VidiEdge Navigator – User Guide

• Click and Right-Click sometimes have different operations at field level.
• Hover Help text is displayed when the cursor is hovered over field cells and buttons.

2.1 Settings Button

2.2 Fields and Sliders

• Journal – Select preferred Journal font
• Journal Paper – Select preferred Journal Paper colour
• Use Vigent Slider (Reserved for future implementation)
• Use Metrics – Enables / disables the use of Metrics in the system.

Existing metrics are not lost, but Metrics menus, functions and displays are hidden when disabled.

• Country – Select your country of current residence
• App Lock – Locks the whole App requiring a 4-digit PIN to access it.
• Use Events – Enables / disables Use and display of Scheduled Events as below.

Existing Events are not lost, but menus and display of Events data are hidden when disabled.

• System Events – Enables / Disables Display of System events, e.g. Calendar Holidays
• User Events – Enables / Disables Display of User created scheduled events

2.3 Add Project Button

• Click Opens Add/Edit Project Form (Cancel Returns)

Add/Edit Project form

• Name – (Freeform)
• Description – (Freeform)
• Category – select from available categories.

If none yet set up this can be assigned later when categories are created.

• Status – Assign from Menu (Default = Active)
• Priority – Assign from Menu (Default – Medium)
• Start Date – Select Date (Optional)
• End Date – Select Date (Optional)
• Add Colour – Select Journal Strip Colour (Optional)
• Use Metrics Slider – Enables/Disables display and entry of Metrics.

When toggled On Metrics can be added and displayed.

• Add Metrics – If Slider is On click to Add/Edit Metrics. Add Metrics form 2.3.1.a is displayed.
• If Metrics slider is left Off, Hit Save Changes to Add Project. Project is created and displayed on Month Time-line View.

2.3.1.a Add / Edit Metrics Form

• Hit + to Add / Edit each new metric
• Add Metrics Name, Select Type and Frequency.
• When all Metrics Set Up hit Done to save Metrics and return to Project form.
• Hit Save Changes to Create Project. Project Created and displayed on Month View Time Line.
• Hit X to Exit / Return

Click Opens Manage Categories Form.

3.1 Manage Categories Form

• Add Category – Enter New Category Name/s… Hit + for each new Category. New Categories appear in List.
• Edit Categories – Mouse over categories list to Edit or Delete.
• Select X to Exit.

4.1 Layout

• Row 1 – WeekDay Headers
• Row 2 – Project Header and Month Day Numbers
• Row 3 – Scheduled Events Bar. Click to Show / Hide (Does not show if "Use Events" Slider in Settings is Off)
• Row 4 onwards – Project Name, Status and time-line date cells for current month

Rows displayed is determined by Category/ies and Status selected.

Month View – Operation (Hover over fields for Hover Help)

• Project Name – Click to Edit Name, Right-Click to change Category
• Status – Right-Click to Change Status between Active, Inactive, Archive.

Projects displayed determined by Status Group Button Selected.

• Date Cells – Add / Action Code
• Click on a Date Cell to enter Code of your choice
• Enter single alpha-character reminder of intended Action (e.g. A = Action, F = Follow Up, M = Meeting)
• Action Code – Creates a link to the Project Journal for that date
• Right-Click on the Cell or the small grey Box in the Cell to open Journal at that date
• Click on the alpha-character to Edit it.

5.1 Journal Page Layout

• Journal Header – Journal Name, Journal Description, Status, Lock and Edit Buttons
• Metrics Bar – Only shown If 'Use Metrics' is On in Settings and Metrics have been set up for the project
• Journal Entry Headers – Alpha search Button, DownLoad Button, + New Entry Button
• Journal Entry Columns – Journal Divider Tabs, Entry Date, Notes, Docs, Who, Act and Edit (see operation below)

Journal Page Operation

5.2.1 Header Bar

• Back to DashBoard – Switches to DashBoard view
• Lock Button – Hides the Journal Entries (Unlock to show)
• Edit Button – Opens the Edit Project form to: Edit / Add Name, Description, Category, Status, Priority, Start / Finish, Colour bar; Select 'Use Metrics'; Add / Edit Metrics; Delete Project; Save Changes / Cancel Returns to Journal View

5.2.2 Metrics Bar (Only displays If 'Use Metrics' is selected in Settings and Metrics have been added)

• Click – Displays / Hides Metrics Bar with Edit Button
• Date Slider – Month (default Current, click to scroll to other dates)
• Metrics Table and Values – Metrics table data: Metric Name, frequency, Type
• Day Date Cells – To Add / Edit metrics: Click date cells, Enter values
• Click Hide Metrics to close Metrics Bar view

5.2.3 Journal Entries Header

• Search Entries Box – Filters Journal Entries to show only those containing "search string value"
• DownLoad – Opens DownLoad form to select Format and Date Range for download.
• New Entry – Opens a new Journal Entry text area at current date

5.2.4 Journal Entry Columns

• Journal Color Tabs – Click selected tab to show and switch to Projects "with same Leading Alpha Char".
• DATE – Shows Journal Date
• NOTES – Shows Journal Entries. Hold Speaker button in text area to Dictate, or type to Edit. + Add to Add separate Entry for the same date. Select Check box in Edit Column to commit Entry.
• DOCS (Optional) – Click to each entry to create Links to related documents (if any)
• WHO (Optional) – Click to add 3-4 Alpha char identifier (Persons Initials) to: Adds a specific person or entity the entry relates to; View / Edit the existing person or entity the entry relates to
• ACT (Optional) – Click to Add a 1-Alpha Action Code and Select a future action date
• EDIT – Select '+' to view Edit history; Select 'Pencil' to Edit the Entry; Select 'Eye' to Hide / Display the Entry; Select 'Bin' to permanently delete the entry

5.2.4.1 Navigation from JE

• Click Back to DashBoard to return to the Dashboard View, or Right Click on Act Date to open the DashBoard on the selected date.

5.3 Advanced DashBoard Functions

5.3.1 Year View (Only if "Use Events" is selected in Settings)

• Displays System and User Scheduled Events on a Month/Week Time-line
• System Events (Public Holidays)
• Scheduled Events Created by User (for the year ahead)

5.3.2 Add User Scheduled Event Class (Leave, Periodic Routine Meetings, Golf Dates for the year ahead)

• Click Edit on Scheduled Events Bar – Displays Manage Event Classes Form
• Click + to Add User Event Class
• Click Edit or Delete on Event Classes listed to Edit or Delete.

5.3.3 Enter Scheduled Events Date/s

• Select Year View on Dashboard – Displays Month/Week timeline grid for existing System and User Scheduled Event classes

For Single day Events:

• Select Week Cell/s of each Event Start Date
• Enter Start Date number in the cell (for single day event like Golf Days)

For Multiday/Multiweek events like Leave or Conferences:

• Select Week Cell of Event Start Date
• Enter Date Range (e.g. 8-25)

Notes:

• If the Start Date entered in the Cell is not in the week date selected it will move to the correct week.
• If the Event is Multi-day or Multiweek the Date Range will be spread over the relevant Cells in the time-line.
• Dates ranges extending over more than one month must be entered into each month.
• User Event Dates will also appear on the Month View grid.

5.3.4 Ex / Import Button

• Exports / Imports all Data for a specified date Range.

5.3.5 Display Projects by Status Buttons

Filters Projects displayed based on Project Status (All or selected Categories).

• All – Displays All Projects except Archived
• Active – Displays Only Active Projects
• Inactive – Displays Only In-Active Projects
• Archived – Displays Only Archived Projects