Raw Data Entry

If you wish to allow users to add their records based on no Record Type then you will want this checked on. Without this the entry drop down will not have an option for Raw Data Entry. 


Single View

In cases where a user only has access to one Record Type you may want their searches limited to that Record Type even when using Global search. The benefit of doing this is that the search results will be in the defined format and the number per page can be defaulted, etc.


Asset Tracking

Turn on Asset Tracking to track physical items such as file folders and equipment as Records. This adds the Asset Tracking section to the Record Type editor, the asset tabs on the Home page, and the Asset Tracking Reports. Each Record Type is then made an asset type in its own Asset Tracking section, and users marked as Asset Managers get the Assets button on the top toolbar. See the Asset Tracking Settings topic.


Asset Workflow

Shown once Asset Tracking is on. If you have Workflow, turn on Asset Workflow to route Records through workflow when assets are requested or assigned. When the request is canceled or filled, or the asset is returned, the work item it started is moved on through its step's Default Reject button, or canceled if the step has none. This lets you add approvals, notifications and Record updates to requesting and handing out assets. See the Asset Tracking Settings topic.


Asset Manager Security

Shown on Enterprise and above once Asset Tracking is on. Turn on Asset Manager Security to limit each Asset Manager to the asset Record Types they can add new Records to. The Assets button and the Multi-Asset Actions screen then cover only those Record Types, and each Asset Manager is emailed only the requested Records of those Record Types. A requested Record that no Asset Manager can add Records to is not emailed to any Asset Manager. It is off to start with, so every Asset Manager works with every asset Record Type and is emailed every request. See the Asset Tracking Settings topic.


Base Server URL

This is the URL that users will use to access the server. There may be times where you have multiple URLs used to access a server. Be sure this setting is set to the URL most frequently used. 


Server Time Zone

Specify the time zone most of the users are in. This will default the [DATE] and [TIME], etc. variables to that time zone.


Work Item Summary Time of Day

Specify the time of day when the users' Work Item Summary emails will be sent. 



Out of Office Return Default 

What happens to work items an alternate received while a user was Out of Office when that user returns, for every workflow process and step left at Use Default. Do Nothing leaves them with the alternate; Return All hands every such item back to the returning user; Return Unopened hands back only the items the alternate has not opened. A process or step with its own Out of Office Return setting overrides this.


Toolbar Dropdown E-form

You can choose an E-form to be shown on the toolbar. If you set this property then every user will have this E-form in their toolbar. However, you can override this by setting a Toolbar E-form at the Team level. If you are in a Team with a Toolbar E-form set, you will be shown that E-form instead. If you are in multiple teams with a Toolbar E-form set then the first Team's setting (by team name) will be used. 


Remote Support

Choose whether or not to allow support representatives to gain temporary access for support purposes. If this is on, and a support person logs in using this method, all other Admins will receive and email to let them know support logged in.