Default Schedule Group
The Default Schedule Group screen configures the schedule group to default into the field when this information is used, for example when opening a schedule. The default set in the System Preferences section is the default for all users unless it is overridden by a Default Schedule Group set up on the My Preferences screen. However, either default can be edited if a user would like to access a different schedule group.
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The following fields are available when adding or viewing a record: |
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 . 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 employees 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.
Schedule Group
The schedule group to be automatically entered when this information is required in a set up screen. This defaulted value can be overridden by the user in the set up screen, if desired.
Note:
Users must have data access to all organization units in the Schedule Group to be able to see it in the Field Look Up Values list and select it. For more information on Schedule Groups, see .
Override Default Organization Unit
Determines whether this Default Schedule Group should override the Default Organization Unit when both schedule group and organization unit values are available in a set up screen (Yes/No).
When a screen is opened which has both Schedule Group and Organization Unit options, such as in the Schedule set up screen, the following occurs:
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When this value is set to Yes, the Schedule Group button is automatically enabled. The Organization Unit fields display as read only.
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When this value is set to No, the Organization Unit button is automatically enabled. The Schedule Group fields display as read only.
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The button can be changed to enable either the Organization Unit or the Schedule Group defaults.
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The user is able to change the values in the enabled fields to access Organization Units or Schedule Groups other than the default settings.
Profile Groups
The Profile Groups that will be made available within the Schedule Group.