cats:procedures:homescreen

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cats:procedures:homescreen [2018/01/22 15:02] jencats:procedures:homescreen [2019/11/19 16:43] (current) jen
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 =====CATS Home Screen===== =====CATS Home Screen=====
- +{{entry>0;Home Screen;-}} 
-When you open CATS you will go to your home screen. This screen can be customized per user. +When you open CATS you will go to your home screen. This screen can be customized per user. If you open CATS and do not see this screen, you will first have to enable it
 [{{:cats:procedures:homescreen_page.png?900|CATS home screen}}] [{{:cats:procedures:homescreen_page.png?900|CATS home screen}}]
  
-If you open CATS and do not see this screen, you will first have to enable it. To enable your home screen, go to **User Preferences > User Settings**. +====Enabling the Home Screen====  
 + 
 +Each user has the option to enable/disable the home screen, go to **User Preferences > User Settings**. 
 [{{:cats:procedures:userpreferences_usersetting.png?|User settings, appearance tab}}] [{{:cats:procedures:userpreferences_usersetting.png?|User settings, appearance tab}}]
 Click on the **Appearance** tab. Go to the bottom and click the box labeled **Enable customizable home screen**. Press **Save** to continue.  Click on the **Appearance** tab. Go to the bottom and click the box labeled **Enable customizable home screen**. Press **Save** to continue. 
 [{{:cats:procedures:userpreferences_usersettingappearance.png?|Enable customizable home screen}}] [{{:cats:procedures:userpreferences_usersettingappearance.png?|Enable customizable home screen}}]
  
-====Home Screen Customization====+====Customized Home Screen====
  
 At the top right of the home screen, you will see your user name, preferences and switch user options. At the top right of the home screen, you will see your user name, preferences and switch user options.
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   * **Switch User** - Allows you to log in as a different user.   * **Switch User** - Allows you to log in as a different user.
  
-====Element Layout====+===Element Layout===
 Click the **Layout** button on the right side of the screen, to bring up the choices for your layout. Click the **Layout** button on the right side of the screen, to bring up the choices for your layout.
  
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   * Sampling - Look up or add samples.   * Sampling - Look up or add samples.
   * Traffic Orders/Forms - Find or add traffic orders.   * Traffic Orders/Forms - Find or add traffic orders.
-  * Production - +  * Production - Look up or add production requests.
   * Grades/description - List of product and categories.   * Grades/description - List of product and categories.
   * Show users- Show user and last activity.   * Show users- Show user and last activity.
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   * Buyer History - Buyer history.   * Buyer History - Buyer history.
   * Seller History - Seller history.   * Seller History - Seller history.
-  * Credit/ Exposure Summary - Sows exposure, credit or combined. +  * Credit/ Exposure Summary - Shows exposure, credit or combined.  
 + 
 +You can also change the row or columns in the layout, by clicking on the row or columns boxes next to the element. This will change where the elements are located on your home screen. 
 +[{{:cats:procedures:homescreen_elementlayoutrownumber.png?|Change where the elements are located on your home screen by changing the row/column.}}]
  
 +Click on the **''...''** to change the height/width of the box and how big/small it will show up on the home screen. 
 +[{{:cats:procedures:homescreen_elementlayoutoptions.png?|Click on the ... to change height/width of box}}]
  
 +All of the **''...''** boxes do the same thing except for the one for **My reports**. When you click on the **''...''** next to my reports you will also have the option to show recent or starred reports.
 +[{{:cats:procedures:homescreen_elementlayoutreportoptions.png?|Click on the ... to show recent or starred report}}]
 +{{tag>"enabling home screen" "customize home screen"}}
  • cats/procedures/homescreen.1516633368.txt.gz
  • Last modified: 2018/01/22 15:02
  • by jen