Difference between revisions of "How do I configure colours?"

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== Summary ==
 
== Summary ==
 
The following article explains how to customise the default colours that are used widely in the system.
 
The following article explains how to customise the default colours that are used widely in the system.
  
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== List Status Colours ==
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== More Information ==
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These colours are used to indicate the general status of an item or job to the user and are editable from "Main Menu" -> "Reports and Parameters" -> "Maintenance Options" -> "System Administrator" -> "System Colours" -> "Default Status Colours".
+
=== List Colours ===
 +
These colours are used to indicate the difference between list items or tasks to the user, you can change the colour of the background and the text and are editable from
  
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==== No Action Required ====
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{{Menu|{{RP}}|Maintenance Options|System Administrator|Platinum Colours|Add or Edit Default Colours}}.
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This status indicates to the user that they are not required to take any action on this item or task at this time. It is currently used in the following parts of the system:
 
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* "Sales Prospecting" -> "Contacts Due"
 
  
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==== Action Required Soon ====
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* Click {{Button|List}} to see all options.
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This status indicates to the user that although no action is required at this time, it is likely that some action will need to be taken in the not too distant future. It is currently used in the following parts of the system:
 
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* "Stock Control" -> "Point of Sale"
 
  
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==== Action Optional ====
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==== Ok - Can Do ====
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This status indicates to the user that action is not a necessity, however you may choose to take action if you wishe. It is currently used in the following parts of the system:
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This colour indicates to a user that there is nothing wrong with an item or task and he is able to proceed.
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* "Sales Prospecting" -> "Contacts Due"
 
  
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==== Action Required ====
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The colour code is {{DataValue|STA}}
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This status indicates to the user that they are required to take some action on an item or job. It is currently used in the following parts of the system:
 
−
* "Stock Control" -> "Point of Sale"
 
  
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==== Urgent Action Required ====
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An example of where this is used is:
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This status indicates to the user that an item or job is long overdue and requires their urgent attention. It is currently used in the following parts of the system:
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* {{Menu|{{ST}}|Point of Sale}}
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* "Sales Prospecting" -> "Contacts Due"
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* {{Menu|{{PO}}|Sales Order Link}}
  
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==== Automatic Action Taken ====
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==== Problem - Can't Do ====
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This status indicates to the user that the system has automatically taken some action on an item or task. This can usually be overridden by the user. It is currently used in the following parts of the system:
+
This colour indicates to a user that there is a problem with an item or task that requires their attention.
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* "Stock Control" -> "Point of Sale"
 
  
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{{FAQ}}{{KB_Tags|Colours , Status , List}}{{ZN_Admin}}
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The colour code is {{DataValue|STB}}
 +
 
 +
An example of where this is used is:
 +
* {{Menu|{{ST}}|Point of Sale}}
 +
* {{Menu|{{PO}}|Sales Order Link}}
 +
 
 +
==== OK - Done ====
 +
This colour indicates to a user that the process that corresponds to the item or task has been completed.
 +
 
 +
The colour code is {{DataValue|STD}}
 +
 
 +
An example of where this is used is:
 +
* {{Menu|{{PO}}|Sales Order Link}}
 +
 
 +
==== Overridden ====
 +
This colour indicates to a user that an automatic process has been overridden by a user.
 +
 
 +
The colour code is {{DataValue|STO}}
 +
 
 +
An example of where this is used is:
 +
* {{Menu|{{ST}}|Point of Sale}}
 +
 
 +
==== Due in Future ====
 +
This colour indicates to a user that they are not required to take any action on this item or task at this time.
 +
 
 +
The colour code is {{DataValue|TM1}}
 +
 
 +
An example of where this is used is:
 +
* {{Menu|{{SP}}|Contacts Due}}
 +
 
 +
==== Due Now ====
 +
This colour indicates to a user that action on the item or task is due at this time.
 +
 
 +
The colour code is {{DataValue|TM2}}
 +
 
 +
An example of where this is used is:
 +
* {{Menu|{{SP}}|Contacts Due}}
 +
 
 +
==== Overdue ====
 +
This colour indicates to a user that the item or task is overdue and requires their attention.
 +
 
 +
The colour code is {{DataValue|TM3}}
 +
 
 +
An example of where this is used is:
 +
 
 +
==== Long Overdue ====
 +
This colour indicates to a user that the item or task is long overdue and requires their urgent attention.
 +
 
 +
The colour code is {{DataValue|TM4}}
 +
 
 +
An example of where this is used is:
 +
* {{Menu|{{SP}}|Contacts Due}}
 +
 
 +
=== System Colours ===
 +
These are different from List Colours as you can only edit the colour of the text the background colour is fixed. These are edit from
 +
{{PlatinumSettings|Default Colours}}.
 +
 
 +
==== Good ====
 +
This Colour is used to indicate Good and no action is required
 +
 
 +
The colour code is {{DataValue|DLA}}.
 +
 
 +
==== Ok ====
 +
This colour is used to indicate that Ok but action may be needed soon.
 +
 
 +
The colour code is {{DataValue|DLB}}.
 +
 
 +
An example of where this is used is:
 +
* {{Menu|{{WS}}|Service/MOT}}
 +
 
 +
==== Bad ====
 +
This colour is used to indicate if an item is Bad and action is needed straight away.
 +
 
 +
The colour code is {{DataValue|DLC}}.
 +
 
 +
An example of where this is used is:
 +
* {{Menu|{{WS}}|Service/MOT}}
 +
 
 +
==== Very Bad ====
 +
This colour is to show that it is Very Bad and urgent action is needed.
 +
 
 +
The colour code is {{DataValue|DLD}}
 +
 
 +
An example of where this is used is:
 +
* {{Menu|{{WS}}|Service/MOT}}
 +
 
 +
==== Ok and Checked ====
 +
This colour is used to indicate that Ok and has been checked (No further attention required).
 +
 
 +
The colour code is {{DataValue|DLE}}.
 +
 
 +
An example of where this is used is:
 +
* {{Menu|{{NL}}|Bank Reconciliation}} to indicate that a foreign currency value has been verified and is correct.
 +
 
 +
=== Platinum Online Colours ===
 +
These colours are used in specific options in Platinum Online. You can change the colour of the background and the text and they are editable from
 +
 
 +
{{PlatinumSettings|Default Colours}}.
 +
 
 +
==== Pass ====
 +
This colour indicates to a user that there is nothing wrong with an item.
 +
 
 +
The colour code is {{DataValue|POA}}
 +
 
 +
An example of where this is used is:
 +
* {{Menu|{{WS}}|Unit Check Sheets}} to indicate to a user that a check has passed successfully.
 +
 
 +
==== Advisory ====
 +
This colour indicates to a user that there is a problem with an item.
 +
 
 +
The colour code is {{DataValue|POB}}
 +
 
 +
An example of where this is used is:
 +
* {{Menu|{{WS}}|Unit Check Sheets}} to indicate to a user that there is a problem with the item being checked and an advisory should be created for the customer.
 +
 
 +
==== Urgent ====
 +
This colour indicates to a user that there is a problem with an item that needs urgent attention.
 +
 
 +
The colour code is {{DataValue|POC}}
 +
 
 +
An example of where this is used is:
 +
* {{Menu|{{WS}}|Unit Check Sheets}} to indicate to a user that there is an urgent problem with the item being checked and an advisory should be created for the customer.
 +
 
 +
==== Immediate ====
 +
This colour indicates to a user that there is a problem with an item that needs immediate attention.
 +
 
 +
The colour code is {{DataValue|POD}}
 +
 
 +
An example of where this is used is:
 +
* {{Menu|{{WS}}|Unit Check Sheets}} to indicate to a user that there is a serious problem with the item being checked that must be fixed immediately and an advisory should be created for the customer.
 +
 
 +
== See also ==
 +
* [[Can I change the colours on charts?]]
 +
* [[How do I Create a New Status?]]
 +
 
 +
{{KB_Tags|colours, list, system, change, configure, colour, online, check sheets}}
 +
{{How}}{{KB_PlatinumOnline}}{{ZN_Admin}}

Latest revision as of 05:32, 19 June 2019

Summary

The following article explains how to customise the default colours that are used widely in the system.

More Information

List Colours

These colours are used to indicate the difference between list items or tasks to the user, you can change the colour of the background and the text and are editable from

" Reports & Settings Maintenance Options System Administrator Platinum Colours Add or Edit Default Colours".

  • Click [List] to see all options.

Ok - Can Do

This colour indicates to a user that there is nothing wrong with an item or task and he is able to proceed.

The colour code is 'STA'

An example of where this is used is:

Problem - Can't Do

This colour indicates to a user that there is a problem with an item or task that requires their attention.

The colour code is 'STB'

An example of where this is used is:

OK - Done

This colour indicates to a user that the process that corresponds to the item or task has been completed.

The colour code is 'STD'

An example of where this is used is:

Overridden

This colour indicates to a user that an automatic process has been overridden by a user.

The colour code is 'STO'

An example of where this is used is:

Due in Future

This colour indicates to a user that they are not required to take any action on this item or task at this time.

The colour code is 'TM1'

An example of where this is used is:

Due Now

This colour indicates to a user that action on the item or task is due at this time.

The colour code is 'TM2'

An example of where this is used is:

Overdue

This colour indicates to a user that the item or task is overdue and requires their attention.

The colour code is 'TM3'

An example of where this is used is:

Long Overdue

This colour indicates to a user that the item or task is long overdue and requires their urgent attention.

The colour code is 'TM4'

An example of where this is used is:

System Colours

These are different from List Colours as you can only edit the colour of the text the background colour is fixed. These are edit from " Reports & Settings Maintenance Options System Administrator Platinum Settings Default Colours".

Good

This Colour is used to indicate Good and no action is required

The colour code is 'DLA'.

Ok

This colour is used to indicate that Ok but action may be needed soon.

The colour code is 'DLB'.

An example of where this is used is:

Bad

This colour is used to indicate if an item is Bad and action is needed straight away.

The colour code is 'DLC'.

An example of where this is used is:

Very Bad

This colour is to show that it is Very Bad and urgent action is needed.

The colour code is 'DLD'

An example of where this is used is:

Ok and Checked

This colour is used to indicate that Ok and has been checked (No further attention required).

The colour code is 'DLE'.

An example of where this is used is:

  • " Nominal Ledger Bank Reconciliation" to indicate that a foreign currency value has been verified and is correct.

Platinum Online Colours

These colours are used in specific options in Platinum Online. You can change the colour of the background and the text and they are editable from

" Reports & Settings Maintenance Options System Administrator Platinum Settings Default Colours".

Pass

This colour indicates to a user that there is nothing wrong with an item.

The colour code is 'POA'

An example of where this is used is:

  • " Workshop Unit Check Sheets" to indicate to a user that a check has passed successfully.

Advisory

This colour indicates to a user that there is a problem with an item.

The colour code is 'POB'

An example of where this is used is:

  • " Workshop Unit Check Sheets" to indicate to a user that there is a problem with the item being checked and an advisory should be created for the customer.

Urgent

This colour indicates to a user that there is a problem with an item that needs urgent attention.

The colour code is 'POC'

An example of where this is used is:

  • " Workshop Unit Check Sheets" to indicate to a user that there is an urgent problem with the item being checked and an advisory should be created for the customer.

Immediate

This colour indicates to a user that there is a problem with an item that needs immediate attention.

The colour code is 'POD'

An example of where this is used is:

  • " Workshop Unit Check Sheets" to indicate to a user that there is a serious problem with the item being checked that must be fixed immediately and an advisory should be created for the customer.

See also


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Keywords AND Misspellings
colours, list, system, change, configure, colour, online, check sheets
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