cats:procedures:homescreen

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cats:procedures:homescreen [2018/04/17 16:15] – 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}}]
  
 ====Enabling the Home Screen====  ====Enabling the Home Screen==== 
  
-If you open CATS and do not see this screen, you will first have to enable it. Each user has the option to enable/disable the home screen, go to **User Preferences > User Settings**. +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. 
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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. 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.
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 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. 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}}] [{{:cats:procedures:homescreen_elementlayoutreportoptions.png?|Click on the ... to show recent or starred report}}]
 +{{tag>"enabling home screen" "customize home screen"}}
  • cats/procedures/homescreen.1523981706.txt.gz
  • Last modified: 2018/04/17 16:15
  • by jen