Define Primary Desktops
The DataTrak administrator defines each user's primary desktop.
The primary desktop is denoted by the desktop name "Desktop0".
When users Login to DataTrak, they will first see their primary desktop.
If a user logs in to the system and you have not created a primary desktop
for their user account, they will receive a message that they do not have
a primary deskop. User's can still access the DataTrak reports by creating
a user-defined desktop. When they create a user-defined desktop, they
can utilize only those document groups and documents that their user account
has the authority to view. Once they create a user-defined desktop, it
will be displayed each time they log into the system, provided that no
primary desktop has been created for them.
Users cannot make changes to their primary desktop; however,
each user does have the ability to define additional desktops for their
username. Only the DataTrak administrator can make changes to a user's
primary desktop.
Logon to DataTrak
with your administrative username and password.
Click the New button
and DataTrak displays the Create New Desktop form.
Enter "Desktop0"
as the Desktop Name.
Select the user account
from the dropdown list.
Click the Submit
button.
The system then displays
the Desktop Maintenance form.
The window's left pane displays the document tree. The document tree
contains all items that can be added to the user's desktop. These items
are determined by the user group
assigned in the user account's master record.
The left pane represents the user's desktop. Use the
method to add a document group to the desktop.
Once you add a document
group, you should resize and reposition it to create a neat and useable
workspace. To move a document group, click the window's title bar and
drag it to the desired position on the desktop. To resize a window, position
the mouse pointer over the bottom or side edge of the window. When the
pointer changes to a double pointed arrow, click and drag the side to
the desired location.
After you have finished
formatting the user desktop, click the Save Desktop button at the bottom
of the Document Tree pane.
Use the following procedure to change a primary desktop for a
user. This may become necessary as new documents are added to DataTrak:
Logon to DataTrak
with your administrative username and password.
Click the Edit button
and DataTrak displays the Edit Desktop form.
Select the username
from the dropdown list, and then click the "Select" button.
The system displays
a listing of all desktops for the identified user name. Remember, the
primary desktop is identified by the name of "Desktop0". All
other desktops for this user are user-defined desktops and not maintained
by the DataTrak administrator.
Click Desktop0 in
the list to highlight it and then click the Submit button.
The system then displays
the Desktop Maintenance form. The window's right pane, displays the current
configuration for the user account's primary desktop. To remove a document
group from the desktop click the 
(close) button in the
upper right corner of the document group window.
To add a new document
group to the user account's desktop, drag it from the document tree to
the desktop area. Resize and reposition frames as necessary to create
a neat and useable desktop.
After you have finished
formatting the desktop, click the Save Desktop button at the bottom of
the Document Tree pane. This desktop configuration will appear the next
time the user logs on to DataTrak.