Deltek Talent Management

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Using the Help Search
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Enable the Appraisal Global Print View Configuration Feature

When you enable the Appraisal Global Print View Configuration feature, Performance administrators can configure default appraisal print options for the organization. These options determine how all phases of the appraisal display in Print View, and how they look when printed to PDF or hard copy. This feature can be configured to allow an appraisal user to override the default options, or to lock all appraisal users from making changes to default print settings.

Before enabling the Global Print View Configuration feature for an administrator, it must be turned on for the Global group. To do this, follow the steps below, but select the Global group from the Select a Group field in step 2.

To enable the Global Print View Configuration feature:

  1. Click Administration » Global Settings » System Administration » Features.
  2. On the Features screen, select the group you want from the Select a Group field. For example, Administrator.
  3. Expand Performance » Appraisal.
  4. Click Global Print View Configuration.
  5. Select one or more of the following options. You must select Print Configuration Screen to enable the ability to set global print options:
    OptionDescription
    Lock Configuration When selected, Step 1 of the Print Appraisal Workflow is read-only. Appraisal users cannot change print options set by an administrator. When Lock Configuration is unchecked, appraisal users can edit the default print options in Step 1 of the process.
    Note: If the Lock Configuration option is unchecked and if the User Print View Configuration feature is enabled, the settings selected by the appraisal user are saved for all future appraisals. Users can also restore options to the default set by the administrator by clicking the Restore Default View button on Step 1 of the Print Appraisal screen. Also note that if the Lock Configuration Global option is not enabled first, then it will not be available for selection by any other user group selected in Step 2 above.

    Print Configuration Screen

    Click this option to enable the Print Configuration option in the Performance » Appraisals section of the Administration screen (Administration » Performance » Appraisals » Print Configuration). From the Print Configuration screen, administrators define global print options for appraisals.

  6. Click Update Features.