2. Interface
The system has a standard interface that is used across all of the modules to provide a consistent user experience. This is regardless of what browser or device the system is accessed using.
The screen consists of a left hand explorer pane that provides access to different system areas, and the main right hand pane which is used to display information.
Item | Details |
Hides/shows the left-hand explorer menu. If the screen is reduced in width the explorer is hidden automatically | |
Access user settings | |
Support/Docs | Link to the Huume Support portal |
The back-office interface has been designed to be responsive to the screen size of the device it is being used on. This means that on smaller screens or browser windows the left-hand explorer is automatically hidden to provide more screen space.
The 
icon can be used to display the explorer and select the option required. Once done the explorer will then automatically be hidden again.
Lists
Records are displayed in lists that provide large amounts of functionality and allow the data to be manipulated in a number of different ways.
Item | Details |
Opens a blank form to allow a new record to be created | |
Refreshes the list to include any updates that have occurred | |
Allows the columns to be selected that are being displayed | |
Exports the currently selected records in an Excel file. The columns exported are the same as those displayed on the screen. If the records have been grouped then the data is exported in the same format | |
Displays the selected record and allows changes to be made | |
General search option that works across all fields being displayed as columns and all of the records currently selected | |
| Drag a column header to this area to group all the records by that field. Records can be grouped by more than one field. To remove grouping drop the field back on the list | |
| Allows the entry of multiple criteria to select a specific set of records |
Sorting
All records in a list can be sorted by clicking on the column title that you wish to order by. By default records are sorted in ascending order. If the column title is clicked again then the records are sorted in descending order.
Multiple sorts can be added to the records by either holding the shift key when clicking the column title, or by right-clicking on the column title. A number is displayed against each column title to identify where it is in the sort order.
Adding columns
Additional columns can be added to a list if required.
Depending on the type of list and data being displayed you may be able to select fields from a number of different areas in the system. Each area can be expanded to display all of the fields available.
Only fields that have been selected are available to be used in the Filter Builder. If you wish to filter by a particular field but do not need to display it then it can be marked as invisible.
Creating filters
The Filter Builder allows you to create your own custom search criteria to select a specific set of records.
Clicking on the 
button displays a pop up allowing you to Add condition or Add group.
The Add condition option allows you to select a field and specify the search parameters you wish to use. Field names and search options are displayed by clicking on the coloured areas.
Multiple Conditions can be added together to create a more complex query.
When more than one condition is added to a group, they all use the logic operator specified at the start of the group. In the example above the query will return:
All records with a Family name containing Smith
AND
An employment status of Employed
AND
Keyworker of Yes
Additional groups can be added into a filter in order to build more advanced queries.
In the example above the query will return:
All records with Keyworker set to Yes
AND
An employment status of Employed
AND
A Family name containing Smith OR Jones
Only fields that have been selected to be displayed as columns are available in the Filter Builder. If you wish to filter by columns but not display them then they can be selected but then marked as invisible.
Saving lists
Once a list has been configured with different columns, groupings and filters it can be saved for future use.
Clicking on the 
button in the top right-hand corner of the page displays a dialog that allows you to enter a Name and a Description for the new custom list.
Once a list has been saved it is available to be selected from the dropdown list in the top righthand corner of the screen.
Lists can be created for use by a single user or be shared with other users, depending on their permissions.
Item | Details |
Only me | Only visible to the person that created it |
My teams | Visible to any members of the selected Teams. You can only share lists with Teams that you are a member of. |
My organisations | Visible to any members of the selected Organisations. You can only share lists with Organisations that you are a member of. This option is only applicable to sub-regional systems. |
Everyone | Visible to all users of the system, regardless of their Team or Organisation. |
Dashboards
Custom dashboards can be created either for your own personal use or to be shared with other users.
Dashboards consist of groups of custom lists that display the data that users need access to, or visibility of, the most often.
The system supports multiple dashboards. For example, you could have one that shows your own personal work load and a different dashboard set up to display your teams work load.
Item | Details |
Select a dashboard | Select the dashboard you wish to view |
| Refresh the current dashboard | |
Create a new dashboard | |
Edit the currently selected dashboard |
Item | Details |
Dashboard name | Name that appears in the dropdown |
Default dashboard | Sets this dashboard to be loaded by default when a user logs on |
+ Add another group | Add a new group to the dashboard |
+ Add a tile | Add a custom list to displayed within the group on the dashboard |
Each custom list displayed on a dashboard can be assigned a threshold value.
If the number of records in the list is equal or greater than this value then it is highlighted on the dashboard.
Lists can be created for use by a single user or be shared with other users, depending on a Users permissions.
| Item | Details |
| Only me | Only visible to the person that created it |
| My teams | Visible to any members of the selected Teams. You can only share dashboards with Teams that you are a member of. |
| My organisations | Visible to any members of the selected Organisations. You can only share dashboards with Organisations that you are a member of. This option is only applicable to sub-regional systems. |
| Everyone | Visible to all users of the system, regardless of their Team or Organisation. |
If Tiles have been added to a dashboard, and Who can see this is is updated, then the system will highlight any tiles where there is a conflict between the List permissions and the Dashboards permissions. For example, if you have a Tile displaying a List that is only visible to Team A, but set the Dashboard to be only visible to Team B, then any Team B users of the dashboard won't be able to view the contents of that Tile.
Updating information & navigating
The forms within the system are intelligent and know when information has been updated. This allows users to be prompted when they need to save their changes. This is achieved by highlighting where updates have been made and changing the format of the Save button.
Item | Details |
No changes have been made to the record | |
| Changes have been made and need to be saved | |
Mandatory fields need to be completed before the record can be saved | |
Discards any changes made and return to the list view |
As well as highlighting changes through the colour of the Save button, whenever a field has been completed or updated it is flagged with an edit icon . This icon is also added to the section and tab titles to make it clear where updates have been made.
This icon is also used to highlight mandatory fields when adding a new record to the system.
Fields
The system has been designed to provide as much information as possible to assist users when adding and updating information.
Text fields display the number of characters they can store, as well as the number currently being used. Any mandatory field is displayed in red along with an alert icon.
Once a mandatory field has been completed satisfactory it will then change from red to green.
Dates
Date fields can be completed in a number of different ways; manually, via calendar or from the drop-down menu.
If the cursor is placed in the field then a date can be entered using the keyboard in the normal dd/mm/yyyy format.
Clicking on the 
icon displays a pop-up calendar that can be used to select a date that is then entered into the field. Clicking on the title of the calendar allows the month and year to be easily changed.
The 
icon provides a list of common dates; Today, Tomorrow, Next week, Yesterday and Last Week. These are all based on the current date and entered into the field when selected.
Tags
Tag fields are similar to multi select lists where you are able to store several items in them, but also allow new items to be created at the point of data entry. They are designed to store key words or phrases that can be used to describe or categorise a record, that can then be queried at a later date.
States
All records within the system follow a workflow process that assigns them different States at different points in the process.
Some records will have their State set automatically while others are set manually as they are processed.
A records State can be changed by clicking on the current value at the top of the page. The Change state dropdown contains only those states allowed based on the current State.
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