Customize Sticky Notes

This option allows you to specify the default sticky note colour for an employee, and to dictate whether or not sticky notes are always shown when he or she opens a screen.

1. From the Home screen, do one of the following:
   
   • Click Configure on the navigation panel.
   • Click the down arrow next to Home on the menubar and select Configure.
   • Click Areas > Configure on the menubar.

From any other area of the program, do one of the following:

1. • Click the down arrow to the right of the Home options bar button and select Configure.
   • Click Home > Configure on the menubar. The Configure screen displays.
2. Click User Options > Customize Sticky Notes on the navigation panel. The Customize Sticky Notes screen displays.
3. In the Employee to edit field, enter the appropriate employee code, click the lookup button or click in Employee to edit field and press [Tab] to bring up the Employee to Edit screen .
   
   Note: If you are not an system administrator, the employees to edit may be restricted to your own login or to employees with whom you have a relationship defined in employee detail, depending on your security permissions.
   1. In the search bar, make the appropriate selection in the first dropdown menu:
      • Lookup Code
      • Name
      • Department
      • Job Title
   2. Make a selection in the second dropdown menu:
      • Equals: If you choose equals, enter the complete lookup code, name, department, or title in the field provided.
      • Contains: If you choose contains, enter part of the lookup code, name, department, or title in the field provided.
   3. Click Find.
   4. Click on the correct employee in the list, and then click Finish.
4. You can do the following from here:
   
   • Copy Sticky Notes Settings to Other Users
     1. Do one of the following:
        
        • Click Actions > Copy Settings to on the options bar.
        • Click Actions > Copy Settings to on the menubar.

     2. In the employee list, click on the name of the employee to inherit the field default settings. To narrow the list of employees, use the search bar .
        1. make the appropriate selection in the first dropdown menu:
           • Lookup Code
           • Name
           • Department
           • Job Title
        2. Make a selection in the second dropdown menu:
           • Equals: If you choose equals, enter the complete lookup code, name, department, or title in the field provided.
           • Contains: If you choose contains, enter part of the lookup code, name, department, or title in the field provided.
        3. Click Find.
     3. Click on the name of the appropriate employee and click the down arrow to move the name into the Selected list. To select all of the employees in the list, click the double down arrow.

     Note: To choose more than one employee at a time (but not all of the employees in the list), use the [Ctrl] or [Shift] key as you click on employee names.

     4. Click Finish to save your changes.

     Click Cancel to exit the screen without copying any sticky notes settings.

   • Edit Sticky Notes Settings
     1. Optionally select a Default color for the employee's sticky notes. This might be helpful, for example, if you wished for different departments' sticky notes to display in different colors.
     2. Select the Always show sticky notes when opening a screen checkbox if desired. This means the sticky note will display in expanded form when the screen is opened. If not, the sticky note will display but will be collapsed, and the user will need to expand it in order to read the sticky note text.
     3. Click Finish to save your changes.
        
        Click Cancel to exit the screen without saving any of the changes you have made to the selected employee's sticky notes settings.