Step 6: Add User Preferences

This section is optional, but it is strongly recommended that you complete this section since the information gathered here will be used every time you create a new record.

User preferences allow you to assign default settings to all drop down boxes so that when you create a new record, the drop down boxes will be populated with default values rather than blank.

First of all, let use move to the defect register by selecting the "Defect Tracking" bar from the navigation bar.

You should see the following screen:

As you can see there are no entries to be viewed since this a newly created database. To add a defect click the add button to open the defects editor popup screen:

The Following popup editor will be displayed

As you can many of the lookup fields highlighted have been filled with default values so that when you create a new defect record, only the non default items would need to be changed allowing you to complete the form much quicker while still capturing all the information required.

Close the edit by selecting the "Close" button. We will now go to the user defaults and setup our default values for the drop down boxes and see how these can be configured to suit your project.

Select the "Setup" ribbon page

From the User Admin Group, click the “Options” button

The following window will be displayed:

Note:

Since Project Assistant allows you to change the names of your registers, the tabs names given here may differ from yours, but will reflect the names you have assigned .

The user Preferences editor is a multi page form with a navigation bar on the left allowing you to switch between the various pages.

There are pages for each register plus one for project defaults.

Go to Submissions Defaults Page