How do I allocate functions to menu profiles?

Menu profiles are used to give access to different functions within the program to different types of user. Menu profiles are first set up in Maintain Menu Profiles, and then have functions allocated to them.

 

Click here for an overview of how menu profiles are used.

 

These instructions give you information about:

• profiles that only contain functions

• profiles that contain menus and functions

• profiles based on other profiles

• removing functions from profiles

Profiles that only contain functions

If the profile you are amending has only a small number of functions (such as clocking on/off, booking holiday and checking timesheets), you may like to have these three functions showing on the menu bar. To achieve this:

1. Select Profile Functions from the menu.

2. From the list of Menu Profiles on the left hand side of the screen, select the profile that you want to amend.

The Available Functions column shows the menus and functions that are available to allocate to the profile.

3. Highlight the functions in the Available Functions list.

4. Press the << button to transfer them to the Allocated Functions list.

5. If you want to alter the order in which the functions appear on the menu bar, select one of the functions in the Allocated Functions list, and use the Up and Down buttons to move it up or down the list. The item at the top of the list will appear at the left on the menu bar.

6. Once you have added all the functions and put them in the order you want, click Save.

To top of page

Profiles with menus and functions

If the profile you are creating has a number of functions, you may like to group these within menus, to make navigation easier for the user. To do this:

1. Select Profile Functions from the menu.

2. From the list of Menu Profiles on the left hand side of the screen, select the profile that you want to set up.

    

   If you are editing an existing profile, the menus and functions available to that profile are displayed in the Allocated Functions column.

   The Available Functions column shows the menus and functions that available to allocate to the profile.

    

3. In the Available Functions list, highlight the first menu that you want to add. Menus can be identified as they have empty brackets following their name, and a capital M (e.g. Flexitime () - M). You may find it easiest to start with the menu that you want to appear at the left of the menu bar.

4. Click << to transfer this to the Allocated Functions list.

5. In the Available Functions list, highlight the functions that you want to appear under the menu.

6. Click << to transfer these to the Allocated Functions list. The functions will appear directly under the menu.

If you want to create a sub-menu under a menu, add the sub-menu and the functions that you want to appear in it to the Allocated Functions list.

7. If you want to alter the order in which the functions or sub-menus appear in the menu, select one of the functions in the Allocated Functions list, and use the Up and Down buttons to move it up or down the list. The item at the top of the list will appear at the top of the menu list.

8. You now need to indent the functions so that they are displayed under the menus and sub-menus.

   1. Highlight one of the functions, and click the -> button. This inserts a hyphen before the function name indicating that it is a function under a menu.

   2. Highlight one of the menus, and click the -> button. This inserts a hyphen before the menu name indicating that it is a sub-menu.

   3. Highlight a function in the sub-menu, and click the -> button twice. This inserts two hyphens before the function name indicating that it is a function in a sub-menu.

9. Repeat steps 1 to 8 for each of the menus that you want to add.

To top of page

Copying an existing profile

If a profile already exists that is similar to the one you want to create, you can use it as a basis for the new profile. To do this:

1. Select Profile Functions from the menu.

2. From the list of Menu Profiles on the left hand side of the screen, select the profile that you want to amend.

3. In the Copy from: box, select the existing profile that you want to use as the basis for the new profile.

4. Click Copy. You will see a message asking you to confirm that you want to overwrite the existing menu allocations. Click Yes to accept. Otherwise, click Cancel.

5. Make the necessary changes to the profile, and then click Save.

To top of page

Unallocating Functions from Profiles

If you need to remove a function from a profile:

1. Select Profile Functions from the menu.

2. From the list of Menu Profiles on the left hand side of the screen, select the profile that you want to amend.

3. In the list of Allocated Functions, select the function that you want to remove from the profile.

4. Click >>.

5. Repeat steps 3 and 4 until all the required functions have been removed from the Allocated Functions list.

6. Click Save.

 

To top of page

© NorthgateArinso UK Limited. All rights reserved.