APM User Interface

APM User Interface

This manual will guide you through the Adonis Personnel Manager user interface, its main sections, and basic functionalities. By following the guidelines, you will be well on way to navigating the application with confidence.

user_interface_main_screen_updated.png

 

Quick Access Toolbar

Main Menu

Status Bar

Ribbon Bar

Caption Buttons

Workspace

User Menu

Start Page

Open Client

Quick Access Toolbar

The Quick Access Toolbar provides access to frequently used commands:

quick_access_toolbar.jpg

You can customize the toolbar and personalize it with the commands that you use most often. For this, follow the steps below:

  1. Click the arrow on the top panel. In the menu, select Customize Quick Access Toolbar
    -or-
    Navigate to the View ribbon tab and, in the Toolbars group, click Customize Quick Access.

    This opens the Quick Access Toolbar Customization dialog:

    quick_access_toolbar_customization.png

     

  2. Select a command and move it to the right-hand side column. Click OK to save the changes.

 

Additionally, you can choose to display the Quick Access Toolbar below the ribbon bar:

  1. Select the Show Quick Access Toolbar below the Ribbon checkbox.

  2. Click OK to confirm the action.

Main Menu

To access a set of actions that can be applied to your grid data such as printing or exporting to various file formats, click the Main Menu button:

main_menu_1.png

Additionally, the Main Menu enables you to select the interface language and view the current user’s profile.

 

To print the currently open document, select Print on the main menu and set the print options as described below.

Print Options

Selecting Print on the main menu gives you instant access to the print options:

main_menu_print.png

First, select a printer from the available printer list.

In the Settings group, set the page range to be printed:

  • Print All Pages prints the whole document.

  • Print Current Page prints the page that is currently displayed in the Preview pane.

  • Custom prints the range of pages specified in the Pages field.

If multiple Copies are defined for printing, you may need to specify the page order of the document:

  • Collate prints the pages subsequently.

  • Uncollated prints the pages grouped by page numbers.

Select the orientation of the paper:

  • Landscape Orientation

  • Portrait Orientation

Select the paper size for printing from the available options: Letter, A2, A3, A4, A5, B4, B5.
For more print options, click Page Setup and define page properties accordingly:

main_menu_printing_page_setup.png

Once all the print options are set up, you can preview the document pages one by one. A scroll bar is available to the right of the previewed page. In addition, at the top of the page preview, you can see the applied margin sizes (left, top, right, bottom, header, footer); at the bottom of the page preview – the total number of pages in the document, number of the currently previewed page, paper size and document status.

 

To convert a currently selected grid to various file formats, navigate to Export on the main menu and select the file format that fits your preferences:

  • HTML

  • XML

  • XLS

  • XLSX

  • PDF

  • Text

main_menu_export_grid.png

On selecting the file format, define the directory for storing the converted document.

 

Profile View enables you to access the contact information of the current APM user. The displayed data is fetched from Adonis Control Center:

main_menu_view_profile.png

Additionally, you can:

  • Upload your photo to personalize your login name in APM.

  • Add your signature image that will automatically appear in certain reports later.

  • Select the Link LoginID to Current Windows user option to enable the single sign on authentication. When enabled, it allows logging into the APM application without even entrering the credentials, as the system uses the currently logged-in Windows user for authentication.

 

To open the recently accessed APM functionality:

  1. Select Open Recent on the main menu

  2. Choose the desired functionality from the following options:

    • Crew List

    • Commands (Modules, Datagroups)

    • Documents (Reports)

As a result, the Recently Accessed list of functionalities will be displayed. Select the desired item from the list to open it.

main_menu_open_recent.png

 

 

You can switch between various localization languages of APM interface. Simply navigate to Select Language on the main menu:

main_menu_select_language.png

The preferred interface language is English. Other languages may be added upon customers' requests.

 

About Adonis provides an overview of the Adonis HR solution, including its features and capabilities:

user_interface_about_adonis.png

 

Status Bar

The Status bar displays a crew member's name and position whose data you are currently processing:

status_bar.png

Additionally, it shows the name of the crew list view, the total number of crew members in the current crew list, and the number of records selected.

Ribbon Bar

In APM, the ribbon bar is organized as a set of tabs under which the features are categorized. Each tab contains groups of related commands. The following tabs are available on the ribbon: Modules, Datagroups, Reports, Payroll, View, Tools, Setup, Service Desk.

ribbon_bar.jpg

Please note when you use certain tools located on the ribbon tabs, a contextual ribbon tab then appears. This tab displays tools relevant to the context of the selected tool and closes automatically when you exit the tool.

To view the ribbon options:

  1. At the top-right corner, click the Ribbon Display Options icon. This opens a set of ribbon-specific options:

    ribbon_options.png
  2. Choose an option for the ribbon:

    • Auto-hide Ribbon hides the ribbon for the best view of the workspace.

    • Show tabs shows only the ribbon tabs, so you see more of your workspace, and you can still quickly switch among the tabs.

    • Show Tabs and Commands keeps all the tabs and commands on the ribbon visible all the time.

Collapse/Expand Ribbon

By default, the ribbon bar is shown all the time. You can customize the view to fit your preferences:

  1. To collapse a ribbon bar for a better view of your workspace, at the bottom-right corner of the ribbon, click the Collapse the Ribbon icon.

  2. To expand a ribbon bar, just click any ribbon tab.

  3. To pin the ribbon bar and make it visible above the workspace, at the bottom-right corner of the ribbon, click the Pin the Ribbon icon.

 

To search for a specific command in the application:

  1. Click the Command Search icon at the top-right corner of the toolbar.

  2. In the search field, enter a search value. Once found, double-click the command to access and start using it.

command_search.jpg

 

 

You can customize the ribbon bar to suit your needs by:

  • Regrouping application features and commands

  • Hiding or showing ribbon tabs

  • Adding or removing ribbon tabs and groups

To access the features for ribbon customization:

  1. Navigate to the View ribbon tab.

  2. Click Customize Ribbon to view and modify the available options.

When the Ribbon Customization dialog appears, you can manage the data by moving items between the columns:

ribbon_customization.jpg

 

The data in the columns is organized in a logical hierarchy: Tab Name > Group Name > Commands. Both columns contain the same set of data, with distinct purposes: the left-hand column represents data for processing, while the right-hand column reflects the output ribbon view.

Regrouping

To rearrange the commands within certain groups, proceed as described below:

  1. Expand the tree view in the left side column and select the group with commands to be affected.

  2. In the right-hand column, select the tab under which the selected group should be organized.

  3. Click the right-pointing arrow located between the columns to move the group.

ribbon_customization1.jpg

As a result, the selected group appears under the corresponding tab in the right-hand column. Newly added groups are marked with “(Custom)”:

ribbon_customization2.jpg

Once finished, click OK to apply the changes and view them on the ribbon bar.

 

Adding Tabs

To add a tab to the ribbon bar, open the Ribbon Customization dialog and follow the steps below:

  1. In the left side column, select the tab to be affected.

  2. In the right side column, select the tab after which you want to add the tab.

  3. Click the right-pointing arrow located between the columns to move the tab.

ribbon_customization3.jpg

As a result, the selected tab appears under the corresponding tab in the right-hand column. Newly added tabs are marked with “(Custom)”:

ribbon_customization4.jpg

Once finished, click OK to apply the changes and view them on the ribbon bar.

Renaming Tabs

To modify a tab name, open the Ribbon Customization dialog and follow the steps below:

  1. In the right side column, select the tab to be renamed.

  2. Click Rename… at the bottom of the right column. Clicking the button opens the Rename dialog:

ribbon_customization_rename.jpg
  1. In the dialog, enter a preferred name and click OK.

Custom tabs, groups, and commands can also be renamed.

 

Hiding/Showing Ribbon Tabs

To hide or show a tab on the ribbon bar, open the Ribbon Customization dialog and follow the steps below:

  1. In the right-hand column, select or clear a checkbox next to the tab name to be affected.

  2. Click OK to apply the changes and view them on the ribbon bar.

ribbon_customization_hide_show_tabs.png

By default, all tabs are preselected and, therefore, available on the ribbon.

 

 

You can customize the ribbon layout by selecting either the full or reduced display option:

  1. Navigate to the View ribbon tab.

  2. Click Ribbon Layout to toggle between the following styles:

    • Single Line Ribbon: Collapses the ribbon bar to a single line.

    • Classic Ribbon: Expands the ribbon bar to its full view.

By default, the ribbon bar is displayed in its full view.

Caption Buttons

Caption buttons are located on the rightmost corner of the application window:

caption_buttons.jpg

  • Minimize. Click this button to minimize the application window to the Windows Taskbar.

  • Maximize. Click this button to maximize the application window to the full-screen size.

  • Close. Click this button to exit the application.

Workspace

Workspace is an arear, often presented as a grid, where module- or datagroup-specific tasks can be completed. This section provides detailed instructions on how to change the layout which directly affects the grid view.

 

Based on your preferences, you can switch between the workspace view styles: tabbed or windowed. To set up the workspace view style:

  1. Navigate to the View ribbon tab.

  2. Click Tabbed View Style to toggle between the available styles.

By default, the workspace view style is set to tabbed.

 

You can store various workspaces for future reference.

To save an active workspace:

  1. Navigate to the View ribbon tab and click Workspaces.

  2. On the Workspaces menu, select Save current workspace… This opens the Save Workspace dialog:

workspace_save_workspace.jpg
  1. In the Save Workspace dialog:

    • Select the workspace to be allocated for the active workspace.

    • In the Description field, enter a name for the workspace.

    • Click OK to save the changes.

The defined workspace then appears on the Workspaces menu:

workspaces_gallery.jpg

This ensures that the saved workspace is preserved even after closing the application, allowing you to easily access and reuse it in the future.

 

Set Columns Order

You can reorganize grid columns by rearranging them into a different order from their original layout.

  1. Select a column by clicking its header.

  2. Hold down the left mouse button and drag the cursor to the column before which you want to place the selected column.

  3. Drop the selected column when an insertion pointer appears.

APM_user_interface_set_columns_order.png


Sort Column

You can sort column records using one of the following methods:

  • Right-click the header of the column in which you want to sort records. In the context menu, select the sorting order: Sort Ascending or Sort Descending.

    user_interface_sort_column_context_menu.png
  • Simply сlick a column header. Each click makes the switch between ascending and descending orders. Next to the column header, there appears an arrow up or an arrow down indicating ascending and descending sort orders, accordingly.

To revert to the order of the initial records in the column, select the Clear Sorting option from the context menu.

Filter Columns

You can filter records to view only the data that you want to be displayed in a column.

  1. Hover the mouse cursor over the header of the column in which you want to filter records.

  2. Click the filter icon to the right of the column header.

  3. In the drop-down list, check the option by which to filter the column records.

    user_interface_sort_column_descending_filter_column.png

Another way for filtering records:

  1. Switch to the Layout ribbon tab and click Filter Row in the Grid group. This makes the filter bar appear at the top of the crew list grid.

  2. Select the column in which you want to filter records and enter the filtering criteria.

If the specified criterion does not contain the exact match, filtering will not return any results.

 

Additionally, you can establish compound criteria for filtering:

  1. Select the (Custom…) option from the drop-down list to make the Custom Filter dialog appear:

    user_interface_sort_column_descending_filter_column_custom_filter.png
  2. Select the filtering criteria from the drop-down lists and combine them using the AND/OR operators.

  3. Click OK to proceed.

Setting criteria for filtering is case-sensitive.

As a result, you will get the list of records meeting the preset criteria. The criteria for filtering appear at the bottom of the workspace.

To clear filtering, select the (All) option from the drop-down list.

For more information on how to perform conditional filtering, see the Filter Records section.

Set Columns Width

You can adjust the column width which is up to your needs. There are two ways to expand or reduce the column width:

  • Set the column width to automatically fit the content.

  • Adjust the width of a single column manually.

The applied column width is preserved even after closing the application.

 

To autofit, follow the steps below:

  1. Right-click the header of the column you want to resize:

    user_interface_sort_column_context_menu.png
  2. From the context menu, select the Best Fit option to autofit the current column or Best Fit (all columns) to make all the grid columns fit the content width.

 

To manually change the width of a single column:

  1. Select the column that you want to change.

  2. Drag the boundary of the selected column header.

Group by Column

You can group the grid records by a column header to create a more compact view of the grid. To activate the feature, use one of the methods:

  • Switch to the Layout ribbon tab and click Group by Box button in the Grid group.

  • Right-click the column header by which to group the records and select the Group by Box option:

    user_interface_sort_column_context_menu.png
  • Right-click anywhere in the crew list grid and select Grouping and Sorting > Group by Box.

Now, drag the selected column header to the area appearing above the crew list grid.

 

Additionally, there is another way you can use to access the feature:

  1. Right-click the column header by which you want to group records.

  2. Select the Group By This Field option.

As a result, the grid records appear as combined into groups:

user_interface_group_by_field.png

To collapse or expand the grid records one by one, click

or
accordingly.
To collapse or expand all the grid records, use one of the tips below:

  • Click Collapse All or Expand All in the Organize group on the ribbon bar.

  • Right-click the area next to the column header by which the grouping has been performed and select Full Expand or Full Collapse:

    full_expand_full_collapse_menu.png

To revert to the standard grid layout, select the Clear Grouping command from the context menu or click the Reset button on the ribbon.

 

This section provides detailed instructions on how to change the rows layout which affects the grid view.

Set Row Height

If you want to reduce or expand the row height, use one of the methods described below:

 

Adjust the height of the cells to fit the content

To make the whole content appear through the grid cells:

  1. Switch to the Layout ribbon tab.

  2. Click Cell Auto Height in the Grid group.

As a result, the grid rows may be different in height because the rows automatically expand to accommodate the content size.

 

Autofit the row height based on font size

To adjust the row height so that it fits the text font size:

  1. Switch to the Layout ribbon tab.

  2. Click Best Fit for Row Height in the Grid group.

As a result, all rows have the same height, but the content may be partially displayed. As you increase or decrease the font size in the grid, the row becomes taller or shorter, accordingly. By default, all rows in the grid have the same height. Besides, there is a small amount of whitespace between the grid lines.

Fix Row

You can fix rows so that you can view their content while scrolling to another area of the grid. To do this, follow the steps below:

  1. Switch to the Layout ribbon tab and click Data Row Fixing in the Grid group.

  2. Point to the left-most side of the selected row to make the icon

    appear.

Click the icon and select one of the options:

  • Fix to Top Fix to Bottom

When fixed, a row is marked with a special pin icon

on its left-most side. Click the icon and select Unfix to release the row.
The number of rows for fixing is not limited.

Changes related to row(s) fixing only persist when you are working on the crew list. APM does not preserve the position of fixed row(s) after closing the application.

 

 

You can manipulate the crew list position. By default, the crew list fits the width of the application window. To relocate the crew list, click the Dock button in the View group and select the desired position:

  • Dock to Left

  • Dock to Right

  • Dock to Bottom

  • Dock to Top

As a result, the crew list takes the view of a panel located on the selected border:

dock_functionality.png

Besides, you can fix the Crew List panel on the border and make it displayed as a tab. This feature is useful if you work with various modules simultaneously. To do this, click

in the upper right corner of the panel:

dock_functionality_fixed.png

To hide or show the panel, simply hover the mouse over the Crew List tab.

If you want to get back to the multiple document interface, use one of the tips below:

  • Click Move Back from Dock in the View group of the ribbon.

  • Right-click anywhere on the panel and select Undock to MDI.

 

User Menu

The user menu includes a range of user-specific commands designed to personalize the user account and enhance the overall user experience. To access the commands, navigate to the user menu located on the right side of the toolbar:

user_menu.png

APM allows users to update their passwords, ensuring their accounts remain secure. To update a password:

  1. Navigate to the user menu located on the right side of the toolbar

  2. Select Change password from the drop-down menu.

change_user_password.png

When the Change User Password dialog appears, proceed with the following steps:

  1. In the Old password field, enter your current password.

  2. In the New password and Confirm password fields, enter your new password.

  3. Click Change Password to apply the changes.

 

Resetting user settings to default reverts all the personalized options back to their original default state.

  1. Navigate to the user menu located on the right side of the toolbar.

  2. Select Reset Account to Default from the drop-down menu.

  3. In the message that appears, confirm the reset action:

reset_to_default.png

Once completed, the system notifies you that the account is successfully reset to its default state:

reset_account_action_performed.png

 

End users of Adonis Personnel Manager can customize a variety of settings to personalize how the system operates to suit their preferences. All user preferences are saved individually for each user and do not impact other users.

To access the settings:

  1. Navigate to the user menu located on the right side of the toolbar

  2. Select User Options from the drop-down menu.

The settings are categorized into logical groups based on the specific parts of the application they affect:

user_interface_options.jpg
  • General

  • Datagroups

  • Modules

 

 

To exit the application and close open workspace tabs, use one of the tips below:

  • Click the Close button located at the top-right corner of the application widow.

  • From the User menu, select Exit Application.

The system then prompts you to confirm the action:

exit_application.png

 

Start Page

The Start Page appears when you open the APM application. It includes the links to the useful resources of Adonis HR by Ripple Operations:

  • Help Center: Access the Ripple Customer Portal for support and guidance.

  • Webpage: Visit the Adonis HR by Ripple Operations website for detailed information.

  • Release Portal: Stay updated with the latest improvements by browsing the release notes.

  • Adonis Community: Connect to the advanced Adonis HR solutions with fast and easy access.

  • Knowledge Base: Explore user-friendly guides for all Adonis HR solutions.

start_page.png

By default, the Start Page opens at the application startup. If you wish to hide it:

  1. Navigate to the View ribbon tab.

  2. In the Windows group, clear the Open at startup checkbox.

 

You can personalize the Start Page by selecting the tools you want to display.

  1. Click Tiles Visibility on the toolbar. This opens the Tiles Visibility dialog:

    start_page_tiles_visibility_dialog.png
  2. Under Default Group or Customized Group, do the following:

    • Select the checkboxes for the tools you wish to keep on the Start Page.

    • Clear the checkboxes for the tools you wish to remove.

  3. Once completed, click OK.

Any changes made will be immediately reflected on the Start Page workspace:

start_page_changes.png

Review the changes and click Save Current on the ribbon.

 

To configure the Start Page with the list of tools and commands that best suit your needs, proceed as described below:

  1. Select Maintenance > Configuration on the toolbar.

  2. On the Configuration Designer dialog, select Customized Group:

    start_page_configuration_designer.png

     

The Default Group tiles are not subject to editing.

  1. Click Add Tile at the top of the dialog. When the Tile Settings dialog appears, define your preferences of the tile:

    start_page_tile_settings.png
    • Name: Enter the tile name to be displayed on the Configuration Designer dialog under Customized Group.

    • Size: Choose the tile size from the drop-down list: Small, Regular, Large, Extra Large.

    • Action: Specify the action type to be performed when clicking the tile (URL, Application Command, Crew List View) and link it to a specific command.

    • Frame Change: Define a visual effect to be applied to the tile frame by selecting the desired effect options in the Mode field. Additionally, in the Interval field, specify the interval for the visual effect to take effect.

To ensure smooth functionality of the frame change feature, make sure at least 2 frames are defined for a tile.

  1. Once completed, click OK.

As a result, a new tile appears under Customized Group:

start_page_configuration_designer_added_tile.png

Once the tile is in place, you can now add a tile frame:

  1. Select the tile to be affected and click Add Frame at the top of the Configuration Designer dialog. Clicking the command opens the Frame Settings dialog:

start_page_frame_settings.png
  1. On the dialog, define the frame preferences:

    • Name: Enter the frame name to be displayed on the Configuration Designer dialog under Customized Group.

    • Text Area: Click the ellipsis () in the Top or Bottom field, depending on the preferred location of the text, and enter the text to be displayed on the frame.

    • Appearance: Choose the frame color and glyph.

  2. Click OK to apply the changes.

A new frame is available under the selected tile:

start_page_configuration_designer_added_frame.png

 

You can create multiple start page layouts and group your preferred commands for easier access:

  1. In the Layout group on the ribbon, click New. This opens the New Layout dialog:

    start_page_new_layout.png

     

  2. In the dialog, select the tools you want to add to the layout.

  3. Click OK to confirm the selection. The selected tools then appear on the Start Page workspace:

    start_page_new_layout_selected_commands.png

     

The selected tools are organized under groups with default names. To rename the groups, click Rename Group on the ribbon and enter a preferred name.

  1. Click Save As… on the ribbon bar. This opens the Layout Properties dialog:

    start_page_layout_properties.png
  2. In the dialog, fill in the fields:

    • Name: Enter the layout name.

    • Description: Provide a short description of the layout.

    • Security Code: Assign a numeric value other than 0 to grant specific users write and read access rights to the current layout in Adonis Control Center.

    • Public: Select the checkbox to make the current layout accessible in Adonis Control Center.

  3. Click OK to save the changes.

A new layout is then added to the layout gallery on the ribbon.

 

 

Open Client

The open client functionality allows navigating between company units such as departments and vessels. It is enhanced with view styles and customizable tile designs, enabling users to personalize their interface for a more tailored and flexible experience.

 

The Open Client view styles have been enhanced with the following options:

  • Tree

  • Tile

To access the functionality and select the preferred Open Client view style, navigate to User Menu > User Options > General > User Interface:

user_interface_options.jpg
  • Open Client Style: Choose the preferred layout mode for the Open Client interface.

    • Tile: Select this option to apply a tile-view layout for the Open Client interface.

    • Tree: Select this option to display the Open Client interface in a hierarchical tree-view structure.

open_client.jpg

 

The Open Client functionality enables you to design vessel and department tiles.

To set up the functionality, follow the steps below:

  1. Go to Organization Structure and select the vessel for which you want to design a tile.

  2. Navigate to Properties > Identification.

  3. In the Head Position field, select the position available for the current department/vessel.

Ensure that the crew member assigned to the selected position has an active sea-service activity where the Date From is less than or equal to today’s date.

organization_structure_head_position.jpg
  1. Click Save to proceed.

As a result, the selected tile fetches the selected crew member’s photo (in accordance with the selected position) and shows a sliding frame.

tiles_design.jpg