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:
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.
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.
The following settings govern the way date and time fields are displayed for users by default.
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.
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.
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.
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.
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.
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.
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.
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
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.