User Preference

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

Your User Preferences

1. From the Setup menu, click User Preference.

User Preference

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

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

See Filters for more information.

4. 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.

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

6. 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.

Changes save automatically.

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

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Default User Preferences

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

1. From the Setup menu, click User Preference.

User Preference

2. Click the Default User Preferences tab.

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

See Filters for more information.

4. Select the Leave requests calendar invite check box to ensure a leave request invitation is sent to users' emails when leave requests have been approved in order to create a leave calendar event.

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

6. 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.

7. 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:

Element Requests (Setup > Element Requests)

Cashout (Accounts Receivable  > Cashouts)

Position Change Request (Human Resources > Position Control Changes)

Field Trip Request (Transportation > Filed Trip Request)

Employee Requests (Employee Self Service > Employee Requests)

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

Asset Transfers (Fixed Assets > Transfer Requests)

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)

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

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

Changes save automatically.

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

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