Set Procedures Module Defaults

Using the Setup module, you can establish how TMS populates some pages by setting up default values for fields. You can also change fonts for all users, a single user, or a group.

To set up procedures defaults, follow these steps:

1. From the Setup menu, select Procedures > Defaults.

   The Defaults Editor window opens.

2. Select who the defaults are being defined for.

   • To set defaults for a group, from the Group drop-down menu at the top, select All or select a specific group.

   • To set defaults for a specific user, click the Toggle Group/User button to the right of the drop-down menu and then select a user.

   User defaults override group defaults.

3. Select what application area defaults are being defined for.

   • To change the defaults for the entire module, click the module name in the left pane.

   • To change the defaults for a group of fields, click a field group and expand it by clicking the arrow next to the group.

   • To change the defaults for a specific field in the field group, click the field in the expanded group.

4. Click the module name in the left pane (under General) to change the Module label, Default Query Results report, or the report designated as the Default Quick Print Report.

5. To change the defaults for a specific field in a field group, expand the field group by clicking the arrow next to the group and then clicking the field in the expanded group. See the Set Custom Labels and Default Values section below for more information.

6. Click OK to save your changes.

Set Custom Labels and Default Values

To set a custom label or default value for a material field, follow these steps:

1. In the left pane, expand General > Procedures and then expand the field group containing the field you want to customize.

2. Select the field you want to customize.

3. Click the General tab in the right pane.

4. To customize the field label, modify the value in the Custom Label field.

5. To set a default value, enter the value in the Default Value field.

6. Set the Mode Specific Options.

   • Select the Set Field To Required check box to make this field required.

   • Select the Hide Field From User check box to hide this field from the user.

   • Select Set Field to Read Only to disable editing of this field.

     You must set a default value for the field to use the Set Field to Read Only option

7. Click OK to save your changes.

Review Your Changes

To review your changes, select Procedures > New from the menu. Your customized Procedures New page opens.