Personalization - Revision history

Catglobe: jrfconvert import

2011-03-07T09:11:40Z

jrfconvert import

Catglobe at 08:07, 6 August 2010

2010-08-06T08:07:58Z

← Older revision		Revision as of 08:07, 6 August 2010
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	== User preferences ==		== User preferences ==

	In the user list, you can edit the my setting of the selected user through Edit -> User preferences. <br>		In the user list, you can edit the my setting of the selected user through Edit -> User preferences. <br>

	[[Image:~~User_preferences~~.jpg]]<br><br>		[[Image:User preferences.jpg]]<br><br>

	However, there's 1 note that these options on user's setting are only available when the selected user has navigation accesses to access to them.<br>		However, there's 1 note that these options on user's setting are only available when the selected user has navigation accesses to access to them.<br>
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	== Mass update preferences<br> ==		== Mass update preferences<br> ==

			The mass preference update wizard can be found under Tools-> Administration -> HR -> Mass preference settings. It will open a wizard where you in step 1 must choose the users for which you wish to update preferences.<br>

			[[Image:Mass_preference_step_1.jpg]]<br>

	~~== Default resource on REX control<br> ==~~		You can choose to search for users using the search button. One of the more popular filters here is 'Member of group' which is the way that you can succeed in giving preferences to all the members of a specific group. If you only want to update preference for only some of the users returned from your list you can choose to highlight these and select "All highlighted users". If you just want to update preference for the complete list of returned users you choose "All users that fully meet the search criteria".

	~~There may also be fields in the system where~~ you ~~more or less always want~~ to ~~point~~ to the ~~same resource~~. ~~You can therefore some places~~ choose ~~to always~~ have ~~a default value when creating a new object in that location. To create a personal default in resource fields just~~ click the ~~small~~ button ~~illustrated in~~ the ~~image below~~. <br>		Finally you need to select which preferences it is you wish to update. When you are satisfied with your selections you should click next. This will bring you to a screen very similar to the My Settings dialog. Simply choose the settings that the chosen array of users from step 1 of the wizard should have for all the preference tabs and then click the finish button to finalize the mass update.<br>[[Image:Mass_preference_step_2.jpg]]

	~~[[Image:Set_default.jpg]]~~		== Default resource on REX control<br> ==

	~~After~~ the resource ~~is set as~~ default, a ~~notification at~~ the ~~bottom of~~ the ~~Tools menu is shown~~<br>		There may also be fields in the system where you more or less always want to point to the same resource. You can therefore some places choose to always have a default value when creating a new object in that location. To create a personal default in resource fields just click the small button illustrated in the image below. <br>

	[[Image:Notification.jpg]]		[[Image:Set default.jpg]]

			After the resource is set as default, a notification at the bottom of the Tools menu is shown<br>

			[[Image:Notification.jpg]]

	<br>		<br>

	<br>		<br>

Catglobe at 05:33, 6 August 2010

2010-08-06T05:33:10Z

← Older revision		Revision as of 05:33, 6 August 2010
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	There is another way to add resources to favorites as well, namely from any light search control. When opening the light search control,you will notice a small star button (as illustrated below). When clicking this, the resource chosen in the search result will be updated to be a favorite resource.<br>		There is another way to add resources to favorites as well, namely from any light search control. When opening the light search control,you will notice a small star button (as illustrated below). When clicking this, the resource chosen in the search result will be updated to be a favorite resource.<br>

	[[Image:Lightsearchcontrol.jpg]]<br>		[[Image:Lightsearchcontrol.jpg]]<br>

	=== Auto-suggestions for resource fields<br> ===		=== Auto-suggestions for resource fields<br> ===

	The advantage of favorites is that they are used for auto-suggestions for the resource field. There are many places in the system where you will need to choose what resource in the system you want to 'point to'. This could e.g. be in a task where you wanted to choose which responsible should perform the task. Instead of having to search for the applicable user who should be responsible each time, you can take advantage of the suggestion feature, which tries to guess which resource you want to use, when you write something directly into the text field. The resources that will be suggested are those which exist in your list of favorites or which were among the 20 latest resources that you have used. The example below shows the text box suggesting resources that contain to the characters you have typed<br>		The advantage of favorites is that they are used for auto-suggestions for the resource field. There are many places in the system where you will need to choose what resource in the system you want to 'point to'. This could e.g. be in a task where you wanted to choose which responsible should perform the task. Instead of having to search for the applicable user who should be responsible each time, you can take advantage of the suggestion feature, which tries to guess which resource you want to use, when you write something directly into the text field. The resources that will be suggested are those which exist in your list of favorites or which were among the 20 latest resources that you have used. The example below shows the text box suggesting resources that contain to the characters you have typed<br>

	[[Image:Responsible.jpg]]<br>		[[Image:Responsible.jpg]]<br>

	To choose a favorite to insert just use the down arrow until you reach your preferred record and click return.~~<br><br>~~		To choose a favorite to insert just use the down arrow until you reach your preferred record and click return.

	~~<br>~~		== [http://help58.catglobe.com/4353.htm My portal] ==

	~~<br>~~		== User preferences ==

	<br>		In the user list, you can edit the my setting of the selected user through Edit -> User preferences. <br>

			[[Image:User_preferences.jpg]]<br><br>

			However, there's 1 note that these options on user's setting are only available when the selected user has navigation accesses to access to them.<br>

			== Mass update preferences<br> ==



			== Default resource on REX control<br> ==

			There may also be fields in the system where you more or less always want to point to the same resource. You can therefore some places choose to always have a default value when creating a new object in that location. To create a personal default in resource fields just click the small button illustrated in the image below. <br>

			[[Image:Set_default.jpg]]

			After the resource is set as default, a notification at the bottom of the Tools menu is shown<br>

			[[Image:Notification.jpg]]

			<br>

	<br>		<br>

Catglobe at 04:08, 6 August 2010

2010-08-06T04:08:35Z

← Older revision		Revision as of 04:08, 6 August 2010
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	== My account<br> ==		== My account<br> ==

	Under Tools->Personal you will find a link to My account. When this page is opened, "Edit user details" feature allows user change his information,e.g. password, phone number, email, address, etc although he doesn't have resource access to his user account.<br>		Under Tools->Personal you will find a link to My account. When this page is opened, "Edit user details" feature allows user change his information,e.g. password, phone number, email, address, etc although he doesn't have resource access to his user account.<br>

	[[Image:My account.jpg\|1025x568px]]		[[Image:My account.jpg\|1025x568px]]
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	Under Tools->Personal you will find a link to My favorites where you can manage your list of favorites. Here you can open any favorite resource or remove them from your list of favorites.<br>		Under Tools->Personal you will find a link to My favorites where you can manage your list of favorites. Here you can open any favorite resource or remove them from your list of favorites.<br>

	[[Image:~~Favorites_list~~.jpg\|1440x263px]]<br>		[[Image:Favorites list.jpg\|1440x263px]]<br>

	=== Add a new favorite to "my favorites" list<br> ===		=== Add a new favorite to "my favorites" list<br> ===

	From any resource list in the system you can highlight a record and add it to your personal list of favorite resources.<br>		From any resource list in the system you can highlight a record and add it to your personal list of favorite resources.<br>

	[[Image:~~Add_as_favourite~~.jpg]]<br>		[[Image:Add as favourite.jpg]]<br>

	Once you add it you will be asked for a unique favorite name. By default the current resource name is proposed, so you normally only need to click the 'OK' button.		Once you add it you will be asked for a unique favorite name. By default the current resource name is proposed, so you normally only need to click the 'OK' button.

	There is another way to add resources to favorites as well, namely from any light search control. When opening the light search control,you will notice a small star button (as illustrated below). When clicking this, the resource chosen in the search result will be updated to be a favorite resource.<br>		There is another way to add resources to favorites as well, namely from any light search control. When opening the light search control,you will notice a small star button (as illustrated below). When clicking this, the resource chosen in the search result will be updated to be a favorite resource.<br>

			[[Image:Lightsearchcontrol.jpg]]<br>

			=== Auto-suggestions for resource fields<br> ===

			The advantage of favorites is that they are used for auto-suggestions for the resource field. There are many places in the system where you will need to choose what resource in the system you want to 'point to'. This could e.g. be in a task where you wanted to choose which responsible should perform the task. Instead of having to search for the applicable user who should be responsible each time, you can take advantage of the suggestion feature, which tries to guess which resource you want to use, when you write something directly into the text field. The resources that will be suggested are those which exist in your list of favorites or which were among the 20 latest resources that you have used. The example below shows the text box suggesting resources that contain to the characters you have typed<br>

			[[Image:Responsible.jpg]]<br>

			To choose a favorite to insert just use the down arrow until you reach your preferred record and click return.<br><br>

			<br>

			<br>

			<br>

			<br>

Catglobe at 03:54, 6 August 2010

2010-08-06T03:54:51Z

← Older revision		Revision as of 03:54, 6 August 2010
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	**Web informer		**Web informer

	~~<br>~~ [[Image:System.jpg\|1056x249px]]<br>		[[Image:System.jpg\|1056x249px]]<br>

	=== My settings - Columns<br> ===		=== My settings - Columns<br> ===
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	It is possible to choose exactly the columns that you prefer in all resource lists to hide or display. On this tab it is possible to reset all your resource lists so no columns are hidden anymore<br>		It is possible to choose exactly the columns that you prefer in all resource lists to hide or display. On this tab it is possible to reset all your resource lists so no columns are hidden anymore<br>

	[[Image:Columns.jpg\|1064x327px]]<br>		[[Image:Columns.jpg\|1064x327px]]<br>

	=== My settings - Graphics<br> ===		=== My settings - Graphics<br> ===
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	It is also possible to choose your own logo in the top left corner. Just browse for the image you would like to upload (must be 39 pixels in height) and click apply.<br>		It is also possible to choose your own logo in the top left corner. Just browse for the image you would like to upload (must be 39 pixels in height) and click apply.<br>

	[[Image:Graphics.png]]<br>		[[Image:Graphics.png]]<br>

	=== My settings - My CATI status<br> ===		=== My settings - My CATI status<br> ===
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	My hours will define the number of days in the past for which the work on CATI assignments will be presented on My Portal.		My hours will define the number of days in the past for which the work on CATI assignments will be presented on My Portal.

	My performance will define the number of days in the past for which your personal performance on CATI assignments you have participated in will be shown on My Portal.~~<br>~~<br>		My performance will define the number of days in the past for which your personal performance on CATI assignments you have participated in will be shown on My Portal.<br>

	== My account<br> ==		== My account<br> ==

	Under Tools->Personal you will find a link to My account. ~~This will open the~~ page ~~that allow~~ user change his information,e.g. password, phone number, email, address, etc although he doesn't have resource access to his user account.		Under Tools->Personal you will find a link to My account. When this page is opened, "Edit user details" feature allows user change his information,e.g. password, phone number, email, address, etc although he doesn't have resource access to his user account.<br>

	[[Image:~~My_account~~.jpg\|1025x568px]]		[[Image:My account.jpg\|1025x568px]]

			== My favourite<br> ==

			Under Tools->Personal you will find a link to My favorites where you can manage your list of favorites. Here you can open any favorite resource or remove them from your list of favorites.<br>

	<br>		[[Image:Favorites_list.jpg\|1440x263px]]<br>

			=== Add a new favorite to "my favorites" list<br> ===

			From any resource list in the system you can highlight a record and add it to your personal list of favorite resources.<br>

			[[Image:Add_as_favourite.jpg]]<br>

			Once you add it you will be asked for a unique favorite name. By default the current resource name is proposed, so you normally only need to click the 'OK' button.

			There is another way to add resources to favorites as well, namely from any light search control. When opening the light search control,you will notice a small star button (as illustrated below). When clicking this, the resource chosen in the search result will be updated to be a favorite resource.<br>

Catglobe at 01:20, 6 August 2010

2010-08-06T01:20:04Z

← Older revision		Revision as of 01:20, 6 August 2010
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	It is possible to choose exactly the columns that you prefer in all resource lists to hide or display. On this tab it is possible to reset all your resource lists so no columns are hidden anymore<br>		It is possible to choose exactly the columns that you prefer in all resource lists to hide or display. On this tab it is possible to reset all your resource lists so no columns are hidden anymore<br>

	~~<br>~~		[[Image:Columns.jpg\|1064x327px]]<br>

	[[Image:Columns.jpg\|1064x327px]]<br>

	=== My settings - Graphics<br> ===		=== My settings - Graphics<br> ===

Catglobe at 10:15, 5 August 2010

2010-08-05T10:15:51Z

← Older revision		Revision as of 10:15, 5 August 2010
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	It is also possible to choose your own logo in the top left corner. Just browse for the image you would like to upload (must be 39 pixels in height) and click apply.<br>		It is also possible to choose your own logo in the top left corner. Just browse for the image you would like to upload (must be 39 pixels in height) and click apply.<br>

	[[Image:Graphics.png]]		[[Image:Graphics.png]]<br>

	<br>

	=== My settings - My CATI status<br> ===		=== My settings - My CATI status<br> ===

Catglobe at 10:13, 5 August 2010

2010-08-05T10:13:55Z

← Older revision		Revision as of 10:13, 5 August 2010
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	Under Tools->Personal you will find a link to My settings. This will open a dialogue with a number of tabs to personalize your Catglobe pages. In order to change anything on these tabs you must first update the page and then click the Apply button to activate the changes. <br>		Under Tools->Personal you will find a link to My settings. This will open a dialogue with a number of tabs to personalize your Catglobe pages. In order to change anything on these tabs you must first update the page and then click the Apply button to activate the changes. <br>

	[[Image:My settings.jpg]]		[[Image:My settings.jpg\|1039x328px]]

	=== My settings - Quicklinks<br> ===		=== My settings - Quicklinks<br> ===
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	**Web informer		**Web informer

	<br> [[Image:System.jpg]]<br>		<br> [[Image:System.jpg\|1056x249px]]<br>

	=== My settings - Columns<br> ===		=== My settings - Columns<br> ===
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	<br>		<br>

	[[Image:Columns.jpg]]<br>		[[Image:Columns.jpg\|1064x327px]]<br>

	=== My settings - Graphics<br> ===		=== My settings - Graphics<br> ===
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	[[Image:Graphics.png]]		[[Image:Graphics.png]]

	~~<br>~~		<br>

	~~=== My settings - My CATI status<br> ===~~

	~~On this tab you can set the time frame applicable for 3 My portal objects <br>~~

	~~[[Image:Cati_status.jpg]]<br>~~

	~~My shifts will define the number of days in the future for which shifts you have signed up to will be shown on My Portal.~~

	~~My hours will define the number of days in the past for which the work on CATI assignments will be presented on My Portal.~~

	~~My performance will define the number of days in the past for which your personal performance on CATI assignments you have participated in will be shown on My Portal.<br>~~<br>

	<br>		=== My settings - My CATI status<br> ===

	~~== TOOLBAR: ==~~		On this tab you can set the time frame applicable for 3 My portal objects <br>

	~~[[Image:TOOLBAR.png]]~~

	*Search functionality: open Search control. If search is active, Search button will be sunk.

	~~- [[Image:FilterIcon.png]] Filter Icon indicate which columns are used as search criteria~~

	*Refresh functionality: to make resource list is up-to-date.
	*Pager Control: Specify the ~~way to show how many records per page in Resource list.~~
	**Number of pages.
	**Number of records per page: [1-100]. If user enters the invalid value, new valid will be replaced without error message inform

	~~== RIGHT CLICK MENU: ==~~

	~~[[Image:RIGHT-CLICK MENU.png]]~~

	<br>

	~~Some menu items will be disabled if user doesn't select any record~~.		[[Image:Cati status.jpg]]<br>

	~~== RESOURCE LIST: ==~~		My shifts will define the number of days in the future for which shifts you have signed up to will be shown on My Portal.

	~~[[Image:RESOURCELIST~~.~~jpg]]~~		My hours will define the number of days in the past for which the work on CATI assignments will be presented on My Portal.

	~~Functionality In Resource List:~~		My performance will define the number of days in the past for which your personal performance on CATI assignments you have participated in will be shown on My Portal.<br><br>

	*Specify which columns will be visible: by right click on the column headers of the list.		== My account<br> ==
	*Change width of a specific column.
	*Change order of a specific column by drag and drop function.
	*Change order of rows by sort function:

	~~{\| border="1" class="VerticalTable"~~		Under Tools->Personal you will find a link to My account. This will open the page that allow user change his information,e.g. password, phone number, email, address, etc although he doesn't have resource access to his user account.
	\|-
	~~\| style="text-align: center~~;~~" \| [[Image:SortCrossIcon~~.~~jpg]]~~
	~~\| style="text-align: left;" \| Cross Page sort:~~ the ~~black narrow indicates all records of~~ resource ~~list was sorted in ascending order (or descending order)~~
	\|-
	~~\| style="text-align: center;" \| [[Image:Sort1Icon~~.~~jpg]]~~
	~~\| style="text-align: left;" \| 1 Page sort: the red narrow indicates just records of current page was sorted in ascending order (or descending order)~~
	\|}

	*Modify some information of resource directly on resource list. (If it is not a deleted resource)		[[Image:My_account.jpg\|1025x568px]]
	*Reset to default settings: My setting → Column → Reset column to default settings.
	*Export result to excel file: ~~Tool → Export to excel~~. ~~(DateTime column will be export followed user's time zone)~~

	~~== Special logic ==~~

	*Due to performance, User Resource list just shows the first 1000 user which are sorted
	*By Default, Resource list will not show the deleted resources. But It will if result of search condition returns the deleted resources.
	*These columns for Role, Parameter, Properties are only available if User use resource list in a specify Resource Template context
	*"Resource Template" columns will be available if User use resource list in All Resource Template context

	<br>		<br>

Catglobe at 09:49, 5 August 2010

2010-08-05T09:49:23Z

← Older revision		Revision as of 09:49, 5 August 2010
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	=== My settings - Columns<br> ===		=== My settings - Columns<br> ===

	It is possible to choose exactly the columns that you prefer in all resource lists to hide or display. On this tab it is possible to reset all your resource lists so no columns are hidden anymore<br>		It is possible to choose exactly the columns that you prefer in all resource lists to hide or display. On this tab it is possible to reset all your resource lists so no columns are hidden anymore<br>

	<br>		<br>

			[[Image:Columns.jpg]]<br>

			=== My settings - Graphics<br> ===

			It is also possible to choose your own logo in the top left corner. Just browse for the image you would like to upload (must be 39 pixels in height) and click apply.<br>

	[[Image:~~Columns~~.~~jpg~~]]~~<br>~~		[[Image:Graphics.png]]

	<br>		<br>

	=== My settings - ~~Graphics~~<br> ===		=== My settings - My CATI status<br> ===

			On this tab you can set the time frame applicable for 3 My portal objects <br>

	~~It is also possible to choose your own logo in the top left corner. Just browse for the image you would like to upload (must be 39 pixels in height) and click apply~~.<br>		[[Image:Cati_status.jpg]]<br>

			My shifts will define the number of days in the future for which shifts you have signed up to will be shown on My Portal.

			My hours will define the number of days in the past for which the work on CATI assignments will be presented on My Portal.

	~~[[Image:Graphics~~.~~png]]~~		My performance will define the number of days in the past for which your personal performance on CATI assignments you have participated in will be shown on My Portal.<br><br>

	~~== ==~~		<br>

	== TOOLBAR: ==		== TOOLBAR: ==

Catglobe at 09:28, 5 August 2010

2010-08-05T09:28:26Z

← Older revision		Revision as of 09:28, 5 August 2010
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	*"Show all menus in tools" : is whether you would like to see all elements in the Tools bar (including those you have no navigation access to) or just the ones you are allowed to use. <br>		*"Show all menus in tools" : is whether you would like to see all elements in the Tools bar (including those you have no navigation access to) or just the ones you are allowed to use. <br>
	*"Auto inform options" : defines the communication methods in which you prefer to be contacted by the system with important information. There are 4 possible ways currently :		*"Auto inform options" : defines the communication methods in which you prefer to be contacted by the system with important information. There are 4 possible ways currently :
	**E-mail		**E-mail: the email will be sent to the email address of the users.<br>
	**Informer		**Informer : The informer message will be sent to the users when there's somthing new to them everytime they log in to the system. They can read the informer through : <br>
			***[http://help58.catglobe.com/454.htm The informer application]
			***The "informer messages" in "My communicator"<br>
			***[[Web informer]]
	**SMS		**SMS
	**[[Web informer]]		**Web informer

	<br> [[Image:System.jpg]]<br>		<br> [[Image:System.jpg]]<br>

	== <br> ==		=== My settings - Columns<br> ===

	== <br> ==		It is possible to choose exactly the columns that you prefer in all resource lists to hide or display. On this tab it is possible to reset all your resource lists so no columns are hidden anymore<br>

			<br>

			[[Image:Columns.jpg]]<br>

			<br>

			=== My settings - Graphics<br> ===

			It is also possible to choose your own logo in the top left corner. Just browse for the image you would like to upload (must be 39 pixels in height) and click apply.<br>



			[[Image:Graphics.png]]

			== ==

	== TOOLBAR: ==		== TOOLBAR: ==