Pages
With the Pages model you can create a way for users to navigate to scorecard objects that they are responsible for and to other personal content.
By default, the Pages model contains a main section called My Responsibilities, which in turn contains My KPIs, My Tasks and Milestones, My Initiatives, My Risks, My Checks, My Forms, Monitored Forms, and My Transformer jobs. Each of these pages contains a Filtered list that is configured to always show the objects of that type that the current user is responsible for ( Responsible contains “this.user”).
On the web, Sections and Pages can be found by clicking the Portal button 
.
When a user clicks on a Section, a list of the Pages it contains is opened, and when she clicks on a Page she is taken directly
to a list of the relevant objects that she is responsible for.
You will need a separate license if you want to add or edit Sections and Pages in the
Pages model or on the web. Only the predefined Pages in My Responsibilities will be available.
Any content that is unrelated to an organization can be placed on a Page, such as:
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Help page
-
Pages with filtering based on user
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My or my group's red KPIs
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A Table view of a remote database or a spreadsheet
-
Map objects may often belong on Pages, especially if they are starting point
-
Text elements containing relevant information
Instead of creating a dummy organization for content with no organization context, place it on a Page.
You can add most objects to a Page, such as tables, charts, file views, etc. However, items pointing to "this organization" will fail in Pages, as Pages don't
have any organization context. E.g. you cannot use functions, tables, properties, texts using 'this', or any dynamic (token) tags pointing to "current organization".
Objects that are invalid when placed on a page:
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Table view objects that reference a table that uses 'this.organisation'
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Functions that use AGG or similar with 'this' or 'parent'
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Risk assessment tables and Initiative tables
The above objects are invalid because there is no organization ancestor and therefore no organization in the context.
Sections
Top level Sections are shown as main groups on the web, so My Responsibilities is a separate section by default. You can add more Sections as needed.
To create a new Section right click in the empty area in the Pages panel and choose Add -> Section. Give the section a name and configure it.
Properties
General
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Name - the name "Section" is generated automatically but it may be changed
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Description - an optional text describing the section
Visibility
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Logo - an image, e.g. your company logo, that will be displayed on the right side of the page name area on the web. Click the icon to the right of this field and select the image file in the list. The image file must be uploaded in Resources first. If nothing is specified the default (Corporater) logo will be used.
You can upload an image file here by clicking the icon to the right of the Logo field, right clicking the category where you want
to store the image, selecting Add -> Resource -> File then choosing the desired file, and clicking OK.
The ideal height for an image that you want to use as a logo is 80 pixels. If the image is larger, it will be cropped.
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Icon - choose the icon you want to use for the section; Folder is default
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Visible - choose whether the section should be
- Visible
- Invisible
- Visible only for Admin - the object is only visible on the web for users with the 'Admin' role
Audit
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Modified by - the name of the last user to make changes to the object.
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Last modified - the date and time when the object was last changed.
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Created by - the name of the user who created the object.
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Created - the date and time when the object was created.
Advanced
ID
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ID - a unique ID for the object.
By
default, Corporater BMP assigns consecutive numbers to new objects. You can change the ID to a value of choice that can include either letters or letter and number combinations.
The ID mustn't contain only numbers, include special characters such as ) ( . * } { + < > [ ], or match the name of a default object type in Corporater BMP.
Visibility
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Show Menu Button - check if you want the button that opens the Options menu for the object to be available on the web page; among other things, the Options menu contains alternatives for editing and deleting. The contents of the Options menu can be configured in Page setup.
Access control
-
Read accessors - click the Edit button (
) and authorize one or more users and user groups to view the object on Web. -
Add accessors - click the Edit button(
) and authorize one or more users and user groups to add new objects to the object on Web. -
Write accessors - click the Edit button(
) and authorize one or more users and user groups to edit the object on Web. -
Delete accessors - click the Edit button(
) and authorize one or more users and user groups to delete the object on Web. -
Ownership - click the Edit button (
) and grant ownership of the object to one or more users and user groups. Users and user groups who own the object have full access rights to it.
-
Override access profile - select for the object's access control setting to outrank the object's corresponding access settings in profiles.
Pages
You can create any number of Pages in a Section. Pages are actually links to scorecard objects, lists, etc.
To create a new Page right click the Section to which it belongs in the Pages panel and choose Add -> Page. Give the page a name and configure it.
Properties
General
-
Name - the name "Page" is generated automatically but it may be changed
-
Description - an optional text describing the page
Visibility
-
Logo - an image, e.g. your company logo, that will be displayed on the right side of the page name area on the web. See above under Sections for more information. If no image is selected here, the image selected in the relevant Section will be used.
-
Icon - choose the icon you want to use for the page
-
Visible - choose whether the section should be
- Visible
- Invisible
- Visible only for Admin - the object is only visible on the web for users with the "Admin" role
Audit
-
Modified by - the name of the last user to make changes to the object.
-
Last modified - the date and time when the object was last changed.
-
Created by - the name of the user who created the object.
-
Created - the date and time when the object was created.
Advanced
ID
-
ID - a unique ID for the object.
By
default, Corporater BMP assigns consecutive numbers to new objects. You can change the ID to a value of choice that can include either letters or letter and number combinations.
The ID mustn't contain only numbers, include special characters such as ) ( . * } { + < > [ ], or match the name of a default object type in Corporater BMP.
Visibility
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Show Top Bar - displays the top bar on the object's page on Web.
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Show Menu Bar - displays the menu bar on the object's page on Web.
The menu bar includes the page name, status gauge and trend arrow where applicable, as well as the logo for the current organization.
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Show Menu Button - check if you want the button that opens the Options menu for the object to be available on the web page; among other things, the Options menu contains alternatives for editing and deleting. The contents of the Options menu can be configured in Page setup.
-
Show Tabs - displays the tab bar on the object's page on Web.
Layout
-
Page setup - click the Page Setup button (
) and select a Page setup. Note that the Page setup selected here will affect child elements, not the current element itself. New Page setups can be created here; see Shared web items for more information.
Access control
-
Read accessors - click the Edit button (
) and authorize one or more users and user groups to view the object on Web. -
Add accessors - click the Edit button(
) and authorize one or more users and user groups to add new objects to the object on Web. -
Write accessors - click the Edit button(
) and authorize one or more users and user groups to edit the object on Web. -
Delete accessors - click the Edit button(
) and authorize one or more users and user groups to delete the object on Web. -
Ownership - click the Edit button (
) and grant ownership of the object to one or more users and user groups. Users and user groups who own the object have full access rights to it.
-
Override access profile - select for the object's access control setting to outrank the object's corresponding access settings in profiles.
Now you can add other objects to the page, e.g. a Text element that contains information to users, Filtered lists that you use to create lists of objects that should be easily available to users, etc.
