Navigation and user interface

HMS provides easy-to-use navigation options that allow you to quickly and easily find the pages and information you require. Navigate through the system by clicking icons, menus, buttons, tabs, and hyperlinks on each page.

This table shows details about the user interface and descriptions of the navigation options:

Navigation area Description

Header

Provides access to basic functions. Header options are displayed on all pages in Infor HMS.


Button	Function
	Switch Property: Use the Properties page to change the property for the user session.
Start Center	The Start Center option is included in the header only if you are not already on the Start Center page.
My Account	Use the My Account page to view and change your e-mail address, system language, login password, and success message information.
Help	Displays online help content.
About	Displays system application information, such as the application name, version number, schema name, and user ID. Note: The NF525 certification number and the last certified version number are displayed, after successfully being certified.
Back	Displays the previous screen.
Logout	Logs out of HMS.

Menu bar Provides menus for the main functional areas of HMS. Menus can be renamed, added, and removed by the system administrator. When you position your cursor over a name on the menu bar, a drop-down menu is displayed, listing the pages available for that function. Click the menu bar to view a drop-down menu, listing basic functions, such as Back, Start Center, My Account, Help. You can also use the menu bar to access cached screens, and a dynamically updated list of recently opened screens that provides quick access to those system functions.

Toolbar

Provides access to basic system functions. You can hover over a button to view a description of its function.


Button	Function	Shortcut
	Previous screen: Returns to the previous page.	`CTRL+` Left arrow key or `F11`
	Save record: Saves the current record.	`CTRL+S` or `F10`
	New record: Adds a new record.	`CTRL+N` or `F6`
	Delete record: Deletes the record.	`CTRL+D` or `CTRL+F6`
	Previous record: Displays the previous record.	`CTRL+` Up arrow key
	Next record: Displays the next record.	`CTRL+` Down arrow key
	Copy record: Copies the current record. See Copying records.	`CTRL+F` or `F4`
	Reset screen: Clears changes to the current record.	`CTRL+R`
	Print record: Prints the current record.	`ALT+P`
	Print preview: Displays a preview of the current report.
	Help: Displays online help for the current page.	`ALT+H` or `F1`
	Screen designer: Displays the page in design mode; for system administrators only.	`ALT+E`
	Room and rate availability: Opens the Room and Rate Availability page.	`ALT+Z`
	Room type availability: Opens the Room Type Availability page.	`ALT+A`
	Rate plan availability: Opens the Rate Plan Availability page.	`ALT+B`
	Guest Directory: Displays a list of in-house guests, sorted by name and room number.

Message bar

The system uses the message bar to display messages, errors, and options you must view or select after performing an action. The message bar can include any of the following message types:

Error: Indicates an error, for example, that a requisition must contain line items or that a record has been modified by another user.
Warning: Warns of an impending action, such as password expiration or overwriting an existing record.
Question: Requires that an option be selected before taking an action. For example, you can be asked to specify a reason for rejection before you can reject a requisition or work request.
Success: Indicates that an action was successfully completed.
Information: Displays informational text that is not the result of a user action, such as a system message.

Additional buttons in the user interface


Button	Function
	Calendar
	Lookup
	Edit Dataspy
	Run Dataspy or quick filter
	Insert left parenthesis in Dataspy
	Insert right parenthesis in Dataspy
	Sort Dataspy criteria in ascending order
	Sort Dataspy criteria in descending order
	Show total record count
	Clear comment
	Save comment
	Delete comment
	View comment audit trail

Keyboard shortcuts

Keyboard shortcuts are provided for navigating HMS:

Table 1. System-level shortcuts
Function	Shortcut
My Account	`CTRL+T`
Help	`CTRL+H`
About	`CTRL+B`
Logout	`ALT+Q`

Table 2. Screen-level shortcuts
Function	Shortcut
Open lookup	`F9`
Screen-level help	`F1`
Print screen	`CTRL+P`
Open/close the multiple field search on List View and Record View pages	`F7`
Execute a multiple field search	`F8`
Open the Jump to Screen popup	`CTRL+F2`

Table 3. Screen Designer shortcuts
Function	Shortcut
Save layout	`CTRL+S`
Open group selection	`CTRL+G`
Switch to preview mode	`CTRL+W`
Switch to screen designer mode	`ALT+E`
Exit screen designer mode	`CTRL+I`

Right-click options

The system includes two types of right-click menu options: system-level and screen-level. Right-click menu options are available when inserting or updating records.

Screen-level options are displayed at the top of the right-click menu. These options change based on the screen being accessed. A right-click menu option is displayed for each button that appears on the screen.
System-level options are displayed at the bottom of the right-click menu. System-level options are common functions that are available on all screens, such as audit trail.