Difficulty: starter
Content
Learning Objectives
After reading this article, you’ll be able to:
Open your user profile and understand the most important personal settings.
Changing your personal settings
You can adjust your personal settings by opening your profile.
press on your name on the top right of the screen;
click on ‘profile’ to open your user profile;
Depending om you access rights some settings explained in this article might not be visible or editable for you.
General tab
On the general tab you can:
view general information and change settings;
enable delegation;
change your username/ password (button on the bottom of the page).
Enable delegation
In Axxerion users get tasks via a workflow. When absent (holiday/illness) delegation can be enabled. In this case your tasks will also appear in the task list of the delegate. To enable delegation:
fill in the field ‘Delegate’ with the person who should receive the tasks and set 'Delegation active = yes';
the fields ‘Delegation start’ and ‘Delegation end’ are optional.
Settings tab
Due to access restrictions the settings tab might not be availble for you. Frequently used setting are explained in the table below.
Setting | Description |
|---|---|
REPORTING | |
PDF font size | Font size when exporting data to e.g. Excel or PDF. When the field is left empty a default font size of 8 is used. |
INTERFACE | |
Default value 'Only open' | Determined the default value for ‘Only open' when using a search(view) page. When set to 'yes’ Workplace will only return open objects. A reservation in the past will for example not be returned. |
Remember only open | When enables, chanigng the filter value ‘Only open’ will be remembered until the user is logged out. |
Recently used objects | Number of object/ pages shown on the user’s history page. Default is 10, minimum number of objects/ pages shown is 1. The setting will be active the next time you login. |
Summary
Exercise
- N/A
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