5.3. Views

Views are made of sections grouped into topics based on a Taxonomy Entity.

Views and Topics only change the way the data becomes visible. Reports created in any View can be looked at in any other View since the Attributes that contain the information are always shared.

The Administrator has to unfold Views management and click on ‘Views’, and the system will display the Views menu:

The left page shows the Libraries available to the Administrator:

The Central Common Library: it is an EASA ECCAIRS level library. The Authority’s Administrator cannot add views to this library, edit or delete them; only preview and copy them and view their properties.

Local Common Library: The views of this Library are available to Authority users with the correct privileges. The Administrator can create views in its View folder or subfolders and manage them: edit, delete, copy, and preview.

Lobby Library: They are the Libraries where the Administrator receives the Views (and queries) transferred through the ‘To Lobby’ functionality. Administrators can view, access the views, or copy them to the Local Common Library ( Views libraries, but neither edit nor delete them in the Lobby Library.

List of Views: The system displays in the centre of the page the table or list of Views, with the following columns per each view row working as filters:

·         Name: it is an internal term for a view. It is unique for each view

·         Display Name: it is unique and how it is displayed to the users of the E2 platform

·         Release number: it is composed of four groups of numbers

·         Status: can be Draft, Released or Archived

·         Webform: to which it is associated

·         Taxonomy reference: on which the view is built: ECCAIRS or SRIS Taxonomy;

·         Sections: the sections used in the view

·         To Lobby: if the view can be transferred to another environment or Authority.

Above the table, the system displays the ‘New View’ button.

5.3.1. Views Management

5.3.1.1. Create a view

The Administrator can create a View in the Local Common Library but not in the Lobby.

The Administrator has to click on the specific folder of the desired Library where to store the new view, click on ‘New View’ above the table of views, and the system will open the ‘New View’ page:

·         The type is ECCAIRS or SRIS, depending on the Taxonomy under which the View is built.

·         Taxonomy is always the last released version available for the Authority, and it is not an editable field.

·         View Name is an internal mandatory name the Administrator has to assign to the View. It is unique for each View.

·         Display Name: it is the mandatory Name of the View displayed by the platform to all users

·         Description: it is optional

·         Library: Mandatory field. Administrators can select Local Common Library locations.

·         Release Number: Mandatory. It is composed of four groups of numbers, all mandatory.

·         Status: Draft, Release and Archived are not eligible on the creation page

·         Use Alternative Texts toggle: To indicate that the alternative texts assigned to the Attributes and values in the Custom Taxonomy of the Authority will be used in the view

The Administrator has to fill in all the mandatory fields as needed.

Below the fields is the Roles table with all the available roles, where the Administrator has to select Create, Edit, and Read rights for the corresponding roles.

Once Administrators have selected the roles’ rights, they have to click the ‘Save’ button.

The system will save the data in the database and will add the new view to the table of views of the Views menu.

5.3.1.2. Edit a view

To edit a View, Administrators have to click on the ‘Edit View’ option of the 3-dot menu of the specific view at the table of Views. The system will display the ‘Edit View’ page:

·         On the left side, there is the 'Topic tree.'

·         On the right side, there is the Topic definition for ‘Occurrence’ (‘Recommendation’ for SRIS-based views) or the added topic in the Topic tree (see next section for further detail)

5.3.1.3. Edit the root topic

The root topic depends on the root Entity of the Taxonomy the View is based on:

·         ‘Occurrence’ for ECCAIRS Taxonomy

·         ‘Recommendation’ for SRIS Taxonomy

From now on, we will refer to ‘Occurrence’, but it also applies to ‘Recommendation’ topic.

The first topic, 'Occurrence', is editable on the left pane.          

 

Administrators must click the ‘ADD’ icon next to ‘Occurrence’, and the system will add a field below ‘All Sections’.

 Administrators have to introduce a Name and click on the OK icon. The system will add the topic to the left pane under the ‘Occurrence’ topic:

The topic will provide a Delete icon next to it. At the same time, the Topic Definition page will bring the created topic to the Name field (See image above).

On the right side of the screen, Administrators can edit the topic properties by changing the mandatory name and the identifier (optional field).

Update the icon

There are different predefined icons. You can select one through the icon selector:

Pattern Composer

When viewing a record, the text shown in the Topic tree results from executing the formula in the text-pattern associated with the topic when creating the view.

When creating a topic within a view, the text pattern used in the Topic tree can be constructed by clicking the 'Pattern Composer' button.

A new window to select Attribute property combinations will be displayed.

Administrators can add several elements and configure the way they are displayed.

Select and configure an Element (Show and Show as Description mandatory drop-down menus). Click on the 'Add element' button to add it to the Pattern Composer:

The Element will be added to the ‘Element List’ on the right side of the right panel:

Administrators can add as many elements as needed and can organise the way the elements are shown in the pattern by dragging and dropping them in the Elements list:

To edit or delete an existing element, click on the 'Edit' or 'Delete' button that appears while hovering:

When Administrators have added all the needed elements, they have to click on the ‘Save’ button below the list. The system will save the update in the database and will return to the Edit View page with the Taxonomy code of the selected elements on the ‘Text pattern’ field:

 

The composed pattern helps users fill in the information once the specific view is saved and published and the user accesses it, i.e., through a VR; when the user accesses the specific section when adding a sub-Entity, the system displays the available topics for the particular view:

After selecting it, the system will display the topic, and the chosen elements in the pattern composer will be available, so when filling them in, the topic's name will be added to the element information. i.e.:

Users have to fill in the fields, and the Aircraft topic will add the Attributes to the topic:

There is a delete icon to delete the information on the top right corner of the right corner.

Taxonomy

The Taxonomy area is below the Text Pattern, as shown below:

·         ‘Based on’: mandatory field to set the Entity in which the topic is based. For the ‘Occurrence’ topic, it is not editable. Administrators can select other entities at this drop-down menu when topics have been added in the left panel to ‘Occurrence’:

But the system will display a warning message:

·         Max instance: it sets the number of instances of the same Entity that can be included in the occurrence when using this view. Depending on the Entity selected, the system will set this field as:

ü  ‘Unlimited’ or ‘Maximum’: the number of instances the Entity can have based on what is defined in the Taxonomy.

ü  ‘At Most’: where Administrators have to fill in the maximum instances that can be included in the Entity when using this view.

·         Display mode: By default, it is ‘Tabs’, and Administrators can update it to ‘Lists’.

Add sections        

The area below the Taxonomy is ‘Sections’. The available sections depend on the Entity on which the topic is based:

Administrators can add or remove Sections to a View by dragging and dropping Sections between these 2 columns. The Administrator can also organise the order:

Administrators can also set the selected sections to the ‘Read Only’ version through the ‘Read Only’ toggle displayed next to each selected section.

Once all the mandatory fields are filled out, Administrators can click the ‘Save’ button below the selected sections.

The system will save the new topic in the database.

Administrators can preview the View through the ‘Preview’ button at the top of the Edit View page.

The added sections will be available in the left panel by unfolding ‘All Sections’:

 

5.3.1.4. Preview a view

Administrators must click on the ‘Preview’ option of the 3-dot menu of the specific view at the table of views. The system will display the Preview page of the selected view:

5.3.1.5.  Duplicate a view

Copying or duplicating a View generates an exact copy in the same Library and folder. The only difference is the new one has a ‘-copy’ reference in the name.

Administrators must click on the ‘Copy’ option of the 3-dot menu of the specific view at the table of views.

The system will generate the exact copy in the table of views with the same name + ‘-Copy’ added to it.

5.3.1.6. Publish a view

Administrators must click on the ‘Publish’ option of the 3-dot menu of the specific view at the table of views. The system will publish the view in the views menus of the E2 Web Application, such as the VR menu.

The Edit View menu will not be available in Published Views.

The Publish option of the 3-dot menu will turn into Unpublish for published view. This option will unpublish the specific view.

5.3.1.7. Transfer a view to Lobby

Administrators can transfer views to the Lobby Library if they are published and do not contain Custom Attributes. To do so, Administrators must click on the ‘To Lobby’ option in the 3-dot menu of the specific view in the table of views. The system will display the ‘To Lobby’ window, where to select the Authorities of the environments with which transfer the view:

 

Administrators must fill in the Name and Description fields and select the Authorities of the specific environments. Then, they have to click on ‘To Lobby’.

The system will save the update in the database and transfer the view to the Lobby library of the selected Authorities.

5.3.1.8. Archive a view

Only released views not being used by any role can be archived by the Administrator. Administrators must click on the ‘Archive’ option of the 3-dot menu of the specific view at the table of views. The system will archive the view accordingly.

When a view is archived, it is a good practice to unlink all the sections involved before archiving so the sections can be edited to be used in other views.

The Archive 3-dot option will turn into a ‘Restore’ 3-dot option that will reset the view.

5.3.1.9. Edit view properties

Administrators can edit the view properties through the ‘Edit View properties’ option of the specific View. This option opens the View Properties page:

This page is like the View creation page with the addition of the Navigation mode, where the system sets ‘Topic tree’ by default. Administrators can select ‘Table of content’ instead.

When the Table of Contents is selected, a configuration icon is displayed next to this tab. Administrators have to click on it, and the system will display the Table of Content Configuration window:

Administrators have to click the specific topics of the left column, which will appear in the right column:

Next to each selected topic, the system will display a Delete and an Edit icon:

The Delete button is used to delete the selected topic, and the Edit button allows the Administrator to choose a different name for the topic.

Once finished, Administrators will click on Save, and the system will return to the Edit Properties page.

 Administrators have to update the needed fields and click on ‘Save’.

The system will save the updates in the database, and the table of views will be updated accordingly.

5.3.1.10. Delete a view

Only views that are not being used by any role can be deleted. Administrators must click on the ‘Delete’ 3-dot option for the specific view in the table of views. The system will display a confirmation message. If Administrators confirm the action, the system will delete the view of the database and remove it from the table of views. If any role were using the view, the system would display a message explaining that deletion is impossible for that reason.