Difference between revisions of "How do I configure colours?"
Nigel Smith (talk | contribs) (→List Colours) |
(Bulk update) |
||
| (31 intermediate revisions by 7 users not shown) | |||
| Line 3: | Line 3: | ||
== More Information == | == More Information == | ||
| − | == List Colours == | + | === List Colours === |
| − | These colours are used to indicate the difference between items or tasks to the user, you can change the colour of the background and the text and are editable from | + | 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 |
| − | + | ||
| + | {{Menu|{{RP}}|Maintenance Options|System Administrator|Platinum Colours|Add or Edit Default Colours}}. | ||
| + | |||
| + | * Click {{Button|List}} to see all options. | ||
==== Ok - Can Do ==== | ==== Ok - Can Do ==== | ||
| Line 13: | Line 16: | ||
An example of where this is used is: | An example of where this is used is: | ||
| − | * | + | * {{Menu|{{ST}}|Point of Sale}} |
| − | * | + | * {{Menu|{{PO}}|Sales Order Link}} |
==== Problem - Can't Do ==== | ==== Problem - Can't Do ==== | ||
| − | This colour indicates to a user that there is a problem with an item or task that requires | + | This colour indicates to a user that there is a problem with an item or task that requires their attention. |
The colour code is {{DataValue|STB}} | The colour code is {{DataValue|STB}} | ||
An example of where this is used is: | An example of where this is used is: | ||
| − | * | + | * {{Menu|{{ST}}|Point of Sale}} |
| − | * | + | * {{Menu|{{PO}}|Sales Order Link}} |
==== OK - Done ==== | ==== OK - Done ==== | ||
| Line 31: | Line 34: | ||
An example of where this is used is: | An example of where this is used is: | ||
| − | * | + | * {{Menu|{{PO}}|Sales Order Link}} |
==== Overridden ==== | ==== Overridden ==== | ||
| Line 39: | Line 42: | ||
An example of where this is used is: | An example of where this is used is: | ||
| − | * | + | * {{Menu|{{ST}}|Point of Sale}} |
==== Due in Future ==== | ==== Due in Future ==== | ||
| Line 47: | Line 50: | ||
An example of where this is used is: | An example of where this is used is: | ||
| − | * | + | * {{Menu|{{SP}}|Contacts Due}} |
==== Due Now ==== | ==== Due Now ==== | ||
| Line 55: | Line 58: | ||
An example of where this is used is: | An example of where this is used is: | ||
| − | * | + | * {{Menu|{{SP}}|Contacts Due}} |
==== Overdue ==== | ==== Overdue ==== | ||
| Line 70: | Line 73: | ||
An example of where this is used is: | 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 ==== | ==== Very Bad ==== | ||
| − | This colour is to show that it is Very Bad and urgent action is needed. | + | This colour is to show that it is Very Bad and urgent action is needed. |
The colour code is {{DataValue|DLD}} | The colour code is {{DataValue|DLD}} | ||
An example of where this is used is: | An example of where this is used is: | ||
| − | * | + | * {{Menu|{{WS}}|Service/MOT}} |
| − | ==== | + | ==== Ok and Checked ==== |
| − | This colour is used to indicate | + | 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| | + | The colour code is {{DataValue|POB}} |
An example of where this is used is: | 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 is | + | This colour indicates to a user that there is a problem with an item that needs urgent attention. |
| − | The colour code is {{DataValue| | + | The colour code is {{DataValue|POC}} |
An example of where this is used is: | 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 | + | This colour indicates to a user that there is a problem with an item that needs immediate attention. |
| − | The colour code is {{DataValue| | + | The colour code is {{DataValue|POD}} |
An example of where this is used is: | 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 == | == See also == | ||
| − | *[[Can I | + | * [[Can I change the colours on charts?]] |
| + | * [[How do I Create a New Status?]] | ||
| − | {{KB_Tags| | + | {{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
Contents
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:
- " Stock Control Point of Sale"
- " Purchase Order Processing Sales Order Link"
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:
- " Stock Control Point of Sale"
- " Purchase Order Processing 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 'STD'
An example of where this is used is:
- " Purchase Order Processing Sales Order Link"
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:
- " Stock Control 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 'TM1'
An example of where this is used is:
- " Sales Prospecting 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 'TM2'
An example of where this is used is:
- " Sales Prospecting Contacts Due"
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:
- " Sales Prospecting 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 " 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:
- " Workshop Service/MOT"
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:
- " Workshop Service/MOT"
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:
- " Workshop 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 '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
