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2016
NAVIGATION MANUAL © 2006 TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC.
PENGUINDATA WORKFORCE MANAGEMENT, INC. | 117 Timberlane Rd, Spooner WI 54801
Version 1 16
© 2006 TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 1
Table of Contents: About: ........................................................................................................................................................... 3
Web Browser Requirements .............................................................................................................. 3
Acceptable Mobile Devices ................................................................................................................ 3
Multiple Devices: ................................................................................................................................. 3
Navigating: ................................................................................................................................................... 4
Terms: .......................................................................................................................................................... 4
Tool Bars:..................................................................................................................................................... 6
User Option:......................................................................................................................................... 6
Breadcrumbs: ...................................................................................................................................... 6
Office Location: ................................................................................................................................... 7
User: ..................................................................................................................................................... 7
Module: ................................................................................................................................................. 7
Navigation Menu: ................................................................................................................................ 8
Menu Selection: ................................................................................................................................... 8
Logout: ................................................................................................................................................. 8
User Options Tool Bar (Second) ............................................................................................................... 9
Support Request: ................................................................................................................................ 9
User Preferences: ............................................................................................................................... 9
Clock In/Out: ...................................................................................................................................... 10
Change Password: ............................................................................................................................ 10
Lock Session: .................................................................................................................................... 11
Live Support: ..................................................................................................................................... 11
Corporate Dashboard: .......................................................................................................................... 11
Navigation Tool Bar (Third) ...................................................................................................................... 12
Quick Navigation Button: (green) ................................................................................................... 12
Module Button: (shown here as Workforce) (green) .................................................................... 12
Title Bar ...................................................................................................................................................... 12
Work Area: ................................................................................................................................................. 14
Work Page:................................................................................................................................................. 14
Navigation Tools: ...................................................................................................................................... 15
Options Button: ................................................................................................................................. 15
Options Menu: ................................................................................................................................... 15
Prefilled Information ............................................................................................................................. 15
© 2006 TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 2
Horizontal Scroll: .............................................................................................................................. 15
Vertical Scroll: ................................................................................................................................... 18
Data Tables: ....................................................................................................................................... 18
Code Query: ....................................................................................................................................... 19
Sort: ........................................................................................................................................................ 19
Data Sort: ........................................................................................................................................... 19
Column Data Item Sort: .................................................................................................................... 20
Fill in information .................................................................................................................................. 20
Data Boxes:........................................................................................................................................ 20
Check Boxes:..................................................................................................................................... 21
Transaction Buttons: ........................................................................................................................ 21
Upload buttons: ................................................................................................................................. 21
Image Scroll Tools: ........................................................................................................................... 22
Image(s): ................................................................................................................................................ 22
Image Options Button: ..................................................................................................................... 22
Page Numbers: .................................................................................................................................. 22
Calendar: ............................................................................................................................................ 23
Pop-up Messages: ............................................................................................................................ 23
Visual Navigation: ................................................................................................................................. 24
Cursor Location: ............................................................................................................................... 24
Error: ...................................................................................................................................................... 25
Fill-in Boxes: ...................................................................................................................................... 25
Spelling: ............................................................................................................................................. 25
Viewing:.................................................................................................................................................. 25
Lengthen: ........................................................................................................................................... 25
Page Navigations: ............................................................................................................................. 26
Search: ............................................................................................................................................... 27
Reports: .............................................................................................................................................. 28
Signature: ........................................................................................................................................... 30
Google Maps: ............................................................................................................................................ 31
About:
PenguinData Workforce Management Database is designed as a user-friendly system to navigate
through. There are two ways to navigate through the system.
1) Desktop/laptop computer use a mouse for navigation.
PenguinData supports Google Chrome and Firefox browsers to allow for optimal
system usage.
Web Browser Requirements
Firefox version 30 or greater
Chrome version 30 or greater
Opera version 12 or greater (not Opera Mini)
Safari version 5 or greater
Default browser on current Android and IOS devices
Windows mobile 6 and earlier are not supported, limited support for other Windows
mobile devices
Other browsers, including Internet Explorer 9 or better, may work perfectly fine with our
product, but are not supported.
JavaScript and sessions cookies must be enabled in the browser.
Flash is required for export of data tables lists to CSV files and clipboard via Copy and
CSV buttons at the bottom of tables. Flash is not required for general functionality.
2) Mobile users (such as Field Personal) are able to use a touch screen to navigate.
Acceptable Mobile Devices
Currently for this App, the user needs to have an Android Operating System that is a 4.1.2 or
higher. Other phones may be used but will have a striped down interface.
Multiple Devices:
The user can be logged into the one version of the App and the Web
simultaneously, however, they cannot be logged into two versions of the App or
the Web simultaneously. Being logged in on two devices versions (Web or App),
simultaneously can create potentially conflicting data and GPS Coordinates.
© 2006 TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 4
Navigating:
PenguinData provides the user with a responsive and easily navigated system. It has three Tool
Bars and a Title Bar. PenguinData allows for visual, color friendly navigation. The functioning
buttons and bars within PenguinData change to red as the cursor is placed over them. Fill-in
boxes turn from white to a yellow background when the cursor is placed in them.
Terms:
Breadcrumbs:
A horizontal listing of the location the user is working in. Breadcrumbs include
location, user, module, navigation menu and menu selection. Breadcrumbs
provide a location dropdown menu button and navigation links to module and
navigation menu areas.
Check Box:
Check box is a box or circle that the user can click on to auto-fill it with a check
mark or fill. By checking the box, clicking on, it assigns PenguinData a
command for a transaction.
Cursor:
A movable icon used for pointing or placement of a position on the computer
screen. It can be moves around the computer screen with the mouse or key
function. Touch screens move it with finger movement.
Data Table:
Data Tables are an on-screen list of information visually organized in columns
and rows. Some data tables allow the data to be sorted. The column headings are
across the top row of the table.
Drop-down Menu:
Drop-down menus are a prefilled list of data. When inactive it displays a single
value and when active it displays a list of values. The user is allowed to select a
single item. When the item has been chosen the list disappears and the drop-
down menu becomes inactive. To make the field active and display the list again
click on the arrow on the right hand side of the bar.
Fill-in box:
A fill-in box is a box or bar that is unfilled and requesting information. Data
entered provides a value to complete a transaction.
Menu Buttons:
Menu buttons are a functional command buttons that when clicked provide a
dropdown menu selection to appear.
Menu Selections:
© 2006 TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 5
Menu selections are a drop-down grouping of Work Pages. The user is allowed to
select a single item. When the item has been chosen the list disappears and the
drop-down menu becomes inactive.
Modules:
Modules are individual work group entities within PenguinData.
Navigation Menu:
A horizontal list of categories that are menu buttons. When clicked on they
activate a menu selection.
Options Button:
A single button on the right side of the title bar that, when clicked, provides a
drop-down options menu.
Options Menu:
A drop-down list of work pages on the right side of the Title Bar. When a work
page has been selected the list disappears and the drop-down menu becomes
inactive.
Pop-Ups:
A pop-up is a screen or message that appears by popping-up onto the work area
providing additional information.
Prefilled:
Prefilled states that information has been provided.
Scroll:
To scroll is to move or slide text vertically or horizontally without changing the
page design. Scrolling is used due to an image being larger than the viewing area.
Sort:
Sorting is to arrange in a sequence. Usually this will be alphabetical or numerical.
Title Bar:
A horizontal bar showing the Title of the current module home page or work page
that is opened.
Tools Bar:
A horizontal bar located in the upper portion of PenguinData that has buttons,
icons and menus. The buttons, icons and menus are tools used for a function.
Transaction:
Transaction is the act of processing data.
© 2006 TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 6
Transaction Buttons:
A transaction button will complete or cancel an operation.
Upload:
To upload, an image or a document; means the data will be sent from a local
system into PenguinData.
Work Area:
Work area is the area below the title bar that the work page appears in.
Work Page:
A work page is a page to view or enter data into.
Tool Bars:
Breadcrumbs Tool Bar (First)
User Options Button Breadcrumbs Log Out Button
The Breadcrumbs (first) tool bar in the PenguinData Workforce Management shows three
options: 1) User Option Button; 2) Breadcrumbs; and 3) the Logout Button. Each of
these options will provide the user with different functions as explained below.
User Option:
The User Option Button is located on the upper left hand side of the Breadcrumbs
Tool Bar. By clicking on the User Options button an additional tool bar (User
Options Tool Bar) containing the User Option Menu Buttons will appear. User
Options Tool Bar can be open or hidden from view by simply clicking the User
Option button on the Breadcrumbs Tool Bar.
Breadcrumbs:
The middle section of the Breadcrumbs Tool Bar is a section called Breadcrumbs.
Breadcrumbs provide the user a quick glance at their current location within
Penguin Data. Breadcrumbs also provide the user the Office Location Button and
a quick navigation tool.
© 2006 TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 7
Breadcrumbs consist of five sections: (1) Office Location - being worked in
{Dallas}, (2) User - logged into PenguinData {jjensen}, (3) Module - that is opened
{Assets/Fleet}, (4) Navigation Menu {Vehicles}, and (5) Menu Selection - currently
opened {Vehicle Data}.
* Breadcrumbs do not show the work page that is opened. The work
Page name is located on the title bar.
Breadcrumbs are helpful if the user is putting in a support request. By providing
PenguinData Support Team with the breadcrumbs and the name of the work page
the user is working in, it provides the detail of the problem area and aids in a
quick resolution.
Office Location:
The Office Location is the office that is currently being worked in by the
User. The Office Location is shown as the beginning of the Breadcrumbs.
The Office Location is also a Menu Button providing a dropdown listing
of the all office locations the current user has access to. If the user has
access to a single office, no drop down will appear. The user can click on
an office in the list to immediately switch to that office location. The
Office Location is shown in White print within a grey button at the
beginning of the breadcrumbs.
* The Office Location button access is based upon job function.
User:
The User is the person that is logged into PenguinData Workforce
Management. The User information is located next to the Current Office
Button and is shown in green print.
* Users have different security levels based upon job function.
Module:
The Module is a listing of work groups. The Module that is being worked
in will be shown as the third Breadcrumb listed and is shown in green
print.
* Module access is based upon job function.
© 2006 TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 8
Navigation Menu:
The Navigation Menu is the fourth Breadcrumb shown. It is a listing of
categories that when clicked provide a Menu Selection. If the user clicks
on the Navigation Menu on the Breadcrumbs menu it will provide a “page
not found” message in the work area. The Navigation Menu is not a page
it is a list of categories. It is shown in green print in the breadcrumb.
Menu Selection:
The Menu Selection is the fifth Breadcrumb shown. The Menu Selection
is a drop down box providing a grouping of Work Pages. The Menu
Selection breadcrumb provides the menu selection heading not the work
page. The breadcrumb will appear after the user has chosen a Work Page
from the drop down list of the Menu Selection.
Logout:
On the right side of the Breadcrumbs Bar One is the Logout button. The Logout
button, when clicked, will close the session and bring the user back to the login
screen.
© 2006 TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 9
User Options Tool Bar (Second)
User Option Tool Bar Menu Buttons
(May be opened or hidden)
The User Options Tool Bar in PenguinData can show up to ten (10) Menu Buttons: 1) Support
Request; 2) User Preferences; 3) User Manuals; 4) Company Documents 5) Check In/Out;
6)Mileage; 7) Change Password; 8) Lock Session; 9) Live Support and 10) Corp Dashboard.
Each of these buttons will provide the user with different functions as explained below. Certain
menu buttons are based upon job function and permission is required.
Support Request:
When clicking on the Support Request button a pop-up, partially prefilled,
support request screen will appear in the work area of the screen. The
prefilled information is the phone number to PenguinData Support Team,
the reply e-mail address of the person logged into the system (User) and
the user phone number, if it has been entered into the system, this is
important so PenguinData Support can contact the user if needed. If the
information is not prefilled please add it into the request. The request type
has a dropdown selection to help get the request to the proper support area.
The User will need to fill in the subject line and add a detailed message,
use the breadcrumbs and work page in the message. Click the submit
button and the request is instantly sent to the PenguinData Support Team.
User Preferences:
When clicking on the User Preference button a pop-up screen will appear
with the following four options.
Show Calendar Months
Title bar Calendar
Scrollable Tables
Audible Error Messages
These options are to allow the user to set up PenguinData to their personal
preference.
© 2006 TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 10
User Manuals:
When clicking on the User Manuals button, the screen will change to
provide the user with a list of the User manuals available. The list
provides the user with five (5) columns: Module, Subject, Name,
Description and Open in New Window. If the user clicks on a row in the
first four (4) columns, the manual will open on the screen. If the user
clicks on the Open in New Window, the manual will be created in a pop-
up window, allowing the user to view the manual and navigate through the
PenguinData System.
Clock In/Out:
When clicking on the Clock In/Out button a pop-up screen will appear to
allow the user to either clock in or clock out. This is a time keeper for
payroll.
Change Password:
This Menu Button must be used upon the user’s initial (first) login to
PenguinData. It allows for changing a password. Changing a password is
important to keep the PenguinData secured under a user name. Tracking
is part of the system and if the user’s password has been breached it
should be changed immediately.
* A password in PenguinData must be a minimum of eight characters and
contain one (1) capital letter, one (1) lower case letter and one (1)
number.
© 2006 TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 11
Lock Session:
The Lock Session button allows the user to easily click it and it will
instantly lock PenguinData and hide the data being worked on from sight.
This is a great security feature.
* Locking a system is important to do if the user walks away or if
the user wants information secured from sight if someone comes
to the user’s work area and does not have access to see the
information being worked on.
* Keeping PenguinData secured is as easy as a click
Live Support:
This button provides a live chat (instant messaging) for problem solving
issues with the PenguinData Support Team. In red lettering for easy
viewing the user can see if the PenguinData Support Team is online or
offline at the time of the support question.
* If Live Support is showing Offline, a Support Request should be
sent in.
Corporate Dashboard:
This User Option is currently not available for use. It is under Construction.
© 2006 TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 12
Navigation Tool Bar (Third)
The Navigation Tool Bar (third) in PenguinData Workforce Management shows three
areas of function. The first two buttons are shown in green print: 1) Quick Navigation;
and 2) Module Button. The next listing of buttons is shown printed in white. The white
buttons are called: 3) the Navigation Menu. Each of these buttons will provide the user
with a Menu Selection. Depending upon the module being worked in the category
selections will change in the list.
Quick Navigation Button: (green)
Provides a drop down list of recently and most used work pages of each
individual user. Current Module and All Modules
Module Button: (shown here as Workforce) (green)
The Module button provides the user with a dropdown list of work groups. Admin; Assets/Fleet; Audit/Disco; Box Reclamation; Dispatch; Esc/Dmgs;
MDU/Constr; QC; Sales; Warehouse; Workforce.
* Modules security levels are based on job function.
Navigation Menu:
The Navigation Menu is a list of category selections that opens up the Menu
Selections of Work Pages. (Navigation Menu categories will change as the Module is changed)
Title Bar
Shows the Module home page or Work Page currently opened
May provide a link to open all alerts in the Module Home Page Setting (Shown above in blue - access option to open all alerts)
© 2006 TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 13
The Title Bar in PenguinData Workforce Management provides a heading or title
showing which Module (home page only) or Work Page the user is in. When in a Module
home page there may be a link to open all alerts, shown in blue print. It is important to
know that the Work Page is not included as part of the breadcrumbs but can be viewed
quickly on the title bar.
Example one below shows the Title Bar in the Workforce Management Module home
screen (Workforce Management System). In the work area are the alerts and a chart. On the
Navigation Tool Bar (three) the user can see the Navigation Menu with the category Data
Entry in Red lettering, having been clicked. In front of the alerts the user can see the
Menu Selection of work pages under Data Entry.
If the user were to click on the Work Page - Tech Timesheets under the Timesheets
Heading in the Menu Selection, the Title Bar would change to Tech Timesheets, as
shown in the second example. The Menu Selection disappears from the work area until a
Navigation Menu button has been clicked on again.
Example One
Example Two
Module
Work
Area
Navigation Menu
Menu
Selection
Work
Pages
Title Bar
Tool Bars
Subtitles
Options Button
Options Menu
© 2006 TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 14
Work Area:
The area below the Title Bar is the Work Area. The work area has a light blue
background. It is the area that the work page will appear in. Pop-up screens will be
shown in the work area.
Work Page:
A Work Page is selected from the Menu Selection of a Navigation Menu category or the
Options Menu. It is a page to do work in, such as data entry or to view data.
Work page in the Work Area
© 2006 TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 15
Navigation Tools:
Options Button:
Located on the Right hand side of the Title Bar, this bar appears when an area
provides additional options to the user. By clicking on the bar it will produce a
dropdown menu of work page selections available to access from the module and
work page being worked in. If the bar does not appear, there are no additional
options. The list will change with each work page selection made from the
navigation menu.
Options Menu:
Located on the Right hand side of the Title Bar, this is the menu selection of work
papers provided by clicking on the Options Button.
Prefilled Information
Horizontal Scroll:
Click on either side of the horizontal bar showing the double arrow to
move back and forth by alpha or date depending on the field. The left
arrow will go down, from Z – A or 10 - 1, and the right arrow goes up,
from A – Z or 1 - 10.
The Horizontal Scroll bar also provides a dropdown data table for quick
navigation. It provides the user information that is pertinent to the work
page they are in.
© 2006 TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 16
The horizontal scroll dropdown Data Tables are sortable.
Depending upon the column the user sorts, determines how the data in the
horizontal scroll bar will scroll. The column that the user has selected to
sort becomes the command column for the scroll bar.
If the Vehicle column is clicked then the scroll bar will show the data table
in order of vehicle number. If the Plate column is selected the scroll will
be shown by plate number. If the Assigned column is selected the scroll
will be by the assigned tech/employee.
Example one below shows the dropdown data table being sorted in the vehicle number
column, the arrow in the vehicle column is pointing up to show the data sort. This is the
default sort. Vehicles are sorted and will show as 101, 102, 103…. in the horizontal
scroll.
Example One
© 2006 TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 17
Example two is sorted by the Plate column. The plate number starts at 033-5YK for
vehicle number 11, the next plate number is 073-MU1for vehicle number 117… The
horizontal scroll bar will scroll through the plate numbers as listed below.
Example Two
Example three is sorted by the Assigned column. The assigned column starts at 215 then
goes to 2706, 2707…… The horizontal scroll bar will scroll through the assigned
column as listed below.
Example Three
In the dropdown list search box the user can type in any information that is
in the data table to narrow down the selection. The user can also use the
dropdown box and click on a row and the information will auto fill.
© 2006 TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 18
Vertical Scroll:
Click the double blue arrow or the black arrow to get a drop down list of
prefilled information to choose from. If there is more data than can be
shown in the drop down screen, a vertical scroll bar will be appear on the
right hand side of the screen to allow the user access to more listings.
In the dropdown box the user can type in any information that is in the
data table to narrow down the selection. The user can also use the
dropdown box and click on a row and the information will auto fill.
Data Tables:
Throughout PenguinData the user will find many Data Tables. Data
Tables are an on-screen listing of information visually organized in
columns and rows that allow for data to be sorted. The column headings
are across the top row of the table.
Data Table Heading
© 2006 TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 19
Code Query:
When a question mark is present on the left side of a fill-in line the user can
click it and a pop-up box will appear with the codes that can be used in the
fill-in box.
Sort:
Data Sort:
Click the arrow on the right side of a heading bar to sort the data listed
within that column. The arrow will change up or down depending on how
the user would like data sorted. Changing the sort is as easy as clicking
the arrow again. The arrow shows black in the column heading being
worked. It appears as a light diamond in the following column headings
that provide data sort. Once the user clicks on a column heading
providing data sort it will turn to a black arrow. The default sort is the
arrow pointing up A – Z.
Sort allows the user to sort multiple columns of data by holding the shift
button down while selecting another column to sort. Data will remain
attached and will not sort if data can’t be sorted. As shown below we had
sorted assigned to alpha down and took the three vehicles in warehouse.
The next sort used vehicle number and the data was sorted within
© 2006 TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 20
warehouse by vehicle number but no other rows would be affected unless
they had data to sort within the requests sort. All row information remains
connected.
Column Data Item Sort:
Additional sorts may be provided at the bottom of a column even if the
column has a sort arrow in the heading. The additional sort is a dropdown
box that provides the user with the data specific for that column. This
allows the user to pick one piece of data from the dropdown list and the
column will then provide that specific data.
Fill in information
Data Boxes:
Data Boxes do not provide an arrow for a drop down list. Data Boxes
need to have the information filled into them. The box sizes vary
depending upon the data to be entered.
© 2006 TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 21
The search box is located in the bottom left hand of the screen work area
of a work page. It requires some information filled into it to allow it to
run a search. Once the user places the first information in the search box it
begins breaking down the data. The more letters/numbers the user place
in the box the more detailed the search becomes.
Check Boxes:
Check boxes are boxes or circles that require to be clicked on to either
check or fill in.
Transaction Buttons:
Transaction Buttons are used to carry out a directive, complete a task or submit
information to the data base. Transaction buttons are located throughout
PenguinData in a variety of area with the most common being at the bottom of a
work page section.
Upload buttons:
The upload buttons are used to import files.
© 2006 TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 22
Image Scroll Tools:
On the right hand side of the first image section there are three circles, two
smaller on either side of a larger. The smaller circles have double arrow
and are command buttons to move the upper images right or left. The
center circle has an arrow facing right, the way the images will scroll
automatically. By clicking the middle larger arrow the image on the arrow
will change to a double line and the images will begin automatically
scrolling. To stop the scrolling just click the large middle double line and
it will change back to the arrow and freeze the images. The image in the
upper row at the left most placeholder is the image that is place in the
second image section of the screen.
Image(s):
Image Options Button:
The Image Options button allows the user to click on the icon and a pop-
up box will appear. The pop-up box allows the user with three choices: 1)
Save Description, 2) Open in New Window, and 3) Delete Image.
Page Numbers:
Click on the arrow to increase or decrease the number of lines the user
would like to see in the work area. Choose a number from the drop down
list (5/10/25/50/All). Ten (10) is the default number. This box is located
in the bottom left side of the page.
The lower section has a single image, from the upper section left
placeholder, showing in the middle of the screen. If the user places
the mouse on the image two arrows appear on either side of the
image. These arrows are for scrolling through the images.
© 2006 TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 23
Located on the lower right side of the work page is a navigational tool for
selecting the page the user wishes to have in the work area. Click on a
number for that work page number or use the previous or next to scroll
through the pages. The first and last button will take the user to the first or
last page.
Calendar:
Click on the calendar next to the fill box to auto fill a date the user selects.
On the Title Bar a small or fully expanded calendar will show in the left hand side
depending upon the User Preference chosen. When the mouse is placed over the
small calendar it will expand to a fully expanded viewable calendar. This
calendar would be used to adjust dates for the work page.
Pop-up Messages:
The pop-up messages will appear on the screen to notify the user if the actions
they had been performing have been completed or notify the user of actions to
take if needed.
Use the X to close
the pop-up or wait
& it will disappear
© 2006 TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 24
Pop-up messages can also have a link attached to them to view reports.
Notices that states fields highlighted in red contain errors will provide the user with the error
message in the field if the user places the cursor over the highlighted field.
Visual Navigation:
Cursor Location:
The first example below shows the user that the Tech/Employee Data in
the navigation Bar has been selected as it is highlighted in red. On the
right options bar the selection is Tax Info as shown in red ink.
The second example is showing that the cursor has been placed in the
Workers Comp Class Code fill-in box, as indicated by the bar showing a
yellow background. The next line is Federal Filing Status and is shown in
a light blue color as it is indicating the bar is a dropdown selection. The
third line is showing a white background showing it is not in use.
© 2006 TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 25
Error:
Fill-in Boxes:
Fill-in boxes that are mandatory will have bold print writing in front of
the box.
If a mandatory box is not filled in the user will receive a notification
through a pop-up message and the box in error will turn red.
Spelling:
PenguinData does provide a spell check just not an auto correct. If words
are miss spelled a red line will show below the incorrectly spelled word
allowing the user an opportunity to correct the spelling prior to submitting
information to history that may not be retrievable.
Arrows are pointing to spelling errors that are underlined by PenguinData in Red.
Viewing:
Lengthen:
To lengthen the pop-up screen the user will need to place the cursor over one of
the sides of the pop-up screen, making the cursor a double sided arrow, as shown
below on the left hand side. The user will hold down the left mouse button and
drag the side to lengthen it. Both sides may need to be lengthened in order for the
document to be read clearly.
Bold
© 2006 TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 26
In the notes area of PenguinData the user will see six dots in the bottom right
corner. The dots are a visual to show the user that the work area having the
markings can be extended by placing the cursor over the markings. The cursor
should become a double sided arrow. Hold down the left mouse button and drag
the area to the size that works best for the user.
Page Navigations:
Page Navigations provide the user with tools to steer through pages.
© 2006 TO CURRENT, PENGUINDATA WORKFORCE MANAGEMENT, INC. 27
The Horizontal and vertical scroll bars are located on the work page and within
Data Tables. To use a scroll bar the user can click on the arrow on either side of
the bar to move the bar and data in that direction or place the cursor on the bar,
hold down the left mouse button and move the mouse in the direction the user
wants the area moved.
DO NOT USE the back button in the browser to navigate while in PenguinData
Search:
There are several options for search provided in PenguinData. The first is a
Search bar located at the bottom of the work page. The next is a search bar
located at the bottom of a column. This option allows the user to search the
column. Another is a set of binoculars located in the upper left side of the work
page.
The vertical Page scroll is located on the right side of the page The horizontal page scroll is located at the bottom of the page
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Reports:
Reports can be located in the reports navigation menu of each module. Some
reports are located on the success pop-up. These reports need to be selected prior
to the pop-up disappearing.
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Signature:
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Google Maps:
Map shows the GPS location of the company fleet being shown as
green torsos on a default map showing interstate highways, cities
and lakes.
When the user clicks on the green torso a pop-up will appear that
shows the Tech number and name or employee name, the vehicle
fleet number, vehicle plate number, vehicle year, make and model.
The user has several options when viewing the Map. On the right
upper side of the Map the user has two options of either Map or
Satellite views. The map shown below is a Map view.
The map below shows the map pan right. In the upper left corner
the user will see a circle with four arrows on it. This circle allows
the user a panoramic view, up, down, left or right. The curser will
turn into a hand when placed on the pan button. It will point and
show the user which pan they have chosen.
Example: This example shows the map having been panned to the right.
Map or Satellite Option Button
Tech location and information
Pan Button
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The map below shows the map being zoomed in. In the lower left side of
the map the user will see a bar having a + on top a middle section showing
a – and on the bottom showing -. This is a zoom bar which allows the user
to view the map close or far. To zoom in use the top +, to zoom out use
the bottom -, or use the middle – section to manually move the zoom. The
curser will turn into a grab hand if you choose to use the middle section
and drag the bar to the zoom view or it will point if the user places it on
either end of the bar to use the auto zoom.
Example: This example shows the map having been zoomed in.
Example: This example shows the map having been zoomed out.
Terrain:
If the user clicks on the Map button in the upper right corner of the
map a pop-up appears below the button with a check mark. The
pop-up is called Terrain and allows the user to view the terrain of
the area they are viewing by clicking on the check box.
Zoom Out is below middle
Zoom In is above middle
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Example: This example shows the map having been zoomed out.
This icon in shown on both the Map or Satellite maps and is
called Peg Man or the Little Orange Guy. We will refer to him as
Peg Man. Peg Man is a tool that allows the user to grab him and
drag him onto the map in the location that the user wishes to view.
When the user places the cursor over Peg Man he appears to move
as if to jump out ready to go to work. The cursor should be in the
shape of a hand which shows the user it is ready to grab Peg Man
and move him onto the screen. When Peg Man is moved onto the
map the map he has a green circle below him that shows the area
he is in. If the user stops in an area the circle turns to a solid green
oval with a pointer towards Peg Man and a snap shot photo below.
The photo provides a view and the address of the location he is
currently at. If the address is correct release Peg Man, the mouse
key, or keep moving him. Once the user has stopped and releases
Peg Man, the user can view the approximate address as a street
view.
Example: This example shows the Peg Man locating an address.
Terrain box is checked
Icon named Peg Man or the Little Orange Guy
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Once Peg Man has been released the map will change from blue to
the street view. The street view can be helpful to verify that a
technician is at the correct address.
Example: This example shows the map showing the street view.
The street map provides the user with tools to move it. On the map the user is provided with
arrows, with street name, that allow them to move in the direction they are pointing. If the user
sees a circle they can rotate the map 360 by using the left mouse key held down and rotating the
circle.
Example: This example shows the street map having a circle providing the ability to rotate.
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If the user sees a square on the street map they have the ability to move the map vertically,
horizontally or diagonally by holding the left mouse key down and moving the map.
Example: This example shows the street map having a square that provides a tool to move the view.
Satellite:
The user has the option for a Satellite view of the map. The
difference of a map and the satellite view is that the Satellite view
is an actual view down onto the earth from a satellite.
Labels:
Under the Satellite view selection the user has the option for labels.
Labels are Interstates, highways, roads, street names, towns, and
airports. If the user does not want to see labels be sure the check
box is not marked. To mark the box or unmark the check box the
user needs to click the box and the check mark will appear or
disappear
Example: This example shows the satellite map view with labels.
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Example: This example shows the satellite map view without the labels showing.
Example: This example shows the satellite map view with labels showing zoomed in.
The maps are a wonderful tool for Techs and Dispatch to locate an
address or to assist getting to an address.