Each entity snapshot has a view more details menu (navigation menu) that shows a user all the different screens they can enter, edit and view more data for an entity from the snapshot view.
Customizing this screen allows you to add and remove screens to fit the business needs.
Adding Custom Screens to a Navigation Menu
To add a custom screen to a navigation menu, do the following:
Navigate to Admin > GEMS Administration > Navigation Menu Manager.
Click on the Magnifying Glass icon next to the navigation menu you want to view.
Ensure that the ‘Add/ Edit Custom screen’ is selected in the drop-down list and click the Go button. The Custom Screen Search window is displayed with a list of all existing custom screens.
Click on the name of the custom screen you want to add to the navigation menu.
If you wish to do so, select the checkbox next to the relevant menus and click the Save button. Otherwise, click Cancel to proceed.
The custom screen you click on is added at the bottom of the navigation menu. Go to Edit mode and move it to the position you would like to see it in.
Navigation Menu Manager
The Navigation Menu Manager allows you to hide Company/ Business Entity, Person, and Non-Affiliates screens and their menu items from view, either by Jurisdiction, Entity Type, and/ or Category. You can also change the order of the menus within the Navigation Menu. Furthermore, custom screens may be added specifically to records of a specific Jurisdiction, Entity Type, and/or Category.
Creating Custom Navigation Menus
To create a custom navigation menu, do the following:
Navigate to Admin > GEMS Administration > Navigation Menu Manager.
A list of all navigation menus already defined in GEMS is displayed. These include navigation menus for all types of entities i.e., Company, Person, and Non-Affiliate.
By default, one navigation menu for each Company/People/Non-Affiliate will exist for each licensed system jurisdiction, that is:
Canada - CA
United States - US
Ireland - IRE
Germany - DE
Australia - AU
United Kingdom - UK
Hong Kong - HK
Navigation menus specific to incorporation jurisdictions not in this list can be configured to apply specifically to entities solely incorporated in that jurisdiction.
In the Menu Management menu, click on the entity type for which you want to set up a custom navigation menu. The Navigation Menu Manager for that entity type is displayed.
Select the jurisdiction for which you are creating the custom navigation menu. If you want the menu to be displayed only for certain company types and categories, e.g., Private companies limited by shares in the Construction sector, select the company type and category from the ‘Entity type’ and ‘Category’ dropdown lists. These two criteria are optional.
Please note: If you select the jurisdictions of Canada, the United States, or Australia, the navigation menu configuration will apply to all entities of that ISO Code's jurisdiction, that is, a navigation menu for the jurisdiction of:
Canada - applies to all entities incorporated in any of the ten provinces and two territories of Canada
United States - applies to all entities incorporated in any of the fifty states
Australia - applies to all entities incorporated in any of the six states
If you need to build a Navigation Menu specific to an incorporation jurisdiction (for example, Delaware entities, or Western Australia entities, or Ontario Entities only), select that specific jurisdiction from the list of available jurisdictions.
Click on the Edit button. This opens the screen in Edit mode.
To hide a menu item from view, clear the checkbox next to it.
Please note: If the checkbox cannot be cleared, it means that the menu item is mandatory and will always be displayed. For example, the ‘Basics’ menu item cannot be removed from the Company/Business Entity navigation menu.
You can use the toolbar at the top and bottom of the screen to move the menu items to the positions you want them to be displayed. Select the required menu item and do whichever of the following you need:
To move a menu item up or down in the menu, click the up or down buttons.
To change the level of a menu item, for example, to make it a sub-item of the previous menu item, click the higher-level arrow left or lower-level arrow right button.
To move a menu item to the top or the bottom of the menu, click the top arrow up or bottom down menu button.
To move a menu item to a specific position in the menu, enter the position number for example 3 in the text box and click the move button.
For example, let us set up a custom navigation menu for UK private companies limited by shares that, in the Company Details section, contains these menu items in the following order:
Regulatory Reporting
Basics
Addresses
Branches/ Locations
Contacts
Company Records Location
Once you have cleared the checkboxes for all the menu items you do not want to see, you can use the toolbar to move the other menu items into the positions you want. At the end of the process, your screen will look like this:
Click the Save button.
When you next access a UK company of the type ‘Private company limited by shares, the navigation menu will be the custom navigation menu that you have set up.
Please note: If you want to reset the menu positions, select Reset Menu Positions from the dropdown list and click the Go button.
