General Tour

Springbrook Cirrus offers all the familiar Springbrook functionality in a modern, browser-based interface. This general tour is designed to show you around and to get you comfortable with this new interface.

Please see the individual sections below for information about interface features and functions.

Top Menu

The top of the application window includes tools that are used to set up general application display parameters.

    Hamburger Menu

• The Hamburger menu in the top-left corner of the widow is used to expand and collapse the left navigation menu. Collapsing the left navigation menu can be helpful when working on smaller devices, such as tablets or smaller laptops.

    Customer Search

• The Customer Search icon is used to launch the Customer Search screen. This is the central location of all customer records and customer accounts.
• The Customer Search screen can also be accessed via SS> Maintenance> Customer

    Lot Search

• The Lot Search icon is used to launch the Lot Search screen. This is the central location of all the lot records in the application.
• The Lot Search screen can also be accessed via SS> Maintenance> Lot.

    Timesheets

• The Timesheets icon is used to open the Timesheets screen for the current Cirrus user.

   Cirrus Help Center

• The Cirrus Help Center is an in-application resource for accessing help information about how to use the application, additional resources you may find helpful, Cirrus documentation, and announcements about releases and events. Click the Help Center icon   in the top menu to expand and explore the Help Center.
• The Search section is used to enter keywords or phrases. After entering a search, the most relevant help documents will be displayed below.
• The Welcome to Cirrus Tour will walk new users through the different menus and buttons accessible from any screen in Cirrus.
• The News and Announcements section of the Help Center will display information about things like webinars or conference updates.
• The Resources section of the Help Center will display links to technical resources, such as release notes, hardware and software requirements, and guides for helping user log in to the application.
• The Cirrus Help Documents section can be expanded to display the full set of Cirrus help documents. The help documents are organized by module and, within each module, organized to match the order of the Cirrus menu.
• The Introduction to Cirrus Modules provides a general overview of each of the Cirrus modules.
• The contents of the Cirrus Help Center are page-dependent, so you may see additional walkthroughs and guides on different pages of the application.

    Springbrook Ideas Portal

• The Springbrook Ideas Portal icon is used to open the Springbrook Ideas Portal. This portal is designed to receive product feedback from Cirrus users. Users can suggest new features and vote on existing suggestions.

    Notifications Icon

• The Notifications icon is used to expand the Notifications section on the right side of the screen. This is where you'll find notifications regarding completed batch processes and jobs or compiled reports.
• When you have a new set of notifications, the icon will display the number of notifications on the icon itself. If you have two outstanding notifications, the icon will include that number.
• A successful batch process or job will display.
• A pending batch process or job will display.
• An error in a batch process or job will display. Processing errors will also be displayed by the Notification icon as.
• Notifications will be grouped together. For example, when generating a report, the Pending notification will display first and it will be grouped with the Success notification once the report has been generated.
• Click the Delete button to remove a notification from the list.
• Click CLEAR NOTIFICATIONS at the bottom of the notifications window to clear all displayed notifications.

    Profile Icon

• The Profile icon is used to access your user profile or to log out of the application.
  • Cirrus will automatically log you out of the application if you are inactive for too long. However, because Cirrus uses a session-based access system, it is possible that your session could still be active when you close the browser window where you are running Cirrus, reopen the browser window, and then access Cirrus again. For this reason, Springbrook recommends users log out of the application if they are using a shared computer.
• The My Profile page is used to set up how the application displays notifications, how your Profile icon is displayed, and your Cash Receipts preferences.
• Click the CHANGE AVATAR link to update the Profile icon that displays in the Top Menu.
  • After clicking the link, a pop-up window will display all the available avatar options.
  • Highlight the desired avatar and click SELECT to update your Profile icon.
  • You can click the RESET AVATAR link to clear your avatar selection and revert back to the default Profile icon.
• Toggle the Reset message counter automatically after viewing option if you would like the Notification icon message counter to automatically reset from displaying the number of messages not yet viewed   back to the standard notification icon   after opening the notification pane. When this toggle is not checked, the message counter will continue to increase until individual messages are deleted or until the CLEAR NOTIFICATIONS link is clicked.
• Toggle the Show popup notification for status updates option if you would like the application to display notification messages in the bottom-right corner of the page when changes are made, reports are generated, or process steps are completed. For example, the notification message that will display after making changes to this User Preferences page would be  .
  • When this toggle is not checked, some high priority messages will still be displayed via popup notification.
• The Grid Preferences RESET TO DEFAULT link is used to reset all the data grids across Cirrus back to their default display settings.
• The Auto-hide search filters after each search is initiated toggle determines how the search filters are displayed across the application.
  • When this toggle is enabled, the search filter section on search screens across the application will automatically be hidden in order to allow more room on the screen to display the search results. The toggle will be enabled by default.
  • When this toggle is not enabled, the search filter section will always be displayed to allow quick, repetitive search filtering.
• The Accounts Receivable preferences tab is used to determine invoice line item creation work flow.
  • Check the Skip fee selection when creating invoice lines toggle to prevent the Fee Selection screen from automatically launching when a new invoice line is created.
• The Cash Receipts preferences tab is used to set up and save your Cash Receipt printing and search preferences. This tab will only be displayed if the currently signed-in user has been set up as a CR Operator.
  • Check the Always show modal search toggle to always display the individual module search options on the Cash Entry window.
  • Check the Automatically print duplicate (copy) receipt toggle if you would like a duplicate receipt printed for each slip generated by a transaction. This option is generally used by organizations that would like to keep a copy of each receipt for their own records.
    • If there are multiple slips that print on a receipt, a copy of each slip will print.
    • Users will be prompted to print the duplicate receipt in a pop up window for each receipt generated.
  • Check the Automatically print receipt on save toggle if you want to print a paper receipt for each cash receipt entered.
  • Check the Pause printing between receipts toggle if you want printing process to pause for two seconds between printing the receipts. This option is generally used with the Automatically print duplicate (copy) receipt toggle but it can function on its own.
• The Work Flows preferences tab is used to set up how users will be notified of new work flow steps that require your attention.
  • The Out of Office toggle is used to set the user status to out of office. When checked, any work flows assigned to the user will not be added to the user's Tasks and Approvals section.
  • The Workflow Alert Method drop-down is used to select how users are alerted when a Cirrus work flow requires their attention.
    • Select In app notifications to used the notification system outlined on the General tab.
    • Select Email if you would like to alert users via the email address attached to the user record on the User Maintenance window (SS> Maintenance> User).
      • Many email notifications include a link to the item that needs attention. If the recipient of the email already has a Cirrus session open, they will be able to access the linked item without logging into the application a second time.
  • The Alert Preferences section used to customize when you will receive work flow related notifications or emails. If no toggles are checked, you will not receive any notifications or emails regarding work flows.
    • Email notifications are especially important for users that use the application infrequently. For example, a Finance Director that is responsible for approving invoice batches should be set up to receive email notifications. This ensures that time-sensitive work flow approval steps are addressed and do not time out.
    • Users that use the application daily will be able to track their work flow responsibilities by paying close attention to the Tasks and Approvals section displayed at the top of the Cirrus home page.
    • The Home item on the left navigation menu will also include a number indicator   if the user has outstanding tasks or approvals.
• Click the Save button after updating your profile settings.

Left Navigation Menu

The Left Navigation Menu is where you will find application-wide tools accessible from any page in Springbrook Cirrus.

    Module Menu

• The Module Menu is used to navigate between the Springbrook modules available in the application.
• Individual user security settings will determine which modules, and which processes, reports, and tools within those modules, are accessible to those individual users.
• Once a module is selected in the Module Menu, module processes, reports, and tools will be displayed below and the application will navigate to the module home page.
• You can use the TAB and SHIFT+TAB keys to navigate up and down the module menus.

    Home

• The Home page is your Cirrus landing page. The Tasks and Approvals section will be displayed at the top of the Home page. A numbered indicator   will display next to the Home main navigation menu item when a user has an outstanding task or approval that needs attention.
  • Approvals
    • Click anywhere within an approval to open the Work Flows Approvals page.
    • Work Flows can also be access via SS> Work Flows> Work Flows.
  • The Tasks section will display
    • Click anywhere within a task to open the My Tasks page.
    • My Tasks can also be accessed via SS> Utilities> My Tasks.
• The instructions displayed below the Tasks and Approvals section on the Home page are there to help you set up your Favorites. Once set up, your favorite processes and reports will be displayed on your Home page every time you log in to Cirrus. You can add, remove, and rearrange these Favorites to best fit your workflows.
• Click the EDIT link to update the Favorites content that displays on the Home page.
  • From the EDIT page, you can use the + CREATE GROUP link to create a new set of grouped favorites. By organizing your favorites into groups, you can combine related reports and processes into one easy-to-find section that displays on the Springbrook Cirrus home page.
  • For example, you could create a Monthly Reconciliation group and then add the Outstanding Transactions report, Bank Activity report, and Clear Transactions batch process to that group.
  • Once groups contain favorites, use the expand and collapse icons to view the group contents.
  • The order in which the groups are displayed can be edited by using the arrow icons next to the groups.
  • While the delete icon can be used to delete the selected group, all favorites in that group must be removed first. Individual favorites can be deleted via the delete icon   on the favorite tile or they can be moved to another group by dragging and dropping the favorite tile.
  • Click the Save button to save your changes to the Home page.
• Once a group has been created, you can add favorites to that group.
  • Click the Favorite icon next to the page title if you would like to add that process, tool, or report to the Home page and the Favorites menu. A drop-down menu will display the existing groups and will also give the option of creating a new group for the page you are adding to your favorites.
    • When a batch process is added to your favorites, the new Favorite item on the Home page will link to the batch landing page. Favorites do not link to specific batches in that batch process.
  • When a page has been added to the favorites, the icon will display as. Clicking that Favorite icon again will remove the page from the favorites group it was added to and return the icon the original state.
  • You can also create a favorites group directly from the Favorite icon by selecting + Create Group from the drop-down and following the group creation steps outlined above.

    Jobs Viewer

• The Jobs Viewer menu item is used to access the Cirrus Jobs Viewer.

    Support

• The Support menu item provides access to a set of useful support links.
  • Click Community to access the Springbrook Community portal. From here you can manage your support cases, connect with other Springbrook users, and access additional documentation.
  • Click Documentation to open this set of help documents.
  • Click Contact Support to open the Contact page of the Springbrook website. From here you can contact support in order to submit new or manage existing cases.
  • Click Install Cirrus Agent to open the Install Cirrus Agent page. The Cirrus Agent must be installed on every workstation that is used to process Cash Receipts.

    Favorites

• The Favorites menu item is used to quickly access the processes, tools, or reports you used most often from anywhere in the application.
• Favorites are organized based on the organization of the Home page. Please see the Home section above for more information on how to organize your favorites.