Working with User Preferences


Concept

In this topic, you will see how to work with User Preferences.


Steps:

  1. You can select User Preferences for the following:

     

    - Notifications

    - Home Page Filters

    - Signature Font Type

    Step 1

  2. Click the User Preference icon.

    Step 2

  3. The User Preference page opens, which contains the Bio and Preferences tabs.

     

    The Bio tab provides information about the user, including:

     

    - Manager

    - Email

    - Work Phone

    - Groups

    - Liability Limit

    - Title

    - Business Unit and Office

     

    Step 3

  4. When the user is part of multiple groups, the Update Default link will allow the user to select the group which will default the selected groups transactions on the My Groups tab.

     

    Note: The default Group will display in bolded text.

    Step 4

  5. To set the default, click the Update Default link.

    Step 5

  6. Click in the Groups: field.

    Step 6

  7. Click the CA Direct list item.

    Step 7

  8. Click the Done button.

    Step 8

  9. The My Office feature allows users to set a FAST office as My Office.

     

    NOTE: This FAST office will auto-populate under Office Details when the Office Type of Direct is selected on new Transactions.

    Step 9

  10. To set the My Office default, click the Find FAST Office link.

    Step 10

  11. Select the Region where the Office is located.

     

    Click in the Region ID field.

    Step 11

  12. Locate your Region on the list.

     

    To view more Regions, click the scrollbar.

    Step 12

  13. In this example, click FastEval Region from the list.

    Step 13

  14. All or a portion of the Office name can be entered as search criteria.

     

    Click in the Office Name field.

    Step 14

  15. In this example, enter "eval".

    Step 15

  16. Click the Search button.

    Step 16

  17. From within the Search Results,  locate your Office.

     

    Click the Select link next to your Office.

    Step 17

  18. The selected Region Name and My Office are assigned.

     

    The Search FAST Office link can be used to change the default location.

    Step 18

  19. Click the Preferences tab.

    Step 19

  20. The Preferences tab contains the My Transaction Notifications, Home Page Filters, and Signature Preference sections.

    Step 20

  21. The My Transaction Notifications section provides a Notify me area where you can select settings for your Transactions.

     

    Options are available to select a system Alert, Email, both, or neither for various options.

    Step 21

  22. The Transaction Notifications section enables you to select a system Alert, Email, both, or neither for each of the following options:

     

    • When a transaction is assigned to me

    • When a transaction is assigned to the groups I am associated with

    • When I am requested to collaborate with

    • When a transaction I am associated with is approved

    • When a transaction I am associated with is declined or cancelled

    • When a transaction I am associated with is reopened

    • When a transaction I am associated with is assigned to an individual or group

    • When I approve a transaction with or without conditions

     

    Note: All Alert and Email options are selected by default and are editable.

    Note: Options may vary based on the users role within the UWB.

    Step 22

  23. To turn off an Alert, click the Alert checkbox. For this example click the When a transaction is approved option.

    Step 23

  24. When selected, the checkmark indicates the system Alert and/or Email feature is active for the selected option.

    Step 24

  25. The Home Page Filters section enables you to select which filters you would like to set as defaults for your Home page on the My Transactions, My Group Transactions, and My Collaborations pages.

    Step 25

  26. You can select a status for any of the following:

     

    • Submitted

    • In Progress

    • Approved

    • Cancelled

    • Declined

     

    You can also set a Prep status for My Transactions and My Collaborations.

    Step 26

  27. The default for My Transactions and My Collaborations is to view transactions with a status of Prep, Submitted, and In Progress.

     

    The default for My Group Transactions is to view transactions with a status of Submitted and In Progress.

    Step 27

  28. Click the Cancelled option for My Transactions.

    Step 28

  29. The checkmark displays.

     

    The Signature Preference section enables you to select your signature name and Font Type for your electronic Signature which will display on system generated High Liability and MLRA forms.

    Step 29

  30. Click the Signature icon.

    Step 30

  31. The User Signature Preference dialog box opens. And defaults the users name as it reads in the company Active Directory.

     

    Click in the Signature Text field.

    Step 31

  32. Enter your preferred signature name into the Signature Text field.

     

    For this example enter "Ann Marie Buck".

    Step 32

  33. Click the Font Type dropdown.

    Step 33

  34. The system default Font Type for User Signature Preference is Arial.

     

    In this example, click Arial.

    Step 34

  35. A preview of the Signature with the selected Font Type displays.

    Step 35

  36. Click the Save button to save changes to User Signature Preference.

    Step 36

  37. Click the Save button to save changes to User Preferences.

    Step 37

  38. A Save Successful message displays.

    Step 38

  39. Click the Home icon.

    Step 39

You have now seen how to work with User Preferences.

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