Maintenance > Set Section Defaults

Description

Currently in primary records within FastTrack360 (Parent, Client, Cost Centre, Contact, Job Order, Candidate), a user is able to determine the order that sections are displayed via the 'Manage Sections' action. The current default layouts are based on FastTrack's 'factory settings', and there is no ability for an Agency to influence these defaults. Within records themselves, whilst users can determine the order of the sections, there is also no ability for a user to determine what sections do and do not display.

A new maintenance item has been introduced in this release, called Section Defaults which will provide an Agency with the ability to, by record, determine:

• The sections that display for the record

• The section order

• If users are able to add / remove section items

In addition to the above, within a record, if Maintenance > Section Defaults 'Disable Section Remove' is not ticked for a record, a user will be able to add or remove sections for view within the existing Manage Sections tool. The 'bin' icon will display where an Agency has configured to be available (see Configuration below for details).

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Benefits

These enhancements provide an Agency with the ability to determine the user experience when opening primary records.

Configuration

To access the Section Defaults feature, in Maintenance > Security a new permission item Section Defaults must be assigned to the user.

To configure these settings, open Maintenance > Section Defaults. Select the Add button to display the Add Section Default screen. Select the Record Type the defaults are to be applied to.

Within the pop up, use Add Sections and Remove (bin icon) to determine what sections display by default. Use the up and down arrows to set the order. A new feature available to users via the existing Manage Section action in records, provides them with the ability to add and remove sections. You can disable this by ticking Disable Section Remove in the Add Section Default screen.

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Once settings have been configured for the Record Type, the item displays in a list in Section Defaults. Edits can be made via drop down Actions next to each item and a Delete action is available should you wish to remove the settings for a particular record. Where deleted, if the user selects 'Reset Sections' within the related record, FastTrack's default settings will apply.

Where a Section Default has been configured for a Record Type, existing users who have not made any changes to the page layout via Manage Sections, will experience the new default layout. Users who have made changes in Manage Sections, will continue to experience their existing layout until they select 'Reset Layout' within Manage Sections.

On selection of Manage Sections in a record, a user will know if they have personalised the layout as 'Personal Settings' will display at the header. Where the user has not personalised the settings this will not display. If the Agency has created Section Defaults, and they have been applied, the label will display as 'Manage Sections – Global Settings'.

Please be aware that if any new Custom Sections or Report Tiles (see Reports > Display Reports in Recruitment Manager for more details) are created and assigned to the User's Security Profile, the new item(s) will be available in Manage Sections for allotted record for the user to add if required. These items can also be added to existing Maintenance > Section Defaults if required to be part of the standard layout and will only display where the user has permission to the item.