Identifying Default Parameter Groups

On the User Settings form, review the Parameter Groups or Parameter Master Groups you have been granted access to and select one parameter master group or one-to-many individual parameter groups that are to be automatically displayed on the Parameter Group Data Entry form when it is opened. The order in which individual parameter groups appear can also be defined. Specifying default groups expedites the data entry process. For any groups you work with on an occasional basis, a selection tool is available on the Parameter Group Data Entry form to choose specific groups.

Parameter groups and master groups apply to the following modules:

Note:  Default parameter groups/master groups can also be identified for a user in the Parameter Group Admin section on the User Manager form. Changes made on either the User Settings form or the User Manager form are reflected on both forms.

To identity default parameter groups

  1. Click the Welcome label link in the Navigation Tree.

    The User Settings form is displayed.

  2. Expand the User Defaults section, if necessary, and click Default Parameter Groups for Data Entry.

  3. Select a Parameter Master Group from the list and skip to step 7. Or, leave the field blank and continue to step 4 to select one or more individual groups.

  4. Click Add Parameter Group and click the check box adjacent to each parameter group to be automatically displayed on the Parameter Group Data Entry form.

  5. Click Add Parameter Group.

    Each group selected is added as a line item.

  6. Use the up/down arrows at the end of the line items to change the order of the groups, when applicable.

  7. Click Save and close the window to return to the User Settings form.

Related topics

 Changing Your Login Password

 

 Defining a Governing Body Filter

 

 Setting User Preferences