TaskCenter 12.1

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Description

The New/Edit Tab Configuration pop-up allows you to edit or create new tab configurations.

Access

  • TaskCenter > Manage Testing > Work in Progress > +
  • TaskCenter > Manage Testing > Work in Progress > vertical ellipsis button > Edit
  • AdminCenter > System Setup > System Defaults > Miscellaneous Settings tab > Work in Progress Tab Configurations button > Add/Edit button


Technical Manual

Select Existing Tab Configuration

This section allows you to search for an existing tab configuration.

Saved Tab Configuration

Select inside or enter text in this search-as-you-type field to filter results by tab configuration name. You can also select the magnifying glass icon to open the list of saved tab configurations. 

Select the Show active only checkbox to display only active tab configurations in the search list.

Once you select a configuration, the New tab configuration sections expands (see below).

Add New TabSelect this button to expand the New tab configuration section.
OKOnce you select a tab configuration, select this button to expand the New tab configuration section.
CancelSelect this button to cancel any changes without saving and return to the Work in Progress page.


New/Edit Tab Configuration

This section allows you to add or edit a tab configuration. 

NameEnter or edit the name the tab name.
ActiveSelect this checkbox to mark this tab as active.
Include tab count

When this checkbox is selected, the tab will display the number of order choices in the tab when it's not active. The system periodically updates the count for the tab. When this checkbox is cleared, the tab does not display or update the order choice count total for the tab.

The setting is cleared by default.

This setting may not appear unless you have the appropriate security settings. 

DescriptionEnter a tab description. 
Default Bar Code Action

Select an option from the drop-down list:

  • Open: Select the scanned order choice if it exists in the table and open the Basic Review Results Pop-up. An error is displayed if there are no matches for the bar code or if more than one order choice is found to match the bar code. 
  • Select: Select the related order choices in the table. An error is displayed if there are no matches for this action.
  • Multi-select: Select this option to have scanned bar codes append to the list of current rows selected.
Advance Workflow Status on Bar Code ScanSelect this checkbox to advance the workflow status of the order choice upon scanning the bar code.
AP: Open Print Labels for children of scanned item

Select the checkbox to have the system open the Print Labels pop-up when opening the AP Worksheet when the user scans an AP bar code. The children of the scanned item will be selected in the pop-up. 

This checkbox is enabled only when the Default Bar Code Action (above) is set to Open.

This option is available only with the AP license enabled.

Column View

Select inside or enter text in this search-as-you-type field to filter results by column view, then select a column view from the list. 

Select New to open the Column View pop-up to create a column view. You may copy selected column view options when creating a column view.

Select Edit to open the Column View pop-up to make changes to the selected column view.

Custom FilterSelect inside or enter text in this search-as-you-type field to filter results by custom filter, then select a custom filter from the list.
Additional Filter Options

Select inside or enter text in this search-as-you-type field to filter results by additional filter options, then select an option from the list.

Select New to open the Additional Filter Options Pop-up to create new filter options by selecting columns to compare and sort. You may copy selected filter options when creating a filter.

Select Edit to open the Additional Filter Options Pop-up to make changes to the selected filter.

Automatically refresh every ___ seconds

Enter a value in the field to have the tab automatically refresh with new results. 

Leave the field empty or enter 0 to disable the automatic refresh.

This setting may not appear unless you have the appropriate security settings. 

Allow this Tab Configuration to be used at the following access level

Select an option from the drop-down list:

  • Only active for this session
  • System Default
  • Signed-In Location
  • Role
  • User

Select Only active for this session if you do not want changes to the tab configuration to be saved to the database; they will only persist until you sign out or remove the tab.

If you select Signed-In Location, Role, or User, a field matching your selection appears below the drop-down list. Select inside or enter text in this search-as-you-type field to filter results and make selections. Selections appear in the table underneath the field. Clear the checkbox in the Select column to remove selections.

Note

You can set these to specific locations, roles, and users, and there can be more than one location, role, or user associated with a tab configuration.

Note

This drop-down list is disabled when editing a saved tab configuration unless you have an administrative-level role right. 

SaveSelect this button to save the tab configurations so that they can be used on the Work in Progress Tab Configurations pop-up.
CancelSelect this button to cancel any changes without saving and return to the Work in Progress page.