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Agile Product Lifecycle Management Recipe Management for Pharmaceuticals Administrator Guide Release 9.3.3 E39287-01 |
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# 4 Settings

The Settings menu lets you manage the settings for Default Preferences, Image and Image Map.

All of the tasks in this chapter are begun by choosing Tools & Settings > Settings and selecting from the fly-out menu.

## 4.1 Default Settings

Agile Recipe Management for Pharmaceuticals is configured with some default settings. When a user is created, the default settings are applied. You can change these settings based on your requirements.

The administrator can change general preferences such as the login preferences and home page settings to suit the organization's requirements.

Locale and number format settings are not set in Agile Recipe Management for Pharmaceuticals. These settings are dependent on the preferences set in PLM. For more information on how to set these preferences in Agile PLM, see the Agile PLM Administrator Guide.

### 4.1.1 Setting System Preferences

To set System preferences:

1. In the Tools & Settings menu, select Settings > Default Preferences.

2. On the System tab, enter information for the following:

   - Automatic Hierarchy Depth Traversal - Enter the level of hierarchy you want to go to. For example, if you enter level 2, then you will be able to go to a depth of second level in any hierarchy in the application.

   - Default Company - Click the look up icon to select the company name.

   - External User Audit - Click the radio button to indicate whether external user audit is required ("true") or not ("false").

   - Equipment Allocation Role - Select the role for hard reservation of the equipment. This is applicable if general reservation is not allowed in Equipment Library.

   - Minimum For Background Control Recipe Creation - Enter the minimum number of Control Recipes/Work Orders that can be created synchronously with switching to asynchronous background process.

3. Click OK. You have set the preferences and a confirmation message appears.

### 4.1.2 Setting General Preferences

To set General preferences:

1. In the Tools & Settings menu, select Settings > Default Preferences.

2. On the General tab > Characteristics subtab, enter information for the following:

   - Default Number of Results Per Page - Select the default number of results, or rows of data records, to be displayed per page.

   - Default Delegate - Click the look up icon and select a User from the dialog.

3. On the General tab > Macros subtab, enter information for the following:

   - Default Equipment Site - Click the look up icon and select a Site from the dialog. You may want to click the Expanded Search button to examine more possibilities.

4. Click OK. A confirmation message appears.

### 4.1.3 Setting Home Page Preferences

To set Home Page preferences:

1. In the Tools & Settings menu, select Settings > Default Preferences.

2. On the Home Page tab:

   - Number of Columns on Home Page - Use the dropdown to select a number.

3. In the Channels table, select one or more Channels, which is a table that appears on every user's Home page:

   - Display Assigned Tasks Table - a user's Home page displays the Tasks assigned to the user.

   - Display Notification Table - a user's Home page displays the Notifications assigned to the user.

   - Display Projects Table - a user's Home page displays the Projects assigned to the user.

   - Display Campaigns Table - a user's Home page displays the Campaigns assigned to the user.

4. Click OK.

#### 4.1.3.1 Adding a Channel (Home Page setup)

To add an existing Channel:

1. In the Tools & Settings menu, select Settings > Default Preferences.

2. Click on the Home Page tab.

3. In the Channels table, click the Add Channel button.

4. On the Lookup for 'Channel' page, enter the following information:

   - Name - select from the list of Home page tables.

   - Description - select a description of the table to be displayed.

   - BO: BO ID - select the type of business object, from Workflow Task, Project, or Campaign.

   - BO Action: Action Name - default is "@".

   - Order - select a value for the order the tables will appear on users' Home page.

   - Display Rows - default is 5.

   - Display As - default is Table.

   - Is Default Channel

   - Channel View: Name

   - Channel View: Search Name

   - Modified User: User ID

   - Modified Date

   - Created User: User ID

   - Created Date

5. Select the channel(s) to be added and click the OK button. The selected channel(s) appear in the Home Page tab.

6. Click the OK button. A confirmation message appears.

### 4.1.4 Setting Recipe Preferences

To set Recipe preferences:

1. In the Tools & Settings menu, select Settings > Default Preferences.

2. Click the Recipe tab.

3. On the General subtab, use the following sequence of steps to populate the field for each of these templates:

   - Default Procedure Template

   - Default Unit Procedure Template

   - Default Operation Template

   - Default Phase Template, and

   - Default Action Template.

4. Click the Search (Lookup) icon.

5. The Recipe Element Template table appears listing templates that are available. If you do not see the template you expect, click the Expanded Search button.

   Note: The Default Action Template table appears when you click the Lookup icon next to Default Action Temple.

6. Click the radio button for the template you want, and click OK. The name of the template you selected appears in the Name field.

7. When you have finished selecting templates, click OK.

## 4.2 Image

All images that are used in Agile Recipe Management for Pharmaceuticals are stored in a single table. The images added to this table are usually used for Categories/Image columns, etc.

You can add, search, view, edit, remove, and duplicate images.

### 4.2.1 Creating an Image

To create an image:

1. In the Tools & Settings menu, select Settings > Image > New Image.

2. On the General subtab:

   - Image ID - Enter name of the image.

   - Image URL - Enter the URL of the image.

   - Image Width (px) - Enter the width of the image in pixels.

   - Image Height (px) - Enter the height of the image in pixels.

   - Description - Enter a description of the image.

3. Click Finish. You have created a new image, and a confirmation message appears.

### 4.2.2 Managing Imagea

The following sections cover how to manage images.

#### 4.2.2.1 Searching Image

To search for image:

1. In the Tools & Settings menu, select Settings > Image > Manage Image.

2. Select a search view from the View dropdown list.

3. In the Search Image area, use the dropdown menus to fill in criteria of the images you are interested in finding.

4. When you have filled in sufficient criteria, click Search.

#### 4.2.2.2 Viewing Image

To view image details:

1. In the Tools & Settings menu, select Settings > Image > Manage Image.

2. Perform a search for the image.

3. In the Image ID column, click on the image for which you want to view the details.

#### 4.2.2.3 Editing Image

To edit image details:

1. In the Tools & Settings menu, select Settings > Image > Manage Image.

2. Perform a search for the image.

3. Select the image for which you want to edit the details and click Edit.

4. Enter information for the various fields.

5. Click OK.

6. Enter the reason for the changes that you have made and click OK.

You have edited the image and a confirmation message appears.

#### 4.2.2.4 Duplicating Image

You can create a new instance of an existing image with the same attributes, but with a different name.

To duplicate an image:

1. In the Tools & Settings menu, select Settings > Image > Manage Image.

2. Perform a search for the image.

3. Select the image that you want to duplicate and click More > Save As.

4. In the Duplicate Image, click Clear.

5. Enter the Image ID for the image.

6. Click Save and Edit to change the associated details or click OK to save the duplicated image without changing the associated details. To cancel, click Cancel.

#### 4.2.2.5 Removing Image

To remove an image:

1. 1. In the Tools & Settings menu, select Settings > Image > Manage Image.

2. 2. Perform a search for the image. Results displays a list of images.

3. 3. Select the image that you want to remove and click Delete.

4. 4. Enter the reason for removal and click OK.

You have removed the image and a confirmation message appears.

## 4.3 Image Map

An image map defines the rules for rule-based image displays. An attribute can have multiple values. Based on the given value, you can display a particular image. For example, let's take cost as the particular attribute. If the value for cost is greater than 500, then the image shown can be green, while If the value for cost is less than 500, then the image shown can be yellow.

You can add, search, view, edit, remove, and duplicate image maps.

### 4.3.1 Creating an Image Map

To create an image map:

1. In the Tools & Settings menu, select Settings > Image > New Image Map.

2. Enter Image Map Name.

3. Click Next.

4. Click the Add Rows button to add one or more Images. For each image, enter the Order and Regular Expression.

5. Click on Finish.

### 4.3.2 Managing Image Map

The following sections show how to manage Image Maps.

#### 4.3.2.1 Searching Image Map

To search for image map:

1. In the Tools & Settings menu, select Settings > Image > Manage Image Map.

2. Select a search view from the View dropdown list.

3. In the Search Image Map area, use the dropdown menus to fill in criteria of the images you are interested in finding.

4. When you have filled in sufficient criteria, click Search.

#### 4.3.2.2 Viewing Image Map Details

To view image map details:

1. In the Tools & Settings menu, select Settings > Image > Manage Image Map.

2. Perform a search for the image map.

3. In the Name column, click on the image map for which you want to view the details.

#### 4.3.2.3 Editing Image Map

To edit image map details:

1. In the Tools & Settings menu, select Settings > Image > Manage Image Map.

2. Perform a search for the image map.

3. Select the image map for which you want to edit the details and click Edit.

4. Enter information for the various fields.

5. Click OK.

6. Enter the reason for the changes that you have made and click OK.

You have edited the image map and a confirmation message appears.

#### 4.3.2.4 Duplicating Image Map

You can create a new instance of an existing image map with the same attributes, but with a different name.

To duplicate an image:

1. In the Tools & Settings menu, select Settings > Image > Manage Image Map.

2. Perform a search for the image map.

3. Select the image map that you want to duplicate and click More > Save As.

4. In the Duplicate Image Map, click Clear.

5. Enter the name for the image map.

6. Click Save and Edit to change the associated details or click OK to save the duplicated image map without changing the associated details. To cancel, click Cancel.

#### 4.3.2.5 Removing Image Map

To remove an image map:

1. In the Tools & Settings menu, select Settings > Image > Manage Image Map.

2. Perform a search for the image map. Results displays a list of image maps.

3. Select the image map that you want to remove and click Delete.

4. Enter the reason for removal and click OK.

You have removed the image map, and a confirmation message appears.