Presentation on theme: "Student Manager Preferences An ACEware Presentation."— Presentation transcript:
Student Manager Preferences An ACEware Presentation
Todays preferred topics... What are preferences?How do you set preferences?What are UDFs?Rules about preferencesQuestions
Preferences Settings that allow you to customize Student Manager to suit your organization. Preference fields can be turned on or off, or re-labeled.
WHO can/may set Preferences? Your System Administrator (the ACEware KOF) sets permissions to access preferences for you. (on the Password Maintenance Screen). Depending on your Power Level in Security, you may have other Preference Power
There is a preference screen for each major area (data entry screen) in Student Manager SystemNamesCoursesRegistrationsOrg DefaultsPocket LedgerFirmLedgerFacultyPay
Black - are user specific (they effect the user only). Blue - are global (effect every user). You must have level 6 (Admin) power level to edit blue preferences. Purple - user must be a level 6 in the particular area to use the option (e.g. user must be level 6 in Pay to edit receipt numbers). RULES of the Road…. Preferences are color coded
Activate fields Fields marked with a check Will display on the appropriate screen Use em or Lose em!
Re-label fields Fields with the Label As may be renamed You HAVE to be POWERFUL (be a Level 6 – System Admin) To edit/change the Blue stuff
Pay Preferences There are some BIG Deals here….
Preferences: Global Local Every user has same look / behavior on data entry screens Each user (May) change look / behavior on data entry screens
You (the KOF) can mass re-set preferences based on any users preference set…. 1.Select Tools / Password Maintenance. 2.Locate the Poster Child user record. (the one who you want EVERYONE to model) 3.Check the Set as Default Preferences box. 4.Click the Save button. 5.Youll be warned that youre about to change others' settings. Click Yes to continue. 6.On the SCOPE FOR DEFAULT PREFERENCES window, click the appropriate button:
Warning/Note: When doing a Mass Re-Set, All other users should be logged off… Once you do a mass set, if you allow local users control, they can choose to edit their own preferences. (unless you disable their edit preferences)