Edit Module Preferences
Preferences are organized by modules, displayed in the pane on the left of the window. In addition, with a given module, preferences are further organized by category.
Options at the top of the Preferences window let you indicate whether you want to set preferences for the Repair Center, for yourself, or for another user. The ability to set preferences for the Repair Center and another user will only show if you are a member of an access group with permission to make these changes.
The Category and Search prompts at the top of the Preferences window help you locate particular preferences. Opening the Category field shows all the categories for the selected module. Select a category to have only the preferences corresponding to that category display.
The Search prompt provides a valuable shortcut for finding specific preferences. You can conduct searches within a given module or category, or run the search against All Modules. You do not need to use the % wildcard character, as the tool returns all records in which the search criteria appears, whether it is at the beginning of the field or not.
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Access preferences by selecting Tools > Preferences from the Main Menu.
The preferences for the currently accessed module display in the Preferences window.
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Select the module folder you want to work with from the Module/Category menu on the left.
The page refreshes, displaying preferences for the selected module.
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Choose between two options:
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Select Repair Center from the Set Preferences for field if you want to modify the preferences for a repair center.
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Select User from the Set Preferences for field if you want to modify the preferences for a user.
If you are setting a user preference, your name will show by default. If you are a member of an access group with permission to set preferences on behalf of other users, another member can be selected as needed.
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Use the Category and Search filters to locate the preference you want to edit.
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Select the preference you want to edit.
The Set Preference window opens, displaying a description for the preference on the left and an area to indicate the desired value on the right. Use the information displayed on the left to determine the appropriate value for your desired outcome.
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Make your changes.
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Click Apply.
The Preferences window appears with your new setting highlighted for ease of identification.
User Preference settings always take precedence over settings made for the Repair Center. If you have defined a User Preference, changes made to the corresponding preference for the Repair Center do not affect the user.
This ensures that your personal preferences remain in effect when someone changes the Repair Center setting. If you notice that a Repair Center change has not impacted the system as expected, check the User setting to see if an alternate custom setting has been made.
Category and Search Options