Difference between revisions of "Edit Personal Favorites - SSMT"
Jump to navigation
Jump to search
m |
m (→Remove Items) |
||
| (4 intermediate revisions by 3 users not shown) | |||
| Line 1: | Line 1: | ||
| + | [[Category:SSMT|Favorites]] | ||
==Overview== | ==Overview== | ||
| − | * The system "learns" the user's favorites by saving items as they are selected. | + | * The system "learns" the user's favorites by saving items as they are selected (AddFavoritesAutomatically preference must be set to Y). |
| − | * Users should start by using the specialty favorites. As their personal favorites | + | * Users should start by using the specialty favorites. As their personal favorites fill up they can start to use those. (Is there a default view to be changed?) |
* This should be sufficient for most users and in many cases superior to creating them manually. | * This should be sufficient for most users and in many cases superior to creating them manually. | ||
| − | * In certain situations, a user may want to manually edit their personal favorites | + | * In certain situations, a user may want to manually edit their personal favorites. |
| − | * Users may also wish to copy another user's personal favorites | + | * Users may also wish to copy another user's personal favorites. |
* The organization may wish to create a personal favorites list and assign it to a group of users. | * The organization may wish to create a personal favorites list and assign it to a group of users. | ||
* Keep in mind that V11 has delivered favorites lists for each specialty and these can be edited by the organization. [[V11 Specialty Favorites]] | * Keep in mind that V11 has delivered favorites lists for each specialty and these can be edited by the organization. [[V11 Specialty Favorites]] | ||
| Line 13: | Line 14: | ||
===Remove Items=== | ===Remove Items=== | ||
| − | #Select the favorites category in SSMT | + | #Select the [[favorites]] category in SSMT |
#Select user | #Select user | ||
#Extract | #Extract | ||
#Change 'Inactive' value to 'Y' for items to be removed | #Change 'Inactive' value to 'Y' for items to be removed | ||
#Load | #Load | ||
| − | |||
| − | |||
Latest revision as of 16:24, 31 October 2014
Overview
- The system "learns" the user's favorites by saving items as they are selected (AddFavoritesAutomatically preference must be set to Y).
- Users should start by using the specialty favorites. As their personal favorites fill up they can start to use those. (Is there a default view to be changed?)
- This should be sufficient for most users and in many cases superior to creating them manually.
- In certain situations, a user may want to manually edit their personal favorites.
- Users may also wish to copy another user's personal favorites.
- The organization may wish to create a personal favorites list and assign it to a group of users.
- Keep in mind that V11 has delivered favorites lists for each specialty and these can be edited by the organization. V11 Specialty Favorites
Edit Personal Favorites
Quicklists
Users can create a subset of favorites by clicking the QuickLists icon when selecting an item. They can also be added via the PAT Admin and SSMT favorites load.
Remove Items
- Select the favorites category in SSMT
- Select user
- Extract
- Change 'Inactive' value to 'Y' for items to be removed
- Load