Self Scheduling Visual Cues

The Self Scheduling Visual Cues screen is used to set up visual alerts to display on the self schedule screen for certain conditions, such as alternate schedules, scheduled classes, unavailability, and recurring unavailability.

The system defaults are set up on this screen. Authorized users can set up their own visual cues in the Preferences section>My Preferences card>Self Scheduling Visual Cues screen.

The Location determines where in the schedule cell this visual cue is displayed. The color displayed for all options is selected in the Color field.

The Color field is used to select the color of the visual cue, which is either a border, background color, or text.

More About Selecting Colors.

The Color Selector is used in fields where the colors displayed can be selected by the user (for example, activity codes, schedule visual cues, etc.)

To select a Display Color, complete the following steps:

Click on the Color Selector icon to the right of the Color field. The Color Selector palette appears in the right pane.
Click on the color palette. A circle appears.
Move the circle around on the palette to load the desired color into the Selected Color box.
To adjust the hue of the Selected Color, move the arrow below the Shade box.
- To lighten the color, move the arrow to the left
- To darken the color, move the arrow to the right
When the color is finished, click on the Accept button.
The corresponding color identification code is loaded into the Color field.

Click on the Reset All Users button to reset the preferences values for all users back to the system defaults. These default values are set up on the System Preferences card and will replace the user values set up on the related screen in the My Preferences card.

Click on the Reset Users button to set the preference values back to those set up on the System Preferences card for selected employees. The Employee Search screen is displayed to search for and select one or more employees to reset.

When user preferences are reset, the values set up by the user for a screen in the My Preferences card are replaced with the values set up on the related screen in the System Preferences card.

After selecting the Reset Users button, the following Actions are available for searching and resetting records:

The Advanced button loads the expanded search criteria mode with additional fields for locating a record. When the Basic search mode is loaded, the button shows as Advanced. When the Advanced search mode is loaded, the button shows as Basic.

Note: The user can set whether the Basic or Advanced search mode is automatically loaded for each screen. This setting is found under Preferences section>My Preferences card>Search screen>Mode tab. The Advanced/Basic buttons only display on screens with Advanced search capabilities.

The Cancel Reset button cancels the reset process to change preference values to the System Preferences. The preferences set up by users on the My Preferences card are left intact.

Changes the values for the selected employee(s) to the system default values. This action is available after the results are listed for the Reset Users search.

Check to the box to the left of each employee name to select it, then click on the Reset Selected button.

The default values set up in the System Preferences screen will now appear in the related fields in the Employee Preferences screen.

The text that is to appear in the schedule cell as a visual cue for schedules in a different organization from the open schedule. This value is only displayed when the Text option is selected in the Location field.

The color used for the visual cue for indicating a schedule in a different organization unit from the open schedule.

Determines where in the schedule cell this visual cue is displayed, indicating employee scheduled activities in another organization unit from the open schedule.

The color displayed for all Location options, to indicate days where an employee has an approved recurring unavailability.

Determines where in the schedule cell this visual cue is displayed to indicate employee unavailability that follows a pattern (for example every Wednesday from 9:00-12:00).

Determines the text displayed in a schedule cell to indicate the employee has approved recurring unavailability. This value is only displayed when the Text option is selected in the Location field.

Determines where in the schedule cell this visual cue is displayed, to indicate the employee is enrolled in an Education Tracking class.

The color displayed for all Location options, to indicate an employee is scheduled for an Education Tracking class.

Determines the text displayed in a schedule cell, to indicate the employee is enrolled in an Education Tracking class. This value is only displayed when the Text option is selected in the Location field.

The color displayed for all Location options, to indicate days where an employee has approved unavailability.

Determines where in the schedule cell this visual cue is displayed to indicate an employee requested time off, which has been approved by the supervisor.

Determines the text displayed in a schedule cell to indicate the employee has approved unavailability. This value is only displayed when the Text option is selected in the Location field.

	None	Does not display a visual cue.
	Border	Displays a colored border around the outside of the cell.
	Upper Left	Displays a colored triangle in the upper left corner of the schedule cell.
	Lower Left	Displays a colored triangle in the lower left corner of the schedule cell.
	Upper Right	Displays a colored triangle in the upper right corner of the schedule cell.
	Lower Right	Displays a colored triangle in the lower right corner of the schedule cell.
	Background	Displays the selected color in the entire schedule cell.
	Text	Displays a text cue in the cell. The text displayed is taken from the Cell Text field.