My Preferences

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My Preferences settings allow you to customize your experience.

Change your password

  1. Expand your profile icon on the menu bar.
  2. Select the “My Preferences” option.​
  3. Select the “Change Password” button under the Security menu.
  4. Populate the fields.  Data fields with an asterisk (*) are required.
    • Current Password*: Enter your current password.   
    • New Password*: Enter the new password that you would like to use.
    • Confirm Password*: Enter the new password again to reduce the potential for typos.
  5. Select “Save” upon completion.

Password requirements

  • At least 1 number
  • At least 2 characters, including one uppercase and one lowercase
  • At least 8 characters
  • At least 1 unique character (!, @, #, etc.)

Change your date & time preferences

The Date & Time settings will control how the system displays data, where applicable.  Additionally, there are also native browser settings that define how dates and times are displayed, which vary between browsers.

  1. Expand your profile icon on the menu bar.
  2. Select the “My Preferences” option.​
  3. Populate the fields.  Data fields with an asterisk (*) are required.
    • Time Zone*: Select your local time zone.  Dates and times will be displayed relative to your local time zone.
    • Date Format*: Select the date format to use when displaying dates on forms and reports.
    • Time Format: Select the time format to use when displaying times on forms and reports.
  4. Select “Save” upon completion.

Change your table preferences

The Date & Time settings will control how the system displays data, where applicable.  Additionally, there are also native browser settings that define how dates and times are displayed, which vary between browsers.

  1. Expand your profile icon on the menu bar.
  2. Select the “My Preferences” option.​
  3. Populate the fields.  Data fields with an asterisk (*) are required.
    • Table Row Display Size*: Select the maximum number of rows to display on each page of tabular data. This is the default that is applied when a table is first loaded and you are able to adjust the individual tables.
  4. Select “Save” upon completion.

Change your task preferences

The Date & Time settings will control how the system displays data, where applicable.  Additionally, there are also native browser settings that define how dates and times are displayed, which vary between browsers.

  1. Expand your profile icon on the menu bar.
  2. Select the “My Preferences” option.​
  3. Populate the fields.  Data fields with an asterisk (*) are required.
    1. Email Task List*: Toggle on if you want your list of outstanding tasks emailed to you. You will only receive an email on the day(s) you select and only when you have one or more outstanding tasks.
    2. If the “Email Task List” value is toggled on, the following fields will appear:​
      1. Sunday:  Choose if you want to receive an email on Sundays.
      2. Monday:  Choose if you want to receive an email on Mondays.
      3. Tuesday:  Choose if you want to receive an email on Tuesdays.
      4. Wednesday:  Choose if you want to receive an email on Wednesdays.
      5. Thursday:  Choose if you want to receive an email on Thursdays.
      6. Friday:  Choose if you want to receive an email on Fridays.
      7. Saturday:  Choose if you want to receive an email on Saturdays.
      8. Time*:  Choose the time of day you want to receive the email.
  4. Select “Save” upon completion.

Email Task List*: Toggle if you want your list of outstanding tasks emailed to you. You will only receive an email on the days you select and if you have one or more outstanding tasks.

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