Home Page
The Home Page screen defines the default display section for the initial screen visible after login. These settings in the System Preferences area set up the default display for all users. Individual users can customize the display by opening the My Preferences card> Home Page section and making the changes there.
- Point to a section option from the Un-Assigned Sections column and drag it to either the Sections Assigned to the Left Side column or the Sections Assigned to the Right Side column.
- Move sections around within the Left Side and Right Side columns according to the order in which they will display. Point the cursor to an option and drag it to the correct position in the grid, as indicated by the red arrows
. - In the My Calendar - Month View option, select the check box for all desired items to display on the calendar. Clear the check box to remove an item from the calendar display.
- In the supervisor and controller cards, there are options to select the style of the chart displayed (bar graph or pie chart). Some of these cards also have other options to select the display style of the card.
- If sections are only assigned to one column, the sections in the column will display across the width of the whole page.
- Click the Save System Defaults button.
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The following topics are available in this chapter |
Action Buttons
The following Actions are available in the left pane:
Reset All Users
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.
Reset Users
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:
Advanced/Basic
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.
Cancel Reset
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.
Reset Selected
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.
