Difference between revisions of "Personalization"

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= PERSONALIZATION  =
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[[Category:HelpBooks]]
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== My settings<br>  ==
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=Personalization=
  
Under Tools-&gt;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>
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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.
 
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[[Image:My settings.jpg|1039x328px]]
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=== My settings - Quicklinks<br>  ===
 
 
 
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>
 
 
 
[[Image:Quicklink.jpg|1119x425px]]
 
 
 
=== My settings - System<br>  ===
 
 
 
The system tab provides 2 different options: <br>
 
 
 
*"Show all menus in tools"&nbsp;:&nbsp;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"&nbsp;: defines the communication methods in which you prefer to be contacted by the system with important information. There are 4 possible ways currently&nbsp;:
 
**E-mail: the email will be sent to the email address of the users.<br>
 
**Informer&nbsp;: 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&nbsp;: <br>
 
***[http://help58.catglobe.com/454.htm The informer application]
 
***The "informer messages" in "My communicator"<br>
 
***[[Web informer]]
 
**SMS
 
**Web informer
 
 
 
<br> [[Image:System.jpg|1056x249px]]<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>
 
 
 
<br>
 
 
 
[[Image:Columns.jpg|1064x327px]]<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]]<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>
 
 
 
== My account<br>  ==
 
 
 
Under Tools-&gt;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.
 
 
 
[[Image:My_account.jpg|1025x568px]]
 
 
 
 
 
 
 
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Latest revision as of 11:11, 7 March 2011



Personalization

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.