Managing Rich Text Within Bluestreak Podcast
Video Text
00:04 The broadcast is now starting. All attendees are in listen only mode.
00:11 Good afternoon everyone. Welcome to our blue streak webinar today entitled managing rich text within blue streak. We have a lot to cover today. As you can see by the slide will be highlighting areas, uh, where are, you will have rich text opportunities, for example, the load schedule or notes a shippers as well as certification statements. Uh, if you have questions along the way, please feel free to raise your hand. And as always we will have time at the end of the presentation for questions. Presenters today be todd Wenzel and might be saw. So let's welcome them and let's proceed with our presentation.
01:06 Hi there, this is Mike piece off and I will be covering a variety of things here. We mostly regarding phrases and then some user functionality a little bit later. Can you see my screen? No, not yet.
01:22 Okay,
01:26 share my screen. There we go.
01:29 Okay. Okay. So find my notes. So the first thing I want to talk about, his phrases, phrases goes back to the pretty much the beginning of blue streak when it was exclusively used for certifications and that was so that we could have some standard mechanism by which people could pick standard phrases that they would use for certifications. And now certainly this has been expanded over the years and we've expanded it to a, lots of other places so that we can have some consistency with, with, um, with wording and phrases. So the first thing I want to point out is I'm under the setup menu. We have under the lists phrases right here, I'll phrases can be categorized in a variety of ways and we have a plan is to expand this out at some point, but right now these are the standard category. So we have sort of phrases, order statement phrases, operation nonconformance, maintenance certs, phrases, and these are just sort of categories as you well, uh, to, to help organize the phrases. The bet. So under the standard phrases you see here, there are two under the nonconformance phrases, there's two as well. And this is a place, this is sort of a system admin editor that will allow you to edit, add and delete phrases. So standard mechanism by editing applies. You can actually change the category if you'd like. And we use this rich text editor here to edit these phrases.
03:07 Now let's phrases can be selected in a variety of places. Let me just show you a few places where they can be selected. In the case of a scheduler,
03:26 we have a notes at the top and so right here there's a little button that's a pencil, that's the editor button for this standard text box area. So normally where you might type in text here, you also have the option to pick this editor button and you'd get the phrase selector and you might just simply use the plus button here, who select a phrase or possibly multiple phrases. And then when you say, okay to this editor, it drops that text into your text area. So that's the basic idea. I'm going to cancel this and show you just a couple of other places where we support this. On the work orders shipper page, we have two places in both of those have to do with the additional information for a shipper. The shipper and the shipper part will support this under the additional information to select standard phrases. Also on the maintenance order, short description, the maintenance order, it's change of status, same thing, so right here, the editor button, and also under the short description here on the maintenance or a page.
04:52 Now the standard, the standard I'm rich text editor that you see here. This is called the Rad editor. That's just, it's sort of, it's internal jargon name. This allows us to create texts that in addition to just the standard texts, we can use a variety of other things, colors, fonts, bolding, underlining. This is much like you would see if you're editing in a word document, and this is really a way to help to emphasize things in your text and make it just a little bit easier to read for your users. Now, when I select on, I put my cursor into this area. You see, I get a toolbar and I'm sure you've all seen this before and that's why we want to make sure that everyone knows, understands all the functionality behind this. Now, just a little background, this editor itself can support full html page editing. Now, that's not our goal here. We want to support that because the text that we put it here, it's going to be used in a variety of places within los drink itself and it's not the intention to edit entire web pages, but that functionality is built into this control. Now, let me jump over to the phrases a page again,
06:05 so I have some examples of things I want to show.
06:13 So if I bring up my rich dad, my rich text editor, the first symbol of the first button in the pages, the insert symbol button. Now this allows you to pick a small set of standard symbols that you might use. Many of them you probably would never use unlikely as some of them. I'm a southern ones. Other ones you might. And if you just simply let me just move a cursor down here. So if I pick one here and pick something like the Alpha, it just inserts that character. Now, once that character is sad, if I clicked the button again, just click it. It will just keep putting it in so I can just use the whatever the last one was. If I want to pick a different one and I can just open it up and pick a different one.
07:01 Now one thing about these symbols, I'm going to jump ahead here. You can see in this example, I have a couple of things. I have 75 degrees with the degree. So bowl, I have 100 micro with these standard micro symbol. I have a plus and minus symbol here. These are not standard keyboard characters. You're not going to find those on your keyboard anywhere, but those are the same kind of symbols that can be inserted if you have this one here. But you need to know what the code is. So I'm going to jump ahead a jump ahead a little bit here and go to the html view of this. You see at the bottom there are three different, um, since you buttons, one is the design view and that's where we are now. That allows us to just simply type like we were typing in a word document, the html view. This shows us what the text actually looks like behind the scenes. So this is what sort of the html version of this looks like. No, we bring my browser up a little bit here. Make sure it can see all this. You can see this, this refers to a peer or graph tag. This is a non breaking space so that stays right there and it doesn't wrap. And you can see this one. This is the one that the degree of was a little unusual, but.
08:26 Well this is curious. I'm not getting quite what I had expected here. Let me jump over here. I need to show you a couple of things. This is a table that bill is the sort of the codes for these, some of these things. So if I can find the degree you can see right here. Um, the, there's an ampersand deg semi colon, and that's code I typed in to get that degree symbol right here. Depending on how this is editing, sometimes they've been also the browser, it may or may not select a Shirley's things. I was using a different browser when I did this earlier.
09:11 So
09:13 those are some additional characters or symbols that you can insert into your, into your text if you need to do that.
09:21 So,
09:23 and here's another example of
09:27 some additional things. So you can use the are a button here to bold as the Texas here. I tell assize underline and strike out, and if I look at here in the html version of it, you can see where I was bolding it, add some tags around that word bold when I'm italicize it, add some tags around that. These tags are the html, a mechanism by which it tells the browser to display this, this text and these different ways. So I tell a sizer bold if you're going to underline, this is the mechanism by which we do, I do. If some of the style tactics. Now, for the most part, you shouldn't need to look at these things unless you are really savvy about html. It's probably best if you don't. Some of the other things that are kind of handy to have depending on if you're using the ACA formulas you might want to use the superscript subscript features. You can see here the text gets laid out so that it's a little bit clearer to see in terms of a formula. Uh, the next button on her list is the foreground and a background buttons. Now these will allow you to change the colors of things, so in the case of the foreground, that changes the color of the text itself.
10:50 In the case of the background, that changes the background of the text, not the text color itself, but the area behind it. Now, there's good and bad reasons why you might want to try this. I'm colorblindness is one reason what you might or might not want to use colors, but the features are supported. A couple of other useful buttons here, underlying rather a convert to Laura case convert to uppercase.
11:19 So
11:20 that's can be handy. The next couple of buttons here as well as the buttons down here in the first couple on the second roll, those have to do with cutting and pasting. Now a word of caution, browsers tend to be kind of picky about letting code paste text and that has to do with security reasons. If the browser can create text or javascript that can paste text, that could potentially be a security risk to the user. So if you try to use these paste features, you might have to confirm to the browser that it really is you doing that, that will, that will help protect you and your web pages. I generally just use the standard control c for copy control, v for paste and control x keyboards, commands for for cutting and pasting and that's what I would recommend, but these can be available and sometimes again like the, like I said, depending on the browser, they may or may not work as expected.
12:24 The next button is a help button that allows you to just kind of look at all the different possibilities that this bra, this control, this command control has. Now there's a lot of things in here that we don't support again, because we are not trying to edit a complete html page, but those are there for you to look into if you're interested, uh, you can zoom in, zoom out, just, that's really just a matter of helping you see the text. It doesn't keep it that way. There's also a spellchecker. This is a built in spellchecker that looks at the text and now if I have a word that is misspelled, it just looks a different character in here.
13:13 So if I have a word that is misspelled, it actually shows me that it. And again, this is somewhat browser specific, so dependent on the browsers, but if I do this now, it'll show me to do this. Well, if I want to, uh, I can just change it manually. I can pick the one that I want here. Another option is to nit dictionary. This will actually create a dictionary on the server that it will allow you to keep track of maybe commonly used words that are not defined and that can be particularly helpful in, you know, and really specialized industries where there are words that aren't standard words that would find in a dictionary. I'm the only Gotcha that might be there is if the server or does not support writing, writing from the web pages, so that has to be managed. There was a security configuration that has to be done just right. Otherwise you may not be able to write those words to the, to the server.
14:09 So let's go and just pick features again and now it's correct. You can also, if, if the text is a bit longer, you can use, find and replace just like standard editing and the next box is a dropdown list of font types. Now if you. It looks like there's something selected here, but in actuality there's really nothing selected. There is just, it's just showing that, but right now there's no font specified. It's only if I actually select some text and pick something. Does that text get selected? And made it to that particular font. So if I put my cursor in that area, you would see now it says for Danna and that's the one I picked, but if I move my toe, my cursor out of that, it just kinda shows me the standard list of all those features. Now it's our recommendation that you don't use this, some people kind of wanted this, but it's our recommendation that you don't use it and just let the, let the font, whatever the font design the webpage. So wherever this text ultimately gets presented, if it's in html form, it will just take on the font of that particular webpage and where it's located, it had. And that really applies also to the size you can specifically fix the size of these things. But if you do then it's fixed forever. And if you put it in a particular place on a webpage, it's going to be that size forever and it won't really flow with the other text.
15:47 Yeah. And then, so a good example of that might be on the, um, on the work order processing page, if, if you, um, how do I best describe this? Well, if you move to, if you kind of use, um, there, there was a way to, uh, to change the font sizes in the grid and that's where I'm getting to and I'll show you that a little bit later so we can actually adjust the font size and the grid so that the text of the, of the, of the grids can increase or decrease depending on your preferences. So, but if you fix it then that doesn't really work.
16:25 So there's a couple other things here. One is this link button and this can be handy. So, uh, on a particular page where you might want to have a create a hyperlink, you can say, for example, if this was my features I have, say I have a, we're a webpage that shows my features. I can select the text, click the web link button, type in my url, create a title, the targets important. You want to usually use a new window for target. If you same window or some of these other ones, some of these really don't apply here, but if you use the same window, then if the users clicking on that, it replaces that current browser window with the new page and that may or may not be what you want in most cases. If you're going to use this as supplemental information you want to say new window and then when they click on that link it'll open up a new browser window for them to review that information and these other things don't apply either, but really just so the url and new window and if you will need. If you want to put a tool tip on it and that's when you hover over the mouse. That will do that. Now you can see now my. It's underlined now. It doesn't work at this point and you can see in my my html version, you can see I have a. that's a standard hyperlink and a tag
17:55 and now in the preview I can actually get out of the mouse, the hand showing me that it's a clickable link, but it doesn't work here yet either because this really isn't intended for this. But if I save this and now I'm looking at it in my actual browser window, if I click on this link, it opens up my, my new book, my new page, my new link. And just to finish this off.
18:28 Um, yeah. This next couple features, these next couple of features I'm looking at removing because they really not working as intended at this point. The heightened short boarder feature really has to do with tables and we can't really support tables in this. We can but it doesn't really extend beyond what you're looking at right here. And this last button here is a handy feature, especially if you're going to be doing some cutting and pasting of rich texts from other places. Um, you may get things in the, in your text that you really don't want. And that's especially true of of word documents were documents has a lot of extra things to help do the formatting and the controlling of how the textbooks and it will often dump a lot of that into this page and make it really, really verbose all to no advantage. And I think todd's going to talk a little bit about that. So just to give you an example, if I select all this well, if I just say strip all formatting, you see all my formatting is gone away. So all my underlining bolding, I sizing by superscript subscript, everything's on even my hyperlink is gone and that has to do. And that's because I just told it to a strip off formatting for the most part, that's what you're going to want to do. Or the other option is stripped word formatting. So it looks specifically at words, words, specific formatting. So
19:53 let's see. Yes, that's what I have for right now. And I think todd's gonna kind of jump in here and then I'll finish it up.
20:04 Okay. Let me get switched over here.
20:14 Okay. So hopefully you can see my screen here. I'm mean dovetail in with some of the rich, a rich text that Mike was talking about. I'm going to do it from the context of a certification, so I'll be in here a bit because there's some interesting things and, uh, with rich text and certification. So I'm going to add a search. And these are obviously the rich text or the rat editors are geeky term for it. I'm an editor. So anytime you see this, this means it's rich tax, it's html text and soon as you click on it, you get the toolbar. Now for both in inserts, for both miscellaneous results in a certification statement, you have the ability to go in here, in addition to phrases you can go in and copy previous. And I know people have seen this, but maybe not everyone has seen it.
21:10 So you can go through, look back a certain number of months for this customer and pick a, in this case miscellaneous results, results or comments. And again, if I, if I want to add that in, I just click on it. So you have that ability. And same thing down here on the, um, a certification statement itself, if a copy of previous it looks back at certification statements for this time range for this customer and presents those. So just so, just a way to keep all the verbage, the same and consistent, um, when you're doing these certifications. So we have these things, now we have a third, now you can flip between these different sources. And there's another one here, statements associated with this. I can just select that. Or um, let's say I didn't have any certification statement here. You can go to this statement builder builder, which is really an extension of this copy previous and phrases.
22:12 And so that just takes you right in the statement builder. So in the past we've got a hierarchy and you can still have it work this way. So this, this, um, statement editor is a selector is an optional thing if you want to use it. But basically this shows the order of the hierarchy that we would normally look to try to find certification statements. Um, with the exception of this one here. Basically we looked at a specifications that were on at the order level and if those specification, a specification and multiple specs had a certification statement than this is the one we would, we would pick if we didn't find any, um, sort of kit or um, um, specifications that had certification statements, then we would look at the part or parts on this particular order. Do those have a certification statement with it? If it, if it did, that would win.
23:12 Um, if it didn't, we would drop down to the process. Does the process, the single process that's on this work order, does it have a certification statement? And if it does, that would win. And then finally would come down to an area here in, in what we call day two defaults, which is a sort of a system admin area to go in. You would, you can have a very simple generic statement. Our statement here is just telling you where this thing is located. So in the past we would, whichever the first one that would win here is what would show up for the certification statement. So if you use this builder and select her, um, you get to choose and we show you all the possible options we have here. So it gives you a little bit, um, more flexibility if you want to change basically what the statement is without having to retype it or pick a previous one.
24:05 You have these options of look at all the possible statements or certification statements that could be associated sort of automatically associated with this particular work order. Now this is key. If you want to turn this on by default, it's turned off and to turn it on, it's a system setting right here, six 96, and it just tells you it's just a checkbox here. Let me open this up. If you want to use that certification statement builder as a default, then you just turn it on and then what happens? I'll go back here, close that up. If I do a new certification, then what will happen is that instead of dropping into certification using our rules, it just brings up the selector and you pick which one you want and it works like the phrases you just click on the plus drops it in, say, okay, and there it is. So if you want to have that automatically come up, you just adjust that system setting for me. I'll just turn it off right now
25:17 and now with it off and I go to add, it's going to build our default, um, without, without that statement select or a statement builder of this particular information that's showing up right here. This is also a system setting. Now this was, um, this was probably, let's see, where did that come from? Parts where he treated here. So we can see that, that, uh, that particular statement came from this particular specification that's on, at the order level, on this work order. And then we have this showing above it the specifications statement. So the specifications statement comes from just as sort of a reminder comes from right here. So I'm on a certification page of the order and this is a, just basically a listing of the specifications. So if you have the advanced specification library, you'll have something here. If you don't have it, then you can ignore me for a little bit as I talk about that, but this is just basically a listing of all the specifications and descriptions.
26:27 Now this one has a pretty verbose description. It's in the parentheses there and that's why it's so long, but it, it's a combination of this with a little, a little preamble connected to it so we can show the process and then the tax in accordance with specs. And then here's that actual texts that was in that certification. Um, the specification text right here. So that's where that gets built from. This is also a system setting. How that works. Say I'm going to be the system setting seven right here. So if we take a look at this, if you want to add, uh, the, the order level specification names, so certification, you turn it on. If you don't want ever see that kind of stuff, turn it off. If you don't have specification library, um, or you don't have any order level specs that they're not going to show up anyways, but this only if you have order level specs that have a, a basically order level specs so you turn it on and off this value to hear if you read the notes, a value to says if I put a one in there or basically anything other than a, if I have to put a one in there, anything else would be basically a zero.
27:43 But if I put a one in there that means include the process description. And so that's why the process description was showing off showing if I didn't want it, I can put a zero or I can just clear it out and it would, uh, it would, would include that anymore. So that's a system. This is admin type of stuff here,
28:07 a rich text. Let's get back to that stuff here. So as Mike said, actually I'm going to go, I'm going to go to the process page here. As Mike was saying, you know, the rich text that you see here, we've got some, I guess in our mind, some best practices of how we want, how we think people should use this. And really it is kind of leave it alone unless you really need it. There's a compelling reason to go in and change the text for some reason. Uh, you can see we've got colors here. Obviously we're doing that to show the capabilities, but you don't want to go crazy with this stuff. And um, and we've seen some people that have done that kind of, hey, that's kind of cool and all of a sudden you look at instructions and there's eight different fonts in there with six different colors and sizes and everything.
29:03 And it's just, it just looks bad. It's hard to read and there's really no need to do that. Really the idea is less is more here, so only do this kind of stuff. If it's a compelling reason, you've got a compelling reason. I want this to pop out because if you make everything red, then it loses its impact and the operator is going to start ignoring this stuff. So it's always best to be, you know, use this sparingly, kind of like salt on your food. Um, so that's one of the things is basically don't change a font, a type if you don't need to. Um, uh, Mike mentioned that if we look at here, if we look at the html of this, this is just the designer view. This has a, a font size that was put into it and a color. And if possible I would, I really would avoid doing this font size stuff.
30:02 Some people because they've got high resolution, you know, laptop and not a real big monitor. The texts that was showing them was small, you know, when you're looking at this view, is kind of small. So they wanted to make it a bigger size so that they could read it. And so started to down the path of specifying your font size three or four or whatever it was that look good on that particular person's monitor and you start to embed that fond information into the instructions. So it's always gonna be that font size, you know, two, three, four, that's a sort of a relative html fond specification or you can put in point sizes too. Um, but if you just want to see it bigger here, Michael, show you away, you can just set up in your own personal preferences to make the text bigger in grids so you can see that. Or you can just zoom in so I can just zoom in and look at bigger text this way too. So don't do that just for a don't change font sizes, just so you can read it easier in your, on your computer monitor is not a good thing to do. These things translate into the reports to. So in this case, the work order report.
31:25 Now the, um,
31:29 we've got two different reporting engines. And, uh, so when you, when you use this rich text, you really have to be aware of at least have an idea of how this is going to look when it gets printed out on a report. Now any kind of font change or html changes you make here, like Mike was showing you, it's going to show up fine on your computer screen or on your tablet or the smartphone. It's going to look that way. It's going to render properly when this goes to a, to print out a report, a lot of, uh, a lot of you have crystal reports is a reporting engine in the background. The say the work order was generated using crystal reports, our first reporting tool we have, we used. And so it's pretty pervasive right now. The problem with it, it's a, um, it's a, it's like a two thought, well it's 2008 engine and it doesn't really support much in the way of html or rich text.
32:37 You can do bolding some sizes, colors, sort of. The problem is, is that engine is stuck in time and the html standard has moved forward and moves forward, forward literally every day. And so how a, this color font was a specified before. If you take a look of this one, maybe this makes sense here. Uh, this is using a, this is, I would say a relatively old way to specify the color font because it's a, some old data records we have here and, and font sizes to html has sort of um, move forward and have a sort of depreciated some of these, um, some of his markup language in and uses some newer standards. So the problem is that, uh, in 2008 or 2010 and 2012, whatever it is for the crystal engine, a lot has happened since then. And so a lot of the font a or find information and color is of the html tags have been depreciated, so they're not really supported anymore.
33:51 There's new versions which didn't exist in 2011 or 2010 or 2008. And therefore crystal has no idea what to do with it. So it just says, oh, this is just text, I'm gonna, throw out anything I don't understand, which is a lot. So, uh, that's one thing to keep in mind. Crystal's is not a good and particularly as time moves on is become worse and worse. Now, if you're not really doing, there's plenty of people that don't use a lot of rich text or they're pretty sparing with it. They probably don't even notice. And the issues with the crystal is only if you're getting, doing a lot of rich text, sort of a moderate or heavy rich text use a that you're going to start to see, uh, uh, issues with it. So basically, uh, we would use the teller, which is the controls manufacturer we use for a lot of the controls.
34:42 Uh, and of course the rich text editor and they have a reporting engine that's that we use a. and really all the new stuff we do that it's going to be printed on a piece of paper. We use the telerx reporting. The engine now it's, it's very good. It stays up to date. We get quarterly updates with all the tellerik reporting engine and Ui elements, so they are constantly moving forward with the html standard, which is one of the reasons why we are doing monthly releases because we have to stay current with all of that stuff. Um, so they do a very good job. So that's why we use a telework reporting engine now is going to be. It does a very good job of displaying this. For instance. These things I can just tell when I look at these lines, you, and there's more of a gap here that there's probably these are either in paragraphs a, a cmo paragraphs or they have a bar tag, a break tag in it.
35:42 And if I take a look at these things, you can see paragraphs or that's what the P and s slash p as so paragraphs will automatically give you more old terms letting or white space between the lines. And that's how it looks here. If I printed this out in a crystal report, it's very, very, very poor with paragraphs and breaks. And so what it usually does is that you don't get any white space here. These, these lines are just stacked on top of each other, which is nice if you don't let one, a lot of vertical space, but it's not the way. It's not properly formatted according to how this looks. Telerx will show it exactly the way it is here in the reporting. So that's, um, that's a good thing to be used in a lot of html and you noticing it's not translating really into the printed work order in this example.
36:40 Then talk to us about getting them moved over to the, to the telerx. Now, one of the things, not all html is supported even in Tellerik, lot of reporting engine site, at least the ones that I've seen don't support tables. No html tables are kind of like think tables in word or think like a little spreadsheet. And it would be, it would be awesome. We could do that because a lot of people want to have sort of columnar type of layouts. So they, they might have um, some description and they want value and a description and a value in description of value and they're lined up, left, just left, justified, lined up nicely and columns. And the way to do that is with an html table. That's what it's built for. Unfortunately, html tables will render just awesomely in the Ui here. No problem at all.
37:34 They won't translate to, to the report. So that's why we have mike is pulled out and you know, those buttons have support for tables now you could hard code tables in if you know what you're doing with html coding but, and look good on the screen but it's not going to translate to the report. So just be aware that not everything, not all html is going to translate to the report. So my suggestion would be if you, if you want to do some kind of neat stuff with the html, is that you, you do a test, you know, you do a sample first and play with a test work order or something and then see how it renders and prints out. So you have an idea before you go and make changes to a thousand processes to only to find out it's not as cool as you thought it was.
38:22 Um, so it, that's suggestion there. Now the other thing with the, I'm a telework reporting engine is, and this red editor is built to a to b, what's referred to as x html. So there's html, hypertext markup language, and there's x html, which is basically a really rigid format of html. That's like xml. XML is a markup language also. And so there's Xhtml, the, the, the, it wants the html to be flawless and you can literally screw up if everyone's ever done any work on a webpage, you can literally screw up an entire webpage by having one character missing. And uh, you could have, you know, 10,000 characters on there, it looked good and so you made one editor, all of a sudden it's just garbage. And that's the way a html works. Now, html itself is pretty forgiving, um, for a lot of formatting issues.
39:33 So you don't have to be super precise in how you do your html with xhtml. It's got to be perfect, and if it's not perfect, it's not going to render in the tellerik a reporting engine. So I'm going to show you an example of that. Now, the good news is that this red editor, it's basically self healing, so it will fix itself. Um, any kind of formatting that you try to play around with it. The same, the html tab is not correct. It's going to throw it out and it's going to make sure this is x html compliant. So it takes care of itself. The problem comes in with legacy, um, data. So if you, if somebody put it in some operations, base operations or particular operations and processes three years ago and they weren't really precise with the html or they put in some characters that are just, that screws up html and might've been okay in the past in a report in crystal because it, you know, it just, if it didn't understand it, it just said, oh, it's just text.
40:46 Um, but in, in the teller telerx, it's got to be precise and you'll get it. You'll get an error basically on the report. I'll show you what that, what that looks like. So let me just pop in here. Okay. So I'm going to take that particular operation. I'm going to change it here. So me just select this first. This is the actual. I'm looking at a database. This is the actual html, the text that's in that and we can see that it's got a slash p on the end and I'm going to change that. So I'm just going to make a, make it poor html and we'll look at this again. So here's what I did know. It says slash pzz totally not an html tag, not going to work with xhtml at all. Um, it, it's an unknown tag and it's going to look up here and saying, Hey, I should have a slash p, I should have a ending paragraph tag and the, uh, the reporting engine smart enough to tell you a lot of the issues you would see. So now I've kind of screwed this up. So let's go back to our screen here. Now if I, I'm just gonna refresh this page basically, and you look on the Ui and ah, that doesn't look any different here at. Sometimes it might look different. Sometimes it might not. If I actually open this editor up, still looks good. If I look at the html and notice that it's, it says slash P, not z, and it fixed itself as soon as I opened up, but I'm not gonna I'm not going to save this. So what happens is if I click print this,
42:29 okay,
42:32 are not so quick printed. Okay? So here you go. Here's a good example. Let me zoom in here so you can see everything else is working fine. This one says, Hey, there's a problem here, some geeky coding, you know, um, develop our stuff there. But it says, tell me the P tag position one doesn't have a matching tag and it says Pzz at the end. So when you see something like this in a red box, first of all, you know you're using a tellerik report because this would never show up in a crystal report. Um, and it's telling you that whatever data's there is not, it's not pure good, well formatted x html. So let us know. We will use this. Now you can fix most of these yourself and all I have to do is basically go into this editor.
43:27 Okay
43:28 man, save it because when it opened up, it fixed it already. I'm saving that so it should overwrite that. And with a little luck, that report should work fine now.
43:43 Oh, there it is and it's working fine. So you can fix it yourself. That's the good news is that the editor will fix most of the issues you might have there. The thing that he remembers that you can fix it in this work or, but did not fix it on the process that was put on this work order. So when you do this, make sure you roll it all the way back. So maybe on this particular processes os temper process, I fix on work or it didn't fix it on the process. So you need to roll back, fix it on the process. Well, what did that, did that bad html come from the actual base operation and if you, so you need to roll back all the way to the operation and make sure you fix it the whole way down so that you don't keep proliferating that next time that operations put it into a new process that it doesn't introduce this issue again. So that's just kind of a kind of a heads up there. And um, one last thing I want to show 'em
44:46 not really xtml but I'm a or rich tech stuff, but this emergency info, uh, you may have noticed this, you may not have, I think by default it doesn't show up what you have to do and this is an admin thing. Um, you have to go into system setting six 95 and I'll, I'll show you that to turn it on. So let's go here. Now the genesis of this is a customer had an audit and they, uh, nick dumb because they didn't have these emergency procedures everywhere. They should've been. So they had some in the, um, in the locker, not locker room, but in the break room. And you know how this stuff happens, it's taped up and somebody rubs against the EPA and get curls up and eventually falls off. Nobody knows about all those pieces of paper on the floor, they throw it out and it's gone.
45:48 Or the procedure, you know, you updated it three months ago and it hit, you know, the actual printed one didn't get updated in inspection office. So they got nicked for this and they said we need a way to have this, you know, a central spot. Now this only works is if your computer systems working. So if you've got some, uh, a crisis where maybe your power went out at your plant and unless you have your servers running, then you've got access to it with a laptop or something when the battery, that's not going to do you any, any good. But this is least help for the types of, um, just having this available. So it's basically, if you set this up, it's six 95 and you just, you know, what texts you want for that to show up on that hyperlink. And then you basically given a url.
46:40 Now here we just have a google, a document that were showing, um, this particular customer is using Google docs also, so they could set up a, basically a folder in Google doc folder, navigate there and the folder had links to all sorts of other emergency contacts depending upon what the situation was. And then you can specify a color for this particular text and if you have this field in then they'll just start showing up. You can see it shows up on every page in the header here. And on the portal page, let's even in the production pathway. So it will be everywhere.
47:28 We'll wait for that to come up. Basically the, um, so if they need, have some emergency contacts that can just click on it. Here's my little attempt at humor. Uh, usually the sky is falling when you have some emergency here. So this is just showing that one url. So just give you an idea what it is in production pathway. Here it is, it's a big, big fat button. So you guess I'm a ability to put that kind of emergency information on all the pages in blue streak. So I think that kind of hits everything I wanted to hit. Um, Mike will have to be pretty quick here, uh, with a user settings. Send it over to you.
48:07 I can do that.
48:11 Okay. Let me just get my screen shared here. Are we there? Todd? Can you see me?
48:20 Not yet.
48:24 Try that again. There we go. That looks right now. Alright, we just wanted to make sure we cover a few additional things here so that be in the interest of keeping everyone up to date on some things. So when you, when you saw it on the portal page, when you select a button, that's the user settings button, so usually has your name with a little gear by it. You get this page and this page is the, is the kind of a, it's a kind of a become a catch all for all the kinds of things that are associated with a user user preferences. So the first tab is, is a, uh, is an editable a that allows selected users to edit their own contact information. Now this is only if they have a particular role and that role is, uh, let's see, where's that role user can edit self.
49:07 I think it's the name of the role. So, you know, maybe there's some people you wouldn't want them editing this information, you don't want them deleting their contact information, but it allows some people to edit this information. They asked. They also have to put their password in to be able to do this. So someone can't just walk up in, edit their information. Um, this also allows you to change your own password. A new feature that we added a little while ago was a mechanism where we could tie them out passwords. So you might say every three months I want everyone in my shop to change their password. Now we really didn't do that in the past and it was just a manual thing, but now we can, we can sort of force people on some schedule to change their password. And then that really is up to you in terms of where you feel you want to manage your security.
49:55 But that's built in now. So if a user does x, if their password does expire and they need to change their password, they will be directed here if they've weighed in p on the number of sort of alert days that they will be given and they will be sort of alerted along the way. You've got x number of days until your password expires, that kind of thing. And the appearance tab, you're probably all familiar with many of these things. This allows you to change the theme that we use. Some of them a more attractive but not others. Some of them not so much. I tend to stick with the default myself. Um, something I suggested earlier was this idea of a grid text size. So you can see in this particular grid, um, the text here is all kind of the same size. If I own.
50:40 One of the things I'm wanting to know here, right over here, it's not really obvious, but the certification, the certification here is actually, I specified a font size on this and you can see it if it may not be obvious, but it's a little bit bigger than the surrounding text. So if I go back to my settings and change this, say from the default of nine points to 11 points, and then refresh this page, now you can see my font size has gotten a little bit bigger. Maybe it's not obvious, but notice that the certification word is smaller now because it's fixed at whatever font size. I told him what to fix it out now. Right now we're only supporting these three sizes because that sort of made sense, you know, maybe in the future we will support even more larger fonts as maybe with people who are maybe slightly vision impaired, especially as you get older.
51:32 What about a font three fond, right? And in production pathway, whether we have the list of menu items, we have two different size icons that we can present to the users. The 16 is the default in 24 hours. Just makes it a little bigger. I think preferences this, this has really sort of here as kind of a a mechanism for us to kind of help clear things out. You almost really should never have to go here, but many of the user preferences that are built in the blue streak now we have to manage that data and it's based on an individual and so the data is just here's store here and this is the way to view it and this has to do it. A lot of like grid layouts, filters, and if for some reason we're having a problem with a particular grid so I can come here and just clear this out and hit the clear button.
52:24 That's kind of, I'm not sure. Oh yeah, there it goes. I cleared it out so it cleared out that the default layout for that. My customer address grid, so if I go back to my customer address page, the grid layout will be the default instead of whatever I had changed it to and that that potentially could happen if we are updating grids with new data or removing data from them. So it's just a way to maybe help alleviate a problem, but you should almost never need to look at that. This is a brand new feature. Notifications built in notifications in the system when, when reports are generated or rather when orders are new, new orders are generated when the particular processes is added to an order, when the certification gets created, all that was managed by some admin at some up to this point. Now users can actually manage their own notifications. So if, uh, if I have to know in a particular part gets put into an operation, I can manage my own notifications here. So anybody who hasn't been doing this, this could be useful. And one thing when caveat about notifications is keep them to a minimum, only the ones that are really important. Otherwise you tend to ignore them all.
53:40 Cancel that
53:47 links. We may have talked about links, links. There are a way to, to show, um, additional things on the, on the portal page. So right here we have a system link example. Users can define their own links as well as a system links. So you may have some specific documents that you want to have quick access to within blue streak. And this is where you would do it. So you just specify some text url, a description of perhaps when you want it to be active or an explorer. So same as a system nick, except that this only shows up for the given user. They may have some specific training documents they want to keep track of and this was a new tab that was just added. This is going to allow anyone to see maybe selected users, but to see where they are in terms of the blue streak releases as well as the customer connect to release. So you can see here it says I am currently a uptodate or in both of mine, so you have to be at least up to date with these.
54:53 I think that's just an admin. I'm alert you that particular one.
54:59 Yeah.
55:01 So if you're an Admin, a blue streak, I think there's a. You can also get that little alert, a triangular exclamation point shows up somewhere else too on that
55:11 portal page, right on the portal page. If you're an admin and and we determined that blue streak is out of date in terms of the version you will get prompted with a little button here at the top, which would open up this page to this tab so you can see where you are. Sound like that. That's all I have.
55:34 Okay. We'll pass it over to Jean. All right, Jean shorts.
55:43 Well everyone, I think you can see my screen hopefully.
55:51 Um,
55:53 anyways, I just want to let you know our next Webinar will be August 11th, also a Tuesday, a q, three third quarter release. Learn about new features and functionality within blue streak. And that concludes our Webinar for today. Thank you. A recording will be sent to and a couple of days and, uh, again, thank you for joining us. See you next month.