Application Wide

User Preferences

 

Summary

 

The User Preference window is used to set up how the application will display. Changes to the User Preferences window will only affect how the application will display on the user account you are logged into.

 

Step by Step

 

1     View the user preferences.

 

  • Open the User Preferences window by selecting the User Preferences icon from the User Avatar drop-down menu.

 

2     Complete the General tab.

 

  • The Visual Style drop-down menu is used to select the color scheme for the application. These color schemes are based on the MS Office color schemes are likely already familiar with.
    • Select OfficeBlack, OfficeBlue or OfficeSilver to change the color scheme for the application. Any changes to this setting will take effect when the Save icon is clicked.
  • The Menu Style drop-down menu is used to select how the menu section on the main desktop will function.
    • Select XP Explore Bar if you would like the menu section to display all of the palettes of a selected module. When a palette option is selected, the palette will expand. A scroll bar will display in the menu section if there is not enough space to display the expanded palettes. The title of the menu section will be Processes when this menu style option is selected.
    • Select XP Outlook Bar if you would like the menu section to function like the MS Outlook menu. The menu section will be cut into two separate sections.
      • The top section will display the palette option selected in the lower section of the menu section.
      • The bottom section will display the palette options of the module. Icons will display at the bottom of the section if there is not enough space to display all of the palette options in the lower part of the section. Click on a palette icon or palette option to open the palette in the top part of the menu section.
        • A Menu button will display in the bottom right corner of the lower part of the menu section. Click the Menu button to add or remove palette options from the window. This allows you to remove palette options from the lower part of the menu section that you do not use often.
  • The Mode (Deprecated) field is deprecated and will only display for those users in Classic Mode. This menu mode is no longer supported and all Classic Mode users are advised to change this setting to the standard Modern Mode. Once this field has been set to Modern Mode, it will no longer display the next time the user opens the User Preferences window. Changes to the menu mode will take affect the next time you log in to the application.
  • The Default Form field is used to specify which element of the application will be displayed when the application is launched.
    • Select Dashboard to launch only the Springbrook Dashboard.
    • Select Dashboard and Desktop to launch both the Springbrook Dashboard and the standard Springbrook Enterprise Application simultaneously.
    • Select Desktop to launch only the standard Springbrook Enterprise Application.
    • Select My Batches to launch only the My Batches window.
      • The My Batches window provides easy access to all of the open batches that the current Springbrook user is authorized to edit. From this window a user can launch an in-progress batch process without opening the module and palette for the process itself.
      • Click here for information on the My Batches window.
    • Select None to launch the Springbrook System Tray icon only. This icon will appear in the Windows System Tray in the lower-right corner of the Windows Desktop.
      • From the System Tray icon a user can launch the Springbrook Dashboard, the Enterprise Application or the My Batches window. This icon also provides access to the About Springbrook window and the Online Help system.
  • Select an Alert Method from the drop-down menu. The selected alert method will determine how users are contacted when a Springbrook process requires their attention.
    • Select Email if you would like to alert users via the email address attached to the user record on the User Maintenance window (SS> Maintenance> User). Click here for information on User Maintenance.
      • Springbrook recommends using the email alert method as this method allows you to track alert notifications and approvals by examining a user's email history.
      • Many email notifications include a link to the item that needs attention. If the recipient of the email already has a Springbrook session open, they will be able to access the linked item without logging into the application a second time.
    • Select SMS if you would like to use the Springbrook Messaging System.
      • The Springbrook Messaging System will display a message in the bottom-right corner of the screen when an alert is generated for the user.
  • The Auto Print Warning field is used to specify when the system should warn the user that the report that is about to automatically print is longer than the specified length threshold.
    • For example, if most of the reports you want to send directly to the printer are only a few pages long and do not need to be reviewed before printing, you could set this field to 5. Any reports generated at five pages or longer would need a second approval before being sent to the printer.
    • This field will only be enabled if the Print automatically toggle is checked below.
  • Check the Close system tray automatically toggle to automatically close the Springbrook System Tray icon when all visible elements of the application are closed.
    • This toggle will be checked by default.
  • Check the Large Toolbar Icons toggle if you would like the icons to display in large format in the application.
  • Check the Maximize MDI Children toggle if you would like windows to maximize in the Desktop section of the application window when they are opened from the menu section or from another window.
    • This toggle does not apply to undocked windows. Windows opened from undocked windows will open as undocked and will not be maximized in the Desktop section of the main application window.
  • Check the Out of office toggle to prevent the delivery of work flow notifications from populating your My Work Flows window.
  • Check the Print automatically toggle if you would like to bypass the report viewer stage of the report printing process.
    • When this toggle is checked, reports will not appear on your screen in PDF form for review. They will be sent directly to the specified printer. There are a few instances when this functionality will not be applied to printed jobs:
      • If a job is printed from your My Open Batches window and that window is launched from a desktop shortcut.
      • If a job is scheduled using the Print Preview functionality.
      • If a job is printed to Excel.
      • If printing a Query Manager report.
      • If the print job includes multiple reports, only the first report will print.
  • Check the Show Text on Toolbar Buttons toggle if you would like the function of an icon to display in text next to the icon.

 

3     Complete the Work Flows tab.

 

  • The Work Flows tab displays a number of options used to customize when you will receive work flow related emails. If no toggles are checked, you will not receive any emails regarding work flows.
    • Email notifications are especially important for users that use the application infrequently. For example, a Finance Director that is responsible for approving invoice batches should be set up to receive email notifications. This ensures that time-sensitive work flow approval steps are addressed and do not time out.
    • Users that use the application daily will be able to track their work flow responsibilities by paying close attention to the My Tasks icon on the main application toolbar.

 

4     Complete the Conversation tab.

 

  • The Conversation tab is used to configure the work flow instant message system.
    • Click the Self Color field label to select a color for your contributions to work flow conversations.
    • Click the Other Color field label to select a color for the other user involved in the work flow conversation.
    • These colors are user specific, so regardless of how the other user has their system set up, you will see the two colors specified for your user account.
    • Check the Show timestamps toggle to include a timestamp next to each conversation entry.

 

5     Complete the Avatar tab. 

 

  • The Avatar tab is used to select which User Avatar icon will display next to your user name when logged in to the application.
  • Highlight the desired avatar and click the Save icon to save the user preferences.

 

6     Reset user preferences. 

 

  • The Reset Preferences icon is used to reset the current user's preferences. When this icon is clicked, the Reset User Preferences window will open. From this window you can quickly reset the user's preferences for specific modules.
  • This reset tool DOES NOT apply to the User Preferences window. This tool resets preferences in specific modules in the application. For example, if you reset user preferences for the GL module and then open the Display Journal Entries window, the data grid would be reset to the default display settings. Any custom display or sorting settings you made in the past will be deleted.