IBM Enterprise Records, Version 5.1.+            

IBM Enterprise Records User preferences

User preferences allow a user to set personal preferences that control how IBM® Enterprise Records looks each time that user logs on to the application. These preferences apply only to an individual user account for the IBM Enterprise Records application. There are Display Settings found in the preference link at the IBM Enterprise Records banner and other standard settings set in various part of the user interface.

Display settings

You can customize the User preferences page so your user settings override the site product settings.

The Default Settings column on the right side of the panel mirrors what is set in the product's Site Preferences. If a menu option or a setting contains the value Default and you make this selection, it means the product's Site Preference setting or the values in the Default Settings column are automatically used. If you set a value that is different from the default, that individual setting is used instead.

You can hover over the information icon, if available, to get additional information:
  • Disposition schedule wizard: The Default setting displays for you a detailed wizard with additional schedule options when creating a disposition schedule wizard in the application. The Simple setting provides a minimum number of schedule options. This setting defaults to system-created entities like auto destroy actions and phases, and only display options to specify the trigger event and deletion time frame.
  • Show vital records step when you create containers: The Yes setting displays the Set Vital Record step and all of its associated settings in all of the container creation wizards like categories, folders, and volumes. The No setting eliminates the Set Vital Record step, simplifying the process.

Standard settings

Use the IBM Enterprise Records application to set the following user preferences:

In addition, the table below includes IBM Enterprise Records information on some Workplace user preference settings. IBM Enterprise Records applies only settings included in the table. For more information on Workplace user preferences, see ../../../com.ibm.p8.doc/ae_help/workplace/wp_userprefs.htm.

Table 1. User preferences and descriptions
Preference View User Preference Description
General > Display Default list view IBM Enterprise Records only supports Detailed, and ignores this setting if set to Magazine.
General > Display Date Format IBM Enterprise Records uses this preference to change the date format.
General > Display Time Format IBM Enterprise Records uses this preference to change the time format.
General > Display Criteria for Search and History results IBM Enterprise Records applies this preference.
My Search > General Max Results IBM Enterprise Records applies this preference.
My Search > General Search Scope IBM Enterprise Records only supports Near, and ignores this setting if set to Any.


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Last updated: August 2011
rm__user_preferences.htm

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