Color Policy

Detail Forms:

Time Card

Other Context

The Color Policy form is used to determine the background and foreground colors of the values that can display on the web timecard and KPI Dashboard portlets. This policy also determines the colors of the values that appear in the Schedule Type and certain Status columns in the application. Status columns include Current Status on the Current Situation form, Status on the Service Monitor form, and Terminal Status on the Terminal Monitor form.

The colors that display in the timecard and other forms will be based on the Color Policy assigned to the logged-in user. For example, a supervisor’s Color Policy may have all Day Worked events appearing in red, while an employee’s Color Policy displays these events in yellow. When the supervisor looks at the employee’s timecard in Supervisor Review, Day Worked events will appear in red.

When a Color Policy is assigned to a user, the following applies:

  1. Events and charge elements that are defined on the Color Policy's Time Card tab will display on the web timecard according to their background and foreground color settings. (Note that event background and foreground colors are configured in Event Setting and charge element background and foreground colors are configured in Element Color.)

  2. The values in the Schedule Type and certain Status columns in the application will display according to their background and foreground color settings in the Color Policy's Other Context tab.

  3. The colors in the KPI Dashboard portlets (Efficiency, Productivity, and Utilization) will display according to their background and foreground color settings in the Color Policy's Other Context tab.

The SYSTEM_DEFAULT Color Policy is configured to display colors for all values in the Schedule Type, Current Status, (Service) Status, and Terminal Status columns. The default color policy is assigned to System Settings, which applies to all users unless a user has a different setting via Person Group Setting or Person Setting.

See Also:

Color Policy Field Descriptions

Find a Color Policy

Add a Color Policy

Modify the Description of a Color Policy

Copy a Color Policy

Delete a Color Policy

 

Color Policy Field Descriptions

Policy Name

Name of the Color Policy.

Description

Description of the Color Policy.

Update Date, Updated By

These fields display when the record was created or updated, and the person who created or updated the record.

 

Find a Color Policy

  1. Click Main Menu > Configuration > Policies > Color Policy.

  2. Select the Color Policy from the Policy Name field.

  3. Click Find.

 

Add a Color Policy

  1. Click Main Menu > Configuration > Policies > Color Policy.

  2. Click Add.

  3. Enter a Policy Name.

  4. Enter a Description of the policy.

  5. Click Save.

    To configure how colors should display in the web timecard, use the Time Card tab. To configure how color should display in other forms, use the Other Context tab.

 

Modify the Description of a Color Policy

  1. Click Main Menu > Configuration > Policies > Color Policy.

  2. Select the Color Policy you want to edit.

  3. Click Modify.

  4. Change the Description and click Save.

    To modify how colors should display in the web timecard, use the Time Card tab. To modify how color should display in other forms, use the Other Context tab.

 

Copy a Color Policy

  1. Click Main Menu > Configuration > Policies > Color Policy.

  2. Select the Color Policy you want to duplicate and click Copy.

  3. Enter a new Policy Name and click Save.

    The duplicate Color Policy will have the same detail records on the Time Card tab and the Other Context tab as the original policy.

 

Delete a Color Policy

  1. Click Main Menu > Configuration > Policies > Color Policy.

  2. Select the Color Policy you want to remove and click Delete.

  3. Click OK to confirm the action.