Time Card Screen Preferences
The Time Card Screen can be set up to display selected sections of information, including the Requests card. The settings in the System Preferences are the default display for all users. Individual users can customize the display through the Time Card Screen option in the My Preferences section.
The Time Card Screen can consist of up to three panes:
- The Upper Area is the main, full size pane and contains selected section information. Transactions automatically display in this pane. Additional sections can be added. Note: When the Transaction Grid view is selected, only Transactions can be displayed in this upper area.
- The two Lower Areas (left and right) are half the size of the upper pane. It is recommended these half-size panes are used for the sections that contain information cards with fewer details.
- If no sections are assigned to either of these lower areas, the panes will not display.
- If sections are assigned to only one area, that pane will display in the entire lower area, using the unassigned pane's space.
Click the card arrows on the right of the sections to open and display the information in each section. Within each section, there are card arrows to open the individual records within the section.
To set the user preferences, complete the following steps:
- Open the Preferences section>My Preferences card>Time Card Screen.
- From the left pane, select whether to display the Transaction Grid or the Transaction List view. If the Transaction Grid is selected, this is the only option that can be displayed on the upper area.
- Point to an option from the Unassigned Sections column.
- Drag the option to the Upper Area, Lower Left Area or the Lower Right Area column.
- Selections may be dragged within the panes according to the order in which they should display. The red arrows
indicate the placement of the sections. Note: If using the Transaction Grid rather than the Transaction List, no other sections can be assigned to the Upper Area. - Click the Save button before exiting.
The following Actions are available in the left pane when the Time Card Screen is open:
Reset
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The Reset button sets the display back to the configuration of the System Preferences Time Card screen.
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Transaction List/ Transaction Grid
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The user can select one of these buttons to determine if the Transactions section in the time card screen is displayed in a grid format or a list format.
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