Default Selection Styles
The Default Selection Style page sets the default selection styles for creating a schedule, for manual schedule validation and/or for the scheduling assistant wizard. These Selection Styles indicate the rules that must be validated to determine if an employee is qualified to work the schedule.
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Values entered in these fields are automatically defaulted into the corresponding fields in the application. These fields can be changed when actually running the processes.
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Individual users can set their own defaults through .
Note:
The selection style options that are displayed in the Field Look Up Values must be previously set up on the Selection Styles Configuration table. The options that display for each field correspond to the options set up for the matching Type. For example, the styles that are displayed for the Create Schedule field were set up with the Type field of Auto Schedule.
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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.
Sets the default for the Selection Style field when running the scheduling process. Options that display were set up on the Selection Styles configuration screen with the Type of Auto Schedule.
Manual Edit Validation
Sets the default validations when manually entering employee schedules in the Schedule screen. Options that display were set up on the Selection Styles configuration screen with the Type of Edit Validation.
Manual Schedule Incentive Approval
Sets the default validation used when incentive schedule bids are manually approved by a supervisor. Options that display are set up on the Selection Styles configuration screen with the Type of Edit Validation.
Note:
The selection style used when the system automatically approves a bid is set up from .
Sets the default for the selection style field when running the Scheduling Assistant Call In wizard. Options that display were set up on the Selection Styles configuration screen with the Type of Schedule Assistant Call In.
Sets the default for the selection style field when running the Scheduling Assistant Call Off wizard. Options that display were set up on the Selection Styles configuration screen with the Type of Schedule Assistant Call Off.