This article explains what new features you will find in Zutec’s November 2022 release to our in-browser Cloud platform.  

All the Cloud features are available but won’t take effect unless you choose to use them.

Zutec Cloud – New User Interface ‘Beta’ Release 

Zutec Cloud – Multizone User Management

 

Zutec Cloud – New User Interface ‘Beta’ Release

Introducing our new User Interface for Zutec Cloud. We have redesigned the User Interface and we are launching our initial phase on to our Zutec Cloud Platform

Our clients feedback is really important to us, so it is important to release our ‘Beta’ version for all of our clients to experience and give some valuable feedback to our Product Team.

What does ‘Beta’ mean?

‘Beta’ means the work on the application has not yet been completed, so therefore some functionalities are not yet available.

What Features are included in the Zutec Cloud End User New User Interface?

• New Navigation
• Sidebar Categories
• Registers
  • Viewing Columns
  • Ordering columns
  • Pinning Columns
  • Filtering
  • Actions
  • File Viewer
• Record View

How to experience the New User Interface

The new Interface is available from your Zutec Cloud application, by clicking on the Try New Design button displayed on the top banner of the Application.

• Login to the current Zutec Cloud Application.

Try New Design Button

 

When selected the new User Interface will be displayed.

It is possible to switch back easily at anytime to the Current Zutec Platform by clicking on the SWITCH TO OLD DESIGN button.

New User Interface – Switch to Old Design

 

• Sidebar Navigation
  • Categories – New feature whereby all Registers are categorised. Allowing for easier access and a standard UI/UX experience for all projects.
  • Home – Access full Project Directory (Folder Tree).
  • Zutec Logo – Dashboard
  • Portfolio – Access Portfolio
  • Notifications (Mail)
  • Project Admin
  • User Account
  • Collapse to minimise the Sidebar.
• Top bar
  • Project Name
  • Client Logo
  • Global Search

Navigation – Sidebar with Categories

Navigation – Sidebar with Categories Collapsed

• Sidebar Collapsed displaying Icons.
• Tooltips to display each Icon Category name.

Home Selected – Displaying Full Directory

Home

• Click on Home to display Project Directory, in expanded column.
• When selected, the Category displays button in Green.

Select Category to filter the Directory by Category

• Filter and display all Registers of the Category Selected

Categories

Categories

Project Admin

• Select Project Admin to navigate to the Admin Features. This will display all Admin features on the Sidebar, replacing the Categories.

Project Admin

 

Project Admin Features

• Manage
  • Registers
  • Users
  • Forms
  • User Groups
  • Workflows (Review Process)
  • Organisations
  • Security Zones
  • Sync Log
  • Templates

All Admin and Super Admin features link to the current Zutec Cloud.

Project View

• Select Project View to switch the Sidebar back to Categories.

Select Project View

Project View

 

Collapse Sidebar

• Click on the left Arrow on the Sidebar to collapse the Sidebar, to display Icons only.

Click to Collapse Sidebar

Sidebar displaying Icons

• Click on Right Arrow to expand Sidebar.

 

Directory Panel

Navigate the Directory Panel to locate all your Registers, Drawings, Links, Reports.

Features of the Directory Panel

• Prefilter the Directory by selecting a Category from the Sidebar.
• For example : Selecting RFIs from the Side bar will display all items (Registers, Drawings, Links, Reports) that have previously associated to RFIs. This allows the Users to locate items in the Directory much more easily.

RFIs Selected – Directory Panel filtered by RFIs

• Search the Directory, by entering text into the Search bar located at the top of the Directory panel. The Search will display all items in the Directory, that match or partially match the text search, along with each directory path.

Search Directory

Directory Items

• Each Item Type is represented by a specific Icon.
• Each Item in the Directory once selected will highlight in Green

Directory : Items and Icons

• Click on each Path in the Directory to display further items or paths.

Click on each Path to display Items

Registers

Click on any Register from the Directory Panel to display the New redesigned Register Screen.

Register – New Design

Registers Features

Breadcrumbs

• The Breadcrumbs displays the Directory Path of the Register at the top of the Registers Screen.

Breadcrumbs – Reflecting Directory Path of the Register

 

Register Navigation Tabs

• These Tabs are displayed only when active on each Register.
• For example – If only Records, no tabs are displayed.
• The Records tab is selected by default, which displays all the records in the Register in a tabular format.

Register – Navigation Tabs

Search Register

• Search the Register by entering text into the Search Bar located just above the Register Table.
• Enter Text and click enter.
• This will filter data in the Register Table that matches the text entered into the Search Bar.

Register – Search Register

Settings

• The Settings for each Register will be accessible by clicking on the Settings Icon. This will replace the Options section.

Settings feature will be coming in a future release

Settings

Manage Column View

• Manage Columns Displayed on each Register by selecting, deselecting each field. Select to display field on the Register Table.

Manage Column Views

Filter on columns

• Filter data in the Register table by selecting a Column and selecting data results.
• Click on the Apply button to filter the data in the Register Table, by the filters selected.
• Multiple filters can be set by applying a filter on each column.
• When a filter is applied on a column, the filter icon is displayed beside the heading to indicate that a filter is applied.
• Once a filter is applied to the Register Table, it will display Filters Active.
• To Clear Filters – Click on the Clear

Filter Data in each column

Ordering

• Click on the Column heading to order data by Ascending or Descending.

Order Column Data by Ascending or Descending

Registers Actions

• Click on any checkbox on the left for a record or multiple records.
• This displays all the Actions available for the Register Records, displayed once one or more records are selected.
  • Actions Include:
    • Review
    • Email
    • Download
    • Print
    • Delete
    • more… (this displays more actions in a drop down list)

Register Actions

Register Actions will be coming in a future release

Reorder Columns in a Register Table

Reorder Columns in a Register Table easily, by clicking on the column heading and dragging to a new location on the table. This allows for freely movement of the columns within the Register Table. It allows you to display the most important columns at a glance.

Reorder Columns

 

Autosize Columns in a Register Table

• Easily Autosize the width of a Column in a Register Table.
• Select Autosize this column.
• Autosize all columns which will resize each columns to the width of the heading.

Autosize Columns

 

Pin Columns in a Register Table

• Pin a column to the Left or the Right of the Register.
• Select column, and select pin left or pin right.
• When selected it will display the column on left or right, and freeze its location on the screen.

Pin Columns on the Register Table

Edit In Place

This new feature allows a User with edit permissions, to click on a cell in the Register Table, and Edit the contents of the cell. Press Return key to save the data.

Open Record – View Record – New Screen

Attached Files

• All Attached Files displayed to the left by default.
• Click on the down arrow to expand row vertically to display all attached files.
• Hover on File thumbnail icon to display File name.
• If the File is an Image – Hover to display a preview of the Image.

Attached Files

Attached Images – Hover to Preview

Record Actions

Record Actions are displayed by selecting the icon to display all Actions relevant to each record.

Record Actions

Register Table Navigation

• Horizontal Scrollbar to scroll left and right to view data in the table.
• Total Number of Records displayed to the bottom right of the table.
• Navigate through pages by clicking.

Pages and Records

All Administrator And Super Admin Features are embedded in the New User Interface

Admin – User Management

 

Zutec Cloud – Multizone User Management

This feature is for adding new or existing Users on the Zutec Cloud Platform to assign them to multiple Projects/Zones.

This feature will benefit to our Enterprise Clients, effecting clients that have multiple projects on the Zutec Platform.

When managing Users, they can now be assigned to multiple Projects/Zones.

This feature is available to Administrators.

 

Adding a New User to Multiple Zones

1. Navigate to the User Management screen.
2. Select Add New User button, this will open the Add New User screen.
3. A New section is displayed on the Add New User Screen: Assign User to Zones.
4. Search for a Zone by entering in to the Search Box to find a particular Zone.
5. Select Zone, Multiple Zones, or Select all visible zones.
6. Note : The current Zone is selected by default.
7. All Zones displayed are the Zones assigned to the Administrator.

8. Save User.
9. When the User is Saved, this new User will have access to the Zutec Cloud Platform, and to the Multiple Zones.

NOTE: The Administrator must then assign the User to User Groups in each Zone.

Editing an existing User

1. Navigate to the User Management screen.
2. Search for an Existing User, or scroll to find the existing User.
3. Select the Edit button, this will open the Modify User screen.
4. A New section is displayed on the Add New User Screen: Assign User to Zones.
5. Search for a Zone by entering in to the Search Box to find a particular Zone.
6. Select Zone, Multiple Zones, or Select all visible zones.
7. Note : The current Zone is selected by default.
8. All Zones displayed are the Zones assigned to the Administrator.

9. Save User.
10. When the User is Saved, this User will have access to the Multiple Zones selected.

NOTE: The Administrator must then assign the User to User Groups in each Zone.

Importing Users

When Importing Users to the Zutec Cloud Platform, if the User already exists on another Zone this new feature will add the users to the current Zone.

1. Navigate to Manage Users screen.
2. Select Import Users button, this will open the Import Users screen.
3. Download the template file, and add Users to the excel file.
4. When add the users details are added, save and Upload the file to add the users.
5. New: If the Users now exist on another Zone, it will automatically add them to this Zone.

Excel File to be Imported

Import Users

Imported Users added to the Zone