Shop-Trak Customizing the Visual Dispatch

Using a special Administrative password protected login, Administrators can customize certain attributes of the Visual Dispatch and save them as the default for the Site or the Resource Group. 

IMPORTANT:  You must have System Administrator (SA) access in order to set the Visual Dispatch password.

Customization Levels

• Vendor Default - Standard Visual Dispatch default (lowest level).
• Site - Default for the Site, unless there is a Resource Group level, or a User Level (higher level).
• Resource Group - Default for the Resource Group, unless there is a User Level (higher level).
• User - Specific to the employee login and will always be the default for the employee when one exists (highest level).

Creating Site and Resource Group Customizations

To make and save customizations at the Site and Resource Group level, a password needs to be set up for the Shop-Trak Shop Floor Administrative login.  

1. From the Shop-Trak Utilities menu select the Shop-Trak Visual Dispatch Settings form.  
2. Specify an Admin Password that will allow Administrators to log in to Shop-Trak Shop Floor and customize the Visual Dispatch.  There are no minimum requirements for the password.  At any time, the password can be reset by opening this form and entering a new password. 
3. Save the change and close the form.

Making Changes to the Visual Dispatch

1. Open a Shop-Trak Shop Floor session and specify VisDisAdmin in the Employee field. 
2. Enter the Password that was specified in the Shop-Trak Visual Dispatch Settings form.  
3. In the Identify Your Editing Scope window, specify at what level the changes are applicable: To the Site or the Resource Group.   
4. When the Visual Dispatch opens, it will be empty. 
5. From the Resource Group drop-down, select a group to make the changes for.  If the changes are Site level, any Resource Group may be selected. 
6. The following attributes can be changed:

• Column Order – Put the most referenced columns to the left.  Least referenced information can stay off to the right.  To move a column, simply select the column and drag it to the column location and release to insert the column. 
• Column Width – The column width is set to a default value.  Change the column width to suit the data being displayed.
• Row Height – Adjust the height of the rows to show more or less information.
• Splitter Position – Drag the splitter between the upper grid and the lower grid to show more or less on the top or bottom.
• Tab Color – Right-click on each of the tabs.  A color menu will display.  Set the colors of the tab to best suit the desired look and feel. 

7. Notice at the bottom of the form, the Editing Level is displayed for reference. 
8. When all changes are made, click Send to save the changes: 

• Click Save to keep the changes.
• Click Cancel to ignore any changes made and close the form.

9. Once changes have been made and saved, the next time the Administrator logs in and makes changes, the option to revert to the Default Settings will be available.  Choosing this option will discard all changes and bring back the original form. 

Related Topics

Shop-Trak Defining Main Parameters

Shop-Trak Setting Up the Employee Profile - Options Tab