Difference between revisions of "How do I configure colours?"

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== More Information ==
 
== More Information ==
−
== List Status Colours ==
+
=== List Colours ===
−
These colours are used to indicate the general status of an item or task to the user, you can change the colour of the background and the text and are editable from "Main Menu" -> "Reports and Parameters" -> "Maintenance Options" -> "System Administrator" -> "System Colours" ->
+
These colours are used to indicate the difference between list items or tasks to the user, you can change the colour of the background and the text and are editable from
−
"Default Status Colours".
+
 
 +
{{Menu|{{RP}}|Maintenance Options|System Administrator|Platinum Colours|Add or Edit Default Colours}}.
 +
 
 +
* Click {{Button|List}} to see all options.
  
 
==== Ok - Can Do ====
 
==== Ok - Can Do ====
−
This status indicates to a user that there is nothing wrong with an item or task and he is able to proceed.
+
This colour indicates to a user that there is nothing wrong with an item or task and he is able to proceed.
 +
 
 +
The colour code is {{DataValue|STA}}
  
−
It is currently used in the following parts of the system:
+
An example of where this is used is:
−
* "Stock Control" -> "Point of Sale"
+
* {{Menu|{{ST}}|Point of Sale}}
−
* "Purchase Order Processing" -> "Sales Order Link"
+
* {{Menu|{{PO}}|Sales Order Link}}
  
 
==== Problem - Can't Do ====
 
==== Problem - Can't Do ====
−
This status indicates to a user that there is a problem with an item or task that requires his attention.
+
This colour indicates to a user that there is a problem with an item or task that requires their attention.
  
−
It is currently used in the following parts of the system:
+
The colour code is {{DataValue|STB}}
−
* "Stock Control" -> "Point of Sale"
+
 
−
* "Purchase Order Processing" -> "Sales Order Link"
+
An example of where this is used is:
 +
* {{Menu|{{ST}}|Point of Sale}}
 +
* {{Menu|{{PO}}|Sales Order Link}}
  
 
==== OK - Done ====
 
==== OK - Done ====
−
This status indicates to a user that the process that corresponds to the item or task has been completed.
+
This colour indicates to a user that the process that corresponds to the item or task has been completed.
  
−
It is currently used in the following parts of the system:
+
The colour code is {{DataValue|STD}}
−
* "Purchase Order Processing" -> "Sales Order Link"
+
 
 +
An example of where this is used is:
 +
* {{Menu|{{PO}}|Sales Order Link}}
  
 
==== Overridden ====
 
==== Overridden ====
−
This status indicates to a user that an automatic process has been overridden by a user.
+
This colour indicates to a user that an automatic process has been overridden by a user.
  
−
It is currently used in the following parts of the system:
+
The colour code is {{DataValue|STO}}
−
* "Stock Control" -> "Point of Sale"
+
 
 +
An example of where this is used is:
 +
* {{Menu|{{ST}}|Point of Sale}}
  
 
==== Due in Future ====
 
==== Due in Future ====
−
This status indicates to a user that they are not required to take any action on this item or task at this time.
+
This colour indicates to a user that they are not required to take any action on this item or task at this time.
 +
 
 +
The colour code is {{DataValue|TM1}}
  
−
It is currently used in the following parts of the system:
+
An example of where this is used is:
−
* "Sales Prospecting" -> "Contacts Due"
+
* {{Menu|{{SP}}|Contacts Due}}
  
 
==== Due Now ====
 
==== Due Now ====
−
This status indicates to a user that action on the item or task is due at this time.
+
This colour indicates to a user that action on the item or task is due at this time.
 +
 
 +
The colour code is {{DataValue|TM2}}
  
−
It is currently used in the following parts of the system:
+
An example of where this is used is:
−
* "Sales Prospecting" -> "Contacts Due"
+
* {{Menu|{{SP}}|Contacts Due}}
  
 
==== Overdue ====
 
==== Overdue ====
−
This status indicates to a user that the item or task is overdue and requires their attention.
+
This colour indicates to a user that the item or task is overdue and requires their attention.
 +
 
 +
The colour code is {{DataValue|TM3}}
  
−
It is currently used in the following parts of the system:
+
An example of where this is used is:
  
 
==== Long Overdue ====
 
==== Long Overdue ====
−
This status indicates to a user that the item or task is long overdue and requires their urgent attention.
+
This colour indicates to a user that the item or task is long overdue and requires their urgent attention.
 +
 
 +
The colour code is {{DataValue|TM4}}
 +
 
 +
An example of where this is used is:
 +
* {{Menu|{{SP}}|Contacts Due}}
 +
 
 +
=== System Colours ===
 +
These are different from List Colours as you can only edit the colour of the text the background colour is fixed. These are edit from
 +
{{PlatinumSettings|Default Colours}}.
 +
 
 +
==== Good ====
 +
This Colour is used to indicate Good and no action is required
 +
 
 +
The colour code is {{DataValue|DLA}}.
 +
 
 +
==== Ok ====
 +
This colour is used to indicate that Ok but action may be needed soon.
 +
 
 +
The colour code is {{DataValue|DLB}}.
  
−
It is currently used in the following parts of the system:
+
An example of where this is used is:
−
* "Sales Prospecting" -> "Contacts Due"
+
* {{Menu|{{WS}}|Service/MOT}}
  
−
== Status Colours ==
+
==== Bad ====
−
These are different from List Status Colours as you can only edit the colour of the text the background colour is fixed.
+
This colour is used to indicate if an item is Bad and action is needed straight away.
 +
 
 +
The colour code is {{DataValue|DLC}}.
 +
 
 +
An example of where this is used is:
 +
* {{Menu|{{WS}}|Service/MOT}}
  
 
==== Very Bad ====
 
==== Very Bad ====
−
This status is to show that it is Very Bad and urgent action is needed.  
+
This colour is to show that it is Very Bad and urgent action is needed.
 +
 
 +
The colour code is {{DataValue|DLD}}
 +
 
 +
An example of where this is used is:
 +
* {{Menu|{{WS}}|Service/MOT}}
 +
 
 +
==== Ok and Checked ====
 +
This colour is used to indicate that Ok and has been checked (No further attention required).
 +
 
 +
The colour code is {{DataValue|DLE}}.
  
−
The Status Code is {{DataValue|DLD}}
+
An example of where this is used is:
 +
* {{Menu|{{NL}}|Bank Reconciliation}} to indicate that a foreign currency value has been verified and is correct.
  
−
It is currently used in the following parts of the system.
+
=== Platinum Online Colours ===
−
* "Workshop Jobcard" -> Service/MOT
+
These colours are used in specific options in Platinum Online. You can change the colour of the background and the text and they are editable from
  
−
==== Bad ====
+
{{PlatinumSettings|Default Colours}}.
−
This Status is used to indicate if an item is Bad and action is needed straight away.
+
 
 +
==== Pass ====
 +
This colour indicates to a user that there is nothing wrong with an item.
 +
 
 +
The colour code is {{DataValue|POA}}
  
−
The Status Code is {{DataValue|DLC}}.  
+
An example of where this is used is:
 +
* {{Menu|{{WS}}|Unit Check Sheets}} to indicate to a user that a check has passed successfully.
  
 +
==== Advisory ====
 +
This colour indicates to a user that there is a problem with an item.
  
 +
The colour code is {{DataValue|POB}}
  
−
==== Ok ====
+
An example of where this is used is:
−
This Status is used to indicate that Ok but action may be needed soon.
+
* {{Menu|{{WS}}|Unit Check Sheets}} to indicate to a user that there is a problem with the item being checked and an advisory should be created for the customer.
  
−
The Status Code is {{DataValue|DLB}}.
+
==== Urgent ====
 +
This colour indicates to a user that there is a problem with an item that needs urgent attention.
  
 +
The colour code is {{DataValue|POC}}
  
 +
An example of where this is used is:
 +
* {{Menu|{{WS}}|Unit Check Sheets}} to indicate to a user that there is an urgent problem with the item being checked and an advisory should be created for the customer.
  
−
==== Good ====
+
==== Immediate ====
−
This Status is used to indicate that everything is good and no action is necessary
+
This colour indicates to a user that there is a problem with an item that needs immediate attention.
  
−
The Status Code is {{DataValue|DLA}}.
+
The colour code is {{DataValue|POD}}
  
−
It is currently used in the following parts of the system.
+
An example of where this is used is:
−
* "Workshop Jobcard" -> Service/MOT
+
* {{Menu|{{WS}}|Unit Check Sheets}} to indicate to a user that there is a serious problem with the item being checked that must be fixed immediately and an advisory should be created for the customer.
  
 
== See also ==
 
== See also ==
−
*[[Can I Change the Colours on Charts?]]
+
* [[Can I change the colours on charts?]]
 +
* [[How do I Create a New Status?]]
  
−
{{KB_Tags|Colours , Status , List}}{{ZN_Admin}}
+
{{KB_Tags|colours, list, system, change, configure, colour, online, check sheets}}
 +
{{How}}{{KB_PlatinumOnline}}{{ZN_Admin}}

Latest revision as of 05:32, 19 June 2019

Summary

The following article explains how to customise the default colours that are used widely in the system.

More Information

List Colours

These colours are used to indicate the difference between list items or tasks to the user, you can change the colour of the background and the text and are editable from

" Reports & Settings Maintenance Options System Administrator Platinum Colours Add or Edit Default Colours".

  • Click [List] to see all options.

Ok - Can Do

This colour indicates to a user that there is nothing wrong with an item or task and he is able to proceed.

The colour code is 'STA'

An example of where this is used is:

Problem - Can't Do

This colour indicates to a user that there is a problem with an item or task that requires their attention.

The colour code is 'STB'

An example of where this is used is:

OK - Done

This colour indicates to a user that the process that corresponds to the item or task has been completed.

The colour code is 'STD'

An example of where this is used is:

Overridden

This colour indicates to a user that an automatic process has been overridden by a user.

The colour code is 'STO'

An example of where this is used is:

Due in Future

This colour indicates to a user that they are not required to take any action on this item or task at this time.

The colour code is 'TM1'

An example of where this is used is:

Due Now

This colour indicates to a user that action on the item or task is due at this time.

The colour code is 'TM2'

An example of where this is used is:

Overdue

This colour indicates to a user that the item or task is overdue and requires their attention.

The colour code is 'TM3'

An example of where this is used is:

Long Overdue

This colour indicates to a user that the item or task is long overdue and requires their urgent attention.

The colour code is 'TM4'

An example of where this is used is:

System Colours

These are different from List Colours as you can only edit the colour of the text the background colour is fixed. These are edit from " Reports & Settings Maintenance Options System Administrator Platinum Settings Default Colours".

Good

This Colour is used to indicate Good and no action is required

The colour code is 'DLA'.

Ok

This colour is used to indicate that Ok but action may be needed soon.

The colour code is 'DLB'.

An example of where this is used is:

Bad

This colour is used to indicate if an item is Bad and action is needed straight away.

The colour code is 'DLC'.

An example of where this is used is:

Very Bad

This colour is to show that it is Very Bad and urgent action is needed.

The colour code is 'DLD'

An example of where this is used is:

Ok and Checked

This colour is used to indicate that Ok and has been checked (No further attention required).

The colour code is 'DLE'.

An example of where this is used is:

  • " Nominal Ledger Bank Reconciliation" to indicate that a foreign currency value has been verified and is correct.

Platinum Online Colours

These colours are used in specific options in Platinum Online. You can change the colour of the background and the text and they are editable from

" Reports & Settings Maintenance Options System Administrator Platinum Settings Default Colours".

Pass

This colour indicates to a user that there is nothing wrong with an item.

The colour code is 'POA'

An example of where this is used is:

  • " Workshop Unit Check Sheets" to indicate to a user that a check has passed successfully.

Advisory

This colour indicates to a user that there is a problem with an item.

The colour code is 'POB'

An example of where this is used is:

  • " Workshop Unit Check Sheets" to indicate to a user that there is a problem with the item being checked and an advisory should be created for the customer.

Urgent

This colour indicates to a user that there is a problem with an item that needs urgent attention.

The colour code is 'POC'

An example of where this is used is:

  • " Workshop Unit Check Sheets" to indicate to a user that there is an urgent problem with the item being checked and an advisory should be created for the customer.

Immediate

This colour indicates to a user that there is a problem with an item that needs immediate attention.

The colour code is 'POD'

An example of where this is used is:

  • " Workshop Unit Check Sheets" to indicate to a user that there is a serious problem with the item being checked that must be fixed immediately and an advisory should be created for the customer.

See also


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Keywords AND Misspellings
colours, list, system, change, configure, colour, online, check sheets
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