauthorized access to your collections data, be sure to log out of Axiell Go when your work is done.

Without closing the current Search workspace, select to add another Search workspace and begin a new search.

Tip: Flip back and forth between workspaces to compare search results and record details.

Select to return to the search form in the current workspace:

Note:

• The search term(s) and module selected for the previous search remain. Change these as required to perform a different search.
• Select Show results to redisplay the results of the previous search.

  While you could select Search to re-run the search, selecting Show results has the following advantages:

  • Any changes you made to the previous search results - sorting and selecting records - will be retained when you redisplay the results of the search.
  • It can be quicker than re-running the search as the results are cached.

1. Select and hold the column icon .

   The cursor will change to indicate that the column can be resized:

   

2. Drag left or right to increase or decrease the width of the column, and release.

Select (click / press) a column header to sort records (lowest to highest; A to Z). Select again to reverse the order.

Any column can be used to sort records, but records can only be sorted on one column at a time.

Whenever records are sorted on a column, an arrow head displays beside the column name. The direction of the arrow indicates whether records are sorted in ascending or descending order. In this example records are sorted by IRN in ascending order (from lowest to highest, e.g. 1 to 100):

Search results are presented in a table (Grid View) by default (as shown above), or as a List View (showing Summary Data):

Options are enabled when Grid View is selected:

Grid settings allow you to modify the order of columns and determine which columns display:

• Column Order: change the order of columns in Grid View:
  • Drag and drop to reorder: select the hamburger icon in a row and drag; release.

    -OR-

  • Select the appropriate arrow head to move a column up or down the order:

    

• Show / Hide

  Select a row to show / hide a column (the tick toggles on to show and off to hide a column):

  

Select (click / tap) a record in the list of search results to view full record details:

• Large screens (the Workspaces bar is visible): a panel displays to the right of the search results with the record's details.
• Smaller devices: the Search results screen is replaced by the Details View.

The management of a collection can involve a vast amount of information about collection objects / items, people and organizations, events, administration and more. This information is stored in modules that are specific to the type of information: for instance, a Parties module holds records about people and organizations involved in some way with your collection.

Within a record, information is organized in logical groupings called Record Sections. In a Parties record there is a Record Section for recording a person's name (Person), another for address details (Address), another for details about a person's roles (Roles), and another for recording biographical details (Biography), and so on. In the screenshot below, the Record Section displaying is Person. In each Record Section, related fields are grouped under a heading. On the Person Record Section we see six Field Groups:

• Party Type
• Person Details
• Gender
• Language
• Derived Names
• Source of Information

Select to expand a Field Group and show its fields and data. In the example above, the Party Type Field Group has been expanded to reveal its field and data, which can now be edited.

Select again to collapse and hide the Field Group.

The Record Sections pane is hidden by default:

1. Select to display available Record Sections.

2. Select a Record Section in the list (Address in the example below) to display its Field Groups.

3. On a large screen you can choose to keep the Record Sections pane open; on a small screen you will need to close it in order to see the Field Groups:

   

When viewing or editing records in some modules, the Record Sections pane will include a Record view drop list:

A Record View is a view of a record tailored to a particular purpose (or group of users). Typically, tailoring involves simplifying the information presented to a user by reducing the number of Record Sections and fields displayed.

By default, when viewing or editing a record's details, all Record Sections and fields that you are authorized to access are displayed. Depending on the module, there might be twenty or more Record Sections and many hundreds of fields. For many everyday tasks you do not need to see every field, only a subset, and a Record View can be configured to present only those fields required to perform the task.

If we are only interested in viewing or editing condition check details, a Condition Check Record View can be made available from the Record Views drop list:

Selecting this Record View will reduce the details presented to only those relevant for condition checks:

Note: At the moment, Record Views are configured by Axiell Developers. Please contact Axiell Support to discuss the creation of different Record Views. A facility will be provided in a future release to enable user configuration of Record Views.

When you edit a record, and BEFORE you save the record, you will find an option to Revert Changes from the Options menu (beside the Save button):

Select this option to return the record to the state it was in before you made any changes to it.

Maximize screen real estate when editing fields by selecting to hide the Record Sections pane.

Alternatively, select the above the list of Record Sections.

The icon changes to . Select it again to display the Record Sections pane.