When you log in to Troy Vision, the initial dashboard screen is displayed:
In the ‘Jobs by Status’ panel, clicking on any one of the coloured sections in the pie chart will open a second window, showing the list of jobs at that status.
You will see that this screen also contains several numbers shown in blue and underlined. Throughout the whole of Troy Vision, clicking on any such example will take you to the detailed breakdown.
Clicking on the three icons at the top left of the window (just below ‘Troy Vision’) will open the search windows for People, Companies and Jobs respectively. These are separate windows and they can be moved, resized and closed independently of each other.
These windows can also be opened from the dashboard screen by the use of the Function Keys across the top of your keyboard:
The exception to this is the initial dashboard screen. If you close this, the whole of Troy Vision and all other Vision windows will be closed. If you are not part-way through a process (e.g. making a placement or adding a new company), this is a quick way to log off.
The folder icon just below those three icons opens a sub-menu where you can ‘Open’ recent items or a search window for each of the various categories of items.
Most of the other options here are self-explanatory. Global Updates allows you to make the same change to a list of items. For example, you could search for all of the candidates who are categorised with ‘Runner’ and give them all ‘Athlete’ in one process.
The ribbon menu across the top of the window will take you to the relevant section of the system.
The ‘View Options’ icon opens various displays in the initial dashboard window, allowing you further insights into the database.
Each of the detail windows (People, Companies, Jobs etc), follow the same design principle. The window is made up of a List section on the left and a Detail pane that shows the selected item from the list. Dragging the divider between the List and Detail allows you to see more of one or the other.
‘Change View’ on the ribbon menu switches the List display to show just a summary (Content) or further detail (Details)
On the same ‘Change View’ icon, ‘View Settings’ allows you to change the columns that are shown in ‘Details’ view.
Select the component from the ‘Data Section’ drop-down box and then highlight the item to be added or removed from the display and click the right or left pointing arrow accordingly.
Highlight an item in the right pane and use the up and down arrows to change its position in the list. The ‘First’ and ‘Second’ sort order boxes control the order in which items are shown. In the above example, all of the ‘Smiths’ will be shown before the ‘Williams’ and ‘Brian Smith’ will appear before ‘James Smith’.
If you are an administrator, you can choose to change these settings just for yourself, for all users in this Division or for all users.
At the top of the screen, you will see ‘List’ and ‘Item’ tabs. Clicking on each of these will determine the contents of the ribbon menu, allowing you to perform various actions against the whole list, or the selected item.
When ‘List’ is selected, the right-most item is ‘Page Size’. This controls how many items are retrieved at once. Selecting a smaller page size will retrieve fewer items and so display more quickly, but require more pages. The right pointing arrow at the top of the list will bring back the next page of items. This can be useful if your system’s performance is sub-optimal.
You will see from the screenshots above of Andre Smith that the left-most part of his detail screen has a purple border. That is the Display Area and allows you to select the fields displayed there and any highlight colours to apply.
The above images show a candidate’s Display Area, with a number of fields shown in various colours. To amend the fields shown and their colours, scroll to the bottom of the window and double click ‘Change’.
The Display Fields tab allows you to select the fields to be included or removed and the order of them in the list. On the Display Rules tab, you can select a field and how to control when it is shown in a different colour. Note that you can have as many of these fields set to different colours as required. You can also select one field and cause its value to determine the colour of the surrounding border.
Anywhere that several columns are displayed, it is possible to sort on a chosen column by left clicking on its heading. This will display the data in ascending order. Clicking on the same column heading again will display it in descending order. The small triangular symbol in the headings shows the sorted column and the sort direction.
It is also possible to sort on two or more columns (e.g. First Name within Last Name). Click on the first column heading and then hold down the left Shift key on the keyboard and click on the second column heading. You can see in the first image below that the columns are sorted by Package Value within Date Entered. By clicking a again on the second column heading (with the left Shift key still held) it has now changed the sort order of the Package Value.