Set Up mySparkrock Menus
Some of the features of mySparkrock may not be required by users in your organization. In mySparkrock, access to information, controls, and workflows are provided through menus. You can restrict access to functionality globally, or you can define the access of specified employee groups to the necessary subset of pages, controls, and workflows that these employees require. This design simplifies the employee experience and prevents the creation of unnecessary records.
mySparkrock page groups
Areas of related functionality can be consolidated into mySparkrock page groups. For example, functionality that an employee requires can be grouped under My Self Service, while functionality that a manager requires can be grouped under Manager Self Service.
mySparkrock Page groups are loaded by default when a company is created and can be turned on or off at the company level. Typically, this setup is performed once during the Sparkrock onboard and launch process.
You can change the description of mySparkrock page groups as well as change the order in which the groups appear. Also, you can change the status of a page group.
mySparkrock pages
Individual mySparkrock pages belong to page groups. Access to mySparkrock pages is controlled through the page group to which a page belongs. The pages for a page group are loaded by default. As required, pages can be removed or added to another group.
You can change the caption of a page as well as change the order in which mySparkrock pages appear. Also, you can change the status of a page and define whether to disable page help. To help mySparkrock users navigate to useful and required pages, you can set up an external link.
mySparkrock menus
Menu controls determine who can access a page, control, or workflow based on a particular mySparkrock user profile. For example, you may want a manager profile to have different access to pages, controls, or workflows than an employee profile.
Change the description of a mySparkrock page group
To meet the needs of your organization, you can change the default description of a page group.
To change the description of a mySparkrock page group
Choose , enter mysparkrock page groups, and then choose the related link.
The mySparkrock Page Groups page opens.
Select the page group for which you want to change the description, and then on the action bar, choose Manage > Edit.
The mySparkrock Page Group page opens.
In Description specify the new description that you want to use.
Change the status of a mySparkrock page group
If required, you can change the status of a page group from active to inactive or from inactive to active.
To change the status of a mySparkrock page group
Choose , enter mysparkrock page groups, and then choose the related link.
The mySparkrock Page Groups page opens.
Select the page group for which you want to change the status, and then on the action bar, choose Manage > Edit.
The mySparkrock Page Group page opens.
Turn on or turn off Active.
Change the order in which mySparkrock page groups appear
You can change the default order in which page groups appear.
To change the order in which mySparkrock page groups appear
Choose , enter mysparkrock page groups, and then choose the related link.
The mySparkrock Page Groups page opens.
Select the page group for which you want to change the order in which the group appears, and then on the action bar, choose Manage > Edit.
The mySparkrock Page Group page opens.
In Order, specify the new sequence value.
Set mySparkrock page groups and mySparkrock pages back to the default values
If required, you can set the mySparkrock page groups and pages back to the default values.
To set mySparkrock page groups and mySparkrock pages back to the default values
Choose , enter mysparkrock page groups, and then choose the related link.
The mySparkrock Page Groups page opens.
On the action bar, choose Set to Default.
A dialog box appears and displays the following question:
Do you want to reset page and page groups back to default values?
To proceed, choose Yes.
Change the description of a mySparkrock page
To meet the needs of your organization, you can change the default description of a page.
To change the description of a mySparkrock page
Choose , enter mysparkrock page groups, and then choose the related link.
The mySparkrock Page Groups page opens.
Select the page group for which you want to change the description of a page, and then on the action bar, choose Manage > Edit.
The mySparkrock Page Group page opens.
In the Caption field of the page that you want to change, specify the new value that you want to appear as the page caption.
Change the status of a mySparkrock page
If required, you can change the status of a page from active to inactive or from inactive to active.
To change the status of a mySparkrock page
Choose , enter mysparkrock page groups, and then choose the related link.
The mySparkrock Page Groups page opens.
Select the page group for which you want to change the status of a page, and then on the action bar, choose Manage > Edit.
The mySparkrock Page Group page opens.
In the row of the page that you want to change, select or clear the Active checkbox.
Change the order in which a mySparkrock page appears
You can change the default order in which a page appears.
To change the order in which a mySparkrock page appears
Choose , enter mysparkrock page groups, and then choose the related link.
The mySparkrock Page Groups page opens.
Select the page group for which you want to change the order in which a page appears, and then on the action bar, choose Manage > Edit.
The mySparkrock Page Group page opens.
In the row of the page that you want to change, in Default Order, specify the new sequence value.
Disable help for a mySparkrock page
You can specify whether to disable help for a mySparkrock page. When help is disabled, the help icon does not appear on the respective page.
To disable help for a mySparkrock page
Choose , enter mysparkrock page groups, and then choose the related link.
The mySparkrock Page Groups page opens.
Select the page group for which you want to set up page help, and then on the action bar, choose Manage > Edit.
The mySparkrock Page Group page opens.
In the row of the page that you want to change, select the Disable Help checkbox.
Set up external links in mySparkrock
You can set up external links in mySparkrock. The External Links can help mySparkrock users navigate to useful and required pages. The External Links are configurable for each mySparkrock user profile. Up to 20 links can be configured. When an external link is selected, a new browser tab opens.
The external links can be added to existing mySparkrock pages or can be configured to appear in an external links menu.
To add an external link to an existing page in mySparkrock
Choose , enter mysparkrock page groups, and then choose the related link.
The mySparkrock Page Groups page opens.
Select the page group for which you want to add an external link to a page, and then on the action bar, choose Manage > Edit.
The mySparkrock Page Group page opens.
On the action bar, choose Manage > Add.
The mySparkrock Pages page opens.
Select the page code of the external link that you want to use, for example, EXT_LINK01, and then choose OK.
A dialog box appears and displays a message indicating that the selected pages are assigned to a different group and asks do you want to move the pages to the page group that you are editing.
To proceed, choose Yes.
In External or Help Link, specify the URL that you want to use.
Choose , enter mysparkrock user profiles, and then choose the related link.
The mySparkrock User Profiles page opens.
Select the mySparkrock user profile for which you want to set up mySparkrock external links, and then on the action bar, choose mySparkrock Profile > mySparkrock Menu Control.
The mySparkrock Menu Controls page opens.
For each external link that you want to appear in the menu for this mySparkrock user profile, perform the following steps:
- On the action bar, choose New.
A new row appears. - In Page Group Code, select the page group for which you want to add an external link to a page.
- In Page Code, select the page code that you want to use.
- Ensure that the Active checkbox is selected.
- In Order, specify the order in which you want the menu item to appear for mySparkrock users.
- On the action bar, choose New.
To set up an external links menu in mySparkrock
Choose , enter mysparkrock page groups, and then choose the related link.
The mySparkrock Page Groups page opens.
Select the EXTERNAL LINKS page group, and then on the action bar, choose Manage > Edit.
The mySparkrock Page Group page opens.
If a mySparkrock EXTERNAL LINKS page group does not appear in the list on the mySparkrock Page Groups page, to add the group,on the action bar, choose Set to Default.
On the General FastTab, perform the following steps:
- In Description, if required, update the name of the external links menu.
- To enable the page group, turn on Active.
- In Order, if required, update the order in which you want the menu to appear for mySparkrock users.
In mySparkrock Pages, perform the following steps for each external link:
- In External or Help Link, specify the URL to which the external link is to direct the user.
- In Active, to enable this individual link for use, select the checkbox.
Choose , enter mysparkrock user profiles, and then choose the related link.
The mySparkrock User Profiles page opens.
Select the mySparkrock user profile for which you want to set up mySparkrock external links, and then on the action bar, choose mySparkrock Profile > mySparkrock Menu Control.
The mySparkrock Menu Controls page opens.
For each external link that you want to appear in the menu for this mySparkrock user profile, perform the following steps:
- On the action bar, choose New.
A new row appears. - In Page Group Code, select EXTERNAL LINKS.
- In Page Code, select the page code that you want to use.
- Ensure that the Active checkbox is selected.
- In Order, if required, update the order in which you want the menu item to appear for mySparkrock users.
- On the action bar, choose New.
Add menu items to a mySparkrock user profile
When a user opens mySparkrock, the menus and menu items that appear depend on how mySparkrock page groups and pages have been customized for the mySparkrock user profile that is assigned to the user. You can manually add menu items to a mySparkrock user profile as well as upload the menu items that are already defined for an existing mySparkrock user profile. This design enables you to customize the mySparkrock experience to match the profiles that exist within your organization.
Note
Note:
Before you can upload the menu items to a profile, you must have at least one mySparkrock profile created.
To add mySparkrock menu items to a mySparkrock profile
Choose , enter mysparkrock user profiles, and then choose the related link.
The mySparkrock User Profiles page opens.
Select the profile to which you want to add a mySparkrock menu items, and then on the action bar, choose mySparkrock Profile > mySparkrock Menu Control.
The mySparkrock Menu Controls page opens and displays the menu items that are available for the selected profile.
Add pages to the profile manually or with Load mySparkrock Pages.
To manually add pages to the profile, perform the following steps:
- On the action bar, choose New.
A new row appears. - In Page Group Code, specify the page group to which this menu item belongs.
The Page Group Description is automatically populated based on the value that you specify. - Specify values for other fields as required.
To add pages using Load mySparkrock Pages, perform the following steps:
- On the action bar, choose Load mySparkrock Pages.
The Load mySparkrock Menu Controls page opens. - In Default Page Group, if you want to limit the groups and pages linked to the profile, specify a value.
- Choose OK.
A dialog box appears. - To proceed, choose Yes.
The mySparkrock group and page combinations matching the filters that you specified are loaded into the mySparkrock Menu Controls page, replacing any existing records.
- On the action bar, choose New.
See also
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