Who is this article for?

New Users who want to explore the solution's user interface

No elevated permissions are required.

Overview

The Ideagen Enterprise and Decani user interface is everything you see and interact with — buttons, menus, icons, text, images and layouts. It's designed to improve ease of use, helping both new and existing users navigate the platform with greater confidence and efficiency.

This article introduces what's new in the interface and links to related pages where you can find more detailed information on each feature.

The interface's consistent design gives users a uniform experience throughout the platform, reducing confusion and supporting a smoother workflow. Performance improvements increase efficiency and dependability, so users can complete tasks with greater speed and accuracy. The interface also includes advanced technical features designed to adapt to changing business needs over time, keeping the platform a valuable part of your operational toolkit.

Learn more about the interface

• Explore the Phase 1 UI redesign: Modern design elements and a familiar user experience reduce training time and encourage adoption.
• Navigate the homepage: Choose from various layouts and components, mixing prebuilt elements and custom reports to build a personal command center with quick access to the data you need most.
• Navigate the profile menu: Learn to manage your user profile, where personal information, user and notification preferences, roles, alternates, and team information are stored.
• Work with dashboards: Create multiple custom dashboards using any combination of reports, components and interactive filters.
• Understand accessibility: Learn how ongoing updates to content, graphics and keyboard navigation shortcuts help meet the WCAG's highest standards and make the interface easier to use.
• Navigate the Standard Workflow Layout (SWL): A consistent object assignment and task layout across all applications improves the user experience.
• Manage assignments: Learn how to efficiently manage your assignments from the home page, including viewing assignment details, updating statuses, and monitoring progress.
• Get started with search and reporting: Use enhanced filtering, grouping and multiple display options to search records and generate reports more efficiently.
• Create a report from a search: Search for a report, move it to a different folder, or pin it to My Top Reports. Top Reports show changes since the report last ran.
• Share a search report: Reports, forms and dashboards each have a hyperlink and URL you can copy into emails or chats for easier sharing and collaboration.
• Get started with reports and visualizations: In addition to table reports, add live charts, workflow timelines and quick-access components to track and visualize your data.
• Get started with notifications: Discover how notifications work and how they help you stay informed about important updates, tasks, and activities across the platform.
• Get started with the mobile application: Discover the key features of the mobile application and learn how to access information, complete tasks, and stay connected while on the go.
• Get started as an administrator: Improvements to most admin functions, including managing users, teams, reports, emails and unassigned work.
• AI capabilities: AI capabilities are only available as part of the current interface. For more information, please submit a ticket or contact your Customer Success Manager.

Future enhancements

Many exciting enhancements are on our roadmap. Innovative ideas are always welcomed, so please send Improvement Ideas by submitting a ticket. 

• Comments Display: A nicely formatted comment timeline that lets you reply to comments, mention other users, and resolve comments for better in-document collaboration.
• Graphical Record History: Filter history by field, date or user to find exactly what data changed, without scouring pages of information. Table data now shows which row changed.
• Rich Text: Rich text support throughout the application.
• Dark Mode: A display setting that changes the screen background to a darker color — typically dark gray or black — while text and icons appear lighter. Dark mode reduces eye strain, especially in low-light environments. Currently in Beta Testing.