Creation of Personal Templates 

Use

You can save account assignment rows entered in the data entry area as a personal template. Each time you start the application and when you go to a different data entry period, the account assignment rows are displayed in the data entry period. Therefore, you only need to enter your working times. This means that you do not have to reenter the same working time attributes in every data entry period.

This function is not available for working time attributes that are objects from the cProjects application.

 

Integration

This function is available in the following user interfaces of the Cross-Application Time Sheet:

·        CATS classic

·        CATS regular

A similar function is available in the Mobile Time Sheet..

You can use the RCATSTMP program (Standard Template for the Time Sheet) to define as the standard template any personal template that was already saved for a user. You can create a separate standard template for each data entry profile. The system uses the standard templates for users who have not saved a personal template or who have deleted their saved template. For more information, see the report documentation.

Features

·        You can create a personal template for each combination of user and data entry profile, and you can delete it at any time. The system does not save personal templates in relation to a personnel number, which means that users who record working times for several personnel numbers can use their personal templates for all personnel numbers. You cannot therefore use the Personal Templates function for data entry profiles intended for time recording for multiple personnel numbers.

·        You can decide for each data entry profile whether you want to enable users to create personal templates.

·        The systemsaves all visible working time attributes of rows in which at least one field is ready for input as part of the personal template.

·        The Personal Templates function is linked with the user maintenance function:

-         When you copy a user, any existing personal templates are also copied.

-         When you delete a user, the personal templates are also deleted.

·        The systemcan merge account assignment rows belonging to a personal template with other account assignment rows. For more information, see Sorting and Merging of Account Assignment Rows.

Activities

To save the displayed account assignment rows as a personal template, choose Save as template on the data entry screen.

If a personal template already exists, the system overwrites it with the new one.

To delete an existing personal template, choose Delete template on the data entry screen.