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Daily View - Toolbars - Style Toolbar

Daily View

Summary

The Style toolbar allows you to customise the layout of your Daily View window and the type of information that it displays. The values that you select become defaults so they are used whenever you access Daily View.

Layout

You can customise your Daily View layout, and then save your layout so everyone can use it. See File - Save Layout As. Your new layout is added to the Layout field options in the Style toolbar.

To activate a layout:

  1. Select the required layout in the Layout combo box list.
  2. Click Go!

    Note: Other users can use your layout, but any changes that you make to the Default layout are saved in your user profile only.

Query

You can apply a query to filter the employees displayed in your current view. The queries listed in this field are from the Employees | View Queries tab page.

Apply a query:

  1. Select the required query in the Query combo box list.
  2. Click Go!

Check a query:

If the query that you require is not in the Query combo box list, but it is on the Employees | View Queries tab page, then:

  1. Navigate to the Employees | View Queries tab page.
  2. Double-click the required query to open it.
  3. Change the Details tab | Security field from 'Yes' to 'No'.

    When Security = 'No', you can view the query in the current view.

If the query that you require does not exist, you need to Create a Query on the Employees | View Queries tab page.

Note: When you select a query that results in no employees being displayed, then the Query value changes to 'Default', and the following warning appears:
'No Employees could be displayed for this query and period code. Query has been reset back to the default'.

View

This field controls the type of information displayed in Daily View.

  • Actuals

    The actual employee work times.

  • Availability

    When employees are scheduled to work. This option is available only when the Rostering module is used.

  • CrossOver

    Roster or Actuals, depending on when the employee's Roster times change to Actuals.

    Note: To help you determine whether the employee's day is from Actuals or Rosters, add a column, and then customise column extensions to view the crossover source.

  • Roster

    Planned employee work times.

    Note: You can access only timebands for your current view. For example, you cannot edit Rosters when View = 'Actuals'.

Save your layout

When you finish customising your layout, you must use File | Save Layout As to save your settings. Your most recently saved layout becomes the default layout, and you will see it whenever you access this window. If you do not Save Layout As, then your changes will be lost when you exit or apply another layout.

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