student manager preferences an aceware presentation
TRANSCRIPT
Student ManagerPreferencesAn ACEware Presentation
Today’s preferred topics . . .
PreferencesSettings 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
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 checkWill display on the appropriate screen
Use emor
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
Let’s take a walk down….Preference lane…
Where do I start?
System Preferences
Controls delay in ‘Find
Mode’
For LARGE databases, speeds up Deadbeat
Report
For ACEweb Users.. Allows
Live web view of Course
For Repeatedly
used Dates…MMDDYYYY
Names Preferences
Top = data field propertiesEnable/Disable
Rename Validate
Bottom = Screen Behavior properties Changes how things “work”
Use emor
Lose em!
Names Preferences
Course PreferencesIF you want to utilize the Automatic
Email Reminder….
Register Preferences
WTD is This?
Registrar ModeCan hide fields that are not
relevant on a new registration
Set in Password Maintenance
Org Defaults Preferences
Unless you use “REAL” SSN’s,
we suggest setting this to
Open Text
Pocket Ledger Preferences
Firm Preferences
Faculty Preferences
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 user’s 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. You’ll be warned that you’re 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)
What are UDF’s?
UDF = User Defined Field
Names, Courses, Registrations & Instructors have UDF options
Activate and label
Want to Validate Data entry?
Validate a field by placing a + sign in front of
the label in preference. On the record, click the plus sign to build your list.
A note to system admins:
Establish a policy in your organization that encourages people to use the preferences, but also limits who and when preferences are altered.
Too many cooks spoil the broth!
Remember..to use the Force…
http://www.aceware.com/SMHelp/
Help Guide
Questions?
Our next webinarCRM & Student ManagerThursday, Nov 29, 2012 1:30 Central