How to Change Default Organisation / District


 Product(s):Exor TMA Noticing Manager
 Version(s):04.07.00.32
 Environment:N\A
 Area:Other
 Subarea:N\A

How to change a user's default organisation and district.

Background

In TMA, the functions a user can perform depend on the type of district they have assigned as their default.  The default organisation and district can also be pre-populated in TMA forms that have them at the top of the screen to save re-entering them multiple times.

Steps to Accomplish

Option 1 To choose whether the organisation and district should be pre-populated or not

  1. Click the little notebook icon next to the date in the toolbar.
  2. Click the User Options tab and scroll down to TMA Manager.  If there is a plus next to it, click it.

  3. Click on Forms Startup Defaults and change the Value field on the right to 1 for no defaults, or 2 for defaults.  You'll need to type it in rather than picking from a list.

  4. Click OK.

Option 2 To set which organisation and district should be the default

  1. Go to TMA / Reference Data / Administration / My Districts.

  2. Select the organisation and district you want to set as the default.

  3. Click the Set as Current button.