Self Scheduling Visual Cues
The Self Scheduling Visual Cues screen is used to set up visual alerts to display on the self schedule screen for certain conditions, such as alternate schedules, scheduled classes, unavailability, and recurring unavailability.
The system defaults are set up on this screen. Authorized users can set up their own visual cues in .
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To select an item to assign a visual cue, highlight the item in the Available Visual Cues pane. Drag the item to the Selected Visual Cues pane.
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To remove an item from the display sequence, highlight the item in the Selected Visual Cues pane. Drag the item to the Available Visual Cues pane.
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For each selected item, indicate the Location of the visual cue, the Color of the cue and the Cell Text (if Text is selected in the Location field).
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Click on the Save System Defaults button to save the entry before exiting the screen.
Location
The Location determines where in the schedule cell this visual cue is displayed. The color displayed for all options is selected in the Color field.
The following location options are available:
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None |
Does not display a visual cue. |
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Border |
Displays a colored border around the outside of the cell. |
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Upper Left |
Displays a colored triangle in the upper left corner of the schedule cell. |
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Lower Left |
Displays a colored triangle in the lower left corner of the schedule cell. |
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Upper Right |
Displays a colored triangle in the upper right corner of the schedule cell. |
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Lower Right |
Displays a colored triangle in the lower right corner of the schedule cell. |
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Background |
Displays the selected color in the entire schedule cell. |
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Text |
Displays a text cue in the cell. The text displayed is taken from the Cell Text field. |
Color
The Color field is used to select the color of the visual cue, which is either a border, background color, or text.
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.
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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.
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The following topics are available in this chapter Recurring Unavailability Color |
Alternate Schedules Cell Text
The text that is to appear in the schedule cell as a visual cue for schedules in a different organization from the open schedule. This value is only displayed when the Text option is selected in the Location field.
Alternate Schedules Color
The color used for the visual cue for indicating a schedule in a different organization unit from the open schedule.
Alternate Schedules Location
Determines where in the schedule cell this visual cue is displayed, indicating employee scheduled activities in another organization unit from the open schedule.
Recurring Unavailability Color
The color displayed for all Location options, to indicate days where an employee has an approved recurring unavailability.
Recurring Unavailability Location
Determines where in the schedule cell this visual cue is displayed to indicate employee unavailability that follows a pattern, such as every Wednesday from 9:00-12:00.
Recurring Unavailability Text
Determines the text displayed in a schedule cell to indicate the employee has approved recurring unavailability. This value is only displayed when the Text option is selected in the Location field.
Scheduled Classes Location
Determines where in the schedule cell this visual cue is displayed, to indicate the employee is enrolled in an Education Tracking class.
Scheduled Classes Color
The color displayed for all Location options, to indicate an employee is scheduled for an Education Tracking class.
Scheduled Classes Cell Text
Determines the text displayed in a schedule cell, to indicate the employee is enrolled in an Education Tracking class. This value is only displayed when the Text option is selected in the Location field.
Unavailability Color
The color displayed for all Location options, to indicate days where an employee has approved unavailability.
Unavailability Location
Determines where in the schedule cell this visual cue is displayed to indicate an employee requested time off, which has been approved by the supervisor.
Unavailability Cell Text
Determines the text displayed in a schedule cell to indicate the employee has approved unavailability. This value is only displayed when the Text option is selected in the Location field.
Weekend Color
The color displayed to indicate a weekend schedule cell.