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ManagingPeopleSoftPersonalizations
ThischaptercontainsanoverviewsectionandcoversthefollowingtopicsrelatedtoPeopleSoftPersonalizations:
UnderstandingPersonalizations.
WorkingwithPersonalizationOptions.
DefiningPersonalizationOptions.
WorkingwithCategoryGroups.
WorkingwithCategories.
WorkingwithLocalebasedPersonalizations
AddingPersonalizationstoPermissionLists.
WorkingwiththeMyPersonalizationsInterface.
CreatingCustomPersonalizationOptions.

UnderstandingPersonalizations
PeopleSoftoffersavarietyofoptionsthatenableendusers,especiallypowerusers,tocompletebusiness
transactionsinamoreefficientmanner.Theseoptionsimproveauser'snavigationspeedthroughthesystemand
enableuserstoselectinternationalpreferences,suchasdateandtimeformats.Youselect,customize,anddefine
personalizationsusingthePersonalizationPeopleTool.
ToaccessthePersonalizationPeopleTool,selectPeopleTools,Personalization.
Personalizationsaregroupedinthreelevelsofcategoriestoaidindevelopment,organization,anddeployment.The
levelsare:
ThefirstlevelistheOptionCategorylevel.Thisleveldividespersonalizationsbetweenfunctionalarea,suchas
PeopleToolspersonalizationsandHRMSpersonalizations.Also,thereisacategoryforcustom
personalizations,whicharethosepersonalizationsyoudevelopanddeployinadditiontothedelivered
personalizations.
ThesecondlevelistheCategoryGroups,whichrepresentindividualproductswithinaCategoryLevel.For
example,withinthePeopleToolsCategoryLevelsomeCategoryGroupsareApplicationDesigner,Process
Scheduler,Security,andsoon.Or,withintheHRMSCategoryLeveloneCategoryGroupcouldbePayroll.
ThethirdlevelisthePersonalizationCategoriesthemselves.Thisisthelevelthattheendusersees.A
categoryrepresentsaproductfeature,suchasnavigationorsystemmessages.Acategorycontainsasetof
relatedpersonalizations.
Afteryouhaveselectedthepersonalizationsforyoursite,youassignthemtoauser,orrole,bywayofthe
PersonalizationspageinthepermissionlistscomponentinPeopleToolsSecurity.ThePersonalizationstabenables
thesecurityadministratortoassignrolebasedpersonalizationsandenableusercontrolforselectedpersonalization
options,ifneeded.
Enduserscanviewtheirpersonalizationsoptionsand,ifallowed,customizethem.TheyusetheMyPersonalization
pagetoaccessandcustomizepersonalizations.
Thefollowingsectionsprovidemoredetailsondefining,customizing,anddeployingPeopleSoftPersonalizations.

WorkingwithPersonalizationOptions
Beforeyoubegindefininganddeployingpersonalizationoptions,youfirstneedtobefamiliarwiththetypesof
personalizationoptionsdeliveredbyPeopleSoftandthepagesusedtoviewandmodifythem.
Note.PeopleSoftMobileapplicationsusethestandardpersonalizations.

PagesUsedtoDefineandModifyPersonalizations
Page or Tab Name

Navigation

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Definition(gridtab)

PeopleTools,Personalizations,
PersonalizationOptions

View,modify,oraddpersonalizationoptions
definitions.

Format(gridtab)

PeopleTools,Personalizations,
PersonalizationOptions

Viewormodifytheformat

Explanation(gridtab)

PeopleTools,Personalizations,
PersonalizationOptions

Viewormodifythedefinitionofthe
explanationthatendusersseeintheMy
Personalizationinterface.

CategoryGroups

PeopleTools,Personalizations,Category
Groups

Viewormodifythegroupingofoptionsfor
administrativeandownershippurposes.

Category

PeopleTools,Personalizations,Categories

Viewormodifythecategoriesinwhich
personalizationoptionsaregroupedforend
users.

LocaleDefinition

PeopleTools,Personalizations,Locales

Controlthelocalesforwhichyoucanspecify
defaults.

LocaleDefaults

PeopleTools,Personalizations,Locale
Defaults

Specifydefaultsforlocalesappearingonthe
LocaleDefinitionpage.

MyPersonalizations

MyPersonalizations

Endusersaccessthispagetoviewand
modifypersonalizations

UnderstandingNavigationOptions
Thefollowingtablepresentsthedeliverednavigationoptions.
Note.PTPT1000isadeliveredpermissionlistthatyoucanuseasastartingpointforauserpermissionlist.The
columnshowswhetherausercanmodifytheoption.
Item

Option
Code

Initial Setting

TaboverAdd/Deletebuttons

ADBTN

Tabovercalendarbuttons

CALBTN

PTPT1000

Description

No

Yes

Taboverthe+andbuttonswithingridsand
scrolls.ThisisaYes/Nooption.

No

Yes

Taboverthecalendarcontrolsonpages.
Calendarcontrolsappearas
Yes/Nooption.

.Thisisa

Tabovergridtabs

GRDTAB

No

Yes

Enableuserstotaboverthetabsorheadings
withingrids.ThisisaYes/Nooption.

Taboverheadericons

HDRICN

No

Yes

Enableuserstotaboverheadericons,which
appearatthetopofeachpageandinclude
Home,Help,andSignOut.ThisisaYes/No
option.

Taboverlookupbutton

LKPBTN

No

Yes

Enableuserstotaboverthe buttonsto
therightofeditboxesthathaveanassociated
listofValidValues.ThisisaYes/Nooption.

Tabovernavigationbar

NBAR

No

Yes

Enableuserstotabovernavigationbars,
whichappearatthetopofgridsandscroll
areastocontroltherowsthatdisplay.Thisis
aYes/Nooption.

NONPS

No

Yes

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TaboverNonPeopleSoft
elements

YoucanrestricttabbingtothePeopleSoft
elementsofthepageonly.ThisisaYes/No
option.

Taboverpagelinks

PGLNK

No

Yes

Enableuserstotaboverlinkstootherpages.
ThisisaYes/Nooption.

TaboverPopUpIcon

POPUP

No

Yes

EnableuserstotaboverthePopupicon.
ThisisaYes/Nooption.

Tabovertoolbar

TBAR

No

Yes

Enableuserstotaboverthetoolbaratthe
bottomofapage.Toolbaritemsinclude
buttonsthatcontrolstandardoperationson
thepage,suchasSave,ReturntoSearch,
andsoon.

AutomaticMenuCollapse

AUTOMENU

No

Yes

Enablingthispersonalizationcausesthemenu
toautomaticallycollapsewhenatransactionis
selected.Youexpandthemenueitherby
usingCtrlXortheshowmenuicon.

UnderstandingLocaleOptions
ThefollowingtablepresentsthedeliveredLocaleoptions.
Note.PTPT1000isadeliveredpermissionlistthatyoucanuseasastartingpointforauserpermissionlist.The
columnshowswhetherausercanmodifytheoption.
Item

Option
Code

Initial Setting

AfternoonDesignator

ADES

DateFormat

DFRMT

PTPT1000

Description

PM

Yes

Designatethetimeofafternoon,suchasPMor
pm.Thevaluehasa5characterlimit.

MM/DD/YY

Yes

Specifyhowthedateisexpressed.Youhave
thefollowingoptions:
D.DD/MM/YY
M. MM/DD/YY
Y.YY/MM/DD

DecimalSeparator

DCSP

'.'

No

Specifyhowyouwantvalueswithdecimalsto
appear.Typically,youusea'.'butifyouprefer
a','then1.00appearsas1,00.Thisfieldhasa
1characterlimit.

DateSeparator

DTSP

No

Specifyhowyouwanttoseparatethemonth
valuefromtheday,andsoon.Forexample,
youcanusea''for01012001,ora'/'for
01/01/2001.Thisfieldhasa1characterlimit.

LocalTimeZone

LTZONE

Pacific

Yes

Specifythelocaltimezone,asinPSTforPacific
StandardTime,TSTforTokyotime,orGMT
forGreenwichMeanTime,tonameafew.This
altersthedisplayofthetimefortheenduser,
butdoesnotaffecttheBaseTimeZonesetting
onthePeopleToolsOptionspage.

MorningDesignator(AM,am)

MDES

AM

Yes

Designatethetimeofmorning,suchasAMor
am.Thevaluehasa5characterlimit.

TimeFormat

TFRMT

h:mm:ss

Yes

Specifyhowyouwanttimetoappear.Youhave
twochoices:civiliantime(01:05:00PM)or

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militarytime(13:05:00).Whetherornot
microsecondsappearisnotapersonalization
option.
TimeSeparator

TMSP

No

Specifywhetherthehoursandminutesand
secondsareseparatedwitha':'ora'.',andso
on.Thisfieldhasa1characterlimit.

Thousandsseparator

TSEP

','

No

Specifyhowyouwantnumericalvaluesover
999expressedwitha','asin1,000orwitha'.'
asin1.000.

Uselocaltimezone

TZONE

No

No

Specifywhethertransactionsaretousethe
localtimezoneorthetimezoneorthatofthe
serverorcorporatetimezone.

UnderstandingGeneralOptions
Thefollowingtablepresentsthedeliveredgeneraloptions.
Note.PTPT1000isadeliveredpermissionlistthatyoucanuseasastartingpointforauserpermissionlist.The
columnshowswhetherausercanmodifytheoption.
Item

Option
Code

Initial Setting

Accessibility

ACCESS

PTPT1000

Description

Yes

Providesbettersupportforassistive
technologies.
OptionA[Useaccessiblemodelayout]
isforusewithscreenreaders.Page
elements(fields,links,buttons,andso
on.)arepresentedlinearlytoassistive
software.
OptionS[Usestandardmodelayout]
supportsassistivetechnologieswithout
alteringthepagedesign.
OptionN[AccessibilityFeatures
disabled]isthedefault.

TimePageHeldinCache

METAXP

20

Yes

Enablebrowsercachingforthenavigation
pagesthatremainrelativelystatic.Thisoption
appliestotheportalhomepageandnavigation
pages.Thedefaulttimeiszero,whicheffectively
disablesthisfeature.Youneedtoexplicitlyadd
theappropriatetimeforyoursite.

MultiLanguageEntry

MLTLNG

Yes

WhenMultiLanguageEntryisenabled,users
canenterdatainthelanguagespecifiedfor
pageswheremultiplelanguageentryis
available.
Theuserselectsthepreferredlanguagefrom
theDataLanguagedropdownlist.

SeeAlso
PeopleToolsPeopleBooks:PeopleSoftPortalTechnology,"UsingPortalCachingFeatures"

SystemandApplicationMessages
Systemmessagesarethosethatthesystemdisplaysfortheuserwhencertaineventsoccursuchasasaveora
requesttoviewanotherpage.

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Note.PTPT1000isadeliveredpermissionlistthatyoucanuseasastartingpointforauserpermissionlist.The
columnshowswhetherausercanmodifytheoption.
Item

Option
Code

Initial Setting

SaveConfirmmessage

SCNFRM

SaveWarningmessage

SWARNw2

PTPT1000

Description

No

ProvidesabriefmessageconfirmingaSave
action.

Yes

Displaysawarningwhentheusermakesa
changeandattemptstoleavethetransaction
withoutsaving.

UnderstandingInternalOptions
ThefollowingtablepresentsthedeliveredinternaloptionsforusingQuery.
Item

Option
Code

Initial Setting

NameStyle

NAMESTYLE

UsedwithPeopleSoftQuery.NameStyleiseither
'NameandDescription'or'Descriptiononly'.Itrefersto
howrecordsandfieldnamesaredisplayed.Used
mostlyforglobaluserswheretherecordnamesarein
Englishbutthedescriptionsareinanotherlanguage.

AutoJoin

AUTOJOIN

UsedwithPeopleSoftQuery.Queryautomatically
determinesthejoinconditionsforyouwhenanew
recordcomponentisadded.

Dictionary

DICTIONARY

N/A

NotcurrentlyusedinPIAQuery.

Sortby

SORTBY

N/A

NotcurrentlyusedinPIAQuery.

Description

DefiningPersonalizationOptions
Thissectioncoverstopicsrelatedtoselecting,modifying,andcreatingpersonalizationoptionsforyoursite.Adding
personalizationoptionsinvolvessettingupyouroptionsinthePersonalizationsinterface,implementingthebehavior
usingPeopleCode,andaddingtheappropriatepermissionsthroughPeopleToolsSecurity.Addingarowtothetable
usingthefollowinginterfaceisonlyonepartoftheprocess.
Note.ThemenuitemswithinPeopleToolsPersonalizationareintendedfordevelopersandsystemadministrators.

UnderstandingtheSearchPage
Toaccessthepersonalizationdefinitionpages,selectPeopleTools,Personalization,PersonalizationOptions.Onthe
searchpage,youhavetheoptiontosearchbyOptionCategoryLevelorDescription.IfyouselectOptionCategory
LevelandclickSearch,thefollowingresultsetappears.
CustomerRelationshipManagement(CRM).
Custom(CSTM).
EnterprisePerformanceManagement(EPM).
Financials(FIN).
HumanResources(HRMS).
LearningSolutions(LS).
PeopleTools(PPLT).
SupplyChainManagement(SCM).
Note.ThesearetheonlyavailableOptionCategoryLevels.Youcan'taddcustomOptionCategoryLevels.
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ThislistcorrespondsdirectlytothecollectionofPeopleSoftapplications.Inaddition,thereisaCustomcategory
whereyoustoreanypersonalizationoptionsyoucreateforapplicationsyouhavebuiltusingPeopleTools.Youcan
alsoadd,orextend,thepersonalizationsforeachcategory.Forinstance,ifyouwantedtoaddanewpersonalization
totheHRMScategory,youaddittothelistanddefineit.
Thishighlevelseparationofthepersonalizationoptionsenablesyoutotakeamodularapproachindeployingthe
optionstoyouruserbase.Italsohelpsyoutoavoidcollisionsbyseparatingequivalentpersonalizationoptionsby
application.Forexample,youcanassigndifferentdefaultvaluesforthesamepersonalizationforyourHuman
ResourcesandFinancialsapplications.
Beforeaddingormodifyingpersonalizations,youselecttheappropriatecategory.Forinstance,forCRM
personalizations,selecttheCRMcategory.
Note.RegardlessofwhetheryouhaveinstalledalloftheapplicationslistedintheOptionCategoryLeveloptions,the
samecategorylevelsappear.Ignoreanycategoriesthatdonotapplytoyoursite.
YouaddandmodifythedeliveredpersonalizationoptionsusingtheDefinePersonalizationscomponent.
Toaccessthisinterface,selectPeopleTools,Personalization,PersonalizationOptions.Thisinterfacecontainsthe
followinggridtabs.
Definition
Format
Explanation
YouusethisgridtoviewandtomodifythepersonalizationswithintheCategoryLevelyouselectedonthesearch
page.

DefinitionTab

DefinitionTab(1of2)

DefinitionTab(2of2)

UserOption

Displaysthecodeassociatedwiththeuseroption.Thisisthecodethatthesystem
(PeopleCode)recognizesatruntime.

Description

ThisisthedescriptionoftheoptionthattheenduserseesontheMy
Personalizationsinterface.Thedescriptionshouldbeuniquewithinthesame
category.Whenaddingcustompersonalizations,specialattentionneedstobepaid
tothisfield.Makesurethedescriptionismeaningfultoendusers.

OptionCategoryGroup

Specifytheproductorfunctionalgroupingsofoptions.Thisvalueactsasan
administrativeattributeprovidingownershipformaintenancepurposes.Itfurther
dividestheOptionCategoryLevel.

OptionCategory

Categorizesandencompassesasetofoptionsfortheenduser.Theoptionyou
selectdeterminesthebuttontheenduserclickstoviewandmodifytheoption.
YouaddnewCategoriesusingtheCategorypage.

UserOptionType

Enablesyoutosetwhereanoptionisexposedtotheenduserforoverride
purposes.Therearetwooptions:

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Functional.Theseareoptionsthatuserssetwithinanapplicationor
PeopleTool,suchastheApplicationDesignerpreferences.Functional
personalizationsarenotexposedtotheenduserthroughthe
personalizationspages.Iftheusershaveaccesstothetoolorcomponent,
thentheyareabletooverridethesettings.
System.Optionsthatareexposeddirectlytotheuserthroughthe
personalizationpages.Ausercanoverridedefaultvaluesifpermissionlists
granttheyauthority.
LocaleBased

IndicatesthattheoptionderivesthedefaultvaluesbasedontheLocaleofthe
browser.

Toaddanoption,usetheplussignbutton.Todeleteanoption,usetheminussignbutton.
Note.Ifyouaddanycustomvaluesforthesefields,completealltheappropriateplanningbeforehand.Thereisno
builtinmechanismtopreventcollisions.
Note.IntheMyPersonalizationsinterface,endusersonlyseeoptionsthatpossesthefollowingattributes:theUser
OptionTypeissettoSystemandtheoptiontooverrideisallowedbywayoftheuserspermissionlist(s).

FormatTab

FormatTab(1of2)

FormatTab(2of2)

UserOption

Showsthecodeassociatedwiththeoption.

FieldFormatand
FieldFormatLength

Definesthefieldcharacteristicoftheoption.UsedfortheOptionDefaultValuefor
optionsthatarenotvalidatedagainstthedatabase.

Record(Table)Name

Specifythelookuptablethatholdsthepersonalizationoptionsvalues.

FieldName

Specifythefieldonthelookuptablecontainingthevalidoptionvalues.

OptionDefaultValue

Showsthecurrentdefaultfortheoption.ThisvalueissetthroughtheSetOption
DefaultValue.

SetOptionDefaultValue

ThisisalinktothesecondarypageusedtosetOptionDefaultValues.

SetOptionDefaultValue
ThefollowingitemsappearontheSetOptionDefaultValuepage.
OptionCategoryLevel

Showsthehighlevelcategorytowhichtheoptionbelongs,suchasPeopleToolsor
HRMS.

UserOption

Showsthecodeassociatedwiththeoption.

Description

Showsthedescriptionoftheoption.

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CurrentDefaultValue

Displaysthecurrentdefaultvalue

OptionDefaultValue

Selecttheappropriatevaluefromthedropdownlist,oraddtheappropriateoption
manually.Dependingonthewhethertheoptiongetsitsdefaultvaluesfroma
prompttabledeterminesifadropdownlistoraneditboxappears.Foroptionsthat
derivedefaultvaluesfromaprompttable,thesystemdisplaysadropdownlist.

ExplanationTab
TheExplanationtabenablesyoutoreferencethemessagetextandtheimage(ifneeded)thattheenduserseesafter
clickingtheExplainbuttonintheMyPersonalizationsinterface.
Ifyouareaddingacustompersonalization,you'llneedtocreatethemessageinthemessagecatalogandcreatethe
image(ifneeded).

ExplanationTab

UserOption

Displaysthecodeassociatedwithanoption.

MessageSetNumber

Specifythemessagesetcontainingthemessagethatcontainstheexplaintext.

MessageNumber

Specifythemessagenumberofthemessagecontainingtheexplaintext.

ImageName

Pointstotheimagethatthesystemdisplaystotheendusertoprovideclarification
andcontextforthepersonalization.Forexample,forthe"Taboveraddbutton"
option,theimageofthe"add"buttonisincludedsotheusercanrecognizethe
object.

WorkingwithCategoryGroups
Categorygroupscanrepresentproducts,suchasQueryorTreeManager,orfunctionalgroupings.Acategorygroupis
anattributethatenablesyoutodesignateownershipofpersonalizationsforadministrativeduties,suchas
maintenance.
Note.AlloptionscreatedwithinthecategorylevelofCustom,bydefault,appearintheCustomcategorygroup.

CategoryGroupPage

OptionCategoryGroup

Displaysthenameofthecategorygroup.

Objectowneridentifier

Displaysthenameofthegroupresponsibleforthemaintenanceofthecategory
group.

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Description

Providesadescriptionofthecategorygroupforidentificationpurposes.Ifaddinga
newdescription,thisfieldhasa30characterlimit.

WorkingwithCategories
Categoriesarethewaythatyougroupandpresentpersonalizationoptionstoyourendusers.Forexample,forthe
Navigationoptioncategorytheenduserseesthedescription(NavigationPersonalizations)ontheMyPersonalizations
page.WhentheenduserclickstheadjacentPersonalizeOptionsbutton,theyaccesstheoptionsyouhavegroupedin
theNavigationcategory.

CategoryPage

OptionCategory

ShowsthenameofthecategoryinwhichoptionsappearfordisplayontheMy
Personalizationspage.

Objectowneridentifier

Displaysthenameofthegroupresponsibleforthemaintenanceofthecategory
group.

Description

Providesadescriptionofthecategoryforidentificationpurposes.Ifaddinganew
description,thisfieldhasa30characterlimit.
Important!ThisisthetextthatappearsontheMyPersonalizationpage.Ifyouadd
customcategoriesmakesurethetextismeaningfulforendusers.

WorkingwithLocaleBasedPersonalizations
Localebasedpersonalizationsenableyoutohandlesettingsforglobalization.Localebasedpersonalizationsare
treatedseparatelythantheotherpersonalizations.
Youusethefollowingpagestomanagethesepersonalizationoptions:
LocaleDefinition.
LocaleDefaults.
Thesystemderivesthelocaleinformationbasedonthelocalespecifiedinthebrowser.PeopleSoftdeliversthese
pagespopulatedwiththecodesthatrepresentthecurrentbrowserlocales.
ThistopicisdiscussedinmoredetailintheGlobalizationPeopleBook.
SeeAlso
PeopleToolsPeopleBooks:PeopleSoftGlobalTechnology,"UnderstandingPeopleSoftInternetArchitectureLocale
BasedFormatting"

AddingPersonalizationstoPermissionLists
YouassignpersonalizationstousersbywayofpermissionlistsinPeopleToolsSecurity.Beforedoingso,makesure
youhaveaddedormodifiedallthenecessarypersonalizationsintheDefinePersonalizationspages.PeopleTools
SecurityonlyrecognizespersonalizationsthathavebeendefinedintheDefinePersonalizationsinterface.Thistopicis
coveredinthePeopleToolsSecuritydocumentation.
SeeAlso
SettingPersonalizations

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CreatingCustomPersonalizationOptions
Thefollowingsectionappliestocreatingcustompersonalizationoptions.

CreatingCustomPersonalizationOptions
Creatingcustompersonalizationoptionsinvolvethefollowingsteps:
Step1:CreatetheoptionusingtheDefinePersonalizationinterface.
Step2:ImplementthebehaviorusingPeopleCodepersonalizationoptions(discussedinthefollowingsection).
Step3:Ifuserswillbeabletocontrolthepersonalization,youneedtomaketheoptionaccessibleonthe
appropriatepermissionlistthroughPeopleToolsSecurity.

PersonalizationPeopleCodeFunctions
TherearetwoPeopleCodefunctionsrelatedtopersonalizations.Thesefunctionsare:
GetUserOption.
SetUserOption.
Ifyouintendtomodifyorcreatecustompersonalizations,youmayneedtoemploytheuseofthesefunctions.Refer
tothePeopleCodedocumentationforuseandsyntax.
SeeAlso
PeopleToolsPeopleBooks:"PeopleCodeReference"

WorkingwiththeMyPersonalizationsInterface
Thissectiondescribestheinterfacethatendusersaccesstodothefollowing:
Viewtheavailablepersonalizationoptions.
Modifydefaultsforpersonalizationoptions.

PersonalizationsPage
AccesstheMyPersonalizationspage.

PersonalizationsPage

Description

Thedescriptioncolumncontainsabriefdescriptionforidentifyingaparticular
categoryofpersonalizationoptions.

PersonalizeOptions

Toviewandmodifytheoptionswithinacategory,clickthisbutton.

RestoreDefaults

Clickthisbuttontorestorethedefaultvaluesforalloptionsineachpersonalization
category.Defaultsrefertotheinitialvaluesthatyoursystemadministratorhasset
foreachavailableoptionbeforeyoumodifiedtheoption.So,youonlyusethis

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featureifyouhavemodifiedoneormorepersonalizationoptionandyouwantto
reverttotheinitialsettings.

PersonalizeOptions
AccesstheMyPersonalizationsPersonalizeOptionspage.

PersonalizeOptions

OptionCategory

Showsthedescriptionofthecategoryofpersonalizations.Thishelpsyoutomake
surethatyouhavethecorrectcategoryopen.

PersonalizationOption

Thiscolumnlistsallofthepersonalizationoptionsavailableforyoutomodify.The
textthatappearsinthelistisabriefdescriptionoftheoption.Formoreinformation
ontheoption,clicktheExplainlink.

DefaultValue

Referstotheinitialsettingsthatyouradministratorhasspecifiedfortheoption.If
youdonotmodifythedefaultvalue,theoptionassumesthevalueprovidedbythe
systemadministrator.

OverrideValue

Enteranycustomvalueyouwanttoassigntothepersonalizationoption.To
"override"adefaultsettingmeansto"useinplaceof"thedefaultsetting.

Explain

Clickthislinktoviewmoreinformationonwhatthepersonalizationoptionprovides.
SeethefollowingsectionformoreinformationontheExplanationpage.

RestoreCategoryDefaults

Returnsallmodifiedoptionstothedefaultvalues.Thisbuttonappliesonlytothe
currentcategory,asinthecategoryyouhaveopen.

OK/Cancel

Afteryouhavemadeanymodifications,clickOKsothatthesystemrecordsyour
changes.IfyoudonotwantyourchangesrecordedclickCancel.Ifyouhavenot
madeanychangesandjustviewedtheoptions,youcanuseeitherbuttontoreturn
tothePersonalizationspage.

PersonalizationExplanationPage
AccesstheMyPersonalizationsPersonalizationExplanationpage.

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PersonalizationExplanationPage

PersonalizationName

Thenameoftheindividualpersonalizationappearsatthetopofthispagesothat
youcanmakesureyouareviewingormodifyingtheappropriateoption.

DefaultValue

Showsthevaluethatyoursystemadministratorhassetasthedefaultvalueforan
option.Thepersonalizationassumesthedefaultvalueunlessyouoverrideit
(modifyit).

OverrideValue

Overrides(orchanges)thedefaultvalue.Forinstance,ifthedefaultvalueforan
optionisNo,youcanoverridethedefaultvaluetobeYes.

RestoreOptiontoDefault

Enablesyoutochangeanyoptionvaluethatyou'vemodifiedtoassumetheoriginal
defaultvaluespecifiedbyyoursystemadministrator.

Explanation

Thisboxcontainsthedescriptionofwhatthepersonalizationoptionprovideswhen
activated.Forlongerdescriptions,usethescrollbartoview.Thisboxis"read
only",whichmeansyoucan'taddtexttoit.

Image

Inmanycases,especiallywiththeNavigationoptions,animageappearstoprovide
furtherclarificationastoaspecificcontroloritemthattheoptionaffects.
Forexample,ontheexplanationpagefortheTabOverToolbaroption,animageof
thetoolbarappearsintheimagesectiontoshowexactlytheareaonthepagethat
thepersonalizationaffects.

OK/Cancel

ReturnsyoutothecurrentOptionCategorypage.Ifyou'vemadechangestothe
personalizationoptionthatyouwanttokeep,clickOK.Ifyoudonotwanttokeep
thechangesyouhavemade,clickCancel.Ifyouhavemadenochanges,user
eitherbutton.

ModifyingaPersonalizationOption
Thefollowingproceduredescribesthestepsyouneedtocompletetomodifyapersonalizationoption.
To modify a personalization option:

1. SelectMyPersonalizationsfromtheportalmenu.
2. OnthePersonalizationspage,clickthePersonalizeOptionsbuttonadjacenttothecategoryofpersonalizationoptions
youwanttomodify.
3. InthePersonalizationOptionlist,locatetheoptionyouwanttomodify.
4. InthecorrespondingOverrideValueeditboxspecifytheappropriateoverridevalue.
Dependingontheoption,youwillseeoneofthefollowingcontrols.
Adropdownlistbox.Selecttheappropriateoptionfromthedropdownlist.
Aneditbox.Manuallyadd(typein)theoverridevalue.

5. ClickOK.
Thissavesthechangetothesystem.

6. Signoffandthensignonagainsothatthesystemrecognizesyourchanges.
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Security

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Copyright19882002PeopleSoft,Inc.AllRightsReserved.

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