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Default Personal Preferences for New Users
A set of personal preferences can be applied by default to a user account that is added to the workgroup. Each user can modify his or her own preferences in the Personal Preferences section. There are different personal preferences available depending on the user's license type (Static / Floating or Restricted).
To modify the default personal preferences for new users:
Report Settings
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 100 records per page.
First, Second, and Third Home Page Reports
These options specify the saved queries or charts which will be
displayed on the Home Page by default.
By default, the saved query Assigned To Me [Users] is selected for
the First Home Page Report, which will display all records assigned
to the login user. The saved query
Reported By Me [Users] is selected for the Second Home Page Report,
which will display all records created by the login user.
<No Report> is selected for the Third Home Page Report
by default.
When setting the preferences for Static / Floating users, all saved queries and charts within your database will appear in the pulldowns for the Home Page reports. When setting the preferences for Restricted users, saved charts cannot be selected for the Home Page reports. To modify saved queries, please see the section Using Saved Queries & Reports. To modify saved charts, please review the section Metrics section.
Chart Width x Height
Enter the width and height that should be used to display a saved
chart on the Home Page. 700 x 300 is entered by default.
This option is available for Static / Floating users only.
Help Settings
Display Field Help
Checking the box for this option will display the field
help icon to the left of the fields on the Add, Edit, and Task pages
in ProblemTracker. When information is entered into the
Field Help
section of a field's attributes in the Define Record section and this
preference is enabled, the user can move the cursor over the Field Help
icon to see a description of the field.
Date Settings
The following settings govern the way date and time fields are displayed for users by default.
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.
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.
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 2003 / XP / 2000 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.
Export Settings
The following preferences are used when report data is exported from the ProblemTracker Home, Query, and Metrics pages. Data is exported as a CSV (comma separated values) file. However, because there is no firm definition of a CSV standard, you or your individual users may need to modify some parameters to allow use of the exported data by other applications (spreadsheet, database, etc.). When you create a workgroup, ProblemTracker will automatically set these values to defaults that work most often for the character set (UTF-8, ISO-8859-1, or Windows-1252) of the workgroup. So in most cases, you will not need to modify these settings from their default values.
Field Separator
Choose one of the options to be used as the separator between the fields
(values) of a report that is being exported. The available options are Comma,
Semicolon, and Tab. If you are using a UTF-8 character set
for the workgroup, it will default to Tab. This generally works best for
UTF-8 (Unicode) data; however, since there is no standard for exporting
Unicode CSV data you may need to change this to Comma or Semicolon.
If you are using a Windows-1252 or ISO-8859-1 character set, it will default
to Comma as the original use of CSV for ASCII data used a Comma. However,
if you are in a country that uses a comma as the separator
between the whole number and fractional part of a floating point number
(e.g. 45,125 for 45 and one eighth), you may need to change this to
Semicolon.
If you are unsure whether a particular user will need to use Comma or Semicolon,
have them look at the list separator setting in Regional Settings on their machine.
To check the list separator in the Regional
Options, go to Start -> Settings -> Control Panel, then
double click on Regional Options, click on the Numbers
tab, then check what is listed as the List Separator.
To find which character set your workgroup is using, check the
Multinationalization Options in the ProblemTracker
General Preferences admin section.
Row Separator
Choose one of the options to be used as the separator between the rows (lines)
of a report that is being exported. The options are Carriage Return &
Line Feed (Windows), Carriage Return (Mac OS), and Line Feed
(Unix). By default, it will be set to Carriage Return &
Line Feed (Windows).
The separator selected should be compatible with the user's operating system.
Because your users may not all have the same
operating system, it is best to select the row separator that matches most of
your users' operating systems.
File Extension
Choose one of the options to be used as the file extension when saving the
file containing the exported data. The options are csv, txt, and
No Extension. By default, it will be set to csv if the character
set for your workgroup is Windows-1252 or ISO-8859-1 or txt if the
character set for your workgroup is UTF-8. Because there is no CSV standard
for Unicode data, it is generally best not to use the csv file extension for
UTF-8 workgroups. Unix users may prefer the No Extension option.
The Multinationalization Options in the
General Preferences section
displays which character set your workgroup is using.
Dependent Pulldowns
Enforce Pulldown Dependency in Query Page
This option determines whether the
dependent relationships
between pulldown fields
configured in this workgroup will
be enforced when using the Query operations.
This preference can only be set for Static / Floating users.
Multi-Line Field Settings
Display Window
Select the maximum number of lines that should be displayed when
viewing the text within a BigText (TextArea) field. By default, this will
be set to 5 lines. If the contents of a BigText field extend beyond the
number of lines set in this preference, the user will have the ability to scroll to
see the complete contents of the field. If the user is using Internet Explorer as
the browser, the option to expand the window to see the complete
contents by clicking on the "+" will be available.
Discussion Settings (Enterprise Edition Only)
These preferences apply to the Discussion feature, which is only available in ProblemTracker Enterprise Edition. These preferences are only available for Static / Floating users.
New Post Notification
This option determines when a user will be notified about discussions
via email. Selecting No Email indicates that a user should not receive
any email notification messages related to discussions. Selecting
Receive Email for each New Post indicates that a user will receive one
email message for each new post in a discussion to which he / she
is subscribed.
Selecting Receive Email for the first New Post to each Thread indicates
that the user will receive one
email for the first new post made to a discussion thread to which he / she is subscribed.
Once the user browses to the message list of the thread, the next new post made
to the thread will trigger another email to be sent to the user.
Invitation Notification by Email
This option determines whether a user should receive an email
message when he / she has been invited to participate in a discussion initiated for
a particular record. Selecting Yes indicates that the user should receive an
email invitation for each new discussion.
Message Display Window
Enter the number of lines of text you wish to see when displaying a
message within a discussion. If the contents of a Discussion message
extend beyond the
number of lines set in this preference, the user will have the ability to scroll to
see the complete contents of the message. If the user is using Internet Explorer as
the browser, the option to expand the window to see the complete
contents by clicking on the "+" will be available.
The default setting is 5 lines of text.
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