User Preference

The User Preference screen allows users to set default preferences for different functions throughout Focus.

Your User Preferences

1. In the Setup menu, click User Preference.

User Preference

2. The screen defaults to the Your User Preferences tab.

User Preference

3. Select the Filter Default On check box to automatically enable the Filters feature on all applicable screens.

User Preference

See Filters for more information.

4. Select the Approval decision email check box selected to receive emails regarding requests that require your approval; i.e., where you are a part of the approval flow (Setup > Approval Flow).

5. Select the Leave requests calendar invite check box to ensure a leave request invitation is sent to your email when your leave request has been approved in order to create a leave calendar event.

User Preference

6. Select the Leave drill-down check box to ensure you have the ability to drill-down and review additional information via Human Resources > Leave Maintenance > Hours tab upon clicking on Employee and additional fields available here.

User Preference

7. Select the Inactive Employee check box to automatically enable the "Include Inactive" check box when searching for employees via Human Resources > Employee. This settings also selected Inactive Employees by default when searching for employees from the Select Employee pull-down in the header.

8. Select the default Fiscal Year from the pull-down to set a default fiscal year for Applicant Tracking. Note: The selection made here inly impacts Applicant Tracking.

User Preference

9. Select the Default to Internal check box to ensure the Expenditure/Revenue Report defaults to Internal as a Category Type when accessing the screen.

10. Select the Default Show Element Descriptions check box to ensure the Expenditure/Revenue Report defaults to Element Description as a Show Descriptions option when accessing the screen.

User Preference

11. Select the Asset Transfers check box to receive emails regarding asset transfer requests that require your approval; i.e., where you are a part of the approval flow (Setup > Approval Flow).

User Preference

Changes save automatically.

Hover over the information icon (i) for details about the setting.

User Preference

12. Click Revert to default Preferences to change all the selections to the default selection: Filter Default On (enabled), Approval decision email (enabled), Leave request calendar invite (enabled), Leave drill-down (enabled), Inactive Employee (disabled), Default to Internal (disabled), Default Show Element Descriptions (disabled), Asset Transfers (enabled).

User Preference
Default User Preferences

The Default User Preferences tab allows users with permission to set the default options for all other users.

1. In the Setup menu, click User Preference.

User Preference

2. Click the Default User Preferences tab.

User Preference

3. Select the Filter Default On check box to automatically enable the Filters feature on all applicable screens.

See Filters for more information.

4. Select the Approval decision email check box selected to ensure users receive emails regarding requests that require their approval; i.e., where they are a part of the approval flow (Setup > Approval Flow).

5. Select the Leave requests calendar invite check box to ensure a leave request invitation is sent to users' email when their leave request has been approved in order to create a leave calendar event.

User Preference

6. Select the Leave drill-down check box to ensure users have the ability to drill-down and review additional information via Human Resources > Leave Maintenance > Hours tab upon clicking on Employee and additional fields available here.

7. Select the Inactive Employee check box to make the Include Inactive Users check box enabled by default upon conducting a user search.

User Preference

8. Select a Fiscal Year from the pull-down to set a default fiscal year for Applicant Tracking.

User Preference

9. Select the Default to Internal check box to ensure the Expenditure/Revenue Report defaults to Internal as a Category Type when users access the screen.

User Preference

10. Select the Default Show Element Descriptions check box to automatically enable the "Show Description" check box on the Expenditure/Revenue Report.

User Preference

11. Select the corresponding check boxes in the Approval Emails section to determine when an email notification should be sent out when a request has been reviewed. Options include:

Field Trip Request (Transportation > Filed Trip Request)

Budget Maintenance (Budgeting/General Ledger > Budget Maintenance / Internal Account Budget Maintenance)

SSS Caseload Service

Applicant Tracking (Human Resources > Applicant Tracking)

Employee Action Form Requests (Human Resources > Employee Action Form)

Form Request (District-made forms submitted from the Forms menu.)

Courier Request (Warehouse > Courier Requests)

Element Request (Setup > Element Requests)

Cashout (Accounts Receivable > Cashouts)

Position Change Request (Human Resources > Position Control Changes)

Employee Requests (Employee Self Service > Employee Requests)

Asset Transfers (Fixed Assets > Transfer Requests)

POS Receipt (Accounts Receivable > Point of Sale)

Manual Journals (Budgeting/General Ledger > Manual Journals / Internal Account Manual Journals)

Time Cards (Employee Self Service > View/Edit Timecards)

Release Invoices (Purchasing/Accounts Payable > Release Invoices)

Purchase Orders (Purchasing/Accounts Payable > Purchase Requests/Orders / Internal Purchase Requests/Orders)

Purchase Order Change Orders (Purchasing/Accounts Payable > Purchase Requests/Orders and/or Internal Purchase Requests/Orders; Note: This setting depends on the Change Order notification recipients setting via Setup > Settings > Accounts Payable tab.)

Return Request (Warehouse > Returns)

Work Order Request (Work Orders > Work Order Requests)

Changes save automatically.

Hover over the information icon (i) for details about the setting.

User Preference