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URAL Menu Navigation has several elements to navigate from: Top ROW 1: 1. 2. 3. 4.

Search Notifications Inbox (thumbnail pic of user) Settings a. Account settings b. Profile settings c. Edit picture d. Logout
Formatted: List Paragraph, Numbered + Level: 1 + Numbering Style: 1, 2, 3, + Start at: 1 + Alignment: Left + Aligned at: 0.25" + Indent at: 0.5" Formatted: List Paragraph, Numbered + Level: 2 + Numbering Style: a, b, c, + Start at: 1 + Alignment: Left + Aligned at: 0.75" + Indent at: 1"

Vertical COLUMN 1 - Menu: 1. 2. 3. 4. 5. ICON of Home My Pivots My Company My Tasks (new future for now not in use) Invitations (All invitations for pivot and company are from here)
Formatted: List Paragraph, Numbered + Level: 1 + Numbering Style: 1, 2, 3, + Start at: 1 + Alignment: Left + Aligned at: 0.25" + Indent at: 0.5"

Top ROW 2 Left Side: (Company Logo; Pivot Title and thumbnail; etc.. ) Top ROW 2 Right Side: (Button down action similar to todays menu) 1. Pivot It Admin a. Include the items we have now 2. (Shall we say MENU or Getting Start - first menu item?) a. Getting Started b. Add Pivot c. Campaigns d. Following Pivots e. Following Companies f. NDAs Top ROW 3 (Left Side buttons) 1. For Specific Pivot (context) a. Feed (home) b. Landing page (no edit option if not owner/admin of company) c. Pain chain analysis d. Collateral e. Team (& Followers) f. Settings (if owner/admin of Pivot; keep old rules) i. Clone
Formatted: List Paragraph, Numbered + Level: 1 + Numbering Style: 1, 2, 3, + Start at: 1 + Alignment: Left + Aligned at: 0.25" + Indent at: 0.5" Formatted: List Paragraph, Numbered + Level: 2 + Numbering Style: a, b, c, + Start at: 1 + Alignment: Left + Aligned at: 0.75" + Indent at: 1" Formatted: List Paragraph, Numbered + Level: 1 + Numbering Style: 1, 2, 3, + Start at: 1 + Alignment: Left + Aligned at: 0.25" + Indent at: 0.5" Formatted: List Paragraph, Numbered + Level: 2 + Numbering Style: a, b, c, + Start at: 1 + Alignment: Left + Aligned at: 0.75" + Indent at: 1" Formatted: List Paragraph, Numbered + Level: 1 + Numbering Style: 1, 2, 3, + Start at: 1 + Alignment: Left + Aligned at: 0.25" + Indent at: 0.5" Formatted: List Paragraph, Numbered + Level: 2 + Numbering Style: a, b, c, + Start at: 1 + Alignment: Left + Aligned at: 0.75" + Indent at: 1" Formatted: List Paragraph, Numbered + Level: 3 + Numbering Style: i, ii, iii, + Start at: 1 + Alignment: Right + Aligned at: 1.38" + Indent at: 1.5"

2.

3.

4.

5.

ii. Edit iii. Delete iv. Stats v. Delegate For Specific Company (context) a. Feed (home) b. Landing Page (No edit option if not owner/admin of company) c. Company Pivots d. Collateral e. Employees (& Followers) f. Settings (if My Company and owner/admin of Company; keep old rules) i. Edit ii. Stats iii. Delegate For Campaign Management (context) a. Start Campaign b. Manage Campaigns c. Start List d. Manage Lists For NDA management (context) a. Upload new NDA b. Manage NDAs c. Click-thru NDA terms Getting Started (context) a. Add Pivot b. Invite customers c. Edit Company d. Invite employees

Formatted: List Paragraph, Numbered + Level: 1 + Numbering Style: 1, 2, 3, + Start at: 1 + Alignment: Left + Aligned at: 0.25" + Indent at: 0.5" Formatted: List Paragraph, Numbered + Level: 2 + Numbering Style: a, b, c, + Start at: 1 + Alignment: Left + Aligned at: 0.75" + Indent at: 1" Formatted: List Paragraph, Numbered + Level: 1 + Numbering Style: 1, 2, 3, + Start at: 1 + Alignment: Left + Aligned at: 0.25" + Indent at: 0.5" Formatted: List Paragraph, Numbered + Level: 2 + Numbering Style: a, b, c, + Start at: 1 + Alignment: Left + Aligned at: 0.75" + Indent at: 1" Formatted: List Paragraph, Numbered + Level: 1 + Numbering Style: 1, 2, 3, + Start at: 1 + Alignment: Left + Aligned at: 0.25" + Indent at: 0.5" Formatted: List Paragraph, Numbered + Level: 2 + Numbering Style: a, b, c, + Start at: 1 + Alignment: Left + Aligned at: 0.75" + Indent at: 1"

Top ROW 3 (Right Side) (We will have the same status and role information that we currently have)

Formatted: Indent: Left: 0", First line: 0"

ICONs for individual elements of the Pivot It Application (To be completed; but please use ICONs from the new template and other places and try to be consistent with usage) Pivot Company User Private Confidential Public Document Link FAQ Invite NDA Campaign Subscriber List Upload Download

1. Pivot-It (Only for Pivot It admin, product mgrs, etc.) a. Dashboard i. Dashboard 1 ii. Dashboard 2 iii. Dashboard 3 iv. Etc. 2. Pivot Manager a. Actions i. Create New ii. Clone iii. Edit iv. Delete v. Delegate b. Invitation i. Follow ii. Join iii. Pending c. Apps i. Problem Chain Analysis ii. Differentiation GRID iii. Customization GRID iv. Task Manager d. Dashboard (only the specific Pivot Dashboard is displayed here) i. Dashboard 1 ii. Dashboard 2 3. Company Manager a. NDA Manager i. Create ii. View iii. Approve iv. NDA terms b. Partner Manager i. Add Partner ii. View iii. Delete c. Invitation i. Employees ii. Followers d. Campaign Management i. ?? ii. ??

Formatted Formatted

Formatted

Formatted

iii. ?? iv. ?? e. Dashboards i. Dashboard 1 ii. Dashboard 2 iii. Dashboard 3 Floating Vertical TABS Vertical TAB1: My Tasks When this is clicked a pop-up with the pending tasks will showup. Vertical TAB2: My Pivots When this is clicked a pop-up with Pivots of the users will be displayed. And the user can click on a specific Pivot to navigate to that pivot.
Formatted: Indent: Left: 0", First line: 0"

iMain Menu: First menu line shall always be there: Welcome (USER name) Account (drop down menu) (picture; profile; settings; logout) (Implies edit picture, edit profile, edit settings; logout) Pivot (will have drop down list) Company (will have drop down list) Notification Inbox

1. Pivot Listing Page: (This listing page can be for Company as well;) http://staging.cubettech.com/phpfox/pivot-it/pivot/ Main-> Sub-menu
Pivot Pivot->Add

Action on Selection
No action Goes to add a pivot

Comments/conditions
Will also be under the Users company if already a company

user; or just under the user if not. Company Company->My company No action If user already part of a company; goes to the company page; If user not part of a company goes to the Add your company process; Goes to edit My Company If user adds his/her company; then all the User owned pivots will be automatically assigned to the company. Please inform the User at the time of company add. (All Pivots owned by you including list the pivots will be assigned to the company once your company is confirmed. If the user does not have any owned pivots, no message will be shown.) Only appears if the user has the admin privileges to edit company information (obviously user must belong to a company). While this may appear not relevant to this specific page; but from a menu list, it is an available function for the user to navigate to. This will send an email to users ; but this is for Follow company; if the user is already registered send a notification to the registered user to follow company; if user is not registered; send an invitation and the invitation process will end with Follow the company No need to display this now. No need to display this now.

Company->Edit

Company->Share

Goes to Invitation sent to user to follow My Company

Company-> NDA Company-> Partners

Future functionality Future functionality

Notification Inbox On each listed Pivot or company; there must be a follow (or unfollow button); this should be a toggle mechanism; also provide against each listed pivot a status (follow/unfollow button or member/owner status)

2. Individual Pivot Page: (This implies that user is already on a Pivot page;) http://staging.cubettech.com/phpfox/pivot-it/pivot/81/ Main Menu -> Sub Menu Create a Pivot Join Follow Invite Clone Edit Delete

Pivot(directs to Pivot Listing page) ->

FAQ (please see new bugs regarding this functionality and so removing this from menu list.) Company(directs to Company Listing page )-> Add Company(Only if not a member of a Company) Current Employer(to the current company) Notification Inbox Main-> Sub-menu
Pivot Pivot->Add Pivot ->Clone Pivot->Join Team

Action on Selection
No action Goes to add a pivot Goes thru the invite users to Pivot process Goes thru the request to join a Pivot as a team member Goes thru the invite users to Pivot process Goes thru the share with users requesting them to follow this Pivot. Goes thru the edit Pivot process Goes thru the delete Pivot process Future functionality Future functionality

Comments/conditions
Will be under the Users company is already a company user; or just under the user if not. Only members can clone a Pivot. This works like invitation; but initiated by the user to become a member of the Pivot; The Pivot owner will receive a notification and approve the team member. Only members can invite to a Pivot other team members. See the Company->Share ; this is similar to Invite to follow vs. invite to participate as team member. This can only be done by Pivot owner or company administrator. This can only be done by Pivot owner or company administrator. Please make sure you prompt the user to enter password again to confirm the deletion of the Pivot. No need to display this now No need to display this now

Pivot->Invite Pivot-Share

Pivot-> Edit Pivot->Delete

Pivot-> Problem Analysis Pivot-> Feature/Differentiation GRID Pivot-> Customization GRID Company Company->My company

Future functionality No action If user already part of a company; goes to the company page; If user not part of a company goes to the Add your company process; Goes to edit My Company

No need to display this now

Company->Edit

Company->Share

Goes to Invitation sent to

Only appears if the user has the admin privileges to edit company information (obviously user must belong to a company). While this may appear not relevant to this specific page; but from a menu list, it is an available function for the user to navigate to. This will send an email to users ; but this is for Follow

user to follow My Company

Company-> NDA Company-> Partners

Future functionality Future functionality

company; if the user is already registered send a notification to the registered user to follow company; if user is not registered; send an invitation and the invitation process will end with Follow the company No need to display this now. No need to display this now.

Notification Inbox

3. Company page http://staging.cubettech.com/phpfox/pivot-it/company/58/ Main Menu -> Sub Menu Create a Pivot Add Company(Only if not a member of a Company) Current Employer(to the current company) I am an employer Share Follow Manage/Edit Delete(If site administrator) Notification Inbox Main-> Sub-menu
Pivot Pivot->Add Company Company->My company

Pivot(directs to Pivot Listing page) -> Company(directs to Company Listing page )->

Action on Selection
No action Goes to add a pivot No action If user already part of a company; goes to the company page;

Comments/conditions
Will be under the Users company is already a company user; or just under the user if not.

Company->Edit

If user not part of a company goes to the Add your company process; Goes to edit My Company

Company->Share

Goes to Invitation sent to user to follow My Company

Company->Delete

Company-> NDA Company-> Partners

Make sure the user reconfirms the password before the deletion actually occurs Future functionality Future functionality

Only appears if the user has the admin privileges to edit company information (obviously user must belong to a company). While this may appear not relevant to this specific page; but from a menu list, it is an available function for the user to navigate to. This will send an email to users ; but this is for Follow company; if the user is already registered send a notification to the registered user to follow company; if user is not registered; send an invitation and the invitation process will end with Follow the company Only the site admin can delete a company.

No need to display this now. No need to display this now.

Notification Inbox

4. Company Listing Page: http://staging.cubettech.com/phpfox/pivot-it/Company Main Menu -> Sub Menu Create a Pivot Add Company(Only if not a member of a Company)

Pivot (directs to Pivot Listing page) -> Company (directs to Company Listing page)->

Notification Inbox Main-> Sub-menu


Pivot Pivot->Add Company Company->My company

Action on Selection
No action Goes to add a pivot No action If user already part of a company; goes to the

Comments/conditions
Will be under the Users company is already a company user; or just under the user if not.

company page; If user not part of a company goes to the Add your company process; Goes to edit My Company

Company->Edit

Company->Share

Goes to Invitation sent to user to follow My Company

Company->Delete

Company-> NDA Company-> Partners

Make sure the user reconfirms the password before the deletion actually occurs Future functionality Future functionality

Only appears if the user has the admin privileges to edit company information (obviously user must belong to a company). While this may appear not relevant to this specific page; but from a menu list, it is an available function for the user to navigate to. This will send an email to users ; but this is for Follow company; if the user is already registered send a notification to the registered user to follow company; if user is not registered; send an invitation and the invitation process will end with Follow the company Only the site admin can delete a company.

No need to display this now. No need to display this now.

Notification Inbox

5. User Profile http://staging.cubettech.com/phpfox/pivot-it/anju_linked/ Main Menu -> Sub Menu Create a Pivot Employer Edit Work Info/Details Add Company(Only if not a member of a Company) Notification Inbox Main-> Sub-menu
Pivot Pivot->Add Company

Pivot (directs to Pivot Listing page) -> Company (directs to Company Listing page)->

Action on Selection
No action Goes to add a pivot No action

Comments/conditions
Will be under the Users company is already a company user; or just under the user if not.

Company->My company

If user already part of a company; goes to the company page; If user not part of a company goes to the Add your company process; Goes to edit My Company

Company->Edit

Company->Share

Goes to Invitation sent to user to follow My Company

Company->Delete

Company-> NDA Company-> Partners

Make sure the user reconfirms the password before the deletion actually occurs Future functionality Future functionality

Only appears if the user has the admin privileges to edit company information (obviously user must belong to a company). While this may appear not relevant to this specific page; but from a menu list, it is an available function for the user to navigate to. This will send an email to users ; but this is for Follow company; if the user is already registered send a notification to the registered user to follow company; if user is not registered; send an invitation and the invitation process will end with Follow the company Only the site admin can delete a company.

No need to display this now. No need to display this now.

Notification Inbox 6. All other pages we can have the same main menu (Pivot, Company, Notification, Inbox) and submenu will change accordingly.

Formatted: Indent: Left: 0", First line: 0" Formatted: Indent: Left: 0" Formatted: List Paragraph, Numbered + Level: 2 + Numbering Style: a, b, c, + Start at: 1 + Alignment: Left + Aligned at: 0.75" + Indent at: 1" Formatted: List Paragraph, Numbered + Level: 3 + Numbering Style: i, ii, iii, + Start at: 1 + Alignment: Right + Aligned at: 1.38" + Indent at: 1.5" Formatted: List Paragraph, Numbered + Level: 2 + Numbering Style: a, b, c, + Start at: 1 + Alignment: Left + Aligned at: 0.75" + Indent at: 1" Formatted: List Paragraph, Numbered + Level: 3 + Numbering Style: i, ii, iii, + Start at: 1 + Alignment: Right + Aligned at: 1.38" + Indent at: 1.5" Formatted: List Paragraph, Numbered + Level: 2 + Numbering Style: a, b, c, + Start at: 1 + Alignment: Left + Aligned at: 0.75" + Indent at: 1" Formatted: List Paragraph, Numbered + Level: 3 + Numbering Style: i, ii, iii, + Start at: 1 + Alignment: Right + Aligned at: 1.38" + Indent at: 1.5"

4. Pivot a. Actions i. Create New ii. Clone Current iii. Edit Current iv. Delete Current v. Delegate Current b. Invitation i. Follow ii. Join iii. Pending c. Apps i. Problem Chain Analysis ii. Differentiation GRID

iii. Customization GRID iv. Task Manager d. Statistics i. Setup (Not sure if there is a need for this) ii. Dashboard (not sure if there is a need for this) 5. Company a. NDA Manager i. Create ii. View iii. Approve b. Partner Manager i. Add Partner ii. View iii. Delete c. Invitation i. Employees ii. Followers d. Campaign i. Setup ii. Statistics Floating Vertical TABS Vertical TAB1: My Tasks When this is clicked a pop-up with the pending tasks will showup. Vertical TAB2: My Pivots When this is clicked a pop-up with Pivots of the users will be displayed. And the user can click on a specific Pivot to navigate to that pivot.

Formatted: List Paragraph, Numbered + Level: 2 + Numbering Style: a, b, c, + Start at: 1 + Alignment: Left + Aligned at: 0.75" + Indent at: 1" Formatted: List Paragraph, Numbered + Level: 3 + Numbering Style: i, ii, iii, + Start at: 1 + Alignment: Right + Aligned at: 1.38" + Indent at: 1.5" Formatted: List Paragraph, Numbered + Level: 1 + Numbering Style: 1, 2, 3, + Start at: 1 + Alignment: Left + Aligned at: 0.25" + Indent at: 0.5" Formatted: List Paragraph, Numbered + Level: 2 + Numbering Style: a, b, c, + Start at: 1 + Alignment: Left + Aligned at: 0.75" + Indent at: 1" Formatted: List Paragraph, Numbered + Level: 3 + Numbering Style: i, ii, iii, + Start at: 1 + Alignment: Right + Aligned at: 1.38" + Indent at: 1.5" Formatted: List Paragraph, Numbered + Level: 2 + Numbering Style: a, b, c, + Start at: 1 + Alignment: Left + Aligned at: 0.75" + Indent at: 1" Formatted: List Paragraph, Numbered + Level: 3 + Numbering Style: i, ii, iii, + Start at: 1 + Alignment: Right + Aligned at: 1.38" + Indent at: 1.5" Formatted: List Paragraph, Numbered + Level: 2 + Numbering Style: a, b, c, + Start at: 1 + Alignment: Left + Aligned at: 0.75" + Indent at: 1" Formatted: List Paragraph, Numbered + Level: 3 + Numbering Style: i, ii, iii, + Start at: 1 + Alignment: Right + Aligned at: 1.38" + Indent at: 1.5" Formatted: List Paragraph, Numbered + Level: 2 + Numbering Style: a, b, c, + Start at: 1 + Alignment: Left + Aligned at: 0.75" + Indent at: 1" Formatted: List Paragraph, Numbered + Level: 3 + Numbering Style: i, ii, iii, + Start at: 1 + Alignment: Right + Aligned at: 1.38" + Indent at: 1.5" Formatted: Indent: First line: 0" Formatted: Indent: Left: 0", First line: 0"