Configure Roles
Configure Roles button and its usage
Configure Roles function allows users to customize the Setup Tasks list. It is used to facilitate the view of the Setup sequence by highlighting priority steps in color and font, or disabling uneditable ones. This can be useful to help guide newer users to the important steps that need to be reviewed and updated each planning cycle.
Configure Roles button
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To create a new Role click on the gear icon. Configure Roles dialog will open, where you can create new roles and view existing.
To create a new Role click on gear button
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Use drop-down menu to swap between Roles.
To create a new Role click on gear button
Configure New Role
To facilitate working with your project several options are available for configuring Role layouts.
Click thegear button to open Configure Roles dialog.
Configure Roles dialog
Configure Roles dialog items and their usage
|
Option Name |
Purpose |
|---|---|
|
Name |
Name of the step being edited |
|
Disabled |
Locks step from being altered |
|
ForeColor |
Changes text color |
|
Bold |
Changes test to bold |
|
Italics |
Changes test to italics |
Setup Tasks list after populating custom roles configuration
Steps can only be Locked for editing. They cannot be removed from the list.
Notes Panel
To the right of Roles selection and configuration buttons one more button, Show Notes Panel, provided.
Show Notes Panel
When you click this button, the Notes panel appears on the right side of the screen, where you can write notes for each setup step, whether locked or available for editing.
Notes panel for custom remarks
You can also add pictures to your Notes.
Adding picture to Notes example
To hide this panel, click the cross in the upper right corner. This will not delete the entered notes, but will close the panel and move it back to the left side of the screen as a folder sign.
Close the Notes panel - it will return to its original location near the role configuration buttons
A mini Note icon will be shown beside the setup task step if the setup task includes a note.
Mini Note icon appears if setup task has a note