student manager preferences an aceware presentation

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?

chuck@aceware.com800-925-2493

Our next webinarCRM & Student ManagerThursday, Nov 29, 2012 1:30 Central