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The TRACCESS Today Settings allows you to configure the content displayed on the TRACCESS Today page. This page acts as a company “bulletin board”—a way of providing news, relevant links, and web content to your employees via their Competency Intelligence application. A System Owner, or Operational Administrator with permissions, can configure the TRACCESS Today Settings. The layout and what appears on the TRACCESS Today page (including news, links, and URLs) is set in the TRACCESS Today System Options.
To access the TRACCESS Today Settings, select Tools > TRACCESS Today Settings. A dialog box appears, which allows you to edit the TRACCESS Today page in three ways:
The right pane of the dialog box consists of three tabs: News, Links, and URL. The News and Links tabs consist of a Rich Text Field (RTF), used to edit your News and Links; the URL tab allows you to enter a web link; and the left pane allows you to apply unique News, Links, and URLs to different Org Units.
Note: In the left pane tree, management roles 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.
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.
Choose the language you're editing your News & Links in with the language dropdown menu.
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.
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.
Step-by-step instructions on editing the TRACCESS Today Settings are available.
A webpage can be displayed on the TRACCESS Today page. To incorporate a URL, first select an Org Unit from the left pane tree and click on the checkbox to enable its URL. Next, select your language from the dropdown menu, and then click on the "URL" tab. In the description field, enter a description or the title of the website. In the URL field, enter the webpage address such as www.Microsoft.com. Click the "Preview" button to view the webpage in the window below. Click "Apply" or "OK" to save your settings.
Note: If an employee belong to more than one Org Unit that has a URL, each URL will be displayed in a tabbed format in the same panel on the TRACCESS Today page.
Step-by-step instructions on editing the TRACCESS Today Settings are available.
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.
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.
Clicking on an Org Unit name in the tree will allow you to edit the News & Links for that particular Org Unit.
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.
In the example below, the root and two Org Units are enabled, each with unique News content:
The "Organization Units" root (Edits News & Links for all Org Units in the system.)
The parent Org Unit “Universal Enterprises”
The child Org Unit “Administration”
The left pane tree shows these three Org Units enabled and with containing content:
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.
Additional Help:
Editing TRACCESS Today Settings: Step-by-step Instructions
Interpret Rich Text Format Editor
