Comidor is designed to enable users to focus on their tasks and prioritize their workload. Menus, filters, icons, buttons and lists are all designed and arranged in a way that allows users to easily identify their needs and tasks and execute quickly and efficiently.
General Comidor Screen
In Comidor user interface, there are standard graphical elements that remain on the screen regardless of the current or active module(s). These elements are the below:
- Menu Icon
- General Search Mechanism
- Notifications Bar
- User Settings
- Active Units Bar
- Quick Add
There are also three types of pop-up windows for messages and notifications in the Comidor environment regardless of the current or active module(s):
- Notification Pop-up
- Desktop Notification
- System Information Message
Menu
The Menu provides access to the Comidor modules and through them to the specific Comidor units.
Each user, based on their role(s) or RACI, should only have access to units that are relevant to their responsibilities. This is set up and managed by the system administrator who provides customized access for each user.
Users are able to search inside the menu for an Application.
Main Search Bar
Τhe Main Search Bar is always visible at the top of the screen.
Ways to find the information needed:
- In the search field, type a keyword related to the search
- Alternatively, click on the search icon and navigate in:
- The Application tab to find an item saved in Comidor applications such as a Comidor Object/Entity (e.g. Project, Process, Task, etc.). Then:
- Click on the Memos and/or Files checkboxes to search also there
- Type the text in the search field if it is empty or edit the text to change it
- Press Enter
- Choose a specific unit/application from the table column that is fetched to see the respective records of the Comidor Objects/Entities
- Select a specific record of a Comidor Object/Entity from the description column
- The Help Center tab, if you desire to learn more about how to use Comidor features to efficiently complete your work. Then:
- Type the keyword you want to find information for
- Press Enter
- A new browser tab opens redirecting you to the Help Center of Comidor website and displaying the respective results
- The Application tab to find an item saved in Comidor applications such as a Comidor Object/Entity (e.g. Project, Process, Task, etc.). Then:
Notification Bar
The Notification Bar keeps the user up-to-date with what is happening in the organization and is related to their work:
Users can Receive:
- (System) Notifications: These notifications inform the user when a new task/process is added, when it’s time to start a new task/process, when an old task/process has been completed or when someone has shared a folder with the user. Notifications created by notifications scenarios and reminders will appear here as well. These notifications are also displayed in the notification pop-up, notifications unit, and the workbench activity stream
- Messages: Once a new internal or external email is received, it lands in the mailbox
- Calendar Notifications: The current day’s calendar can be viewed here with any tasks filtered by the user and the day it should be completed by. Navigate to different days by using the arrows and go back to the current day by clicking on ‘Today’
When the box number changes color from blue to orange this means that there is at least one new notification of the specific notification type. For example:
means that you have 659 pending tasks and that at least one of these has just been added.
Notifications Handling
Hovering over the notification icons will change their color and clicking on them will open up the notification.
Clicking on Notifications you can see:
- (System) Notifications, including details on:
- notifications about organization work units
- when the specific notification has been sent
- who is responsible for it
and the user can
-
- Click on the description link to view the respective task or process
- Dismiss a notification
- Dismiss all of them by clicking on “dismiss all” at the bottom right corner of the notifications window
- Messages, including details on:
- internal and/or external emails received in the inbox
- the date and time each message is received
- who sent it
and the user can:
-
- Click on the description link to view the respective internal or external email
- Set a message as read & complete with the respective icon
- Mark all as read & complete which is an action text at the bottom right corner of the messages notifications window
- Calendar that notifies about the tasks in detail:
- The tasks are grouped by tasks due today, overdue and forthcoming
- All tasks are clickable
- Tasks due today are displayed in the calendar view
- Overdue and forthcoming tasks are displayed as lists. An overdue or forthcoming task can be set as complete
- Through the drop-down list the user can select:
- All tasks to see all the tasks
-
- My personal/group tasks to see just their own tasks
- Assigned by me to see the users assignments
- Supervised tasks to see the tasks supervised by the user’s group but only if they are the line manager of a group
If the user does not have any pending notifications of a specific kind, the message “Congratulations! You are up to date with everything” will be displayed when clicking on any of the above five notification buttons.
User Settings
Each user has access to their settings via their profile icon. Click on the user settings to:
- Go to your Profile
- Quickly access the Settings
- View the system version number (About)
- Logout
Profile
Clicking on the profile, there is a panel on the left side with options for several actions. The available actions are:
- General: view or edit the profile general information. There is access to the following:
- Click on the Pencil Icon to edit information and/or upload a picture for the profile
- Provide Contact information such as Home Phone and Email
- Add Address information like address, city, post code, and country
- Fill in any social network accounts (LinkedIn-Facebook-Twitter-Skype-Youtube)
- Click to Save the updated data
- Change password: change the password provided by the System Administrator
Passwords are case-sensitive and must be at least of 6 characters. A strong password should contain a mix of letters, numbers, and symbols.
- Manage emails: Connect an email account or delete an email account in Comidor Emails settings
- Settings include the below categories:
- User Settings: manage settings by selecting the User settings tab
- Click on the menu on the side panel. Choose the units that will open by default on the Active Units Bar from the table on the right. Select the units to open by clicking on the boxes and then save changes
- Click on the theme from the side table. Change theme colors and click on save changes to refresh and apply changes. By clicking on reset defaults the user can set colors back to the standard ones
- Settings: choosing the settings tab
- Select the number of rows per table in the list view
- Choose application language
- Choose the default access mode. The options are public, private, everyone or the group that the user belongs to
- Choose the default group setting as all, everyone, or the specific group that the user belongs to. This defines which tasks and processes the user can see and to which users or groups the user can assign a task or a process
- Choose which notifications to receive:
- All notifications
- Only message notifications
- All notifications except message notifications
- Choose whether to include the inbox in the notifications bar. This means that the user will receive a message notification each time an email arrives for every email address that the user has connected in Comidor
- Check whether to set the Emails as complete when read (Autocomplete on reading)
- Check to hear a notification sound
- Choose the first day of the week
- System administrators can also set up the Restricted, Confidential or Secret Templates of Disclaimers for the mailbox
- Signature: You can automatically include digital signatures to PDF documents. You can either draw or upload your personal signature.
- User Settings: manage settings by selecting the User settings tab
- View the Absences
- Select the Absences tab and then the current year to see all absences
- Zoom-in on a specific Absence Type
- Select the Status (pending, approved, rejected) if needed
- Click on Fetch to proceed. Printing and exporting options are also available
- View Roles that the System administrators have provided to the user
- View the Skills or add new skills. Most of the skills have been added automatically and are associated with the job title
- To edit/review skills click on a skill and then press the Pencil Icon
- Adjust its information, such as skill, grade, certification, certification date, certification authority. Upload certification document and write a short description
- Select the desired Save option (refer to Quick Reference Guide)
- Add extra Skills
- Click on the + icon to add a new skill
- Select a skill from the list, fill in the grade, add certification details (if any) and a short description
- Select the desired Save option (refer to Quick Reference guide))
- The user is not allowed to multi-check and delete skill(s) unless they are a system administrator. A warning message will be displayed
- To edit/review skills click on a skill and then press the Pencil Icon
- View the Schedule that is based on the region the user is a member of.
- Change the UI Parameters of the system, for example, the home screen background. Click to upload a new image.
- Set the users that will be the Substitutes of the user during predefined absences.
Opened Apps
Find all open records, grouped by Unit. e.g. when Mailbox is open, all open emails appear underneath.
Click on the “x” button to close every open item. Switch to another record by clicking on it.
Favourite Apps
You can mark the most-frequently-used Units as Favourites, by clicking on the star button next to every Unit, so that you can easily access them through the Favourite Apps section. If you no longer use an App/Unit, you can simply click on the “-” icon to remove it from the Favourite Apps list.
Quick Add
In the “Quick Add” function, you can have:
a) Pre-defined “Quick-Adds” (Email, Task, File, Note, Account, Contact, Process, Absence Management, General Application).
b) Custom “Quick-Add” forms from your own business apps.
As per the pre-defined:
- Email: clicking on Email, the email interface opens. Select an Email already connected in the system, type the sender name, start typing and select the recipients, fill in the subject and the body and click send
- Task: clicking on Task, a pop-up window opens where the user can quickly complete the necessary information and add a new task. If the user is currently viewing in the background for example a project, a link will be created between the new task and that project. The task can be edited at a later stage where details can be given
- Select whether to keep the link between the two Comidor entities through the “Link with” checkbox
- Fill in the task title (this is the only required field)
- The user can assign this task to themselves (by default), to another user, group leader or whole group
- Fill in the supervised section by selecting the organizational chart group that will own the task
- Select the task type: Work, Appointment, Meeting, Event, Phone, Reminder, Travel, Private Task
- Fill in the scheduled start and end dates and times. By default, the scheduled start date and time is set as the current clock time
- Timezone is selected based on the user’s personnel profile
- Complete the scheduled duration in hours. A suggested calculation of the scheduled duration will appear
- Add the relations this task might have with any process (General, Project, Opportunity, Ticket, Campaign, Vacation, Survey, Topic, Event or Issue), account (Customer, Vendor, Partner, Competitor) or contact (Contact, Lead, Personnel, Candidate)
- Add a description and click on Save
- File: clicking on File the quick upload pop-up window opens to choose a file or drag-n-drop the file(s) to upload. The user should define the folder where this file will be placed
- Note: clicking on Note the user can quickly add a personal note adding a title and a description
- Account: by clicking on Account the user is able to add a new account. If an Email is open in the background, it can be linked with the newly added Account. The user can add more information at a later stage by editing the new account
- Add the name of the account and select whether it is important or not
- Select the category from the list
- Check whether this will be a Customer/Vendor/Partner/Competitor. You can update information on this Account by editing it.
- Add a Work phone number for the account
- An Email address can be picked up from the open Email in the background and be populated in the Account, so no typing is needed at this step
- Add an Address
- Add a Description
- Process: Click on Process to add a process and link it with the Comidor unit currently being viewed on the Comidor screen as background, e.g. an open contact
- Choose whether to keep the link of that contact with the process to be created through the “Link with” checkbox
- Add the title (obligatory)
- Select the business function from the List (obligatory)
- Select the secondary category from the list
- Fill in Scheduled start and end dates and times (obligatory)
- Fill in Scheduled start and end dates and times (obligatory)
- Fill in Scheduled duration in hours. Timezone is pre-selected based on the user
- Select the user(s) that this process will be assigned to. This means that these users will be able to perform work on this process
- Search and find the responsible group who are accountable for the process
- Select importance and priority
- Select any related account to that process
- Select any related workflow to that process
- Click on the Attachments icon to upload file(s) directly related to this process
- Add a description for the process
- Click on Save
The users that have the right to view a Process are individual Users and Users in Groups that are selected in the following Process fields: Assigned to, Responsible group, Additional access, Administrator, Administrator 2 and Supervisor.
Select a template of a process that will inherit custom fields and forms to the process being created, so as to save time while creating the process.
Apart from all the above, the menu provides access to all Comidor modules. They are separated into:
- Daily Utilities: include User Desktop and Enterprise Collaboration features.
- Packages: include Process Orchestration, People Management, Project Management, Customer Relations, and Accounting & Finance features. Access in these features is granted according to the user’s access rights.
- Custom Apps: include all applications that were built by users with App builder. Access in the applications is granted according to the user’s access rights.
- Reports and Analytics: get a 360° view of your Enterprise Collaboration, Process Automation, People Management, Business Projects, Tasks and CRM reports, Accounting & Finance.
- My Company: include Business Architecture, Data Management, and System Administration features. These features are visible to system administrators and users which the Admin package from the application rights is activated for.
- App Factory: access to the features for Process Automation, Application Builder, and Application Integration.
Notification Pop-up
A Notification Pop-up is displayed on the top of the screen when a user logs into the Comidor account. Notifications will provide:
- Summary Information for objects such as Completed Process, Added Task, Event Invitation. The user is informed about how many more reminders they have and through the next icon they can navigate and see them one by one
- Quick Access to the specific work unit, Task or Process and access to its description
- The option to delete the current notification by clicking on the trash icon
- The option to close the notification using the close button
Desktop Notification
Desktop Notification ensures that the user is informed about a new notification, of any type, even if they are working on a different tab of the browser or they are working on a different program having minimized the browser.
System Information Message
When a system action takes place, e.g. a Comidor entity being connected with another entity, a System Information message will be displayed.
Data Management
Comidor User Interface offers the maximum flexibility in terms of data management and safeguards enterprise information. Comidor’s search function in each unit, which is connected with the global search function, provides a powerful method of searching for data. Whether the users simply search for a record or want to export or print data, they can apply Comidor’s advanced filtering options having tagged and categorized records in their search.
Comidor is designed in a way that is simple for any user to understand it. Menus, Filters, Icons, Buttons, and Lists all are designed and arranged in a way that allows the user to focus on their tasks and priorities rather than spending their valuable time trying to navigate the system. Comidor also provides Business Intelligence tools such as Data Visualization and Reporting Tools.
- Click on the + icon to create a new object (i.e. a new Project)
- Click on the Actions icon to see a list of extra functions such as printing, exporting, reporting, notifying, etc. The actions that are offered in each Unit vary
- The search field provides a dedicated search to the object currently being viewed by applying different criteria. The user can click on the refresh icon to update the results or create their own advanced search by clicking on the edit button and saving it for later use
- Switch the View type from Table to Report, and get a graphical presentation of your data. Choose your preferred Graph type between Pie, Stack, or Column. Print or download your graphs in various formats (PDF, PNG, JPG, SVG vector)
- Through Comidor predefined Filters, the user can customize a search based on the Period, State, Access or Tag that they are interested in
- The folders section on the left side gives table results by changing criteria that are indexed in records. The user can create their own categorization (folders) by clicking the Pencil and Paper Icon
Table View is the default view of Comidor Units and it consists of the following elements:
- Records Table gives the list of results that reflect the searching, filtering, categorization, and pagination selections. Each record of the table has a checkbox enabling a range of actions. The user can select the record(s) they want and a specific action to execute. The available checkbox actions are Unit specific
- Pagination gives the user the option to define the number of records per page and move around pages. Pre-defined number of records can be set in User Settings
- The Pin button allows the user to select or deselect the type of information to show in each table
- Columns are flexible (sorting, width-fixing, hide/show)
New/Edit/View-simple Record Interface:
Click on the + icon to create a new object (i.e. a new Task).
- Record Title
- Record Fields: Add (or edit) the details of the record
- Record Summary and other tabs: In the Summary tab all critical information of a Record is available to view. In the Analytics view in the Dashboard, related Records tab are available to view
- Ownership information: Supervisor and Administrators of the Record
- Record creation and last update information. Get informed of the users and the date-time of the first and the last action occurred in this record
- Relations Box: Link the record with other records (e.g. link the task with an account or a document) or Tag it, and add comments
- State Status: Set the state status of this record
- Edit Record: Change or add new information to the record and Actions Button: Refresh record, Delete record, Copy record, Automate Record, Set up Reminders/Notifications, etc.
- Minimise/Maximise or Close this record and return to the respective table
- If a process is linked to workflow, monitor the real-time progress of the workflow steps in Workflow tasks
- Add Tasks
- Add Files or Relate Files