USER INTERFACE IMPROVEMENTS Free Friday Tech Huddle

▪ Internal Use - Confidential INTRODUCTION

▪Pre 6.7 release − Mega Menu limitations

− Visual appearance challenges

− Busy Record page

− Lack of modern UI experience

− Difficulty ramping up new user

▪ Internal Use - Confidential WHAT HAS CHANGED

▪Clean, Modern and Intuitive User Interface ▪Improved Navigation in RSA Archer ▪Reduction in number of “clicks” to access commonly used functions ▪Better control over appearance and branding of RSA Archer ▪Better support for accessibility requirements ▪Transition to the newest technology – React and Material Design

▪ Internal Use - Confidential WHAT IS NEW

▪Simple and intuitive Archer Global Navigation ▪Improved, Modern UI Appearance ▪Improved Record page Toolbar/header ▪Dashboard and iView modernization ▪New Landing Page – Global iView ▪Reimplemented Manage Language page

▪ Internal Use - Confidential GLOBAL NAVIGATION

▪ Internal Use - Confidential CHANGES

▪ Features introduced:

- Environment Bar - Global Header and Navigation Menu

- Access to commonly used features - Flex Workspace Management in Navigation Menu ▪ Features removed:

- Mega Menu - "Show all workspaces" from Navigation Menu - Icons/images for workspaces in Nav Menu

▪ Internal Use - Confidential GLOBAL HEADER AND NAVIGATION MENU

Master Display control Environment Bar Header Logo Tasks & Activities Reports List

Flex Workspace

Workspace Contextual Menu Global Search Admin Menu Help User Menu

7 New in 6.7 Feature Parity ▪ Internal Use - Confidential ENVIRONMENT BAR

▪ Displays Environment identity to user (dev, test, etc.) − Once enabled, it will always be visible − Settings cannot be copied from an env to another − Preferred # Char <= 30 characters − Not recommended for use to communicate other messages

Environment Bar

▪ Internal Use - Confidential HEADER LOGO

Header Logo

▪ Provides better branding opportunity − System will resize the logo image to fit in the height of Global Header − System will maintain aspect ratio while resizing the image − Ensure that selected image has proportional height and width dimension − Max height of logo image in Global Header is 36 px

▪ Internal Use - Confidential HEADER DISPLAY CONTROL

▪ User can control visibility of Global Header/Nav Menu to increase the details viewing area ▪ Color is system defined (shade of blue) – to be in sync with colors of other actions ▪ Has no influence on display of Environment bar ▪ Short-cut key to toggle show/hide: Ctrl + Alt + H Show/Hide Control

▪ Internal Use - Confidential TASKS AND ACTIVITIES

▪ Easy access to Task Driven Landing page while allowing customization of default home page ▪ Future release will split activities and task in separate icons/actions with independent drop-downs Activities Tasks

▪ Internal Use - Confidential MASTER REPORT LIST

▪ Quick access to Master Report Listing Master Report List

▪ Internal Use - Confidential FLEX WORKSPACE MANAGEMENT ▪ “Show all” is discontinued ▪ Functionality split in two places: − Flex workspace (new way of access to workspace) − Setting the order of workspace now available in “Workspaces Display” under “User Options”

Flex Workspace Control Sequencing of workspaces

▪ Internal Use - Confidential REORDERING OF WORKSPACE

▪ Two options are supported: Display workspace, Reorder sequence of workspace − Selecting a check-box will enable display of workspace − Clicking and dragging workspace name (or sort handle) up and down will allow reordering of work space − Once saved, all the workspaces not being displayed will always be sorted after the workspaces to be displayed

Drag and drop for resequencing

▪ Internal Use - Confidential 1. Select FLEX WORKSPACE MANAGEMENT workspace ▪ Control visible when workspaces to display is more than the space in Nav Menu − Reduces number of clicks when repeated access to the overflow 2. Issue Mgmt in Nav workspace Menu − The last workspace displayed in Nav Menu is in “Flex space” − User selects a workspace from overflow drop-down 3. Third Party Mgmt − The workspace now replaces the last moved to drop-down workspace displayed in “Flex space” − The same workspace will be displayed till Nav Menu is refreshed or another overflow workspace is selected by user

▪ Internal Use - Confidential CHANGES TO NAV MENU DROP-DOWN

▪ Dashboards and Quick links are discontinued from drop-down − A click on workspace name takes user to default dashboard − Access to other dashboards and Quick links through Dashboard page − Questionnaires and apps are under workspace accordion − All quick actions are still available upon hover-over on application/questionnaire

▪ Workspace accordion status is saved in browser memory. − System will display expanded accordion till Nav Menu is refreshed

▪ Internal Use - Confidential GLOBAL SEARCH, HELP AND USER MENU

▪ No changes to behavior of Global Search. Except… − If no match is found, the global search drop-down will not give option to display all results ▪ No changes to Contextual Help ▪ User Option changes: − Accordion view to the options − User Name is used as label (replaced the “First name with “User Name”) − Reports option shifted to Navigation Menu

▪ Internal Use - Confidential ADMIN MENU

▪ One column collapsible accordion view ▪ Access to Administration dashboard through “Administration” option on top of the menu

▪ Internal Use - Confidential DEMO

▪ Internal Use - Confidential ENVIRONMENT BAR CONFIGURATION

▪ Configuration: − Go to Back Office: Appearance page − Check Display Environment bar box − Enter Instance Name, Select Background Color and Text color − Save the changes

▪ Internal Use - Confidential HEADER LOGO

▪ Displaying the Logo − Go to Back Office: Appearance page − Select “Header” under Graphics − Save the changes

▪ Internal Use - Confidential IMPROVED UI APPEARANCE

▪ Internal Use - Confidential MANAGE APPEARANCE PAGE

▪ Environment bar section has been added. ▪ Primary and secondary color options are eliminated ▪ Graphics section labels are changed to Header and Footer.

▪ Internal Use - Confidential RECORD PAGE WITHOUT AWF

▪ Default colors are set for buttons, section header, text, links and the background

▪ Internal Use - Confidential SEARCH RESULT PAGE

▪ Internal Use - Confidential ADMINISTRATION/BACK OFFICE PAGE

▪ Internal Use - Confidential RECORD PAGE HEADER /FOOTER UPDATE

▪ Internal Use - Confidential RECORD PAGE CHANGES

Application: Record ID Sticky Edit/View Header Toggle

Additional System Actions defined colors for • New action • Save buttons • Download • Email • Copy • Print System • Delete defined • Access neutral • Recalculate colors • Reference

▪ Internal Use - Confidential RECORD PAGE WITH AWF TRACKER

Save action in one click

Action Drop-down

Work Flow action and Save action

▪ Internal Use - Confidential RECORD PAGE WITH AWF TRACKER

Full history

Workflow tracker

▪ Internal Use - Confidential CONFIGURING AWF TRACKER DISPLAY

▪ Navigate to Application Builder -> Specific Application -> Advanced Workflow Tab − Select the ‘Enable Workflow Auditing’

▪ Edit ‘Audit Settings Permission’ field − Do not set permission if all users is to see the tracker − Else select list of users who should be able to see tracker if so desired

▪ Internal Use - Confidential DEMO

▪ Internal Use - Confidential DASHBOARD AND IVIEW MODERNIZATION

▪ Internal Use - Confidential DASHBOARD IMPROVEMENTS

▪ UI changes to Dashboards: − Aesthetically pleasing and accessibility compliant color scheme, font sizes, padding and other clean up − Sticky Dashboard Header − Dashboard selector in dashboard header − Addition of Share icon with two options: Copy the page link or Email the page link

▪ Internal Use - Confidential IVIEW UI IMPROVEMENTS

▪ Relocated refresh icon ▪ Changed resizer icon ▪ Larger title font size ▪ Changed options button icon ▪ Options button and the resizer icons appear on hover ▪ Changed iView dropdown background color ▪ Increased all-around padding inside the iView

▪ Internal Use - Confidential LINKLIST IVIEW CHANGES

▪ Supports only 1 column layout ▪ Size of the link image ▪ Font size and color of links has changed ▪ On hover, Link text changes the color and displays underline ▪ Layout of components on the iView

▪ Internal Use - Confidential DEMO