Interpret TRACCESS Today Settings

About TRACCESS Today Settings

The TRACCESS Today Settings allows you to configure the News & Links sections of TRACCESS Today. The News & Links act as a company “bulletin board”—a way of providing news and relevant links to your employees via their Competency Intelligence application. A System Owner, or Operational Administrator with permissions, can configure the TRACCESS Today Settings.

To access the TRACCESS Today Settings, select Tools > TRACCESS Today Settings. A dialog box appears with two functions that work together:

The right pane of the dialog box consists of a Rich Text Field (RTF), used to edit your News & Links. The left pane allows you to apply unique News & Links to different Org Units.

Note: In the left pane tree, Operational Managers will only see and be able to edit the Org Units they've been assigned.

To set TRACCESS Today as the first page after an employee logs in, select Tools > System Options > Session tab.

 

Edit TRACCESS Today News & Links

The News & Links are edited through the right pane in the TRACCESS Today Settings dialog box. To edit your News & Links, first select an Org Unit from the left-pane tree and click on the checkbox to enable its News & Links. Next, select your language from the dropdown menu, and then click on the “News” or “Links” tab to determine which section you are editing. You can toggle between these tabs and click between multiple Org Units without losing any data. Enter your text directly into the Rich Text Field (RTF) or copy and paste the content from an outside editor, such as Microsoft Word. You can then format your content or insert an image by using the toolbar. Click "Apply" or "OK" to save your settings.

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Language Dropdown Menu

Choose the language you're editing your News & Links in with the language dropdown menu.

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News Tab & Links Tabs

Toggle between editing your News & Links with these tabs. Both the Rich Text Fields work in the same way, and you can click between these tabs without losing your data or changes.

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Toolbar & Rich Text Field

Enter your News & Links text directly into the Rich Text Field (RTF), then use the toolbar to format your text or to insert a picture. Alternatively, you can use an external editor, such as Microsoft Word, then copy and paste your content into the RTF. For a detailed description of the toolbar icons and tips on using the RTF, visit the Interpret RTF page.

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Step-by-step instructions on editing the TRACCESS Today Settings are available.

 

Customize News & Links by Organization Unit

The information displayed in the News & Links sections can be customized by Org Unit. Employees belonging to multiple Org Units can see merged News and/or Links unique to the Org Units they belong to. The left pane of the TRACCESS Today Settings dialog contains a tree, which works like a hierarchy. News & Links of parent Org Units are displayed to all the employees belonging to the child Org Units; however, the News & Links for a parent Org Unit can be disabled and each child Org Unit’s News & Links can be individually customized.

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Note: The left pane tree in the image above shows the System Owner view, which includes the "Organization Units" root. An Operational Administrator, however, will only see (and be able to edit) their assigned Org Units. An example of the Operational Administrator view of the tree is shown in the image below.

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Clicking on an Org Unit name in the tree will allow you to edit the News & Links for that particular Org Unit.

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Clicking on the checkbox beside an Org Unit name enables the News & Links to be displayed for the employees who belong to those Org Units. As you can see in the image below, the icon changes once an Org Unit Contains News or Links content. Note: The icon does not indicate that the News & Links are enabled, it simply means that there is content present in the Rich Text Field for those Org Units.

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In the example below, the root and two Org Units are enabled, each with unique News content:

The left pane tree shows these three Org Units enabled and with containing content:

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Employees belonging to the "Administration" Org Unit will see merged News from the three selected Org Units. In the image below, each News announcement has been separated by dotted lines. This could also be done with a title or a small image, such as a star.

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Additional Help:

Editing TRACCESS Today Settings: Step-by-step Instructions

Interpret Rich Text Format Editor

 

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