To modify the ProblemTracker general preferences, press the "General Preferences" button located on the ProblemTracker Administrator home page. You can modify the following preferences:

General Options

• Display Order Button on Button Bar
  The order button displays the order form in a separate browser window. If you wish to remove this button from the button bar, select "No".

• Remove Records from Database on "Delete" Operation
  This option determines whether a delete operation merely marks a record and associated records as deleted or executes a true delete and removes these records from the database. The default setting for this option is "No".

• Restrict Task operation to Current Assignee
  This option prevents users from tasking records where they are not listed as the current assignee.

• Enable Session Locking with Administrator Level Override
  A record edit locking feature is activated when the "Yes" radio button is clicked. Users who begin editing, deleting or task operations on a record will lock access to that record until moving to another operation. Record locks can be overridden by users with Administrator level privileges. When an override occurs, the Administrator is notified and asked to confirm the override. The user who's lock has been released, will receive a notification message that their operation was overridden and could not be completed. The default setting for this is "No" (i.e. Session Record Locking is disabled).

• Banner Background Color
  You can choose from several colors for the ProblemTracker Title Area.

• Database Type
  This value must be selected when the workgroup is created through the Workgroup Management System. For information on selecting a database type, please review the section Adding a Workgroup.

• User Display Format for Reports and Email Messages
  This option determines what will be displayed to identify a user in the Reported By and Assigned To fields in the Home, View, Query, History, and Email Notification Messages. The selection in this option will also affect the sorting of reports that use the Reported By or Assigned To fields in the layout.
  • When User ID is selected, the information entered in the User ID field of the user's profile will be displayed and used for sorting in the reports.
  • When Full Name is selected, the information entered in the First and Last Name of the user's profile will be displayed. The name will be sorted alphabetically by first name in the reports.
  • When First Name is selected, the information entered in the First Name field of the user's profile is displayed and used for sorting in the reports.
  • When Last Name is selected, the information entered in the Last Name field of the user's profile is displayed and used for sorting in the reports.

Default Personal Preferences for New Users

• Maximum Records per Page
  This option restricts the maximum number of records to be displayed in the results of Home and Query reports. The default is 20 records per page. The maximum value for this setting is 60 records per page. Individual users can specify their own setting in the Personal Preferences page.

• First Home Page Report
  This option specifies the saved query which will be used for the First Home Page Report for all users upon installation. Individual users can specify their own selection in the Personal Preferences page. By default, the saved query "Assigned To Me [Users]" is selected for this option. This saved query will display all records assigned to the login user. All saved queries within your database will appear in this pulldown as options for this field. To modify saved queries, please see the section Using Saved Queries & Reports.

• Second Home Page Report
  This option specifies the saved query which will be used for the Second Home Page Report for all users upon installation. Individual users can specify their own selection in the Personal Preferences page. By default, the saved query "Reported By Me [Users]" is selected for this option. This saved query will display all records reported by the login user. All saved queries within your database will appear in this pulldown as options for this field as well as the option "No Report", which will remove the second home page report from being displayed. To modify saved queries, please see the section Using Saved Queries & Reports.

• Date Format
  The date format supports arrangements between month, day and year fields which are common in most countries of the world. This date format will be used in all date values generated by ProblemTracker to support international date conventions. Legal formats are "mm dd yyyy"(default), "dd mm yyyy" and "yyyy mm dd".
  Important! -- the date format choice must conform to a date field format recognized by your database based on localization settings on your platform. Individual users can specify their own setting in the Personal Preferences page.

• Time Format
  The time format determines the format of any time values generated by ProblemTracker. The option "12 hour" will display the time using the numbers 1-12 to represent each hour. The option "24 hour" will display the time using the numbers 0-24 to represent each hour. Individual users can specify their own setting in the Personal Preferences page.

• Time Zone
  The time zone selected will be used for all data in the workgroup. The time zone you select for this option will also be used as the default for new users. To see a complete list of time zones available in your operating system, please refer to one of the following sections:
  Windows 2000 and Windows XP Time Zones
  Windows NT 4.0 Time Zones

• Adjust to Daylight Saving Time (DST)
  Checking the box here will enable the system to adjust the workgroup data to account for daylight saving time. If you selected a time zone for the workgroup where daylight saving time is observed, it is recommended that you enable this option.

• Enforce Pulldown Dependency in Query Page
  This option determines whether the dependent relationships between pulldown fields configured in this workgroup via the Admin section will be enforced when using the Query operations.

Record-Level Security Options

• Enable Record-Level Security
  Enables record-level security. Record-level security allows a ProblemTracker administrator to set up an environment where access to records is restricted on a user group basis. Disabling record-level security can have the benefit of faster performance since record-level security does result in more complicated database queries.

• Limit Record Visibility Selection To A User's Own Groups
  For those users with the ability to edit the visibility of a record, this option selects whether they should only be able to select from user groups that they are a member of (Yes), or whether they should be able to pick any user group (No).

• By Default Include Group "Users" For Record Visibility On Add Operation Groups
  When a record is added, it is automatically made visible to the user groups that the user reporting the record is a member of. This option selects whether the "Users" group should be included in this list of user groups (Yes) or not (No). If you intend to actually use the ability to limit visibility of records, you should select the value No (since all users are a member of the "Users" group, including this group means that all users can view any record).

Source Code Control Options

• Enable Source Code Control Integration
  Setting this option to Yes allows your database to interact with the Source Code Control system specified in the next 3 options.

• Source Code Control Product
  Microsoft Visual Source Safe is the only product that can be used for Source Code Control Integration at this time.

• Path to srcsafe.ini
  Specify the path to the srcsafe.ini file that is present on the server machine where ProblemTracker is installed.

• Path to ss.exe
  Specify the path to the ss.exe file that is present on the server machine where ProblemTracker is installed.

Multinationalization Options

• Available Languages
  The available languages and corresponding character set for the database will be displayed. This list is based on the workgroup settings in the Workgroup Management System.