Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revisionLast revisionBoth sides next revision | ||
cats:training:gettingstarted [2017/02/15 18:59] – moved "creating a shortcut" to its own page tom | cats:training:gettingstarted [2020/01/09 15:27] – jen | ||
---|---|---|---|
Line 1: | Line 1: | ||
=====Getting Started With CATS===== | =====Getting Started With CATS===== | ||
+ | |||
{{entry> | {{entry> | ||
+ | |||
Before you begin using CATS, you may need to set up external access, pick your CATS printer, and select internal CATS options. This page will give you detailed info on how to prepare CATS for first use. | Before you begin using CATS, you may need to set up external access, pick your CATS printer, and select internal CATS options. This page will give you detailed info on how to prepare CATS for first use. | ||
Line 14: | Line 16: | ||
Then, select **Maintenance > General > User File**. | Then, select **Maintenance > General > User File**. | ||
- | [{{:cats:manual: | + | [{{:cats:training: |
Select **Add** from the toolbar menu to create a new user. | Select **Add** from the toolbar menu to create a new user. | ||
- | [{{:cats:manual: | + | [{{:cats:training: |
Enter the new user ID. NDS recommends using the initials of the user's first, middle, and last names (two characters). User IDs can be up to 3 characters long. Enter the full name of the user in the description field without punctuation marks. | Enter the new user ID. NDS recommends using the initials of the user's first, middle, and last names (two characters). User IDs can be up to 3 characters long. Enter the full name of the user in the description field without punctuation marks. | ||
- | [{{:cats:manual: | + | [{{:cats:training: |
Click **Apply** to continue. On the next screen you can change the user rights and full name. Make any changes you need and pick **Apply**. | Click **Apply** to continue. On the next screen you can change the user rights and full name. Make any changes you need and pick **Apply**. | ||
- | [{{:cats:manual: | + | [{{:cats:training: |
When you are finished, you will see the new user name in the list of users. | When you are finished, you will see the new user name in the list of users. | ||
Line 32: | Line 34: | ||
When a new user is added to CATS, the user typically has a blank password, so the first time you log on to CATS you will put in your initials for your ID and press enter when prompted for your password. | When a new user is added to CATS, the user typically has a blank password, so the first time you log on to CATS you will put in your initials for your ID and press enter when prompted for your password. | ||
- | [{{:cats:manual: | + | [{{:cats:training: |
Please note that your company may use its own logo on the login screen. | Please note that your company may use its own logo on the login screen. | ||
Line 43: | Line 45: | ||
To change your own password, go to **User Preferences > Change Password** from the main CATS menu. | To change your own password, go to **User Preferences > Change Password** from the main CATS menu. | ||
- | [{{:cats:manual: | + | [{{:cats:training: |
A box will pop up with your user ID and a place to enter your current and new passwords. | A box will pop up with your user ID and a place to enter your current and new passwords. | ||
- | [{{:cats:manual: | + | [{{:cats:training: |
Fill in the fields and press **Save** to continue. | Fill in the fields and press **Save** to continue. | ||
Line 58: | Line 60: | ||
**1 - DEMOI** (Used throughout CATS.)\\ | **1 - DEMOI** (Used throughout CATS.)\\ | ||
- | **6 - CONTR** (Used when deleting in contract area.) | + | **5 - COFCOF** (Used when making accounting entries against protected GL accounts) |
+ | **6 - CONTR** (Used when deleting in contract area.) | ||
The numbered passwords can be changed just as the ID password can be changed. First, type **NEW** when a password is requested. Then type the old password. Then follow the instructions to rename the password. Numbered passwords must be 5 or more characters. | The numbered passwords can be changed just as the ID password can be changed. First, type **NEW** when a password is requested. Then type the old password. Then follow the instructions to rename the password. Numbered passwords must be 5 or more characters. | ||
- | [{{:cats:manual: | + | [{{:cats:training: |
<note important> | <note important> | ||
Line 72: | Line 75: | ||
From the **Main Menu** select **Maintenance > Setup > System Setup**. | From the **Main Menu** select **Maintenance > Setup > System Setup**. | ||
- | [{{:cats:manual:maintenance_systemsetup_menu.png|Accessing System Setup Options}}] | + | [{{:cats:settings:systemsetup_access.png|Accessing System Setup Options}}] |
< | < | ||
Line 244: | Line 247: | ||
CATS(R) is a registered trademark of New Data Systems. | CATS(R) is a registered trademark of New Data Systems. | ||
The Copyright (C) for all CATS materials written and electronic is the property of New Data Systems. | The Copyright (C) for all CATS materials written and electronic is the property of New Data Systems. | ||
+ | |||
+ | {{tag>" |