Difference between revisions of "Setting Institution Wide Defaults and Defaults for New Users"

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##* ''Force container selection'': Forces a user to manually select a destination container no matter what is stored in the default container setting.
 
##* ''Force container selection'': Forces a user to manually select a destination container no matter what is stored in the default container setting.
 
##* ''Use container capacity'': Enables container capacity checking when creating new racks.
 
##* ''Use container capacity'': Enables container capacity checking when creating new racks.
 +
##* ''Force open rack notes'': When enabled, this setting will force open the notes area when adding new racks.
 +
##* ''Force open specimen notes'': When enabled, this setting will force open the notes area when adding new specimens.
 +
##* ''Can view options screen'': This setting determines whether or not this user account can access their options screen.
 
## Institution options
 
## Institution options
 +
##* ''Time Zone'': The current time zone associated with the institution. Changing this setting will affect the dates displayed within tube.tracker, adjusting for time zone differences.
 
##* ''Use letter designator'': Determines the X axis heading when viewing a graphical representation of a rack. By default, the X-axis is labled with numbers. Enabling this setting will convert the number into letters.
 
##* ''Use letter designator'': Determines the X axis heading when viewing a graphical representation of a rack. By default, the X-axis is labled with numbers. Enabling this setting will convert the number into letters.
 
##* ''Renew rack on spec enter'': This setting will enable the automatic rack renewal feature of tube.tracker®. If this setting is enabled, entering a new specimen into an existing rack will automatically renew the rack. The number of days used to renew the rack is taken from the '''Expire Time''' value of the container in which the rack resides.
 
##* ''Renew rack on spec enter'': This setting will enable the automatic rack renewal feature of tube.tracker®. If this setting is enabled, entering a new specimen into an existing rack will automatically renew the rack. The number of days used to renew the rack is taken from the '''Expire Time''' value of the container in which the rack resides.
# If you have made a change to any of the settings on this page, click the <b>Update Options</b> button to apply the new settings.
+
##* ''Force individual specimen validation'': Enabling this setting will force users to validate every specimen during a validation process.
 +
##* ''Show all specimen notes on full report'': When viewing a full validation report in the Report Center, and administrator can force all specimen notes to be displayed.
 +
##* ''Specimen wildcard search by default'': Determines whether or not a wildcard search is used each time on a specimen search. If this setting is not eneabled, a wildcard search can still be performed, but the user must use the appropriate wildcard syntax.
 +
# If you have made a change to any of the settings on this page, click the '''Update Options''' button to apply the new settings.
  
 
Back to the [[Online Documentation]]
 
Back to the [[Online Documentation]]

Revision as of 17:00, 20 December 2007

tube.tracker® has the ability to customize certain settings for your institution. In addition to unique instituion options, you can also specify default settings for new user accounts. This allows an administrator to quickly add a new user account and then, if that account deserves special consideration, to modify them later.
  1. Click Users under the Maintenance heading in the left-hand menu.
    Mange users menu

  2. This will display the manage users screen.
    Manage user accounts main screen

  3. Click linked text at the top of the page that reads Default options for your institution and new users. This link will take you to the institution and default user options screen.
    Institutions options screen

  4. The following is a descriptions of each of the available settings:
    1. Default user options
      • Default Container: The container that is automatically selected when creating a new rack.
      • Default Rack Type: The rack type that is automatically selected when creating a new rack.
      • Default Expire Date: The expire date in number of days of new racks.
      • Show expired racks by default: Determines the default rack view when entering the Manage Rack area.
      • Force container selection: Forces a user to manually select a destination container no matter what is stored in the default container setting.
      • Use container capacity: Enables container capacity checking when creating new racks.
      • Force open rack notes: When enabled, this setting will force open the notes area when adding new racks.
      • Force open specimen notes: When enabled, this setting will force open the notes area when adding new specimens.
      • Can view options screen: This setting determines whether or not this user account can access their options screen.
    2. Institution options
      • Time Zone: The current time zone associated with the institution. Changing this setting will affect the dates displayed within tube.tracker, adjusting for time zone differences.
      • Use letter designator: Determines the X axis heading when viewing a graphical representation of a rack. By default, the X-axis is labled with numbers. Enabling this setting will convert the number into letters.
      • Renew rack on spec enter: This setting will enable the automatic rack renewal feature of tube.tracker®. If this setting is enabled, entering a new specimen into an existing rack will automatically renew the rack. The number of days used to renew the rack is taken from the Expire Time value of the container in which the rack resides.
      • Force individual specimen validation: Enabling this setting will force users to validate every specimen during a validation process.
      • Show all specimen notes on full report: When viewing a full validation report in the Report Center, and administrator can force all specimen notes to be displayed.
      • Specimen wildcard search by default: Determines whether or not a wildcard search is used each time on a specimen search. If this setting is not eneabled, a wildcard search can still be performed, but the user must use the appropriate wildcard syntax.
  5. If you have made a change to any of the settings on this page, click the Update Options button to apply the new settings.

Back to the Online Documentation