Difference between revisions of "Customising the Planning View in Logistics Management"
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Tim Laundon (talk | contribs) (Created page with "{{Review}} == Summary == From within the job planning view in logistics management, you can customise the view. The following article explains how to do this. == More Informat...") |
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== Summary == | == Summary == | ||
| − | + | The following article explains how to customise the Job Planning view. | |
| − | == | + | == More Information == |
| − | + | The Job Planning view screen can be customised either on a temporary basis or on a permanent basis, and for each user if necessary. | |
| − | |||
| − | |||
| − | |||
| − | == | + | == Permanent Changes == |
| − | + | Go to {{PlatinumModuleSettings|{{TI}}|Planning Display Customisation}}. | |
| − | |||
| − | {{KB_Tags|customise, view}}{{KB_TI}} | + | === Default Planning View === |
| + | The {{DataPrompt|Employee}} will show {{DataValue|General Users}}. | ||
| + | |||
| + | * Any changes you make in here will apply to all users. | ||
| + | * See [[How do I configure my logistics planning?|How do I Configure my Logistics Planning?]] for an explanation of how to amend this screen. | ||
| + | |||
| + | === Specific Employee Planning View === | ||
| + | You may customise the planning screen for a specific employee e.g. if a user needs to see a specific field which is not necessary for or useful to other users | ||
| + | |||
| + | Go to {{PlatinumModuleSettings|{{TI}}|Planning Display Customisation}}. | ||
| + | * Press {{KeyPress|F5}}. | ||
| + | * At {{DataPrompt|Employee}} enter the relevant {{DataValue|Employee Code}}. | ||
| + | ** Press {{KeyPress|C-F1}} and click {{Button|List}}. | ||
| + | ** Select the employee in the list and click {{Button|Choose}}. | ||
| + | * Amend the fields to suit this employee. | ||
| + | ** See [[How do I configure my logistics planning?|How do I Configure my Logistics Planning?]]. | ||
| + | ** To remove a column simply enter ''0'' in the {{DataPrompt|Field}} column. | ||
| + | * Press {{KeyPress|ESC}} and {{Button|Accept}} the changes. | ||
| + | |||
| + | == Temporary Changes == | ||
| + | Go to {{Menu|{{TI}}|Job Planning}}. | ||
| + | * Press {{KeyPress|F2}} or click {{Button|Search}} to pull up a list of today's jobs. | ||
| + | |||
| + | To move a column e.g. to move the {{DataPrompt|Date}} column across to the left hand side of your screen, hold down the left mouse button on the column heading to be moved. | ||
| + | * ''Drag and drop'' it to suit your display requirements. | ||
| + | |||
| + | See [[How do I change the order of columns?|How do I Change the Order of Columns in Platinum?]] for more information. | ||
| + | |||
| + | == See also == | ||
| + | * [[How do I create a logistics job?]] | ||
| + | * [[How do I configure my logistics planning?]] | ||
| + | |||
| + | {{KB_Tags|customise, view, jobs, ticket, planning, planning screen}} | ||
| + | {{Hint}}{{KB_TI}}{{ZN_Admin}} | ||
Latest revision as of 05:29, 12 April 2019
Contents
Summary
The following article explains how to customise the Job Planning view.
More Information
The Job Planning view screen can be customised either on a temporary basis or on a permanent basis, and for each user if necessary.
Permanent Changes
Go to " Reports & Settings Maintenance Options System Administrator Module Settings Logistics Management Planning Display Customisation".
Default Planning View
The "Employee" will show 'General Users'.
- Any changes you make in here will apply to all users.
- See How do I Configure my Logistics Planning? for an explanation of how to amend this screen.
Specific Employee Planning View
You may customise the planning screen for a specific employee e.g. if a user needs to see a specific field which is not necessary for or useful to other users
Go to " Reports & Settings Maintenance Options System Administrator Module Settings Logistics Management Planning Display Customisation".
- Press <F5>.
- At "Employee" enter the relevant 'Employee Code'.
- Press <Ctrl+F1> and click [List].
- Select the employee in the list and click [Choose].
- Amend the fields to suit this employee.
- See How do I Configure my Logistics Planning?.
- To remove a column simply enter 0 in the "Field" column.
- Press <Esc> and [Accept] the changes.
Temporary Changes
Go to " Logistics Management Job Planning".
- Press <F2> or click [Search] to pull up a list of today's jobs.
To move a column e.g. to move the "Date" column across to the left hand side of your screen, hold down the left mouse button on the column heading to be moved.
- Drag and drop it to suit your display requirements.
See How do I Change the Order of Columns in Platinum? for more information.
See also
