| Field Name | Preference Field Description |
|---|---|
| Add | Defines a new preference set. |
| Edit | Used to edit filter options of the selected
preference set. User permission types cannot be modified. For example,
if you need to modify a Reorder permission to a View Only permission preference
you will need to add a new preference. Application Behavior: Prior to application version 7.1.6, altering preference configuration in Setup resulted in the removal of that preference when linked to a person. As of application version 7.1.6, this application now attempts to keep the user’s preference presets when a preference has been modified in Setup Preferences. This means, applicable user preferences will remain when inputs conform with the new configuration in Setup. If a user's preferences, or individual preference sets, or individual preference options cannot be logically modified to conform to the new Setup configuration, they will be removed. Examples: The employee has Preference A in their profile, and prefers to work Shift A, and C, and no rank is selected. Suppose employees are now required to indicate any of these shifts A, B, or C and optionally select a Rank. RESULT: The person keeps their preference settings intact because they conform to the new configuration. Suppose employees are now required to indicate one of these shifts A or B, and optionally select a Rank. RESULT: The employees preference is modified. The application removes shift C because it is invalid, and keeps shift A. Suppose employees are now required to indicate one shift (Limit to one item is turned on). The new limit is Shift A, B, or C and optionally select a Rank. The employee has Preference A in their profile, and prefers to work Shift A, and C, and no rank is selected. The preference is removed because shift A and shift C are both valid and the application does not choose between valid user inputs when one is required. Since no rank is defined and it is optional the entire preference is removed. Suppose employees are now required to select any shift and limited to A,B, or C, and rank is required. Before the change in setup, the employee had a blank shift, and chose Manager as the preferred rank. RESULT: A blank entry is interpreted as ANY is FINE or No preference. Since the employee did not indicate a Shift preference, all shift limits defined in the preference are applied to the user’s preference. The employees preference displays A,B,and C, and Manager as the rank. |
Suppose employees are now required to select any shift. No shift limit is set in setup and rank is required. Before the change in setup, the employee had a blank shift, and chose Manager as the preferred rank. RESULT: Because a blank entry is interpreted as ANY is FINE or No preference. Since the employee did not indicate a Shift preference, and no shift limits were defined in setup preferences, the employee’s entire preference is removed. |
|
| Clone | Used to copy and create a new preference. When cloning a preference, all of the settings are copied over to the new preference that includes the user permission which cannot be modified. To modify the user permission area you must add a new preference not clone. |
| Delete | Used to deletes the selected Preference. Deleting removes the selected preference profile from people associated to this Preference Profile. |
| Audit | Used to view activity for a preference in Setup by person. |
| Delete | Used to delete a preference set. |
| Field Name | Preference General Field Description |
|---|---|
| *Name | The name of this Preference. Names are best displayed when concise and meaningful. |
| Institution | *Institution | Shows a list of organizations as configured in Setup > Organizations. When Institution Focus (IF) is turned OFF this an optional field. When IF is turned ON and the Institution Focus Override menu is set to <none> this field is visible and allows for the selection of an institution. When IF is turned ON and the Institution Focus menu is set to an Institution, this field assumes the focused institution and is not visible. |
| *User Permissions | Defines user permissions for the Preference.
Note:
Filter option change depending on which option is selected. Editable and View Only offer the same filter options. Reorder does not because the logic differs. Review the next two tables below for more information. |
| Use Effective Date Ranges | Used to show and require the user to supply a Start and End date for the selected Preference. |
| Only Display if Matches Qualifications | Allows for the selection of preference item rank or specialty only if the items are active on the Person's current profile at the time that the Person modifies their Preferences. Enables with Editable permission only. |
| Field Name | Preference Filter Field Description |
|---|---|
| Required
|
A quick check all ‘Required’ type check box that makes the selected preference or preferences a required selection for users when accessing this preference. |
| Limit to One
|
A quick check all ‘Limit to One’ type check box that limits users when accessing this preference to the selection of one item. |
| Required | Used to make the selected preference require user input. |
| Limit to One | Used to limit the user to a single selection when accessing this preference. |
| Filter: | Filter selections available when either View
Only or Editable are selected:
|
| Field Name | Preference Options Field Description |
|---|---|
| Option: Reorder | Filter options available when Reorder is selected:
|