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Student Manager Preferences Ver 8.071 Part 1/2 (System, Names, and Org Preferences)

Learn about the preference settings in Student Manager, including system preferences, name preferences, and organization preferences. Enable/disable features, control field behavior, and set default values. Understand how preferences affect different user roles and enhance the performance of the software.

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Student Manager Preferences Ver 8.071 Part 1/2 (System, Names, and Org Preferences)

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  1. Student Manager Preferences Ver 8.071Part 1/2 (System, Names, and Org Preferences) An ACEware Presentation

  2. Today’s Goals • Preference Basics • Session 1 looks at: • System • Names • Org Preferences • View by Preference types: • Enable/Disable • Performance • Behavior / Preference • New (hidden/obscure) • WWCD • Use the Force… ( SM Help) • Where Do You Go From Here? (Homework) • Questions

  3. What’s it all about…. ACEware

  4. Hear Ye.. Hear Ye Please Vote !!! How Student Manager Works for YOU . . . Depends on how YOU set your preferences

  5. How do you get to preferences?

  6. How do YOU (KOF) control who gets to edit preferences?

  7. IF user has permission Affects ALL users Within that Screen Area What’s up with the color coding?

  8. vive la difference ADMIN vs NON-ADMIN view of Preferences..

  9. Global Preferences VISIBLE, but NOT editable.. Non- Admin View

  10. Full View.. Can Edit all elements Admin View

  11. Your ADMIN can “Top Dog”Preferences eg: Make a certain user’s preferences the standard for other users…

  12. Each Major Screen of SM has a separate tab

  13. Preferences perform different functions Enable and Disable Fields Control Field Behavior Fields with check marks display on screen • How the field is labeled • Is the field validated? • Is the field encrypted? • Set default value for field Control System Behavior • Enable Name Grouping • Turn features ON/Off • “Call Back/Tickler Reminders • Email Course Reminder • Clone Budget Records • etc. etc..

  14. Preferences perform different functions Performance Settings • System • Disable 1st Word Search • Turbo Search Mode • Allow Turbo Option on Reports • Names • Display Deadbeat Info • Course • Display Due and Paid Totals

  15. System Preferences • Name Preferences • Org Preferences ACEware 20th Annual Users’ ConferenceMay 18– 20, 2016 / Hilton Garden Inn, Manhattan Kansas

  16. WWCD ?? What Would Chuck Do !

  17. System

  18. Who’s your friend… . Jason SM On-Line Help Guide

  19. Disable 1st Word Auto Search Performance Preference! On Large datasets, Turning this ON (check the box) can GREATLY improve Name look up speed Is a user Level Preference

  20. Macro Fields TIP: Store Date range and paste into Query (range of dates) Macro Keys store messages for Quick Pasting into text, memo field, or query

  21. User does NOT have permission to edit full preferences? Go to Edit / My User Profile

  22. Preview Courses for ACEweb AND.. You can change the Default browser Set “root” of your ACEweb URL

  23. WWCD ??

  24. Names • Relabeling • New Relabels • New Pref • Senior $ • Disable Pop • Overlooked? • Char 1 • Callback • Name Grouping • Default Sort • ID Lookup

  25. WWCD ??

  26. Org (Organization)

  27. Best setting for SSN/ID #? Open Text Simplifies Combining Names

  28. UDF’s (User Defined Fields) and General Pref Tips

  29. UDF User Defined Fields fields can be labeled and used to store information unique to your organization • UDF’s usage is user specific  • UDF Labels are global, and must be the same for every user • Faculty and Pay UDFs are always enabled. You can label them as you wish

  30. UDF User Defined Fields • UDF Options are available on the following screens: • Names • Courses • Registrations • Faculty • Pay

  31. Enable validation of Character or Numeric fields by putting a + as first character

  32. Take the time to review your system preferences Remind users to set up their e-signature line

  33. Questions?

  34. Annual Users Conference.. ACEware 23rd Annual Users’ ConferenceJune 4-7, 2019 / Westin Hotel, Las Vegas ( Registration now open – Scholarships available)

  35. Join us next Month forSoftware Update:Wednesday, February 6th, 1:30 pm CSTPart 2: Student Manager Preferences:Thursday, February 21th, 2:00 pm CST

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