Two Locations in Many Combinations

 

When it came time to design Ursa we went back to the drawing board. We took everything we’ve learned from our thousands of users and our decades of experience, and reexamined the needs of community development professionals. Our first goal was to unify and simplify what our clients do. Our second goal was to decrease the knowledge necessary for use, but maintain the robust features we are known for.

 

An interesting thing happens when you focus on simplicity and elegance. Categories are merged, data relationships are straightforward, and the whole thing can be summed up using some fancy maxim like; Two Locations in Many Combinations.

That’s the result of our analysis and here’s how it works:

 

You are either working with many records or you are working with one record. That’s the Two Locations part. You need to open these locations in any order that matches your needs, and they should contain only items of interest to you. That’s the Many Combinations part.

 

Let’s start with the Two Locations. The many record location is called a Command Center and it lets you manipulate your records at top speed. Command Centers look like this:

 

With a Command Center you can re-arrange columns or drag them off the screen. You can sort, locate, group, filter, sum or query your data with a few clicks or keystrokes. No special knowledge of data manipulation techniques is necessary. You work with your records in a way that makes sense to you.

 

Once you have your records the way you want you can save that Command Center to reload whenever you need it again. You can also turn your Command Center into a printed report with a click, or output it as a PDF, Excel, CSV, HTML, etc. file. Command Centers allow anyone to answer complex questions very quickly.

Once you have located a specific record in a command center you work with it by opening a Detail Tab, this is the one record location of the Two Locations.

 

Detail Tabs show all of the information related to the selected record with command panels and button groups that lead to related information. They also contain a bookmark capability that allows you to jump between detail records of your choosing.

 

Like Command Centers, Detail Tabs allow you to completely modify what you see including available commands and buttons. When you have arranged the fields and controls to what you want you can save the Detail Tab to load again when needed.

 

You can add and remove fields, panels, groups, and tabbed notebooks according to your tastes and set your custom tab to load when you ask Ursa to open a Detail Tab.

This allows individual users to determine what they see when working with Ursa. If a user takes permit applications only and doesn’t care about plan review or inspections those sections and fields can be excluded from that user’s default Detail Tab. You can save as many Detail Tab layouts as you like which can be shared with other Ursa users or kept personal.

 

So that’s the Two Locations; 1) Command Centers (many records) and 2) Detail Tabs (one record). Now for the Many Combinations part.

 

If you’ve got tabs then you need someplace to open them, and that’s what Ursa provides, a desktop that allows you to open tabs according to your current needs. There aren’t any rules associated with the content of each tab; you open them in any order that makes sense to you.

 

If you are working with the same few records today then open them in Ursa and switch between them when needed. Ursa remembers what you had open so when you log on in the morning you are presented with your desktop the way you left it. 

 

Everyday users of Ursa won’t need to know much more than what is shown here. If you know how to work in one Command Center you know how to work in all Command Centers. If you know how to work in one Detail Tab you know how to work in all Detail Tabs. You control what the tabs look like and open them in any arrangement meaningful to you… Two Locations in Many Combinations.

 

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Ursa Software for Community Development Professionals

 

 

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