Managing Phase 1 UI redesign administrative tools
Who is this article for?
Ideagen EHSQ Enterprise or Decani administrators who want to know about changes to the platform
No elevated permissions are required
Release 2.64.4 introduces a series of user experience enhancements designed to streamline navigation, improve efficiency, and create a more intuitive interface across Primary Navigation, Dashboards, and Record Screens.
Please note: The Release 2.64.4 will be available to all users from 25 June 2026. These changes will be applied automatically, so there’s no need to opt in or out, and they won’t be controlled by any feature flag or setting.
For a full overview of end‑user changes, refer to Exploring the Phase 1 UI redesign.
Several new features can be configured and customized by administrators, allowing you to create an experience that aligns with your team’s workflows. This article concentrates on features that require or benefit from administrator configuration, or that are configured in collaboration with a Module Developer.
Primary navigation
Configure Quick 'Create New' buttons
Dashboards can include quick create buttons on a customizable toolbar, making it easier to create records with just one click. The Quick Create Toolbar gives front-line users easy access to the tools that are most useful for their tasks.
ADMINISTRATOR CONFIGURATION REQUIRED: To configure a bespoke Quick Create Toolbar, please navigate to the administrator Component screen. Proceed to create a Toolbar Button, assign an appropriate icon, select a suitable button name, and link it to a relevant module or module model. Once the button has been created, the Toolbar Button can be added to a dashboard. This step is optional — if omitted, the dashboard will function as per the default configuration.
Incorporate your organization’s logo into the application header
This enhancement offers limited white labelling capabilities, enabling you to display your organization’s logo in the application header alongside Ideagen branding. It provides an excellent opportunity to strengthen your organization’s identity within the platform.
ADMINISTRATOR CONFIGURATION REQUIRED: Please navigate to the administrator Login Page Preferences screen to upload your organization’s logo under the Company Logo tab and enable the header white labelling. This feature is optional — the header functions fully without a logo.
Dashboards
Enable module icons and colors across dashboards
Dashboards include module driven icons in the breadcrumbs, buttons and page title areas, giving the platform a consistent look.
MODULE DEVELOPER CONFIGURATION REQUIRED: To update the icons and colors, configuration in module builder is needed. Contact your Customer Success Manager for timeline information and additional details.
Bring Create New shortcut dashboards to life with icons and colors
The Create New list in the Shortcuts menu features a colorful icon-based grid layout that can be grouped, helping your users to easily recognize the different Create New options.
MODULE DEVELOPER CONFIGURATION REQUIRED: To update the full icon and color display, configuration in module builder is needed. Contact your Customer Success Manager for timeline information and additional details.
ADMINISTRATOR CONFIGURATION REQUIRED: Administrators can assign a shortcut icon to the Create New group headings from the administrative Components > Create New Button screen.
Record screens
Customizing fields in the Remaining Required Field lists
Fields can be set up to show custom icons in the Remaining Required Fields list. These icons help indicate the type of field or its function.
MODULE DEVELOPER CONFIGURATION REQUIRED: To update the Remaining Required fields list, configuration in module builder is needed. Contact your Customer Success Manager for timeline information and additional details.
Configuring New “Grid: Button Menu” types
The “Grid: Button Menu” presents child records, such as Incidents, as a organized button grid rather than a traditional table row list. Front-line workers can choose the correct record type at a glance.
THIS DISPLAY TYPE IS OPTIONAL: existing table-row child displays continue to work as before.
Customizing child level sub-type button options
Users can choose between a clickable button interface or a dropdown menu format, depending on their preference or the requirements. Furthermore, the child field functionality allows for the inclusion of nested or hierarchical elements within these styles.
MODULE DEVELOPER CONFIGURATION REQUIRED: Updates to Grid Button Menus require configuration in module builder. Contact your Customer Success Manager for timeline information and additional details.