The Friendliest TMS,

Perfecting User Adoption

Presented By: Teri Hoeft

www.egiusa.com
 W E L C O M E T O P H I L LY !

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 USABILITY

Empowering you workforce

Maximize Efficiency

Minimize Errors

Increase Returns

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 STREAMLINED USER

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 STREAMLINED SYSTEM

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 B A S I C T E N A NP ETR S T O F O L L O W
FECTING USER ADOPTION

Remove clutter
Simplify workflow
Manage Exceptions

DO NOT STREAMLINE YOUR USER

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 SCREEN SETS

1. Search Filters
2. Results Screens
3. Actions
4. And more …

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 Screen Sets

 Simplify Search Criteria

 Create Labels

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 Screen Set Configuration
• Remove Tabs
• Add and Rename
Tabs
• Change Fields

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 Screen Set Configuration
• Flex Fields

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 S C R E E N S E T S : R E S U LT S F I R S T

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 Results First

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 Default Criteria

 Reduce errors
 Segregate duties
 Limit access

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 Mass Update Screenset: Logistics Order Release

Click “More” to
navigate to
Edit Options

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 Mass Update (cont.)

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 In-Line Editing

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 CUSTOM ACTIONS

Auto

Automa

Automation

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 Custom UI Actions
 Create Agent
 Assign Agent to Custom
Action
 Assign Action to Screen
Set

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 Custom UI Actions

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 M A N A G E R L AY O U T S

Required Fields

Limit Selection (Drop down)

Ease of Use

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 Manager Layout
 Editing in OTM is done in a Manager Layout
 Before changing a manager layout, you must determine

Required Fields

Recognizable Labels

Editable data

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 Marking as Required

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 Fixed Results
(changing a field to a drop down in the a Manager Layout)

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 Fixed Results (cont.)
(changing a field to a drop down in the a Manager Layout)

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 Changed Decimal Precision

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 Manager Layout Configuration
 Create the Desired Layout
 Assigned to Screensets
 Screenset control Search & Results Screens, Actions & Smartlinks

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 DECISION CONTROL CENTER

Pretty

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 Decision Control

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 Advanced Layouts - Maps

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Questions?

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