Actions menu

Usage

The Actions menu is a contextual menu residing in the upper left part of the screen. Actions menu operations change as users navigate to key sections within InsuranceSuite applications.

Use the Actions contextual menu when users need discrete operations depending on which section they are currently viewing. For example, users need different menu operations when in Desktop then when browsing the Policy section.

For example:

Notes:

PCF elements

Best Practices

Context

The Actionsmenu is contextual meaning that the menu operations change depending on where users are within InsuranceSuite applications. In general, operations that appear in the Actions menu should also be available on the relevant page or section. For example, the New Document operation in the Actions menu should also appear in the Account File Documents list view as shown in the following screen shots.
In the Actions menu do not show items that cannot be selected in the current context. For example, when users click the Desktop menu and then the Actions menu in ClaimCenter or PolicyCenter, New Note and New Document are not available. These items are only visible after selecting a specific account.
Do not show the Actions menu in contexts where there are no menu items for users to select.

Orientation, Space, and Capitalization

Help users find the operations they're looking for by using headings, such as Create, to group menu operations.
Conserve space and reduce clutter by keeping menu names short. For example, use New Account instead of "Create a New Account."
Follow best practices for capitalization:
- Use title case for menu and sub-menu items that do not form a complete sentence. For example, New Submission.
- Use sentence case for menus that that form a complete sentence. For example, Review new mail.

Menu levels

While the Actions menu includes the ability to have multi-level menus, avoid them whenever possible because users generally find them difficult to navigate. Longer menus with groupings are a more usable alternative.
When multiple levels are necessary, keep the first-level menu items brief whenever possible.
In certain cases, the Actions contextual menu will only show a single menu item. For example, in BillingCenter, the Actions menu only lists one menu item when users are in the Producer section. This is an acceptable use of the Actions menu if only one operation is applicable in a particular context.