Student Manager Preferences An ACEware Presentation

Today’s Goals Preference Basics Highlight New Preference Options for SM8 Share a Few Favorite Preferences Help You Become Comfortable With UDF’s Use the Force… ( SM Help) Where Do You Go From Here? (Homework) Questions

What’s it all about…. ACEware

How Student Manager Works for YOU... Depends on how YOU set your preferences

How do you get to preferences?

How do YOU control who controls preferences?

What’s up with the color coding? User SpecificGlobalMust be Level 6 to use IF user has permission Affects ALL users Within that Screen Area

vive la difference ADMIN vs NON-ADMIN view of Preferences..

Non- Admin View Global Preferences VISIBLE, but NOT editable..

Admin View Full View.. Can Edit all elements

Your ADMIN can “Top Dog”Preferences eg: Make a certain user’s preferences the standard for other users…

Preferences have Multiple Functions Enable and Disable Fields Fields with check marks display on screen Control Field Behavior How the field is labeled Is the field validated? Is the field encrypted? Set default value for field Control System Behavior Enable Name Grouping Turn features ON/Off -“Call Back/Tickler Reminders - Course Reminder -Clone Budget Records etc. etc..

Each Major Screen of SM has a separate tab

System Preferences

Autocomplete on Search Screens New Preferences in SM8! Remembers the last search Pros.. Remembers Typing History.. Cons.. Covers left most column

Disable 1 st Word Auto Search New Preference! On Large datasets, Turning this ON (check the box) can GREATLY improve Name look up speed Is a user Level Preference

Macro Fields Macro Keys store messages for Quick Pasting into text, memo field, or query TIP: Store Date range and paste into Query (range of dates)

You can’t access preferences to change macro fields? Go to My User Profile WISHLIST: We WILL be adding the Turn History on/off and Disable 1 st word search …

And.. Once again…. Cheryl And SM Help come to the rescue

Preview Courses for ACEweb Set “root” of your ACEweb URL AND.. You can change the Default browser

Org Defaults

Please, please... Change your Global Default Message!

Best setting for SSN/ID #? Open Text

UDF’s (User Defined Fields) and General Pref Tips

Many fields (on all tabs) can be re-labeled Re-purpose the field

UDF User Defined Fields fields can be labeled and used to store information unique to your organization UDF’s usage is user specific UDF Labels are global, and must be the same for every user Faculty and Pay UDFs are always enabled. You can label them as you wish

UDF User Defined Fields UDF Options are available on the following screens: Names Courses Registrations Faculty Pay

Enable validation of Character or Numeric fields by putting a + as first character

Names

Allow ID numbers less than 9 char New Preference! NOTE: A Short ID will be padded with _ (underscores)

Prevent ID Entry on Brief Name Screen New Preference!

Turning Province on, ADDS it…. Does not turn off City, State or Zip ( old behavior) New Preference! Name Screen

Warn when entering a dup code in NMCode 2 New Preference! Also, Warn when entering dup , and Warn if entering dup Member #

Set Student Callback Time Limits

Enable Name Grouping Group a series of Name records together and set one member as primary contact for the group. Great for mailing one brochure to each household! Allows you to do Family Memberships…

Course Preferences

Matthew organized Course preferences for a better user experience! New Look! Thanks Matthew!

Enable follow-up s follow-ups can be set for all courses, or for a specific courses Please see our online help guide for detailed instructions

Split location field Opens a room field on the Course screen

Course time message format

Specify how/when memberships expire

Registration Preferences

Alphabetized Register Options Screen New Preference!

Registrar Mode Registrar is a pre-defined group in Password Maintenance. The preferences specified on the Registration Preferences screen allow access to specific fields

Pay Preferences

New UDF fields

Options for Receipt & Deposit #’s

And.. Remember…. Thanks to Cheryl You ALWAYS have help…

Questions?

1)Take the time to review your system preferences 2)Check your global receipt message and edit if necessary 3)Remind users to set up their e-signature line

ACEware 20th Annual Users’ Conference May 18– 20, 2016 / Hilton Garden Inn, Manhattan Kansas

Join us next time for Course Construction: What Every Program Manager needs to know! Wednesday, October 28 th, 1:30 pm CST