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| Document Name: |
OpsCenter 3 User Guide |
| Last Updated: |
July 13, 2006 |
| OpsCenter Versions: |
3.0.0 to 3.5.0 |
| Full Page View: |
Click
Here |
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| User Menus and Toolbars:
User Menu Items:
General Configuration Overview:
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Overview of User Menu Options:
The following briefly describes all the menu options on the OpsCenter
menu bar:
- File
- Connect
| This option will force the OpsCenter to connect to the database
that is specified in the user's profile. This option is only visible
when OpsCenter is offline. |
- Disconnect
| This option will force the OpsCenter to disconnect from the
database. This option is only visible when OpsCenter is offline.
Normally, if a disconnection occurs due to an interruption in
network connectivity, OpsCenter will automatically try to reestablish
the database connection periodically. After an intentional disconnect,
such as using this menu option, the OpsCenter will not try to
reestablish a database connection automatically. Restart OpsCenter
or use the Connect option to reestablish a database connection |
- Exit - Bypass AutoLog
| If the option to automatically log the user IN and OUT when
OpsCenter opens and closes is enabled, this menu option will close
OpsCenter and will not automatically log the user OUT.
This option is also available when left-clicking the system tray
icon. |
- Exit
| If the option to automatically log the user IN and OUT when
OpsCenter opens and closes is enabled, this menu option will close
OpsCenter and will automatically log the user OUT. This
option is also available when left-clicking the system tray icon. |
- Edit
- Refresh
| This menu option will refresh all the data on all the current
OpsCenter windows. This menu option is the same as the built-in
automatic refresh that occurs periodically. The interval for the
automated refresh can be set in the preferences. |
- Keep In System Tray
| This menu option is a toggle that will determine if the icon
for the OpsCenter is kept in the system tray. When the program
runs from the system tray, it can only be closed by clicking one
of the Exit menu options, either under the File
menu or by right clicking on the OpsCenter icon in the system
tray. The default startup setting for this toggle can be set in
the preferences. |
- Preferences
| This menu option opens the preferences window. (See the Preferences
section for more information.) |
- Change Default User
| This menu option allows the user to set or change the default
user in the current profile. If a password is set for the selected
user, that password will have to be entered before the selected
user will be set as the default user. This menu option will be
grayed out if it disabled in the system
controls. |
- Clear Log File
| This menu option will clear the log file. |
- View
- Open Status Table
| This menu option will open up a status table window. You can
open up as many status table windows as you want. Each one can
be set with their own display settings. |
- Status Bar
| This menu option is a toggle for displaying the status bar at
the bottom of the program. The status bar simply displays information,
such as date and time, as well as current message counts, last
action performed and number of days remaining in demo period. |
- Standard Toolbar
| This menu option is a toggle for displaying the standard toolbar.
This toolbar contains large icons which provide quicker access
to the most common features. The buttons perform identical actions
as their menu item equivalent. (See Standard
Toolbar section for more information.) |
- Control Panel Toolbar
| This menu option is a toggle for displaying the control panel.
The control panel is one of several ways to control the status
and memos of users. The buttons will control the status of the
user currently selected in the user list. (See Control
Panel section for more information.) |
- Standard View
- Vacation Calendar
- View Log File
| This menu option will open up the log file. The file will be
opened in the computer's default text editing program. |
- My Managers
- My Groups
| This menu option opens the local group controls. (See the My
Groups section for more information.) |
- My Status Change Macros
| This menu option opens the local status change macros control.
(See the My Status Change Macros section
for more information.) This menu option will be grayed out if
it disabled in the system
controls. |
- My Messages
| This menu option opens the My Messages window. (See the My
Messages section for more information.) |
- My Bulletin Board Posts
- My Scheduled Events
| This menu option opens the Scheduled Events Manager. (See the
My Scheduled Events section for more information.) |
- My Out-of-Office Schedules
- My Sick Days
| This menu option opens the Sick Days Manager. (See the My
Sick Days section for more information.) |
- My Vacation Schedules
| This menu option opens the Vacation Schedules Manager. (See
the My Vacation Schedules section for
more information.) |
- My Work Schedules
| This menu option opens the Work Schedules. (See the My
Work Schedules section for more information.) |
- Vacation Calendar
| This menu option will open up a vacation calendar window. This
option will be grayed out if all of the features that have items
displayed on the calendar have been disabled in the system
controls. |
- My Status
| All of the My Status menu items are also available when left-clicking
the system tray icon. |
- In / Out / Do Not Disturb / Vacation / <no status>
| These menu options control the status for the default user.
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- Status Alias
| This menu option allows you to set the default user's status
to any defined alias. The submenu for this item will provide the
list of all available aliases. Aliases are defined globally by
the administrator in the Manage
Status Aliases control. This option will be grayed out if
there are not any aliases defined in the system or if the status
change alias feature has been disabled in the system
controls. |
- Status Change Macro
| This menu option allows you to execute a locally or globally
defined status change macro on the default user. The submenu for
this item will provide the list of all available macros. The local
and global macros will be listed together. Macros are defined
globally by the administrator in the Manage
Global Macros control or locally in the My
Status Change Macros control. This option will be grayed out
if there are not any macros defined in the system or if the status
change macro feature has been disabled in the system
controls. |
- Back in 15 min. / Back in 30 min. / Back in 1 hour
| These menu options will set a back at time relative to the current
time. |
- Set Back at time
| These menu options will display a dialogue screen where any
back at time can be specified. |
- Set Back on date
| These menu options will display a dialogue screen where any
back at day can be specified. |
- Set Memo
| This menu option will let you set the memo field for the default
user. |
- Clear Memo
| This menu option will clear the memo field for the default user.
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- Action
| All of the Action menu items are also available when left-clicking
the system tray icon. |
- Add / Delete Notification
| This menu will open the Add/Delete Notification dialog. (See
the Status Change Notifications section
for more information.) This option will be grayed out if the status
change notification feature has been disabled in the system
controls. |
- Add Bulletin Board Post
| This menu option will open a dialog where you can add a bulletin
board post to the bulletin board. (See the Add/Edit
Bulletin Board Posts section for more information.) This option
will be grayed out if the bulletin board feature has been disabled
in the system
controls. |
- Add Scheduled Event
| This menu option will open a dialog where you can add a scheduled
event to the event calendar. (See the Add/Edit
Scheduled Events section for more information.) This option
will be grayed out if the scheduled event feature has been disabled
in the system
controls. |
- Add Vacation Schedule
| This menu option will open a dialog where you can add a vacation
schedule to the vacation calendar. (See the Add/Edit
Vacation Schedules section for more information.) This option
will be grayed out if the vacation system has been disabled or
if vacation requests are required. These settings can be set in
the system
controls. |
- Add Sick Day
| This menu option will open a dialog where you can add a sick
day to the vacation calendar. (See the Add/Edit
Sick Days section for more information.) This option will
be grayed out if the sick day feature has been disabled in the
system
controls. |
- Add Work Schedule
| This menu option will open a dialog where you can add a work
schedule to the system. (See the Add/Edit
Work Schedules section for more information.) This option
will be grayed out if the work schedules feature has been disabled
in the system
controls. |
- Add Out-of-Office Schedule
| This menu option will open a dialog where you can add an out-of-office
schedule to the system. (See the Add/Edit
Out-of-Office Schedule section for more information.) This
option will be grayed out if the out-of-office feature has been
disabled in the system
controls. |
- Open New Messages
| This menu option will open all unread notes, phone messages,
and vacation requests. An error message will be displayed if there
are not any unread messages to display. Because messages are displayed
outside of the main OpsCenter window, the program will automatically
minimize in order to display all the messages. |
- Send Note
| This menu option will open a dialog where you can send a note
to any other user or group of users. (See the Sending/Receiving
Notes section for more information.) This option will be grayed
out if the notes feature has been disabled in the system
controls. |
- Send Phone Message
| This menu option will open a dialog where you can send a phone
message to any other user. (See the Sending/Receiving
Phone Messages section for more information.) This option
will be grayed out if the phone messages feature has been disabled
in the system
controls. |
- Send Vacation Request
| This menu option will open a dialog where you can send a vacation
request to a user that is a member of the specified vacation approval
group. (See the Adding A Vacation section
for more information.) This option will be grayed out if the vacation
system has been disabled or if vacation entries do not require
approval. These vacation settings can be managed in the system
controls. |
- Admin Controls
- Window
| In addition to listing all the OpsCenter windows that are currently
open, This menu provides a few additional windows controls. |
- Close
| This menu option closes the currently selected OpsCenter window. |
- Close All
| This menu option closes all OpsCenter windows. |
- Standard View
| This menu option restores the OpsCenter windows to the default
view. The default view is how it appears when the program starts.
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- Window List
| The list of open windows provides direct access to any window. |
- Help
- Current Status
| This menu option displays the current status of various OpsCenter
features and parameters. This window is for displaying information
only. To make changes to the features and parameters, use the
preferences or system
controls. |
- Enter Registration Code (A.K.A. - Submit Registration Code)
| This menu option opens the window where a registration code
can be entered into the database. (See the Enter
Registration Code section for more information.) |
- Purchase Registration Code Online
| This menu option opens up a web site in a browser where a registration
code can be purchased online. An Internet connection must exist
in order to access the website. |
- Check Internet for Updated OpsCenter Version
| This menu option will make OpsCenter go out on the Internet
and check to see if there is an updated OpsCenter client available.
Information about any available update will then be displayed. |
- Tip of the Day
| This menu option will open up the Tip of the Day window which
provides quick access to a few tips for using OpsCenter. |
- Online Support Documentation
| This menu option opens up a web site in a browser where all
support documentation for OpsCenter can be accessed. An Internet
connection must exist in order to access the website. |
- Email Technical Support
| This menu option will now open up a blank Email addressed to
Audama Technical Support in the computers default Email program.
This makes obtaining technical support quicker and easier. |
- About
| This menu option displays the program splash screen which displays
some program information. |
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Standard Toolbar:
The standard toolbar provides an additional method of managing the status
of all the users. You can show or hide the standard toolbar by toggling
the "Standard Toolbar" option under the "View" menu.
You can also set the standard toolbar to display automatically when OpsCenter
starts. The option for that is in the preferences.
- Controls
- Refresh
- Preferences
- System Controls
- My Messages
- Send Note
- Send Phone Message
- Send Vacation Request
- Open New Messages
- Open Status Table
- View Log File
- My Bulletin Board Posts
- My Vacation Schedules
- My Out-of-Office Schedules
- My Event Schedules
- My Work Schedules
- My Sick Days
- Vacation Calendar
- Help
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Control Panel:
The control panel toolbar provides an additional method of managing the
status of all the users. You can show or hide the control panel toolbar
by toggling the "Control Panel Toolbar" option under the "View"
menu. You can also set the control panel toolbar to display automatically
when OpsCenter starts. The option for that is in the preferences.
The controls will be grayed out if you don't have the proper permissions
to change user statuses.
- Controls
- User
| This control allows you to set the user you wish to control
the status of. All other actions on the control panel will be
applied to the selected user. |
- In / Out / DND / Vaca / <no status>
| These buttons will change the selected user's status to the
one specified. |
- Alias
| This control allows you to set the status of the selected user
to one of the status aliases defined in the system. This control
will be grayed out if there are not any aliases defined. |
- Status Change Macro
| This control allows you to execute a status change macro on
the selected user. This control will be grayed out if there are
not any macros defined. |
- Will be back in 15 min. / Back in 30 min. / Back in 1 hour
| These buttons will change the selected user's status to "OUT"
and set the back at time to the specified point in the future. |
- Will be back at
| This button will display a window that allows you to set the
back at time of the selected user to any time on the current day. |
- Will be back on
| This button will display a window that allows you to set the
back at time of the selected user to any day. |
- Set Memo
| This button allows you to set the memo field for the selected
user. The desired memo needs to be entered into the text field. |
- Clear Memo
| This button allows you to clear the memo field for the selected
user. |
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Preferences:
The Preferences window provides users with basic customizations for the
behavior and appearance for the local OpsCenter client. This window can
be opened by selecting Preferences under the Edit menu header. These settings
are what make up the user profile for the local computer. The default
value for many of these fields can be set in the Default
User Profile window accessible under the Admin Controls menu. When
a new profile is created, the default settings in the profile are set
according to the Default
User Profile. The following are details for all the available preference
settings:
- User Information
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The user information tab shows some basic information for the
default user. This information is for display purposes only but
these fields can be changed from the Manage
Users administrative option.
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- Display Settings
- Name Format
| This option allows the user set the format to display the user
names. The names can be displayed firstname lastname or
lastname, firstname. This format applies to all places
that user names appear. (Default Value: lastname,
firstname.) |
- Application Theme
| This option allows the user to set the display style for the
various visual components of the application. This includes the
look of the menus, toolbars, and docked windows and tabs. (Default
Value: Modern 1.) |
- Default Status Table Group
| This option allows the user to set the name of the default group
that will be displayed whenever a new status table window is opened.
Changing this setting will not modify any status table windows
already opened. (Default Value: All.) |
- Default Vacation Calendar Group
| This option allows the user to set the name of the default group
that will be displayed whenever a new vacation calendar window
is opened. Changing this setting will not modify any vacation
calendar window already opened. (Default Value: All.) |
- Default event calendar time-frame (New
in v. 3.4.0)
| This determines how far in the future schedules will be displayed
in the event calendar on the status table. (Default Value:
3 Months. Minimum Value: 1
Day. Maximum Value: 10 Years.) |
- Messaging Controls 1
- System tray/Messages icon blink rate (New in v. 3.4.0)
| This determines how fast the sytem tray and my messages icons
will blink when there are waiting new messages. |
- Sound Effects (New in v. 3.4.0)
| This determines which audio sound effect will play when a new
message arrives or pops up. Click the play button to preview the
sound effect. (Default Value: default.wav.) |
- Messaging Controls 2
- When message arrives (New in v. 3.4.0)
| This determines how a message will be handled when it arrives.
It can either pop up on the screen, not pop up and blink the system
tray/program icon, or pop up based on the current users status.
This setting can be overridden for high priority messages based
on the settings below. (Default Value: Pop
up when user status is 'IN'.) |
- Play audible alert when (New in v. 3.4.0)
| This determines when the aubible allert will play, either when
the message arrives, pops up, or never. This setting can be overridden
for high priority messages based on the settings below. (Default
Value: When message pops up.) |
- When a high priority message arrives (New in v. 3.4.0)
| This determines whether or not to handle high priority messages
different from the prefferences default preferences above. (Default
Value: False, False .) |
- Auto-format phone numbers by default
| This option determines if the option to auto-format a phone
number on a phone message is on when a new phone message is created.
(See the "Sending
/ Receiving Phone Messages" section for more information
on the auto-format phone number option.) This option will be grayed
out if the administrator has disabled the phone messages system
or if a phone number country format has not been selected. Both
of these controls can be managed in the system
controls. (Default Value: True.) |
- Close original message on reply/forward (New in v. 3.4.0)
| This determines whether or not to close the original message
when the reply or forward option is clicked. (Default Value:
False.) |
- Close original message on message send (New in v. 3.4.0)
| This determines whether or not to close the original message
when a reply or forwarded message is sent. This option will be
ignored if the "Close original message on reply/forward"
option is selected since that event occurs before this one. (Default
Value: False.) |
- Auto-Update Options
- Automatically archive old messages
| This option allows the user to set the amount of time to keep
notes and phone messages that have been read. Messages that are
older than the chosen age will be automatically archived in the
system. Archived messages can still be accessed by selecting the
display archived messages option in the My Messages window. Automatically
archiving these old messages helps reduce the clutter in the message
inbox. Unchecking this option will result in messages not being
archived automatically. (Default Value: 2
Weeks. Minimum Value: 1
Day. Maximum Value: 12 Months,
unless otherwise determined by administrator in the system
controls.) |
- Automatically delete old messages
| This option allows the user to set the amount of time to keep
notes and phone messages that have been read. Messages that are
older than the chosen age will be automatically deleted from the
system. Deleted messages cannot be recovered. Automatically deleting
these old messages helps reduce the clutter in the message inbox.
Unchecking this option will result in messages not being deleted
automatically. The check box will be grayed out if the administrator
has set the option to force old messages to be deleted in the
system
controls. (Default Value: 12
Months. Minimum Value: 1
Day. Maximum Value: 10 Years,
unless otherwise determined by administrator in the system
controls.) |
- Check for old messages every
| This option allows the user to set the frequency that the OpsCenter
client will go through their messages and archive and delete old
messages based on the auto-archive/delete settings. (Default
Value: 1 Day. Minimum Value: 1
Day. Maximum Value: 12 Months,
unless otherwise determined by administrator in the system
controls.) |
- Check for old messages
| This button allows the user to manually force OpsCenter to go
through their messages and archive and delete old messages based
on the auto-archive/delete settings. This manually control bypasses
the set schedule to automatically check for old messages. The
date and time OpsCenter last checked for old messages are also
displayed. This date and time applies to both the manual and automatic
check. |
- Table Refresh Rate
| This option determines how frequent the local OpsCenter client
queries the database to get updated user status information, schedules,
bulletin board posts, messages, administrative settings, etc.
The user can force the local OpsCenter client to update the status
information immediately by selecting "Refresh" from
the standard toolbar or from the Edit menu. Notes, phone messages,
and vacation requests are additionally sent directly between clients
so they will still reach their destination within seconds of being
sent even if the refresh interval is large. (Default Value:
1 Minute. Minimum Value: 15
Seconds, unless otherwise determined by administrator in
the system
controls. Maximum Value: 12 Hours.) |
- Startup/Shutdown
- Startup mode
| This control will determine how the main OpsCenter window will
be displayed when the program first starts. The three options
are: 1) Minimized - OpsCenter will startup minimized on the program
bar or minimized in the system tray if "Run in system tray
on program start" is enabled; 2) Normal - OpsCenter will
startup in a normal window which only takes up part of the screen;
3) Maximized - OpsCenter will load maximized so it will take up
the entire screen. (Default Value: Minimized.) |
- Log IN and OUT automatically when program opens and closes
| This option determines whether the OpsCenter client will automatically
log the default user IN when the program starts and OUT when the
program ends. Shutting down the computer without closing OpsCenter
first still counts as a program ending event and will log the
default user OUT if this option is enabled. Selecting "Exit
- Bypass AutoLog" from the "File" menu will shut
down OpsCenter and will not log the default user OUT even
if this option is enabled. (Default Value: True.) |
- Run in system tray on program start
| This option determines whether the OpsCenter icon will appear
in the computers system tray when the program starts. The icon
can still be added or removed from the system tray during the
current session by using the menu option "Keep in System
Tray" under the "Edit" menu. (Default Value:
True.) |
- Start program on Windows startup
| This option determines whether OpsCenter will start automatically
when Windows starts up. (Default Value: True.) |
- Show splash screen on program startup
| This option determines whether the OpsCenter splash screen is
displayed when the program starts. This option will be grayed
out if OpsCenter is running in demo mode.
(Default Value: True.) |
- Display DB connection errors on program start
| This option determines whether or not a database error message
is displayed if the database cannot be found when OpsCenter first
starts. This option is useful in situations where the computer,
such as a laptop, is not always connected to the network where
the OpsCenter database is located. If this option is disabled
and the computer cannot find the OpsCenter database, the program
will startup in a disconnected state. If this option is enabled
and the computer cannot find the OpsCenter database, the program
will display a database connection error message and provide the
user the opportunity to create a new database or manually locate
an existing OpsCenter database. (Default Value: True.) |
- Passwords / Paths
- Enable Password
| This option determines if the user password feature is enabled.
When enabled, a password will need to be inputted when logging
into OpsCenter as the user with the password. The option below
to remember password when logging in can be used to not have to
always type a password on the local computer. Any other OpsCenter
client on the network that tries to log in as the user will have
to enter the password. This option will be grayed out if the password
system is disabled in the system
controls. There is also an administrative control to force
all users to have a password so this option will become enabled
even if the user doesn't specifically enable it. If all users
are forced to have a password, this option will also be grayed
out. (Default Value: False.) |
- Change / Set Password
| This button allows the user to change or set their password.
If the password option is enabled for the user, a password will
need to be entered. A blank password is not allowed. A windows
will come up allowing the user to enter a password. If no password
has been previously set, just enter the new password. If a previous
password exists, the old password will also need to be entered.
(Minimum Password Length: 3 Characters.) |
- Clear Password
| This button allows the user to clear their current password
from the system. If the password option is enabled for the user,
a password will need to be entered. A blank password is not allowed. |
- Remember password when logging in
| This option determines whether OpsCenter will remember the default
user's password when the program starts. If this option is enabled,
the password will not need to always be entered when the program
starts. If this option is disabled, then OpsCenter will forget
the default user's password when the program ends. As a result,
the next time OpsCenter starts, the password for the default user
will have to be entered. (Default Value: True.) |
- Log file path
| This text field specifies the file to write all the programs
log entries to. The log file is a plain text file that can be
viewed in any text editor. To change the location or name of this
file, click the "Browse" button and select the new location.
If the "Browse" button is grayed out, click on the "Enable"
button above the text fields. If a password is requested, enter
the database password that was set in the system
controls. You will also be given the option to move or copy
the existing log file to the new location. (Default Value:
%APPDATA FOLDER%\logfile.txt) |
- Generate Log File
| This option determines if a log file is automatically generated.
Events that are recorded in the log include any status changes.
The log file can be viewed by selecting "View Log File"
from the "View" menu. The log file can be cleared by
selecting "Clear Log File" from the "Edit menu.
The location and maximum size of the log file can be set in the
preferences on the "Password / Paths" tab. This option
will be grayed out if the administrator has set the option to
force all users to generate a log file in the system
controls. (Default Value: True.) |
- Maximum Log File Size
| This option allows the user to specify the maximum size that
the log file should reach. (1000 KB = 1 MB) OpsCenter will periodically
check the log file size and reduce the size to 90% of the maximum
size. The oldest log entries will be the first ones deleted. Because
the file reduction is based on bytes and not log entries, after
a reduction occurs, part of a log entry may be left behind at
the top of the log file. (Default Value: 1000
KB. Minimum Value: 1 KB.
Maximum Value: 1000 KB.) |
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My Groups:
The My Groups window provides users with the opportunity to define their
own sets of user groups. These local groups will then show up in some
group lists such as on the status table, vacation calendar, and when sending
a note to a group. (Note: Some group lists, such as the display for group
on a bulletin board posts, will only display global groups defined by
the administrator in the Manage
Global Groups control.) To access the local user groupings, click
on "My Groups" under the "Edit" menu. There is no
limit to how many local groups can be created. These local groups will
not appear for any user other than the one who created them.
- Add / Remove / Rename Group
- Add Group
| To create a new local group, just enter the name and click "Add
Group." An empty group will then be created. The members
for the new group can then be set on the "Set Groupings"
tab. The name of the local group can be the same as the name of
a local group created by another user. However, the name of the
local group cannot be the same as an existing global group. |
- Remove / Rename Group
| To remove an existing local group, select the local group from
the group list and click "Delete Group." The group will
then be permanently deleted. To rename an existing local group,
select the local group from the group list and enter in the new
group name. Then click "Apply" to save the new name.
The name of the local group can be the same as the name of a local
group created by another user. However, the name of the local
group cannot be the same as an existing global group. |
- Set Groupings
- Add to group (>>>)
| After selecting a local group in the group list, users can be
added to the local group by selecting the user in the "Remaining
users" list and clicking the ">>>" button.
That selected user will then move to the "Current group members"
list. To save any group membership changes, click the "Apply"
button. To undo any group membership changes made since the last
save spot, click the "Reset" button. Once the "Apply"
button is clicked, the membership changes are saved and cannot
be "Reset" to their previous state except by manually
adding and removing the users from the group. |
- Remove from group (<<<)
| After selecting a local group in the group list, users can be
removed from the local group by selecting the user in the "Current
group members" list and clicking the "<<<"
button. That selected user will then move to the "Remaining
users" list. To save any group membership changes, click
the "Apply" button. To undo any group membership changes
made since the last save spot, click the "Reset" button.
Once the "Apply" button is clicked, the membership changes
are saved and cannot be "Reset" to their previous state
except by manually adding and removing the users from the group. |
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My Status Change Macros:
The My Status Change Macros window provides the user with the opportunity
to define their own sets of status change macros. A status change macro
provides you with the ability to set a status, return date/time, and memo
all with just a few mouse clicks. When the macro is created, it can be
executed on any user by selecting the status change macro controls on
the control panel, right clicking on the status table, from the Action
menu, or by right clicking the system tray icon. To manage the local status
change macros, click on "My Status Change Macros" under the
"Edit" menu. There is no limit to how many local macros can
be created. These local macros will not appear for any user other than
the one who created them. Macros can be defined globally so they are available
to all users in the Manage
Global Status Change Macros control under the admin controls.
- Add Macro
| Just complete the provided fields and click on the "Add"
button. |
- Macro Name
| Enter the name of the macro. The name is what will show up in
the macro lists when you choose to run a macro. The name of the
local macro can be the same as the name of a local macro created
by another user. However, the name of the local macro cannot be
the same as an existing global macro. |
- Perform Action
| Select any of the available status or status alias options you
wish to be set when the macro is executed. "<no action>"
will not make any status change when the macro is executed. |
- Action On
| This field lets you know that the action will be performed on
the selected user. The selected user is the default user when
the macro is ran from the Action menu or by right clicking the
system tray icon. |
- Return Time / Date
| This control allows you to specify the return time or day that
is set when the macro is executed. The available choices for time
and day will vary depending on the status selected above. |
- Memo
| This control allows you specify the memo to be set when the
macro is executed. If the checkbox is not checked, no memo will
be set when the macro is executed. |
- Edit / Delete Macro
| Select the macro you wish to edit or delete. To edit the macro,
just make the changes necessary and click the "Apply"
button. To delete the macro, just click the "Delete" button. |
- Macro Name
| Edit the name of the macro. The name is what will show up in
the macro lists when you choose to run a macro. The name of the
local macro can be the same as the name of a local macro created
by another user. However, the name of the local macro cannot be
the same as an existing global macro. |
- Perform Action
| Select any of the available status or status alias options you
wish to be set when the macro is executed. "<no action>"
will not make any status change when the macro is executed. |
- Action On
| This field lets you know that the action will be performed on
the selected user. The selected user is the default user when
the macro is ran from the Action menu or by right clicking the
system tray icon. |
- Return Time / Date
| This control allows you to specify the return time or day that
is set when the macro is executed. The available choices for time
and day will vary depending on the status selected above. |
- Memo
| This control allows you specify the memo to be set when the
macro is executed. If the checkbox is not checked, no memo will
be set when the macro is executed. |
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Status Table:
The Status Table displays user status information as well as provides
access to the controls to monitor and manage user status. A status table
window will automatically be displayed when the program starts. Additional
status table windows can be opened by selecting "Open Status Table"
from the "View" menu. There is no limit to how many status table
windows can be opened. Each window can have its own display and sort options.
The default group that is displayed can be controlled in the preferences.
- Status Table Controls
| The controls for the status table are accessible through the tab
along the left side of the screen. Clicking this tab reveals the
available controls. |
- Display group in status table
| This control lists all local and global groups. Selecting a
specific group will modify the table to only show the users that
are a member of the selected group. (Default Value: "All",
unless otherwise specified in the preferences.) |
- Display user event calendar
| This control determines which users event calendar is shown
on the status table. This allows you to see what events other
users have scheduled. (Default Value: default
user.) |
- Event calendar time-frame
| This control determines how far in the future to display scheduled
events. Click Update to apply any changes made to the time-frame.
(Default Value: default user.
Minimum Value: 1 Day. Maximum
Value: 12 Years.) |
- Status Table
| The status table shows all the users in the displaying group.
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- Table Fields
| The first several columns show icons to indicate various status
conditions. Click on any of the fields to sort the table on the
selected field. The following are descriptions of these icon status
fields: |
- Online
| The first field shows whether or not the user's computer is
online. A visible icon means the computer is online. No icon
means the computer is offline. There can be a delay of as much
as a minute to show changes in computer status. |
- Special status
| The third field shows if the user is currently in a special
status situation. If the user has an active vacation
schedule, sick day, or out-of-office
schedule item, the applicable icon will be displayed. If
there are no applicable special status situations, it will show
a work schedule icon if the user is currently scheduled to work.
If they are not scheduled, then the field will be empty. |
- General status
| The fourth field shows the icon that corresponds to the user's
status: "In", "Out", "Do Not Disturb",
"Vacation", or "No Status." |
- Right-click Name
| When right clicking a name on the status table, a menu will
pop up giving you access to a list of controls for that user.
You can right click on any part of the row. The pop up menu will
display the user name that the controls apply for at the top of
the menu. The controls are nearly identical to the controls available
in the My Status and Action menus. Menu items will be enabled
or disabled based on the current users permissions on the selected
user. |
- Double-click Name
| Double-clicking a user name will bring up the user information
window. This shows additional pieces of information about the
user that is not visible on the status table. |
- Bulletin Board
| The bulletin board shows all bulletin board posts that apply to
the current user. |
- Table Fields
| The first two columns show the priority and type of item listed.
Click on any of the fields to sort the table on the selected field.
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- Right-click Item
| When right clicking an item on the table, a menu will pop up
giving you access to a list of controls for that item. You can
right click on any part of the row. The menus allow for adding,
editing, viewing, printing, archiving, and deleting items. Menu
items will be enabled or disabled based on the current users permissions
on the selected item. |
- Double-click Item
| Double-clicking an item will bring up the edit window or the
information view window depending on the permissions the current
user has on the selected item. |
- Event Calendar
- Table Fields
| The first two columns show the priority and type of item listed.
Click on any of the fields to sort the table on the selected field. |
- Right-click Item
| When right clicking an item on the table, a menu will pop up
giving you access to a list of controls for that item. You can
right click on any part of the row. The menus allow for adding,
editing, viewing, printing, archiving, and deleting items. Menu
items will be enabled or disabled based on the current users permissions
on the selected item. |
- Double-click Item
| Double-clicking an item will bring up the edit window or the
information view window depending on the permissions the current
user has on the selected item. |
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Status Change Notifications:
The status change notification feature allows users to set an event they
wished to be notified of. The events that can be set are any type of status
change by any user. When an event occurs, a message box will be displayed
on the screen notifying the user of the event. That event will then be
removed from the list of events to watch for. Restarting the OpsCenter
client will also clear all the notification events that have been set.
Setting and managing notification events can be done from the "Add/Delete
Notification" window which can be accessed by selecting "Add/Delete
Notification" from under the "Action" menu, by right clicking
on a user on the status table, or by right clicking on the OpsCenter system
tray icon. The menu options will be grayed out if the status change notification
feature has been disabled in the system
controls. When the "Add/Delete Notification" window is open,
you'll have the following options:
- Add
| To set a notification event, on the "Add" tab, select
the user you wish to set the event for from the user list. Then
select the status change event from the event list. Then click the
"Add" button to save the notification. When the selected
user changes to the selected status, you will receive an alert message. |
- Delete
| Notification events are automatically deleted when they occur
but if you want to manually delete one, select the "Delete"
tab. Then select the notification event you wish to delete from
the list. Then click the "Delete" button. That event will
be removed from the list. |
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My Messages:
The Message Inbox provides access to all received notes, phone messages,
and vacation requests. The messages can be opened, forwarded, replied
to (notes only), printed, archived, and deleted. The task panel provides
access to these options as well as table filter controls such as showing
normal or archived messages and also selecting which type of messages
to display. Phone messages and vacation requests can be forwarded but
cannot be replied to. A forwarded vacation request is considered completed
for the original recipient and can only be approved or denied by the new
recipient. To open the Message Inbox, select the "My Messages"
option under the "View" menu or select the My Messages icon
on the standard toolbar. The following are additional controls::
- Main table
| The main table shows all the received messages for the current
user that are within the filters set on the task panel. Messages
are color coded based on the message type. Unread messages also
appear in bold. |
- Table Fields
| The first two columns show the priority and type of message
listed. Click on any of the fields to sort the table on the selected
field. |
- Right-click Message
| When right clicking a message on the table, a menu will pop
up giving you access to a list of controls for that message. You
can right click on any part of the row. The menus allow for adding,
replying to (Notes only), forwarding, viewing, printing, archiving,
and deleting messages. Menu items will be enabled or disabled
based on the current users permissions on the selected message. |
- Double-click Message
| Double-clicking a message will bring open up the message in
a new window. |
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Notes System:
The notes system allows for sending simple text messaging between OpsCenter
users. If the recipient's status is "IN," the note will automatically
pop up on the recipient's computer. If the recipient is not "IN,"
the note will be saved until they mark their status as "IN"
or access the note from the My Messages window.
Notes can be sent to a single user or a group of users. Old notes that
have been archived can be accessed from the My Messages
window. The notes system can be enabled and disabled by the administrator
in the system
controls.
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Sending / Receiving Notes:
The following details tell how to send and receive notes:
- Sending A Note
| To send a note to a user or group of users, click on "Send
Note" from the "Action" menu. You can also select
"Send Note" when right-clicking a user on the status table.
These options will be grayed out if the administrator has disabled
the notes system in the system
controls. If no recipient has been indicated, the Send Note
To List will automatically be displayed where individual users or
groups can be selected as the recipient. If multiple groups are
selected, a user will only receive a single note even if they are
a member of multiple groups. Select the user or group and fill in
a subject and message. Either a subject or message is required before
sending a note. Send the note and it will pop up on the screen of
the desired recipients who are "IN" within a few seconds. |
- Receiving A Note
| To receive a note, it will automatically pop up on your screen
if your status is marked as "IN." If you are marked as
any other status, the note will be saved in your My
Messages window until it is retrieved. The program icon will
also blink with a note icon until the new note is read. A received
note can be forwarded to another user or replied to. A read note
is saved in the My Messages window until
it is manually deleted or until the message age is older than the
auto-delete message age, at which time, it will be automatically
deleted. The note will also be automatically archived based on the
auto-archive message settings. The auto
delete/archive settings can be set in the preferences. |
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Phone Message System:
The phone message system allows for sending specially designed phone
messages between OpsCenter users. If the recipient's status is "IN,"
the phone message will automatically pop up on the recipient's computer.
If the recipient is not "IN," the phone message will be saved
until they mark their status as "IN" or access the note from
the My Messages window. Old phone messages that
have been archived can be accessed from the My Messages
window. The phone message system can be enabled and disabled by the administrator
in the system
controls.
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Sending / Receiving Phone
Messages:
The following details tell how to send and receive phone messages:
- Sending Phone Messages
| To send a phone message to a user, click on "Send Phone Message"
from the "Action" menu. You can also select "Send
Phone Message" when right-clicking a user on the status table.
These options will be grayed out if the administrator has disabled
the phone message system in the system
controls. Select the user and fill in all the desired fields.
All the phone message fields are optional. Send the phone message
and it will pop up on the screen of the desired recipient if their
status is "IN," within a few seconds. |
- Auto-format Number
|
The three phone number fields (Phone, Mobile, and Fax) have
the ability to be automatically formatted based on a built-in
list of phone number formats. Simply type in the numbers without
any punctuation or formatting characters and when clicking outside
the field, the number will be properly formatted. The phone
number formats are defined by country and set in the system
controls. The default value for the auto-format number option
can be set in the preferences. This
option will not be available if no country format has been set
in the system
controls. The following are the built-in list of phone number
formats:
United States:
- user enters: "1234567" -- auto-format result: "123-4567"
- user enters: "1234567890" -- auto-format result:
"(123) 456-7890
- user enters: "11234567890" -- auto-format result:
"1 - (123) 456-7890"
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- Receiving Phone Messages
| To receive a phone message, it will automatically pop up on your
screen if your status is marked as "IN." If you are marked
as any other status, the phone message will be saved in your My
Messages window until it is retrieved. The program icon will
also blink with a phone message icon until the new phone message
is read. A read phone message is saved in the My
Messages window until it is manually deleted or until the message
age is older than the auto-delete message age, at which time, it
will be automatically deleted. The phone message will also be automatically
archived based on the auto-archive message settings. The auto
delete/archive settings can be set in the preferences. |
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Vacation System:
The vacation system provides OpsCenter users with the ability to manage
their vacation schedules. The main component of the vacation system is
the vacation calendar which displays the
vacation schedules for all the users. The vacation calendar also displays
non-workdays, holidays, and sick days. A user can add a vacation a couple
different ways depending on how the vacation system is configured. One
way to set up the vacation system is unrestricted access to adding vacation
schedules. In this situation, any user can access a window where they
can create a vacation schedule entry that immediately posts to the vacation
calendar. A second way to configure the vacation system is to use a permission
based approach. In this situation, only a predefined set of users can
approve vacation schedules. When a user wants to add a vacation to the
calendar, they must send a vacation request to one of the predefined users
that can approve it. That user can approve or deny vacation requests sent
to them. An approved vacation request is then automatically posted to
the vacation calendar. (See the system
controls for details on configuring the vacation system.) When the
scheduled vacation time occurs, the user is automatically set to vacation
status and a return date will be set as the next business day after the
vacation ends. When the vacation time ends, the user is automatically
returned to normal status.
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My Vacation Schedules:
The Vacation Schedule Manager provides access to all vacation schedules.
The schedules can be edited, viewed, printed, archived, and deleted. The
task panel provides access to these options as well as table filter controls
such as showing normal or archived schedules and also selecting which
type of schedule to display. To open the Vacation Schedule Manager, select
the "My Vacation Schedules" option under the "View"
menu or select the My Vacation Schedules icon on the standard toolbar.
The following are additional controls:
- Main table
| The main table shows all the vacation schedules for the selected
user that are within the filters set on the task panel. Schedules
are color coded based on whether the scheduled item is in the past,
present, or future. By default, the table will list all schedules
for the default user. Schedules for other users can be viewed by
selecting the user in the table filters on the task panel. |
- Table Fields
| The first column shows the type of item listed. Click on any
of the fields to sort the table on the selected field. |
- Right-click Schedule
| When right clicking a schedule on the table, a menu will pop
up giving you access to a list of controls for that schedule item.
You can right click on any part of the row. The menus allow for
adding, viewing, printing, archiving, and deleting schedule items.
Menu items will be enabled or disabled based on the current users
permissions on the selected item. |
- Double-click Schedule
| Double-clicking a schedule will bring open up the item in an
edit or view window depending on the current user's permission
on the selected item. |
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Vacation Calendar:
The vacation calendar displays the vacation schedules for all users.
The vacation calendar also displays non-workdays, holidays, out-of-office
schedules and sick days. You can view the vacation calendar by selecting
the Vacation Calendar option from the View menu or by selecting the Vacation
Calendar icon on the standard toolbar.
- Calendar Controls
| The calendar controls provide access to all the controls needed
to add and modify vacation schedules and sick days. There are also
additional controls to control what information is displayed on
the calendar and what time ranges to show. Printing the entire calendar
can be done from the calendar controls also. |
- Main Table Filters
| The main table filters allow you to select which group of users
to display and what types of items to display on the calendar.
(Default Value: Display Group: "All",
unless otherwise specified in the preferences.)
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- Calendar View Settings
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The calendar view settings allow you to set the calendar range
as well as the jump to a specific date on the calendar. The
width of the days on the screen will not change but the scrollbar
at the bottom of the calendar will provide access to all the
days specified in the calendar range. The starting position
will always be Today - 5 days. (Default Value: Range
From: "Today - 1 Month",
Range To: "Today + 1 Year",)
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- Main calendar
| The main calendar shows all the vacation calendar items (Vacation
Schedules, Sick Days, Out-of-Office Schedules, Holidays, and Non-Workdays)
for all the users in the group specified in the calendar controls.
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- Right-click Item
| When right clicking an item on the table, a menu will pop up
giving you access to a list of controls for that item. The menus
allow for adding, viewing, editing, printing, archiving, and deleting
items. Menu items will be enabled or disabled based on the current
users permissions on the selected message. |
- Double-click Item
| Double-clicking an item will bring open up the item in a new
window. |
- Drag mouse over calendar
| Click and drag the mouse over the calendar to open up a vacation
schedule add window preset with the user and time range as indicated
on the calendar. |
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Add/Edit Vacation Schedules:
Users who have the proper permissions can add and edit vacation schedules.
- Add Vacation Schedule
| If the administrator has disabled the option to require all vacation
entries to have approval before posting to the vacation calendar,
then you will be able to use the simple "Add A Vacation"
window. This can be done by selecting the "Add A Vacation"
option from the "Action" menu or on the vacation calendar.
Once the vacation schedule has been added, it will immediately appear
on the vacation calendar. |
- User
| This control determines who the vacation schedule will be for. |
- Vacation period
| These controls determine the vacation start and end date/time. |
- Total vacation days used
| This field is for information purposes only. It is not automatically
set nor does it have any effect on how the vacation schedule is
handled in the system. |
- Additional information
| This field is for information purposes only. It is does not
have any effect on how the vacation schedule is handled in the
system. |
- Automatically set memo during vacation period
| This control determines if the user's memo field is changed
while the vacation schedule period is active. If the memo is changed,
it will also be cleared once the vacation period has ended. |
- Memo
| This text field allows you to set what memo to set while the
vacation schedule period is active. This only works if the "Automatically
set memo during vacation period" is enabled. |
- Edit Vacation Schedule
| An existing vacation schedule can be edited by any user who has
the proper permissions to do so. All fields other than the user
name can be edited as needed. The vacation schedule edit can be
accessed from the Vacation Schedule Manager. |
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Sending/Receiving Vacation
Requests:
If the administrator has enabled the option to require all vacation entries
to have approval before posting to the vacation calendar, then you will
have to submit a vacation request. This can be done by selecting the "Send
Vacation Request" option from the "Action" menu or on the
vacation calendar. If you receive a vacation request from another user,
it must be approved or denied. An approved request will automatically
be posted to the vacation calendar. A note will be sent to the user requesting
the vacation specifying whether the request was approved or denied.
- Send Vacation Request
| The "Send Vacation Request" window can be opened by
selecting the "Send Vacation Request" option from various
places in the program such as from the "Action" menu,
on the vacation calendar, or on the standard toolbar. This option
will be grayed out if the vacation system has been disabled by the
administrator in the system
controls. Simply set the "From" and "To"
date of the vacation as well as an optional memo to appear during
the vacation period. An optional memo to the recipient of the request
can also be entered. The list of possible recipients is set by the
administrator in the user
controls. You will receive a note back when the recipient has
either approved or denied your request. An approved request is automatically
posted to the vacation calendar. Your status will automatically
be changed to "VACA" and the memo will be set when the
vacation starts. Your status will be taken off "VACA"
and the memo will be cleared when the vacation ends. You can only
access this window if the administrator has enabled the option to
require all vacation entries to have approval before posting to
the vacation calendar. |
- Receive Vacation Request
| A received vacation request will automatically pop up on the screen.
You can optionally save it for later or respond to it. A saved vacation
request can be accessed in the message inbox.
To respond to the request, select either to approve or deny it and
then click the submit button. You can optionally enter in a message
that will appear in the note that gets sent to the requester. The
note will also inform the user if their request was approved or
denied. You can also forward the request to another user who also
has been given approval privileges. Once a request has been forwarded,
only the new recipient can approve or deny the vacation request. |
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Bulletin Board System:
The bulletin board system provides users with the ability to post text
messages that will appear on OpsCenter's built-in bulletin board window.
This bulletin board window is part of the status table. These messages
can be scheduled to appear during a specific period of time as well as
only appear for a specific group of users. The entire bulletin board system
can also be disabled or enabled from the system
controls. Permissions for each user can be set to allow for adding
and editing bulletin board posts. These permissions are managed from the
Manage
User controls.
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My Bulletin Board Posts:
The Bulletin Board Manger provides access to all bulletin board posts.
The posts can be edited, viewed, printed, archived, and deleted. The task
panel provides access to these options as well as table filter controls
such as showing normal or archived posts and also selecting which type
of post to display. To open the Bulletin Board Manager, select the "My
Bulletin Board Posts" option under the "View" menu or select
the My Bulletin Board Posts icon on the standard toolbar. The following
are additional controls:
- Main table
| The main table shows all the bulletin board posts created by the
selected user that are within the filters set on the task panel.
Posts are color coded based on whether the post item is in the past,
present, or future. By default, the table will list all posts created
by the default user. Posts created by other users can be viewed
by selecting the user in the table filters on the task panel. |
- Table Fields
| The first two columns show the priority and type of item listed.
Click on any of the fields to sort the table on the selected field. |
- Right-click Post
| When right clicking a post on the table, a menu will pop up
giving you access to a list of controls for that post item. You
can right click on any part of the row. The menus allow for adding,
viewing, printing, archiving, and deleting post items. Menu items
will be enabled or disabled based on the current users permissions
on the selected item. |
- Double-click Post
| Double-clicking a post will bring open up the item in an edit
or view window depending on the current user's permission on the
selected item. |
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Add/Edit Bulletin Board Posts:
Users who have the proper permissions can add and edit bulletin board
posts.
- Add Bulletin Board Post
| A bulletin board post can be added by selecting the "Add
Bulletin Board Post" option from the "Action" menu.
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- Display period
| These controls determine the start and end date/time that the
post will be displayed on the bulletin board. |
- Display for post creator
| These controls provide a little extra flexibility when for display
options. For example, enabling this option and selecting <NO
GROUP> in the "Display For" control allows you to
create a post that only displays for the creator and nobody else.
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- Display for
| This control determines who will be able to see the bulletin
board post. The list is based on the global
groups that have been set up in the system. |
- Priority
| This field is for information purposes only. It is does not
have any effect on how the bulletin board post is handled in the
system. The priority field on the bulletin board will display
the priority of the post. |
- Subject/Message
| A subject and message can be completed as desired. At least
one of the two fields is required. |
- Edit Bulletin Board Post
| An existing bulletin board post can be edited by any user who
has the proper permissions to do so. All fields can be edited as
needed. The bulletin board post edit can be accessed from the Bulletin
Board Post Manager. |
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Scheduled Event System:
The scheduled event system provides users with the ability to define
events that will appear on OpsCenter's built-in event calendar window.
This event calendar window is part of the status table. These scheduled
events can be set to appear for a specific group of users. The entire
scheduled event system can also be disabled or enabled from the system
controls. Permissions for each user can be set to allow for adding
and editing scheduled events. These permissions are managed from the Manage
User controls.
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My Scheduled Events:
The Scheduled Events Manager provides access to all scheduled events.
The schedules can be edited, viewed, printed, archived, and deleted. The
task panel provides access to these options as well as table filter controls
such as showing normal or archived schedules and also selecting which
type of schedule to display. To open the Scheduled Events Manager, select
the "My Scheduled Events" option under the "View"
menu or select the My Scheduled Events icon on the standard toolbar. The
following are additional controls:
- Main table
| The main table shows all the scheduled events for the selected
user that are within the filters set on the task panel. Schedules
are color coded based on whether the scheduled item is in the past,
present, or future. By default, the table will list all schedules
for the default user. Schedules for other users can be viewed by
selecting the user in the table filters on the task panel. |
- Table Fields
| The first two columns show the priority and type of item listed.
Click on any of the fields to sort the table on the selected field. |
- Right-click Schedule
| When right clicking a schedule on the table, a menu will pop
up giving you access to a list of controls for that schedule item.
You can right click on any part of the row. The menus allow for
adding, viewing, printing, archiving, and deleting schedule items.
Menu items will be enabled or disabled based on the current users
permissions on the selected item. |
- Double-click Schedule
| Double-clicking a schedule will bring open up the item in an
edit or view window depending on the current user's permission
on the selected item. |
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Add/Edit Scheduled Events:
Users who have the proper permissions can add and edit scheduled events.
- Add Scheduled Event
| A scheduled event can be added by selecting the "Add Scheduled
Event" option from the "Action" menu. |
- Name
| This field allows you to enter a name for the event. |
- Location
| This field is for information purposes only. It allows you to
enter a location for the event. |
- Description
| This field is for information purposes only. It allows you to
enter a description of the event. |
- Scheduled event period
| These controls determine the start and end date/time for the
event. |
- Display for event creator
| These controls provide a little extra flexibility when for display
options. For example, enabling this option and selecting <NO
GROUP> in the "Display For" control allows you to
create an event that only displays for the creator and nobody
else. |
- Display for
| This control determines who will be able to see the scheduled
event. The list is based on the global
groups that have been set up in the system. |
- Priority
| This field is for information purposes only. It is does not
have any effect on how the scheduled event is handled in the system.
The priority field on the event calendar will display the priority
of the event. |
- Edit Scheduled Event
| An existing scheduled event can be edited by any user who has
the proper permissions to do so. All fields can be edited as needed.
The scheduled event edit can be accessed from the Scheduled
Event Manager. |
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Out-of-Office Schedule System:
The out-of-office schedule system provides users with the ability to
define out-of-office schedules that will appear on OpsCenter's built-in
event calendar window. This event calendar window is part of the status
table. These out-of-office schedules also show up in the special status
field of the status table while the schedule period is active and can
be used to automatically set a user's status and memo field. The entire
out-of-office schedule system can also be disabled or enabled from the
system
controls. Permissions for each user can be set to allow for adding
and editing out-of-office schedules. These permissions are managed from
the Manage
User controls.
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My Out-of-Office Schedules:
The Out-of-Office Schedule Manager provides access to all out-of-office
schedules. The schedules can be edited, viewed, printed, archived, and
deleted. The task panel provides access to these options as well as table
filter controls such as showing normal or archived schedules and also
selecting which type of schedule to display. To open the Out-of-Office
Schedule Manager, select the "My Out-of-Office Schedules" option
under the "View" menu or select the My Out-of-Office Schedules
icon on the standard toolbar. The following are additional controls:
- Main table
| The main table shows all the out-of-office schedules for the selected
user that are within the filters set on the task panel. Schedules
are color coded based on whether the scheduled item is in the past,
present, or future. By default, the table will list all schedules
for the default user. Schedules for other users can be viewed by
selecting the user in the table filters on the task panel. |
- Table Fields
| The first column shows the type of item listed. Click on any
of the fields to sort the table on the selected field. |
- Right-click Schedule
| When right clicking a schedule on the table, a menu will pop
up giving you access to a list of controls for that schedule item.
You can right click on any part of the row. The menus allow for
adding, viewing, printing, archiving, and deleting schedule items.
Menu items will be enabled or disabled based on the current users
permissions on the selected item. |
- Double-click Schedule
| Double-clicking a schedule will bring open up the item in an
edit or view window depending on the current user's permission
on the selected item. |
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Add/Edit Out-of-Office Schedules:
Users who have the proper permissions can add and edit out-of-office
schedules.
- Add Out-of-Office Schedule
| An out-of-office schedule can be added by selecting the "Add
Out-of-Office Schedule" option from the "Action"
menu. |
- User
| This control determines who the schedule will be for. |
- Alias (New in v. 3.1.0)
| This control determines what type of out-of-office event this
schedule is for. The aliases are defined globally using the out-of-office
aliases controls. |
- Display period
| This control determines the start and end date/time for the
out-of-office schedule. |
- Additional Information
| This field is for information purposes only. It is does not
have any effect on how the out-of-office schedule is handled in
the system. |
- Set status during out-of-office period
| This control determines the status that the user will be set
to while the out-of-office schedule period is active. When the
out-of-office period has ended, the user's status will be set
to "OUT". |
- Automatically set memo during out-of-office period
| This control determines if the user's memo field is changed
while the out-of-office schedule period is active. If the memo
is changed, it will also be cleared once the out-of-office period
has ended. |
- Memo
| This text field allows you to set what memo to set while the
out-of-office schedule period is active. This only works if the
"Automatically set memo during out-of-office period"
is enabled. |
- Edit Out-of-Office Schedule
| An existing out-of-office schedule can be edited by any user who
has the proper permissions to do so. All fields other than the user
name can be edited as needed. The out-of-office edit can be accessed
from the Out-of-Office Manager. |
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Sick Days System:
The sick day system provides users with the ability to define sick days
that will appear on OpsCenter's vacation calendar and built-in event calendar
window. This event calendar window is part of the status table. These
sick days also show up in the special status field of the status table
while the sick day period is active. The entire sick day system can also
be disabled or enabled from the system
controls. Permissions for each user can be set to allow for adding
and editing sick days. These permissions are managed from the Manage
User controls.
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My Sick Days:
The Sick Day Manager provides access to all sick days. The sick days
can be edited, viewed, printed, archived, and deleted. The task panel
provides access to these options as well as table filter controls such
as showing normal or archived sick days and also selecting which type
of sick day to display. To open the Sick Day Manager, select the "My
Sick Days" option under the "View" menu or select the My
Sick Days icon on the standard toolbar. The following are additional controls:
- Main table
| The main table shows all the sick days for the selected user that
are within the filters set on the task panel. Sick days are color
coded based on whether the item is in the past, present, or future.
By default, the table will list all sick days for the default user.
Sick days for other users can be viewed by selecting the user in
the table filters on the task panel. |
- Table Fields
| The first column shows the type of item listed. Click on any
of the fields to sort the table on the selected field. |
- Right-click Schedule
| When right clicking a sick day on the table, a menu will pop
up giving you access to a list of controls for that item. You
can right click on any part of the row. The menus allow for adding,
viewing, printing, archiving, and deleting sick day items. Menu
items will be enabled or disabled based on the current users permissions
on the selected item. |
- Double-click Schedule
| Double-clicking a sick day will bring open up the item in an
edit or view window depending on the current user's permission
on the selected item. |
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Add/Edit Sick Days:
Users who have the proper permissions can add and edit sick days.
- Add Sick Day
| A sick day can be added by selecting the "Add Sick Day"
option from the "Action" menu. |
- User
| This control determines who the sick day applies to. |
- Sick day period
| This control determines who the start and end date/time for
the sick day. |
- Total sick days used
| This field is for information purposes only. It is not automatically
set nor does it have any effect on how the sick day is handled
in the system. |
- Additional Information
| This field is for information purposes only. It is does not
have any effect on how the sick day is handled in the system.
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- Edit Sick Day
| An existing sick day can be edited by any user who has the proper
permissions to do so. All fields other than the user name can be
edited as needed. The sick day edit can be accessed from the Sick
Day Manager. |
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Work Schedule System:
The work schedule system provides users with the ability to define work
schedules that will appear on the status table's "scheduled"
field while the schedule period is active. Complex work schedules can
be specified using multiple work schedule items. The entire work schedule
system can also be disabled or enabled from the system
controls. Permissions for each user can be set to allow for adding
and editing work schedules. These permissions are managed from the Manage
User controls.
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My Work Schedules:
The Work Schedule Manager provides access to all work schedules. The
schedules can be edited, viewed, printed, archived, and deleted. The task
panel provides access to these options as well as table filter controls
such as showing normal or archived schedules and also selecting which
type of schedule to display. To open the Work Schedule Manager, select
the "My Work Schedules" option under the "View" menu
or select the My Work Schedules icon on the standard toolbar. The following
are additional controls:
- Main table
| The main table shows all the work schedules for the selected user
that are within the filters set on the task panel. Schedules are
color coded based on whether the scheduled item is in the past,
present, or future. By default, the table will list all schedules
for the default user. Schedules for other users can be viewed by
selecting the user in the table filters on the task panel. |
- Table Fields
| The first column shows the type of item listed. Click on any
of the fields to sort the table on the selected field. |
- Right-click Schedule
| When right clicking a schedule on the table, a menu will pop
up giving you access to a list of controls for that schedule item.
You can right click on any part of the row. The menus allow for
adding, viewing, printing, archiving, and deleting schedule items.
Menu items will be enabled or disabled based on the current users
permissions on the selected item. |
- Double-click Schedule
| Double-clicking a schedule will bring open up the item in an
edit or view window depending on the current user's permission
on the selected item. |
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Add/Edit Work Schedules:
Users who have the proper permissions can add and edit work schedules.
- Add Work Schedule
| A work schedule can be added by selecting the "Add Work Schedule"
option from the "Action" menu. |
- User
| This control determines who the work schedule applies to. |
- Work Schedule Period
| These controls determine the start and end date/time that the
work schedule will be applicable for the selected user. This does
not specify the time and days the user is physically working. |
- Work Day Time
| These controls determine what time during the day the user is
physically working. |
- Work Days
| These controls determine which days of the week the user is
physically working. |
- Additional Information
| This field is for information purposes only. It is does not
have any effect on how the work schedule is handled in the system.
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- Edit Work Schedule
| An existing work schedule can be edited by any user who has the
proper permissions to do so. All fields other than the user name
can be edited as needed. The work schedule edit can be accessed
from the Work Schedule Manager. |
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Archiving Items and Messages:
The archiving feature in OpsCenter provides the opportunity to store
all the various items (notes, phone messages, vacation schedules, out-of-office
schedules, etc.) for an extended period of time. The archived items will
not show up on any of the active tables and calendars. Archived items
also aren't treated as actionable events such as a vacation schedule automatically
setting the user's status and memo fields while the schedule is active.
Archived items can be viewed by selecting the "Display archived items"
option in the various manager windows. Items can be manually archived
by selecting "Archive" option from the task panel or by right-clicking
on the item. Items are also automatically archived after they reach a
certain age. The auto-archive settings for user messages can be managed
in the Preferences. Auto-archive settings for
system items and schedules can be managed in the System
Controls. Items can be restored from archive by selecting the "Restore
from archive" option from the task panel or by right-clicking on
the item.
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Managing Auto-Archive/Delete
Settings:
OpsCenter has a built-in feature where old messages are automatically
archived and/or deleted after they reach a certain age. This is done to
reduce the clutter of information on the screen as well as to help maintain
a certain performance level. The settings for the auto-archive/delete
feature of messages can be managed in the Preferences
and are customizable for each user. The feature can be disabled entirely
or the auto-archive/delete age of a message can be set. Even if this feature
is disabled, messages can be manually deleted or archived by selecting
the delete or archive option for the individual message. The age of a
message is determined starting when it is created, however, unread messages
and vacation requests that have not been responded to are not automatically
deleted or archived.
There is a separate auto-archive/delete feature that applies to system
items including all schedule items and bulletin board posts. The settings
for the system auto-archive/delete can be managed in the System
Controls.
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Keyboard Shortcuts:
The following keyboard shortcuts can be used to quickly access OpsCenter
features and functionality:
- F1
| Opens a web browser window with the webpage containing all available
online support documentation. |
- F5
| Forces OpsCenter to refresh all data and open windows. |
- F12
| Closes all open windows and resets the display to the default
layout. |
- Ctrl+T
| Opens up a new Status Table window. |
- Ctrl+M
| Opens up a new Message Inbox window. |
- Ctrl+I
| Changes the default user's status to "IN". |
- Ctrl+O
| Changes the default user's status to "OUT". |
- Ctrl+D
| Changes the default user's status to "DND". |
- Ctrl+N
- Ctrl+P
| Opens up a new Phone Message. |
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