User Preferences Screen

Each summary screen has a hyperlink to access the user preferences screen. Columns can be hidden or rearranged and records can be sorted from the user preferences screen. The user preferences screen displays a list of the column headings that can be rearranged.

Note: Changes to the sorting preference and extended filtering are not immediately displayed on the summary screen after exiting user preferences. Click the Go button on the summary screen to cause the changes to be displayed.

Sorting Preference

Select the column to use for sorting from the list of column names in the sorting preference field. Columns that cannot be sorted are not displayed in the list. After the column is selected, choose the sort direction from the list.
Note: There may be special columns displayed on a summary screen that are not available for sorting. For example, columns that contain a hyperlink to navigate to other screens cannot be sorted.

Columns

Use the check boxes in the list of available columns to select which columns are displayed on the summary screen. The columns that are required to appear on the summary screen are displayed at the top of the list, are already selected, and are shown in red.

Reordering Columns

The columns can be reordered from the list by clicking the expand icon. The reordering options are:
  • Move Top - moves the selected column to the top
  • Move Up - moves the selected column up one
  • Move Down - moves the selected column down one
  • Move Bottom - moves the selected column to the bottom

Extended Filtering

The user can specify the default extended filtering option for columns that support extended filtering. Select the default filter option from the list. The filtering is only applied if the column is selected for display.

Actions

The actions available from the user preferences screen are:
  • Restore button displays the user's saved preferences on the screen. If there are no saved preferences for the user, the default preferences are displayed. The preferences are not used until the Apply or Save button is clicked.
  • Restore defaults button displays default preferences on the screen. The preferences are not used until the Apply or Save button is clicked.
  • Apply button exits the screen and saves the preference settings for use only while the user remains logged in. The preferences are lost when the user logs out.
  • Save button saves the preference settings and exits the screen. The preferences are not lost when the user logs out.
  • Return to Previous button exits the screen without saving any changes.