Preference settings that apply to all users
On your home card there is a Preferences button - click this to access your personal preference settings for Flow360
This button will take you directly to your preferences. It is found on most screens at the bottom left in the sidebar and also appears on the main start screen.
The currently logged in user account and account type are shown for reference at the top of the main preferences panel.
Document access setting options:
5. Goto Button click action setting - some goto buttons on list views have an extended function (these buttons have a yellow pointer). The default setting for these buttons is that a normal click will load only the current selected record into the record form whilst an alt-click will load the current full list into the form allowing you to step through them without returning to the list to select the next one. You can choose instead to reverse this function so that a simple click loads the full list and alt-click loads the single record.
6. Stored documents download option:
7. New resource names lists show (only applies to users who can add resources i.e. managers, surveyors etc)
8. Standard hours in working day - used as the basis for calculating hours used for tasks etc
9. Working day start and end times - used in setting dialogs etc and for calculating working hours for calendar displays
10. Include supervisions in matrix - set to Yes to include internal supervisions and appraisals in matrix report outputs, otherwise set to No
11. Resource lists display - you can decide how you want resource lists to display in drop down selectors: show name only, name and reference or reference only
On this tab you can set up the defaults for messaging:
NOTE: There will be a charge made for messages sent by SMS. Flow360 passes this charge on directly to the client of the relevant resources
On this tab you can set up additional labels and data types that you would like to use on your own or others contacts cards. This information is only ever visible to you - each user of Flow360 can have their own independent (and completely private) sets of custom data that they can use on any contact cards that they have access to.
This tab allows you to specify if you want to receive occasional communication from Flow360 Limited about services.
The docs sharing tab allows you to specify others who will share access to documents you upload to Flow360. See lesson on docs sharing for more information.
The print options tab allows to set up defaults for report outputs and to select a default printer if there is one available on your system.
Start screen buttons
You can choose to set up the main start screen with you preferred set of buttons rather than the default ones. Use the selectors to choose which button you want in each of positions 1-9. You do not have to set any minimum number - if you only want 1 button that is fine!
IMPORTANT: to have the custom setup used, make sure you also check the 'use custom buttons' option! You must log out and log back in again to have these changes take effect.
Startup status message options
Choose if and when the status message shows - this gives notification of upcoming and overdue scheduled tasks, works items, helpdesk issues as well as qualification expiry and renewals. For tasks and works you can also choose the priority level/s to include in the message counts.
NOTE: It is also possible to trigger the status messages manually from the main start screen using the mini status gauge button.