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| − | = PERSONALIZATION =
| + | [[Category:HelpBooks]] |
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| − | == My settings<br> == | + | =Personalization= |
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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>
| + | In order to make the solution fit your needs and processes as well as possible; there exist a number of features in Catglobe setting personal default values and look and feel to your requirements. The following document states these features and how you may use them actively! Please also notice that it is possible to mass update preferences using the 'Mass preference update' feature. |
| − | | + | __NOTOC__ |
| − | [[Image:My settings.jpg]]
| + | <!-- imported from file: 285.htm--> |
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| − | === My settings - Quicklinks<br> ===
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| − | Quick links are the links show in the top tool bar. You are allowed to have a maximum of 5 links (not include My portal) there and can choose among the ones listed in this tab of 'My settings'.<br>
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| − | [[Image:Quicklink.jpg|1119x425px]]
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| − | === My settings - System<br> ===
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| − | The system tab provides 2 different options: <br> | |
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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>
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| − | *"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 :
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| − | **E-mail: the email will be sent to the email address of the users.<br>
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| − | **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>
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| − | ***[http://help58.catglobe.com/454.htm The informer application]
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| − | ***The "informer messages" in "My communicator"<br>
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| − | ***[[Web informer]]
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| − | **SMS
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| − | **Web informer
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| − | <br> [[Image:System.jpg]]<br>
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| − | === 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>
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| − | [[Image:Columns.jpg]]<br>
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| − | === 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>
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| − | [[Image:Graphics.png]]
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| − | <br>
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| − | === My settings - My CATI status<br> ===
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| − | On this tab you can set the time frame applicable for 3 My portal objects <br>
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| − | [[Image:Cati_status.jpg]]<br>
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| − | 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.
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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.
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| − | 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>
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| − | == TOOLBAR: ==
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| − | [[Image:TOOLBAR.png]]
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| − | *Search functionality: open Search control. If search is active, Search button will be sunk.
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| − | - [[Image:FilterIcon.png]] Filter Icon indicate which columns are used as search criteria
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| − | *Refresh functionality: to make resource list is up-to-date.
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| − | *Pager Control: Specify the way to show how many records per page in Resource list.
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| − | **Number of pages.
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| − | **Number of records per page: [1-100]. If user enters the invalid value, new valid will be replaced without error message inform
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| − | == RIGHT CLICK MENU: ==
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| − | [[Image:RIGHT-CLICK MENU.png]]
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| − | <br>
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| − | Some menu items will be disabled if user doesn't select any record.
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| − | == RESOURCE LIST: ==
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| − | [[Image:RESOURCELIST.jpg]]
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| − | Functionality In Resource List:
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| − | *Specify which columns will be visible: by right click on the column headers of the list.
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| − | *Change width of a specific column.
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| − | *Change order of a specific column by drag and drop function.
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| − | *Change order of rows by sort function:
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| − | {| border="1" class="VerticalTable"
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| − | | style="text-align: center;" | [[Image:SortCrossIcon.jpg]]
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| − | | style="text-align: left;" | Cross Page sort: the black narrow indicates all records of resource list was sorted in ascending order (or descending order)
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| − | | style="text-align: center;" | [[Image:Sort1Icon.jpg]]
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| − | | style="text-align: left;" | 1 Page sort: the red narrow indicates just records of current page was sorted in ascending order (or descending order)
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| − | |}
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| − | *Modify some information of resource directly on resource list. (If it is not a deleted resource)
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| − | *Reset to default settings: My setting → Column → Reset column to default settings.
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| − | *Export result to excel file: Tool → Export to excel. (DateTime column will be export followed user's time zone)
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| − | == Special logic ==
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| − | *Due to performance, User Resource list just shows the first 1000 user which are sorted
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| − | *By Default, Resource list will not show the deleted resources. But It will if result of search condition returns the deleted resources.
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| − | *These columns for Role, Parameter, Properties are only available if User use resource list in a specify Resource Template context
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| − | *"Resource Template" columns will be available if User use resource list in All Resource Template context
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| − | <br>
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