HR Pro Technical Manual

Transcription

HR Pro Technical Manual
OpenHR
Configuration Manual
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Table of Contents
1
Introduction.................................................................................................. 4
2
OpenHR Self-service Intranet Configuration ................................................. 5
2.1
The Self-service Intranet home screen and dashboard ................................... 5
2.2
Self-service intranet customisation .............................................................. 6
2.2.1
Database and Server ........................................................................... 6
2.2.2
General Appearance ............................................................................ 7
2.2.3
OLE Documents .................................................................................25
2.2.4
Parent or Lookup Table Selection Page ..................................................26
2.2.5
Reports/Utilities - Popup Pages ............................................................27
2.2.6
Bradford Factor ..................................................................................29
2.2.7
Workflow...........................................................................................30
2.2.8
Change Password ...............................................................................32
3
OpenHR Mobile Workflow Deployment ........................................................ 33
3.1
Rollout ....................................................................................................33
3.2
Registration and Activation ........................................................................33
3.3
Self-Registration ......................................................................................34
3.3.1
Login Page ........................................................................................34
3.3.2
Registration Page ...............................................................................35
3.3.3
Activation e-mail ................................................................................36
4
OpenHR Batch Login with Scheduled Tasks ................................................. 37
4.1
4.2
5
Hierarchy .................................................................................................... 45
5.1
5.2
5.3
5.4
5.5
6
Setting up OpenHR ...................................................................................37
Setting up Windows Task Scheduler ...........................................................40
Overview .................................................................................................45
Hierarchy Functions ..................................................................................46
OpenHR functions.....................................................................................50
Lookup Columns.......................................................................................52
View Filter Definitions ...............................................................................54
User-Defined Audit Log Setup ..................................................................... 55
6.1
Assumptions/Exclusions ............................................................................55
6.2
User-Defined Audit Log Definition ...............................................................56
6.2.1
Table ................................................................................................56
6.2.2
Orders ..............................................................................................56
6.3
Audit Custom Report ................................................................................57
6.4
Configuration ...........................................................................................57
7
Holiday Year ............................................................................................... 58
7.1
Changing the Holiday Year ........................................................................58
7.1.1
Step 1: Zero Holiday Brought Forward ..................................................58
7.1.2
Alternative Step 1: Holiday Balance to Brought Forward ..........................60
7.1.3
Step 2: Update Holiday Year ................................................................63
7.1.4
Step 3: Force Personnel Update ...........................................................67
7.1.5
Adding Bank Holidays .........................................................................69
8
OpenHR Data Manager Security .................................................................. 72
8.1
8.2
Login Screen............................................................................................72
Change Password .....................................................................................72
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8.3
8.4
8.5
8.6
9
Bypass Login ...........................................................................................72
Log Off....................................................................................................73
Self Service / Line Manager Access .............................................................73
Users in Multiple Groups ............................................................................73
Contacting the Support Team ...................................................................... 74
9.1
9.2
9.3
Contacting the Support Team by telephone .................................................74
Contacting the Support Team by email........................................................74
Via our Web Access 24 hours a day 7 days a week .......................................74
10
Appendix A – Self-service Intranet Configuration File Example ............... 75
11
Appendix B – HTML Recognised Colour Names ........................................ 81
12
Appendix C – Self-service Intranet Theme Colour Names ........................ 83
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1
Introduction
The OpenHR Configuration Manual details some of the frequently asked questions with
regards to configuring OpenHR after installation.
Please refer to the ‘OpenHR Installation Manual’ for details on installing OpenHR.
NOTE: OpenHR was branded as ‘HR Pro’ prior to the release of OpenHR v5.0.
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2
OpenHR Self-service Intranet Configuration
2.1
The Self-service Intranet home screen and dashboard
The following graphic demonstrates a Self-service dashboard with a short description of
each of its elements.
Separators
group
dashboard
elements and have customisable
header icons, title text and border
colours. In this example the five
database values and chart are
all contained within the 'Team
Metrics' separator group.
Hypertext Links can
link to web pages,
documents,
applications or OpenHR
utilities.
They
also
allow Line Managers to
view
access
department
information from their
self service view.
Pending Workflow Steps can
be
displayed
within
the
dashboard and executed as
required.
Today's Events
Displays
the
employee(s)
attendance status, diary links
and outlook calendar links.
Database Values are defined
as
individual
dashboard
elements. Here we display 6
separate database values which
appear connected as they're
held within the one 'Budgets'
separator
group.
Database
Values can be conditionally
formatted or hidden using a
configurable
'traffic-lights'
system.
Welcome
Note
displays the last
known login time
and can be linked
to a user's 'known
as' column for a
more
personal
message.
Charts display live report
data from OpenHR in the
specified chart format. Using
the chart toolbar users can
drill
down
for
more
information or open the chart
in a new window with
advanced controls for real
time manipulation.
Document
Display
Links can be configured
to display web pages or
documents in this area of
the dashboard. It can
also be hidden by the
user if required.
Chart Data Grids can
be displayed for every
chart by clicking the data
grid toggle button. The
data forming the chart is
displayed
in
a
grid
format which can be
sorted by clicking the
column headers.
All of the above links are specified by the system administrator using the OpenHR
System Manager application.
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2.2
Self-service intranet customisation
The Self-service Intranet module is configurable to make it easier to use and allow it to
integrate to some extent with customer’s own intranet systems.
A text file is used to hold the majority of the configuration information. The configuration
file is simply a list of keys and their associated values. See Appendix A for details of this
configuration file.
The standard configuration file is named ‘config.txt’ and is located in the ‘config’ folder of
the OpenHR Self-service Intranet web directory. Note that new versions of this file are
published with each version of OpenHR Self-service Intranet. To avoid customised
configuration settings being overwritten when copying new files for each new release of
OpenHR Self-service Intranet, the customised configuration file should be renamed
‘custom_config.txt’ and this file should be updated with the new sections according to the
upgrade version.
2.2.1
Database and Server
The OpenHR database and server details are held in the configuration file, as Self-service
users are not expected to know these details. These settings are held under the keys
‘server’ and ‘database’ in the configuration file (see Appendix A).
Attribute
SQL
Server
Database
Configuration File
Key
server
Configuration File Values
database
Free text
Free text
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2.2.2
General Appearance
2.2.2.1 General Colour Scheme
The general colour scheme of the Self-service Intranet module is configurable. This
defines the left-hand frame and frame divider background colour (displayed after login),
and the colour theme of the buttons (except the dashboard link buttons – see below).
This setting is held under the key ‘generaltheme’ in the configuration file (see Appendix
A). The value of this setting is the name of a pre-defined theme (see Appendix C).
Attribute
Theme
Configuration File
Key
generaltheme
Configuration File Values
Name of a pre-defined theme (see Appendix C).
Note: if using the OpenHR Workflow module the chosen theme will also need to be set in
the web.config file in the OpenHR Workflow Web Site.
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2.2.2.2 Banner Graphic
The banner graphic at the top left of the display is defaulted to a standard Advanced
graphic (shown above as the Advanced logo). If a custom graphic is to be displayed here
the required graphic must be named ‘customtopbar.jpg', and placed in the ‘images’ folder
in the Self-service Intranet web site. The OpenHR Self-service Intranet module will
automatically display the custom graphic at the top of its display instead of the standard
Advanced graphic.
The default dimensions of this graphic are 138 x 44 pixels, however this is customisable
(see 'Banner and Logo Graphics alignment and size' section below).
2.2.2.3 Top Right Logo Graphic
The logo graphic at the top-right of the display will be defaulted to the Advanced swish
graphic. If a custom graphic is to be displayed here the required graphic must be named
‘customlogo.jpg, and placed in the ‘images’ folder in the Self–service Intranet web site.
The OpenHR Self-service Intranet module will automatically display the custom logo
graphic at the top of its display instead of the standard Advanced swish graphic.
The default dimensions of this graphic are 600 x 44 pixels, however this is customisable
(see 'Banner and Logo Graphics alignment and size' section below).
2.2.2.4 Bottom Left Graphic
A custom graphic can be displayed at the bottom-left of the display if required. The
required graphic must be named ‘customlogoleft.gif’, and placed in the ‘images’ folder.
The dimensions of this graphic are 100 x 87 pixels and, as this is a GIF image, can
include transparency.
2.2.2.5 Banner and Logo Graphics Background Colour
The background colour that appears between the banner and logo graphics is
configurable (shown above as white). This setting is held under the key ‘banner-colour’ in
the configuration file (see Appendix A). The value can be a hexadecimal colour code, or
an HTML recognised colour name (see Appendix B).
Attribute
Background
Colour
Configuration File
Key
banner-colour
Configuration File Values
Hex. Colour code or HTML recognised colour
name (see Appendix B)
Note: If this setting is not defined it will assume the colour of the general colour scheme
(see above).
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2.2.2.6 Banner and Logo Graphics alignment and size
The Banner and Logo Graphics alignment is configurable within the top frame. This
setting is held under the key ‘banner-justification’ in the configuration file (see Appendix
A). The value must be one of the four options shown below.
The width of any customised banner or logo graphics must be defined in the
configuration file, under the setting keys 'banner-graphic-left-width' and 'banner-graphicright-width'.
Attribute
Banner
and Logo
Alignment
Banner
and Logo
widths
Configuration File
Key
banner-justification
banner-graphic-leftwidth
banner-graphic-rightwidth
Configuration File Values
‘Center’ will align the banner and logo
graphics to the centre of the top frame.
‘Left’ will align the banner and logo graphics
in the left of the top frame.
‘Right’ will align the banner and logo graphics
in the right of the top frame.
‘Justify’ will align the banner graphic to the
left and the logo graphic to the right of the
top frame.
Specify the width in pixels of the customised
graphics to be displayed in the banner area.
The default Advanced graphics are set to 176
(left) and 600 (right)
NB: Your graphics will appear distorted if you
set these values incorrectly.
2.2.2.7 Top Bar Slice Graphic
The top bar slice graphic beneath the banner graphic at the top of the display is
defaulted to a standard Advanced graphic (shown above as a single, thin grey line under
the banner graphics). If a custom graphic is to be displayed here the required graphic
must be named ‘customtopbarslice.gif’, and placed in the ‘images’ folder in the Selfservice Intranet web site. OpenHR Self-service Intranet module will automatically display
the custom graphic instead of the standard Advanced graphic.
The dimensions of this graphic are 1 x 10 pixels.
2.2.2.8 Header Bar Colour
The header bar's background colour can be customised. The header bar is shown above
in light blue and contains the help button.
Attribute
Header
bar colour
Configuration File
Key
Header-bar-colour
Configuration File Values
Hex. Colour code or HTML recognised colour
name (see Appendix B)
Defaults to #E9EEF7
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2.2.2.9 Login Page
2.2.2.10
Login Frame Colour
The background colour of the login frame is configurable. This setting is held under the
key ‘loginframetheme’ in the configuration file (see Appendix A).
The value of this setting is the name of a pre-defined theme (see Appendix C).
Attribute
Theme
Configuration File
Key
loginframetheme
Configuration File Values
Name of a pre-defined theme (see Appendix
C).
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2.2.2.11
Login Text
The following attributes of the text that appears inside the login frame (‘Version’, ‘User
name’, 'Use Windows Authentication', ‘Password’ and ‘Forgot Password’ above) are
configurable:
(NB: This setting also applies to the Welcome Message within the Dashboard)
Attribute
Font
Colour
Configuration File
Key
logintext-font
logintext-colour
Size
Bold
Italics
logintext-size
logintext-bold
logintext-italics
2.2.2.12
Configuration File Values
Font name
Hex. Colour code or HTML recognised colour
name (see Appendix B)
Font size
‘bold’ or ‘’
‘italic’ or ‘’
Login Button Text
The following attributes of the text that appears on the ‘LOGIN’ button are configurable:
Attribute
Font
Colour
Configuration File
Key
loginbuttontext-font
loginbuttontext-colour
Size
Bold
Italics
loginbuttontext-size
loginbuttontext-bold
loginbuttontext-italics
Configuration File Values
Font name
Hex. Colour code or HTML recognised colour
name (see Appendix B)
Font size
‘bold’ or ‘’
‘italic’ or ‘’
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2.2.2.13
Links Page
2.2.2.14
Welcome Message
The welcome note shown above as 'Welcome back Debbie, you last logged in at ...' takes
its font settings from the Login Text settings.
Attribute
Font
Colour
Configuration File
Key
logintext-font
logintext-colour
Size
Bold
Italics
logintext-size
logintext-bold
logintext-italics
Configuration File Values
Font name
Hex. Colour code or HTML recognised colour
name (see Appendix B)
Font size
‘bold’ or ‘’
‘italic’ or ‘’
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The name 'Debbie' is calculated from the database using the 'Self-service Welcome
Column' setting within System Manager's ‘Personnel’ configuration. If the user has no
access to the specified column, or hasn't logged in before, the name and/or the last login
time will be omitted from the welcome message.
2.2.2.15
Hypertext Title
The following attributes of the Hypertext Title that appears at the top of the left-hand
frame (above the ‘—Policies—‘ heading) are configurable:
Attribute
Text
Configuration File Key
hypertexttitletext
Font
Colour
hypertexttitletext-font
hypertexttitletext-colour
Size
Bold
Italics
hypertexttitletext-size
hypertexttitletext-bold
hypertexttitletext-italics
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Configuration File Values
Free text. ‘<NONE>‘ if no text is to
appear.
Font name
Hex. Colour code or HTML recognised
colour name (see Appendix B)
Font size
‘bold’ or ‘’
‘italic’ or ‘’
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2.2.2.16
Hypertext Links
The following attributes of the Hypertext links that appears in the left-hand frame are
configurable:
Attribute
Frame Width
Configuration File Key
hypertext-framewidth
Configuration File Values
Optional – the width (in pixels) of the
hypertext links frame
Title Text
Hypertexttitletext
Title Font
Title Colour
Hypertexttitletext -font
Hypertexttitletext -colour
Title Size
Title Bold
Title Italics
Hypertexttitletext -size
Hypertexttitletext -bold
Hypertexttitletext -italics
Optional title to appear at the top of
the Hypertext links – shown above as
‘Hypertext Links:’ Note: the default text
is ‘Click here to view :’
Font name
Hex. Colour code or HTML recognised
colour name (see Appendix B)
Font size
‘bold’ or ‘’
‘italic’ or ‘’
Attribute
Display Type
Configuration File Key
hypertextlink-displaytype
Separator
Alignment
Separator
Font
Separator
Colour
Separator Size
hypertextlinkseparatoralignment
hypertextlinkseparator
font
hypertextlinkseparator
colour
hypertextlinkseparator
size
hypertextlinkseparator
bold
hypertextlinkseparator
italics
Separator
Bold
Separator
Italics
Attribute
Link Text Font
Link Text
Colour
Link Text Size
Link Text Bold
Link Text
Italics
Link Text
Highlight
Colour
-
Configuration File Values
Optional. Specify ‘bulletedlist’ to prefix
hypertext links with bullet points: , or
‘buttons’ to display links as buttons:
;
the
default
is
‘bulletedlist’. You can achieve an
invisible button effect by using the
‘Blanco’ general theme and setting this
display type to ‘Bulletedlist’
Sets the alignment of the links within
the links frame (center, left, right)
Font name
-
Hex. Colour code or HTML recognised
colour name (see Appendix B)
Font size
-
‘bold’ or ‘’
-
‘italic’ or ‘’
Configuration File Key
hypertextlinktext-font
hypertextlinktext-colour
hypertextlinktext-size
hypertextlinktext-bold
hypertextlinktext-italics
Configuration File Values
Font name
Hex. Colour code or HTML recognised
colour name (see Appendix B)
Font size
‘bold’ or ‘’
‘italic’ or ‘’
hypertextlinktexthighlightcolour
Hex. Colour code or HTML recognised
colour name (see Appendix B)
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2.2.2.17
Button Colour Scheme
The colour scheme of any dashboard link buttons is configurable. This setting is held
under the key ‘linkspagebutton_colourtheme’ in the configuration file (see Appendix A).
The value of this setting is the name of a pre-defined theme (see Appendix C).
Attribute
Theme
Configuration File Key
linkspagebuttoncolourtheme
linkspagebutton-displaytype
Display Type
2.2.2.18
Configuration File Values
Name of a pre-defined theme (see
Appendix C).
Set to ‘Square’ for straight-edged
buttons, or ‘Rounded’ for a rounded
rectangle effect
Button/Dropdown List Links Title
The following attributes of the ‘I want to…’ title that appears at the top of the right-hand
frame are configurable:
Attribute
Title
text
(prefix)
Configuration File Key
linkspagetitletextpredescription
Title
(suffix)
linkspagetitletextpostdescription
text
Font
Colour
linkspagetitletext-font
linkspagetitletext-colour
Size
Bold
Italics
linkspagetitletext-size
linkspagetitletext-bold
linkspagetitletext-italics
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Configuration File Values
Free text, defaulted to ‘For ‘. This text
precedes the record description of the
currently
selected
record
when
displayed as the title of the links
page. ‘<NONE>‘ if no text is to
appear.
Free text, defaulted to ‘ I want to…’.
This
text
succeeds
the
record
description of the currently selected
record when displayed as the title of
the links page. It is also displayed as
the title when viewing the ‘single
record’ view links. ‘<NONE>‘ if no text
is to appear.
Font name
Hex. Colour code or HTML recognised
colour name (see Appendix B)
Font size
‘bold’ or ‘’
‘italic’ or ‘’
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2.2.2.19
Dashboard Link Separators
The following attributes of the Dashboard Links separator that appear on the Dashboard
Links are configurable:
Attribute
Alignment
Font
Colour
Size
Bold
Italics
Border Colour
2.2.2.20
Configuration File Key
linkspagebuttonseparatoralignment
linkspagebuttonseparatorfont
linkspagebuttonseparatorcolour
linkspagebuttonseparatorsize
linkspagebuttonseparatorbold
linkspagebuttonseparatoritalics
Linkspagebuttonseparatorbordercolour
Configuration File Values
‘center’, ‘left’ or ‘right’ (defaulted to
‘center’ if no value specified)
Font name
Hex. Colour code or HTML recognised
colour name (see Appendix B)
Font size
‘bold’ or ‘’
‘italic’ or ‘’
Hex. Colour code or HTML recognised
colour name (see Appendix B)
Dashboard Link Prompts
(Applies to: Button Prompts, Chart Data-Grid Column Headings, Database Value
Prompts.)
The following attributes of the Dashboard Link prompts that appear to the left of the
Dashboard Links are configurable:
Attribute
Font
Colour
Configuration File Key
linkspageprompttext-font
linkspageprompttext-colour
Size
Bold
Italics
linkspageprompttext-size
linkspageprompttext-bold
linkspageprompttext-italics
2.2.2.21
Configuration File Values
Font name
Hex. Colour code or HTML recognised
colour name (see Appendix B)
Font size
‘bold’ or ‘’
‘italic’ or ‘’
Dashboard Links
(Applies to: Button Text, Button Alignment, Chart Data-Grid Prompts and Values,
Database Values (excluding alignment))
The following attributes of the Dashboard Buttons (shown above as ‘View my Employee
Details’, etc.) that appear on the Dashboard Links are configurable:
Attribute
Font
Colour
Configuration File Key
linkspagebuttontext-font
linkspagebuttontext-colour
Size
Bold
Italics
Alignment
linkspagebuttontext-size
linkspagebuttontext-bold
linkspagebuttontext-italics
linkspagebuttontextalignment
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Configuration File Values
Font name
Hex. Colour code or HTML recognised
colour name (see Appendix B)
Font size
‘bold’ or ‘’
‘italic’ or ‘’
‘center’, ‘left’ or ‘right’ (defaulted to
‘center’ if no value specified)
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2.2.2.22
Multiple Record Dashboard Link Prompts
(Applies to: Button Prompts)
Multiple Record access is available to the Self-service Intranet module. The Multiple
Record Dashboard Link is a link that allows the user to select the staff member whose
data they wish to view/edit. The following attributes of the Multiple Record Dashboard
Link prompt that appears to the left of the Multiple Record Dashboard Link are
configurable:
Attribute
Font
Colour
Size
Bold
Italics
2.2.2.23
Configuration File Key
linkspagelmlinksprompttextfont
linkspagelmlinksprompttextcolour
linkspagelmlinksprompttextsize
linkspagelmlinksprompttextbold
linkspagelmlinksprompttextitalics
Configuration File Values
Font name
Hex. Colour code or HTML recognised
colour name (see Appendix B)
Font size
‘bold’ or ‘’
‘italic’ or ‘’
Multiple Record Dashboard Link
(Applies to: Button Text, Button Alignment)
Multiple Record access is available in the Self-service Intranet module. The Multiple
Record Dashboard Link is a link that allows the user to select the staff member whose
data they wish to view/edit. The following attributes of the Multiple Record Dashboard
Link that appear on the Multiple Record Dashboard Link are configurable:
Attribute
Font
Colour
Size
Bold
Italics
Alignment
Configuration File Key
linkspagelmlinksbuttontextfont
linkspagelmlinksbuttontextcolour
linkspagelmlinksbuttontextsize
linkspagelmlinksbuttontextbold
linkspagelmlinksbuttontextitalics
linkspagelmlinksbuttontextalignment
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Configuration File Values
Font name
Hex. Colour code or HTML recognised
colour name (see Appendix B)
Font size
‘bold’ or ‘’
‘italic’ or ‘’
‘center’, ‘left’ or ‘right’ (defaulted to
‘center’ if no value specified)
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2.2.2.24
Dashboard Links/Dropdown List Links Page Text
The following attributes of the ‘Or click on one of the following drop down options:’ text
that appears between the Dashboard Links and Dropdown List links are configurable:
Attribute
Dropdown list
link title (with
buttons)
Configuration File Key
linkspagetext-yesbuttons
Dropdown list
link
title
(without
buttons)
Font
Colour
linkspagetext-nobuttons
Size
Bold
Italics
linkspagetext-size
linkspagetext-bold
linkspagetext-italics
2.2.2.25
linkspagetext-font
linkspagetext-colour
Configuration File Values
Free text, defaulted to ‘Or click on one
of the following pull down options’.
Displayed above the dropdown list
when there are Dashboard Links.
Free text, defaulted to ‘Click on one of
the following pull down options’.
Displayed above the dropdown list
when there are no Dashboard Links.
Font name
Hex. Colour code or HTML recognised
colour name (see Appendix B)
Font size
‘bold’ or ‘’
‘italic’ or ‘’
Dropdown List Links
The following attributes of the Dropdown List control are configurable:
Attribute
Font
Colour
Configuration File Key
linkspagedroptext-font
linkspagedroptext-colour
Size
Bold
Italics
linkspagedroptext-size
linkspagedroptext-bold
linkspagedroptext-italics
2.2.2.26
Configuration File Values
Font name
Hex. Colour code or HTML recognised
colour name (see Appendix B)
Font size
‘bold’ or ‘’
‘italic’ or ‘’
Dropdown List Links Text
The following attributes of the ‘Go’ text that appears to the right of the Dropdown List
control are configurable:
Attribute
Font
Colour
Configuration File Key
linkspagegotext-font
linkspagegotext-colour
Size
Bold
Italics
Highlight
Colour
linkspagegotext-size
linkspagegotext-bold
linkspagegotext-italics
linkspagegotext-highlightcolour
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Configuration File Values
Font name
Hex. Colour code or HTML recognised
colour name (see Appendix B)
Font size
‘bold’ or ‘’
‘italic’ or ‘’
Hex. Colour code or HTML recognised
colour name (see Appendix B)
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2.2.2.27
Record Edit Page
2.2.2.28
Record Edit Page Title
The following attributes of the record edit page title (shown above as ‘Employee Record Avery, Debbie’) are configurable:
Attribute
Font
Colour
Configuration File Key
receditpagetitletext-font
receditpagetitletext-colour
Size
Bold
Italics
receditpagetitletext-size
receditpagetitletext-bold
receditpagetitletext-italics
2.2.2.29
Configuration File Values
Font name
Hex. Colour code or HTML recognised
colour name (see Appendix B)
Font size
‘bold’ or ‘’
‘italic’ or ‘’
Record Edit Screen Controls
The format of the actual OpenHR record edit screen is defined using System Manager
Screen Designer.
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2.2.2.30
Record Edit Position Text
OpenHR Self-service Intranet offers full record editing options, including navigating
through record sets. As part of this, the position of the current record in the record set is
now displayed at the bottom of the record edit page. The following attributes of the
record position text are configurable:
Attribute
Font
Colour
Configuration File Key
receditpagepositiontext-font
receditpagepositiontext-colour
Size
Bold
Italics
receditpagepositiontext-size
receditpagepositiontext-bold
receditpagepositiontext-italics
2.2.2.31
Configuration File Values
Font name
Hex. Colour code or HTML recognised
colour name (see Appendix B)
Font size
‘bold’ or ‘’
‘italic’ or ‘’
Record Edit Tabs
OpenHR Self-service Intranet offers tab-strips in the record-editing screens. The
following attributes of the Tabs are configurable:
Attribute
Font
Colour
Configuration File Key
recedittablinktext-font
recedittablinktext-colour
Size
Font
(selected)
Colour
(selected)
Size
(selected)
recedittablinktext-size
recedittabsellinktext-font
recedittabsellinktext-colour
recedittabsellinktext-size
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Configuration File Values
Font name
Hex. Colour code or HTML recognised
colour name (see Appendix B)
Font size
Font name
Hex. Colour code or HTML recognised
colour name (see Appendix B)
Font size
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2.2.2.32
Find Page
OpenHR Self-service Intranet offers a find page for selecting records to view/edit.
2.2.2.33
Grid Block Size
Records are loaded into the find page grid in user-defined blocks. This setting is held
under the key ‘grid-blocksize’ in the configuration file (see Appendix A).
Attribute
Block size
2.2.2.34
Configuration File Key
grid-blocksize
Configuration File Values
Integer
Find Page Title
The following attributes of the find page title (shown above as ‘Select the required
Training Booking record’) are configurable:
Attribute
Font
Colour
Configuration File Key
findpagetitletext-font
findpagetitletext-colour
Size
Bold
Italics
findpagetitletext-size
findpagetitletext-bold
findpagetitletext-italics
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Configuration File Values
Font name
Hex. Colour code or HTML recognised
colour name (see Appendix B)
Font size
‘bold’ or ‘’
‘italic’ or ‘’
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2.2.2.35
Find Page Grid
The find page grid (shown above listing values ‘Course Title’, ‘Start Date’ etc.) lists
details of the records in the record set. The following attributes of the find page grid are
configurable:
Attribute
Header
Row
Foreground
Colour
Header
Row
Background
Colour
Highlighted
Row
Foreground
Colour
Highlighted
Row
Background
Colour
Even Row
Foreground
Colour
Even Row
Background
Colour
Odd
Row
Foreground
Colour
Odd
Row
Background
Colour
Font
Size
Bold
Italics
Configuration File Key
findpagegrid-headforecolour
Configuration File Values
Hex. Colour code or HTML recognised
colour name (see Appendix B)
findpagegrid-headbackcolour
Hex. Colour code or HTML recognised
colour name (see Appendix B)
findpagegridhighlightforecolour
Hex. Colour code or HTML recognised
colour name (see Appendix B)
findpagegridhighlightbackcolour
Hex. Colour code or HTML recognised
colour name (see Appendix B)
findpagegrid-evenforecolour
Hex. Colour code or HTML recognised
colour name (see Appendix B)
findpagegrid-evenbackcolour
Hex. Colour code or HTML recognised
colour name (see Appendix B)
findpagegrid-oddforecolour
Hex. Colour code or HTML recognised
colour name (see Appendix B)
findpagegrid-oddbackcolour
Hex. Colour code or HTML recognised
colour name (see Appendix B)
findpagegrid-font
findpagegrid-size
findpagegrid-bold
findpagegrid-italics
Font name
Font size
‘bold’ or ‘’
‘italic’ or ‘’
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2.2.2.36
Summary Title
The following attributes of the Summary Title (details optionally shown below a find
window) are configurable:
Attribute
Text
Font
Colour
Size
Bold
Italics
2.2.2.37
Configuration File Key
findpagesummarytitletext
findpagesummarytitletext-font
findpagesummarytitletextcolour
findpagesummarytitletext-size
findpagesummarytitletext-bold
findpagesummarytitletextitalics
Configuration File Values
Free text
Font name
Hex. Colour code or HTML recognised
colour name (see Appendix B)
Font size
‘bold’ or ‘’
‘italic’ or ‘’
Summary Prompt Text
The following attributes of the Summary Prompt Text are configurable:
Attribute
Font
Colour
Size
Bold
Italics
2.2.2.38
Configuration File Key
findpagesummaryprompttextfont
findpagesummaryprompttextcolour
findpagesummaryprompttextsize
findpagesummaryprompttextbold
findpagesummaryprompttextitalics
Configuration File Values
Font name
Hex. Colour code or HTML recognised
colour name (see Appendix B)
Font size
‘bold’ or ‘’
‘italic’ or ‘’
Summary Text
The following attributes of the Summary Text are configurable:
Attribute
Font
Colour
Configuration File Key
findpagesummarytext-font
findpagesummarytext-colour
Size
Bold
Italics
Background
Colour
findpagesummarytext-size
findpagesummarytext-bold
findpagesummarytext-italics
findpagesummarytextbackcolour
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Configuration File Values
Font name
Hex. Colour code or HTML recognised
colour name (see Appendix B)
Font size
‘bold’ or ‘’
‘italic’ or ‘’
Hex. Colour code or HTML recognised
colour name (see Appendix B)
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2.2.2.39
Find Page Position Text
As records are loaded into the find page grid in user-defined blocks, the position of the
displayed records in the record set is now displayed at the bottom of the record edit page
(shown above as ‘Records 1 to 20 of 20'). The following attributes of the find page
position text are configurable:
Attribute
Font
Colour
Configuration File Key
findpagepositiontext-font
findpagepositiontext-colour
Size
Bold
Italics
findpagepositiontext-size
findpagepositiontext-bold
findpagepositiontext-italics
2.2.2.40
Configuration File Values
Font name
Hex. Colour code or HTML recognised
colour name (see Appendix B)
Font size
‘bold’ or ‘’
‘italic’ or ‘’
Find Page Locate Text
Users can quickly locate records that are not in the displayed block of records in the find
grid by entering a value into the ‘locate’ box. This value is compared with the values in
the first column of the find grid. Entering a value and then clicking on the ‘locate’ prompt
will reload the find grid with records that match or follow the entered ‘locate’ value. The
following attributes of the find page locate text (the value entered by the user, shown
above to the left of the ‘Locate’ prompt) are configurable:
Attribute
Font
Colour
Configuration File Key
findpagelocatetext-font
findpagelocatetext-colour
Size
Bold
Italics
findpagelocatetext-size
Findpagelocatetext-bold
findpagelocatetext-italics
2.2.2.41
Find Page Locate Prompt
Configuration File Values
Font name
Hex. Colour code or HTML recognised
colour name (see Appendix B)
Font size
‘bold’ or ‘’
‘italic’ or ‘’
The following attributes of the find page locate prompt (shown above as ‘Locate’) are
configurable:
Attribute
Text
Font
Colour
Size
Bold
Italics
Highlight
Colour
Configuration File Key
findpagelocateprompttext
findpagelocateprompttext-font
findpagelocateprompttextcolour
findpagelocateprompttext-size
findpagelocateprompttext-bold
findpagelocateprompttextitalics
findpagelocateprompttexthighlightcolour
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Configuration File Values
Free text
Font name
Hex. Colour code or HTML recognised
colour name (see Appendix B)
Font size
‘bold’ or ‘’
‘italic’ or ‘’
Hex. Colour code or HTML recognised
colour name (see Appendix B)
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2.2.3
OLE Documents
2.2.3.1 OLE Setup
The following settings define the setup of the OLE functionality:
Attribute
Temporary
Upload
path
Path
to
Local
Folder
Path
to
Server
Folder
Path
to
Photo
Folder
Configuration File Key
OLEUploadPath
Configuration File Values
UNC - \\servername\sharename\
OLEDefaultLocalPath
UNC - \\servername\sharename\ or drive
e.g. c:\
OLEDefaultServerPath
UNC - \\servername\sharename\ or drive
e.g. c:\
OLEDefaultPhotoPath
UNC - \\servername\sharename\ or drive
e.g. c:\
2.2.3.2 OLE Page Grid
The find page grid lists files in the local, server and photo paths. The following attributes
of the ole page grid are configurable:
Attribute
Highlighted
Row
Foreground
Colour
Highlighted
Row
Background
Colour
Even
Row
Foreground
Colour
Even
Row
Background
Colour
Odd
Row
Foreground
Colour
Odd
Row
Background
Colour
Configuration File
Key
olepagegridhighlightforecolour
Configuration File Values
olepagegridhighlightbackcolour
Hex. Colour code or HTML recognised
colour name (see Appendix B)
olepagegridevenforecolour
Hex. Colour code or HTML recognised
colour name (see Appendix B)
olepagegridevenbackcolour
Hex. Colour code or HTML recognised
colour name (see Appendix B)
olepagegridoddforecolour
Hex. Colour code or HTML recognised
colour name (see Appendix B)
olepagegridoddbackcolour
Hex. Colour code or HTML recognised
colour name (see Appendix B)
Hex. Colour code or HTML recognised
colour name (see Appendix B)
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2.2.4
Parent or Lookup Table Selection Page
OpenHR Self-service Intranet offers a find page for the user to select from a set of
multiple records they wish to view/edit.
This page uses the settings configured for the find page (see above).
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2.2.5
Reports/Utilities - Popup Pages
OpenHR Self-service Intranet offers Calendar Reports, Custom Reports and Mail Merge
functionality. As reports run, a popup is displayed to inform the user of progress. For
example:
Another popup is used to display the results:
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Pop-ups also appear if users click on individual Calendar Report items to view a
breakdown of the calendar event.
2.2.5.1 Popup Title
The following attributes of the popup title (shown above in the progress popup as
‘Running Calendar Report’, and in the Calendar Report breakdown popup as ‘Details’) are
configurable:
Attribute
Font
Colour
Configuration File Key
popuptitletext-font
popuptitletext-colour
Size
Bold
Italics
popuptitletext-size
popuptitletext-bold
popuptitletext-italics
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Configuration File Values
Font name
Hex. Colour code or HTML recognised
colour name (see Appendix B)
Font size
‘bold’ or ‘’
‘italic’ or ‘’
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2.2.5.2 Popup Subtitle
The following attributes of the popup subtitle (shown above in the progress popup as
‘Please Wait…’, in the Calendar Report results popup as ‘Key :’, ‘Options :’, and in the
Calendar Report breakdown popup as ‘Event Name :’, ‘Description :’, etc.) are
configurable:
Attribute
Font
Colour
Configuration File Key
popupsubtitletext-font
popupsubtitletext-colour
Size
Bold
Italics
popupsubtitletext-size
popupsubtitletext-bold
popupsubtitletext-italics
Configuration File Values
Font name
Hex. Colour code or HTML recognised
colour name (see Appendix B)
Font size
‘bold’ or ‘’
‘italic’ or ‘’
2.2.5.3 Popup Text
The following attributes of the popup text (shown above in the Calendar Report results
popup as ‘Include Bank Holidays’, etc., and in the Calendar Report breakdown popup as
‘Holiday’, ‘Avery, Debbie’, etc.) are configurable:
Attribute
Font
Colour
Configuration File Key
popuptext-font
popuptext-colour
Size
Bold
Italics
popuptext-size
popuptext-bold
popuptext-italics
2.2.6
Configuration File Values
Font name
Hex. Colour code or HTML recognised
colour name (see Appendix B)
Font size
‘bold’ or ‘’
‘italic’ or ‘’
Bradford Factor
OpenHR Self-service Intranet includes 'Bradford Factor' as a function in calculated
columns, run-time calculations and run-time filters. Therefore, the Bradford Factor itself
can be included in Custom Reports and Calendar Reports.
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2.2.7
Workflow
When a workflow step is initiated, a popup may be displayed to inform the user of the
workflow’s progress. This popup is displayed only if the workflow does not initially trigger
a web form, otherwise the web form itself will be displayed.
Note: the chosen theme for this message is set in the web.config file in the OpenHR
Workflow Web Site.
If the first step in the workflow is a web form element, then the appropriate web form
will also be presented after the Self-service workflow link has been clicked.
Note: the chosen theme for this web form is set in the web.config file in the OpenHR
Workflow Web Site.
Once the web form workflow step is submitted, a ‘Workflow step completed’ message
may be displayed. Alternatively a customisable message may be displayed, or no
message at all.
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Note: the chosen theme for this message is set in the web.config file in the OpenHR
Workflow Web Site.
2.2.7.1 Pending Workflow Steps
If there are workflow steps requiring action by the user, then the Pending workflow steps
page will be displayed when logging into the Self-service web site.
The Pending Workflow Steps page can be displayed at any time by clicking on the
‘Pending Workflow Steps’ link.
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The following attributes of the Pending Workflow Steps title text and the Pending
Workflow Steps link text (see above) are configurable:
Attribute
Text
Text
Configuration File Key
workflowpendingstepstitletext
workflowpendingstepslinktext
Configuration File Values
Free text
Free text
2.2.7.2 Workflow Out of Office
In the Self-service Intranet there is a ‘Workflow Out of Office’ link that can be used to
turn the Workflow Out of Office ‘On’ or ‘Off’.
NB: The 'Workflow Out of Office' hypertext link can be shown or hidden by user group,
using the 'Display Workflow Out of Office Hypertext Link' display option in System
Manager under Self-service Designer, and within the 'General' tab.
The following attributes of the Workflow Out of Office link text (see above) are
configurable:
Attribute
Text
2.2.8
Configuration File Key
workflowoutofofficelinktext
Configuration File Values
Free text
Change Password
In the Self-service Intranet there is a ‘Change Password’ link that a user can click to
change their password.
Note: This link is only visible if the user is logged in using SQL authentication.
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3
OpenHR Mobile Workflow Deployment
3.1
Rollout
You'll need to decide on the most suitable method of deploying the OpenHR Mobile
Workflow website to your users, which will depend on your users' current level of mobile
interaction with the business. You might consider a hyperlink on an existing intranet site
that mobile users have access to, or an e-mail to users with a hyperlink contained in it.
As the OpenHR Workflow Mobile website uses e-mails for registration and 'forgotten login
detail' reminders, e-mail access via a mobile device is the recommended, although not
mandatory, method of rolling out the product.
Note: On iPads and desktop browsers the mobile web pages are displayed on a coloured
background. You can specify the colour of the background in the application settings of
the website; the colour can be any recognised HTML colour name, or hex value if prefixed
with a hash (#) (see appendix B).
You can also choose a background image by copying a .PNG image file renamed to
'tabletbackimage.png' to the Images subfolder of the website.
3.2
Registration and Activation
As detailed in the configuration section above there are four pieces of information that
need to be entered onto a user's personnel record before they can access the OpenHR
Mobile Workflow module.




Registration e-mail address
Mobile Login Username
Login Expiry Date (automatically populated and used to deny access, e.g. to
leavers)
User Activated Column (automatically created and assigned during the upgrade
process)
There are two methods for registering and activating users (essentially entering this
information): 'Administrator registration' and 'Self-registration'
Administrator registration involves completing the information above in the users'
personnel records, then simply pointing users to the OpenHR Mobile Workflow website
and providing them with their login details for immediate access.

Ensure that the 'User Activated Column' is ticked for the users. This is not ticked
by default.

The Mobile Login Username must be a valid SQL user account name. For windows
authenticated users this will take the form of domain\username

The password for all users will be their SQL user password. For windows
authenticated users this is also their network password.
Self-registration allows users to register and activate their own mobile access, as long
as their personnel record has a valid registration e-mail address and mobile login
username. The following section provides an overview on how a user registers and
activates their own mobile device.
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3.3
Self-Registration
To register and activate a mobile device for use with the OpenHR Mobile Workflow
website you'll need to browse to the website on your mobile device.
If you don't know the website address URL, speak to your system administrator.
3.3.1
Login Page
The login screen is the first screen you'll see.
As you won't have an activated username or password yet, you'll need to click the 'New
Registration' icon.
Note: the icons and labels shown in the screenshots of this guide will probably be
different to those shown on your device. However, the position of the icons will
always be the same.
For example, in all cases the 'New Registration' button will be in the bottom right of
the login screen.
The same applies to all screens in the OpenHR Mobile Workflow website
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3.3.2
Registration Page
Enter your e-mail address and click the 'OK' button.
The following message will be displayed.
Now check your e-mails for the activation link. You'll need to activate your account
before you can log in to OpenHR Mobile Workflow.
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3.3.3
Activation e-mail
You should receive an e-mail similar to the following:
Note that your username is displayed in the e-mail.
By clicking on the activation hyperlink your account will become active. You should see a
message similar to the following:
Congratulations! You're now activated and ready to log on to OpenHR Mobile Workflow.

Your username was displayed in the activation e-mail.

If you are unsure of your password, speak to your OpenHR Mobile administrator
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4
4.1
OpenHR Batch Login with Scheduled Tasks
Setting up OpenHR
1. Within Security Manager, set up a new user group (for example “Batch_User”) and
make sure that this group is granted with full permissions. Also, set up a new user
within this group (for example “batchuser”).
2. Log into Data Manager as this new user and set up all of the reports/utilities which
you will need to run as part of the batch process. The batch user will be set up to log
in every day, however you can schedule batch jobs individually to run on specific days
using the scheduling options, as shown below.
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You can also make batch jobs hidden so that they are unavailable to other users if
required.
3. You can now log off and log back on to ensure that you get the prompt to run the
batch job and that the batch job is correctly set up. However when prompted to run
the batch job click ‘Cancel’.
Note: When the batch jobs are automated, the confirmation box shown above will not
be displayed.
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4. YOU WILL NOW NEED TO MOVE TO THE PC WHICH WILL BE RUNNING THE
BATCH LOGON PROCESS. (NOTE: It is probably better to set up the batch logon on
the server as this PC is likely to be left on 24 hours a day, 7 days a week). Whilst in
Data Manager, under the Administration menu, click PC Configuration, and go to the
Batch Logon tab. Tick the box to enable batch logon and enter the logon details for
the new user. You can check these details by clicking the “test” button then click “OK”
to save these details. IMPORTANT NOTE: THESE DETAILS ARE NOT STORED ON
THE DATABASE BUT THEY ARE ENCRYPTED AND STORED IN THE REGISTRY
OF THE PC WHICH YOU ARE CURRENTLY USING. You can also enter an
administrator’s email address so that if the logon fails, OpenHR will attempt to alert
the administrator of the problem.
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4.2
Setting up Windows Task Scheduler
1. In windows explorer, go to Control Panel, Administrative Tools then double click Task
Scheduler. (Note: This is optional on the windows install and is not available on all
windows PCs by default).
2. Click on Create Basic Task and this should launch the Create Basic Task Wizard.
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3. Specify a name for the task and click Next.
4. Specify the task to run Daily and click Next.
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5. Specify the start time for the task and click Next.
6. Specify the action as “Start a Program” and click Next.
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7. Select the OpenHR Data Manager executable and type “/batch=true” in the add
arguments box and click Next.
8. Tick the option to Open the Properties dialog and click Finish.
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9. Select the option to ‘Run whether user is logged on or not’ and then click OK.
10. The task should now be created and the Task Scheduler can be closed.
11. Windows should now start OpenHR Data Manager at the time specified. OpenHR will
then get the details from the Configuration, Batch Logon screen and log into the
database. It will run any batch jobs which require running then exit OpenHR Data
Manager.
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5
5.1
Hierarchy
Overview
The following OpenHR features are available to aid the configuration and use of
hierarchical reporting.
 Lookup columns can refer to any type of table.
 Lookup column filters include an operator for advanced selection of lookup
records.
 Functions can be used in filters & calculations to determine which personnel/post
records report to the current user on the current date.
 Functions can be used in filters & calculations to determine which personnel/post
records are reported to by the current user on the current date.
 View filter definitions can reference fields in child tables
The reporting hierarchy of organisations differs between personnel- and post-based
structures.
 In a personnel-based system one person may report to another person.
 In post-based systems one post may report to another post. Each post may be
allocated to any number of people. Each person may be allocated to any number
of posts. The allocation of people to posts may be date dependent.
This section will refer to the table used to define the hierarchical reporting structure as
the ‘Hierarchy’ table. In a personnel-based system this will be the Personnel_Records
table; in a post-based system this will be the Post_Records table.
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5.2
Hierarchy Functions
It is possible to define views that allow users to see all personnel/post records that report
to them – including the records that report to these records, ad infinitum all the way
down the corporate ladder.
In order for the Hierarchy functions to work the ‘Login Name’ column must be defined in
the Personnel configuration screen. This parameter is used to identify the current user’s
personnel record.
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A tab in the Personnel configuration screen in System Manager is used to accommodate
the extra parameters required for the Hierarchy functions.
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The following table describes each of the Hierarchy setup parameters.
Parameter
Hierarchy table
Description
The table which stores the hierarchical structure of
the organisation.
In personnel-based systems this is the ‘Personnel’
table.
In post-based systems this is the ‘Posts’ table
Identifying column
The unique identifying
Hierarchy table.
column
in
the
defined
In personnel-based systems this could be the ‘Staff
Number’ column.
In post-based systems this could be the ‘Post
Number’ Column
Reports To column
The column in the defined Hierarchy table that
stores the unique identifier of the personnel/post
record that the current record reports to. This
column is usually defined as a lookup column which
‘looks up’ to the defined Identifying column.
In personnel-based systems this could be the
‘Reports To Staff Number’ column.
In post-based systems this could be the ‘Reports To
Post Number’ column
Post Allocation
table
The table that links the ‘Personnel’ table with the
‘Posts’ table. This table only needs to be defined for
post-based systems
Start Date column
The column that defines the date on which a
personnel record starts its association with a post.
This column is optional and needs only be defined if
the Post Allocation records hold the start date of the
association of a Post to a Personnel record
End Date column
The column that defines the date on which a
personnel record ends its association with a post.
This column is optional and needs only be defined if
the Post Allocation records hold the end date of the
association of a Post to a Personnel record
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The availability of the Hierarchy functions is listed below:
Expression type
Column Calculation
Record Validation
Default Value
Static Filter
Record Description
View Filter
Runtime Calculation
Runtime Filter
Email
Diary/Email/Outlook Link Filter
Import Filter
Match Report Required Match
Match Report Preferred Match
Match Report Score Calculation
Record Independent Calculation
Outlook Folder
Outlook Subject
Workflow Calculation
Workflow Static Filter
Workflow Runtime Filter
Hierarchy functions
available




















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5.3
OpenHR functions

Is Personnel That Reports To Current User
This function is used to determine the subordinate personnel records of the
current user, and their subordinates.
If used in a post-based system, and the Post Allocation table holds the start or
end dates of the association of a post with a personnel record, then only the
subordinate personnel on the current date are returned by this function.









This function is only available if the following conditions are met:
Personnel table must be defined
Login Name column must be defined
Hierarchy table must be defined
Identifying column must be defined
Reports To column must be defined
If post-based system then the Post Allocation table must be defined
The calculation/filter is based on the defined Personnel table
Is Personnel That Current User Reports To
This function is used to determine the personnel records that the current user
reports to.
If used in a post-based system and the Post Allocation table holds the start or end
dates of the association of a post with a personnel record, then only the
subordinate personnel on the current date are returned by this function.
This function is only available if the following conditions are met:
 Personnel table must be defined
 Login Name column must be defined
 Hierarchy table must be defined
 Identifying column must be defined
 Reports To column must be defined
 If post-based system then the Post Allocation table must be defined
 The calculation/filter is based on the defined Personnel table

Is Post That Reports To Current User
This function is used to determine the subordinate post records of the current
user.
If the Post Allocation table holds the start or end dates of the association of a post
with a personnel record, then only the subordinate posts on the current date are
returned by this function.
This function is only available if the following conditions are met:
 Personnel table must be defined
 Login Name column must be defined
 Hierarchy table must be defined (and be different from the Personnel
table)
 Identifying column must be defined
 Reports To column must be defined
 Post Allocation table must be defined
 The calculation/filter is based on the defined Hierarchy table
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
Is Post That Current User Reports To
This function is used to determine the post records that the current user reports
to on the current date.
If the Post Allocation table holds the start or end dates of the association of a post
with a personnel record, then only the subordinate posts on the current date are
returned by this function.








This function is only available if the following conditions are met:
Personnel table must be defined
Login Name column must be defined
Hierarchy table must be defined (and be different from the Personnel
table)
Identifying column must be defined
Reports To column must be defined
Post Allocation table must be defined
The calculation/filter is based on the defined Hierarchy table
Note: The Workflow Hierarchy Functions are identical to the 4 listed above; however,
because workflow users may not necessarily have a ‘current user’ name, the functions
refer to the ‘Identified Person’ instead:




Is
Is
Is
Is
Personnel That Reports To Identified Person
Personnel That Identified Person Reports To
Post That Reports To Identified Person
Post That Identified Person Reports To
When configuring these hierarchy functions you will need to specify the following
information




Record - Either Identified Record, or Initiator’s Record
Element - Only available for ‘Identified Record’ types.
Record Selector - Only available for ‘Identified Record’ types.
Table
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5.4
Lookup Columns
To create an organisational hierarchy in the OpenHR database a hierarchy column must
be defined.
E.g. In a personnel-based system each personnel record has a ‘staff number’ column. A
‘Manager staff number’ column is provided which looks up the next hierarchical staff
number column in the Personnel table itself.
As lookup columns can refer to any type of table there is a possibility that a large
number of records may be displayed when ‘looking up’ these columns. Lookup columns
include a filter function for improved selection of lookup records.
Lookup filters work by matching a value in the current record with fields in the lookup
table. Depending on the data type of the lookup column there is an extended set of
operators that can be used to refine the lookup records displayed. These operators match
those implemented in record edit filters:
Character, working pattern, photo columns
is equal to
is NOT equal
contains
does not contain
Numeric, integer columns
is equal to
is not equal to
is greater than
is greater than or equal to
is less than
is less than or equal to
Date columns
is equal to
is not equal to
after
before
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is equal to or after
is equal to or before
Logic columns
is equal to
E.g. In a post-based system each post record has a ‘grade’ field. The lookup column
defined as the ‘reports to post number’ field has a filter so that only those posts with a
grade greater than the current record are displayed. This means that when ‘looking up’
for this column not all post-records are displayed – only the subset of records whose
‘grade’ is higher than the current record (i.e. only those records that the post record
might report to).
When used in Data Manager this greatly improves the selection of the lookup record by
reducing the number of lookup records displayed.
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5.5
View Filter Definitions
The filter expression used to define views can now refer to fields in child tables of the
view’s base table.
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6
User-Defined Audit Log Setup
This section details the User-Defined Audit Log which allows user-defined reporting on
data changes made within OpenHR. As with other Reports, output may be to printer, file,
Excel, Word or any other options provided normally.
6.1
Assumptions/Exclusions
1. The User-Defined Audit Log is a normal user defined table built using Database
Manager within the OpenHR System Manager.
2. The User-Defined Audit Log is a mirror of the OpenHR system Audit Log, but
restricted only to data changes, not login/logout or record add/update/delete
information.
3. Only changes made to columns with the ‘Audit’ property set will be written to the
User-defined Audit Log. This is the same as for the System Audit Log.
4. No audit information will be available to the User-Defined Audit Log prior to
activation. If a system installed prior to v4.0 is upgraded and the User-Defined
Audit Log configured, then audit entries will only appear from the time the
changes have been committed in System Manager.
5. No screen should be defined for the User-Defined Audit Log to make it easier to
lock down for security reasons.
6. No permissions should be granted in Security Manager for the User-Defined Audit
Log except for the Administrator account. It should remain a client responsibility
to ensure that people who should not have access to the User-Defined Audit Log
are not granted Administrator rights.
7. At no point should data be written manually to the User-Defined Audit Log.
8. Note that the User-Defined Audit Log will not automatically clear down, regardless
of any purge settings in the System Audit Log. This means that the table could
potentially become very large, very quickly. A Global Delete with a suitable filter
(e.g. data over 3 months old) should be run to remove unwanted entries.
9. Any changes made to the structure of the User-Defined Audit Log may prevent it
from working properly.
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6.2
6.2.1
User-Defined Audit Log Definition
Table
The Audit Log table is defined in Database Manager as follows:
Column Name
Audit ID
Data Type
Integer
Audit Date
Date
Audit Time
Character
8
Text Box
Module Name
Character
255
Text Box
User Name
Character
255
Text Box
Table Name
Character
200
Text Box
Column Name
Character
200
Text Box
Old Value
Character
Multi-Line Text
New Value
Character
Multi-Line Text
Record Description
Character
6.2.2
Size
Column Type
Text Box
Text Box
255
Text Box
Notes
Unique identifier for an
Audit Log record
Date of change
(dd/mm/yyyy)
Time of change
(hh:mm:ss)
Origin of change (e.g.
OpenHR Data Manager,
OpenHR Workflow
Service)
SQL/Windows user
would made the change
Name of the user table
containing the changed
data
Name of the column
containing the changed
data
The value of the column
prior to the change
The value of the column
after the change
The description (if
defined) of the modified
record ; Usually
contains the employee’s
name
Orders
The following table order has been pre-defined:
Order Name
Audit Date
Find Window Columns
[Audit date], [Audit Time], [User Name], [Table Name],
[Column Name], [Old Value], [New Value], [Record Description
], [Module Name]
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6.3
Audit Custom Report
A basic (unfiltered) master Audit Custom Report has been defined. This should be used
as a template (i.e. copied and a suitable filter attached) for more specific Audit reporting.
The report (Audit Report) is defined as follows:
Base Table:
Audit Log
Columns:
[Audit Date]
[Audit Time]
[Module Name]
[User Name]
[Table Name]
[Column Name]
[Old Value]
[New Value]
[Record Description]
Sort Order:
[Audit Date]
[Audit Time]
[Module Name]
[User Name]
6.4
Descending
Descending
Ascending
Ascending
Configuration
On the Configuration menu, there is now an entry for ‘Audit Log’. The table and columns
defined above should be mapped as shown:
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7
Holiday Year
7.1
Changing the Holiday Year
Here are some step-by-step instructions on how to update your OpenHR system to
reflect a new holiday year. The process should be performed by someone that has
attended the OpenHR Personnel Advanced User training course.
Before performing an update of the holiday year you should first ensure that all holiday
for all Personnel Records has been added for the previous year. You will then need to
determine if any outstanding Holiday Balances are to be carried forward to the next
holiday year, and also if there will be a limit to the amount that can be carried forward.
Also, we suggest that you ensure that a successful backup of the OpenHR database has
been performed before beginning.
Updating the holiday year can be completed by creating and / or running a selection of
Global Updates within OpenHR Data Manager. These standard global updates would need
to be run in the following order:
Step 1 - Global Update – Zero Holiday Brought Forward
(If NO holiday balances are to be brought forward to the new holiday year)
OR
Step 1 - Global Update – Holiday Balance to Brought Forward
(If holiday balances are to be carried forward to the new holiday year)
Step 2 - Global Update – Update Holiday Year
Step 3 - Global Update – Force Personnel Update
The following details show how to create or check the details of the Global Updates listed
above:
7.1.1
Step 1: Zero Holiday Brought Forward
This update will replace any value within the ‘Holiday Brought Forward’ field
with a zero.
Click the ‘Utilities’ menu
Click ‘Global Update’
(If the Global Update ‘Zero Holiday Brought Forward’ is already in the list you can select
it and click ‘Edit’ to confirm that the setup of the update is correct).
Click ‘New’
Enter “Zero Holiday Brought Forward” in the ‘Name’ box
Select ‘Personnel Records’ as the Base Table
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In the ‘Records’ section, select which records you would like to update (the most
commonly used option here would be to use a filter of ‘Current Employees’ –
Click the ‘Filter’ Radio button
Click the Ellipse (three-dot) button to the right of ‘Filter’
Highlight ‘Current Employees’ from the list of filters
Click ‘Select’)
The Global Update screen should now look like this:
Click on the ‘Columns’ tab
Click ‘Add’
In the ‘Column’ section, select the ‘Holiday Brought Forward’ column
Select the ‘Value’ option and enter a value of ‘0.0’ (as below)
Click ‘OK’
Click ‘OK’ – the update is now ready to run.
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7.1.2
Alternative Step 1: Holiday Balance to Brought Forward
This update looks at the existing holiday balance amount and transfers it to the
holiday brought forward column. A calculation can be used to either carry
forward the total amount of Holiday Balance, or to limit the amount of holiday
that is brought forward to the new holiday year.
Click the ‘Utilities’ menu
Click ‘Global Update’
(If the Global Update ‘Holiday Balance to Brought Forward’ is already in the list you can
select it and click ‘Edit’ to confirm that the setup of the update is correct)
Click ‘New’
Enter “Holiday Balance to Brought Forward” in the ‘Name’ box
Select ‘Personnel Records’ as the Base Table
In the ‘Records’ section, select which records you would like to update (the most
commonly used option here would be to use a filter of ‘Current Employees’ –
Click the ‘Filter’ Radio button
Click the Ellipse (three-dot) button to the right of ‘Filter’
Highlight ‘Current Employees’ from the list of filters
Click ‘Select’)
The Global Update screen should now look like this:
Click on the ‘Columns’ tab
At this point, either one of two types of calculation can be used;
- to bring forward all outstanding holiday balance
- to bring forward a limited amount of holiday balance
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To bring forward all outstanding holiday balance:
Click ‘Add’
In the ‘Column’ section, select the ‘Holiday Brought Forward’ column
Click ‘the ‘Column’ radio button
Select the column of “Holiday Balance” from the drop-down list (as below)
Click ‘OK’
Click ‘OK’ – the update should now appear like this:
Click ‘OK’ - the update is now ready to run
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To bring forward a limited amount of holiday balance:
Click ‘Add’
In the ‘Column’ section, select the ‘Holiday Brought Forward’ column
Click ‘the ‘Calculation’ radio button
Enter “Holiday balance limit to holiday brought forward” (or something similar) in the
‘Name’ box
Click ‘Add’ and enter the following definition (the example below shows a maximum of 5
days to be carried over to the new holiday year)
Click ‘OK’
Click ‘Select’
Click ‘OK’ - the update should now appear like this:
Click ‘OK’ - the update is now ready to run.
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7.1.3
Step 2: Update Holiday Year
This update will change the ‘Holiday Year Start’ date and ‘Holiday Year End’
date by incrementing the year of each date by a value of one.
Click the ‘Utilities’ menu
Click ‘Global Update’
(If the Global Update ‘Update Holiday Year’ is already in the list you can select it and click
‘Edit’ to confirm that the setup of the update is correct).
Click ‘New’
Enter “Update Holiday Year” in the ‘Name’ box
Select ‘Global Variables’ as the Base Table
Set the ‘Records’ section to ‘All’
The Global Update screen should now look like this:
Click the ‘Columns’ tab
Click ‘Add’
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Select a column of ‘Holiday Year Start’
Click the ‘Calculation’ radio button
Click the Ellipse (three-dot) button to the right of ‘Calculation’
Click ‘New’
Enter “Increment Holiday Year Start” in the ‘Name’ box
Add the following definition:
Click ‘OK’
Click ‘Select’
Click ‘OK’
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The Global Update screen should now look like this:
Click ‘Add
Select a column of ‘Holiday Year End’
Click the ‘Calculation’ radio button
Click the Ellipse (three-dot) button to the right of ‘Calculation’
Click ‘New’
Enter “Increment Holiday Year End” in the ‘Name’ box
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Add the following definition:
Click ‘OK’
Click ‘Select’
Click ‘OK’
Click ‘OK’ - the update is now ready to run
Note that this will only update one record as it is on the Global Variables table. To check
that you have the correct dates set you can go to the Database menu, then Lookup Table
Screens and then choose Global Variables.
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7.1.4
Step 3: Force Personnel Update
This update will refresh personnel records with any changes that have been
made to the system – in this case it will refresh the Holiday Balance and Holiday
Taken Columns (and the Holiday Entitlement column, if it is calculated) using
the new Holiday year detail that has now been entered.
Click the ‘Utilities’ menu
Click ‘Global Update’
(If the Global Update ‘Force Personnel Update’ is already in the list you can select it and
click ‘Edit’ to confirm that the setup of the update is correct).
Click ‘New’
Enter “Force Personnel Update” in the ‘Name’ box
Select ‘Personnel Records’ as the Base Table
In the ‘Records’ section, select which records you would like to update (the most
commonly used option here would be to use a filter of ‘Current Employees’ –
Click the ‘Filter’ Radio button
Click the Ellipse (three-dot) button to the right of ‘Filter’
Highlight ‘Current Employees’ from the list of filters
Click ‘Select’)
The Global Update screen should now look like this:
Click on the ‘Columns’ tab
Click ‘Add’
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In the ‘Column’ section, select the ‘Surname’ column
Click the ‘Column’ radio button
Select the column of ‘Surname’ (as below)
Click ‘OK’
Click ‘OK’ - the update is now ready to run.
Once all required Global Updates have been created run them in the order in which they
are listed at the top of this document. This should complete the process of updating the
Holiday Year.
NB: Please remember to check you have all the Bank holidays in your Bank holiday Table
for the current year in order for your system to calculate any Absence correctly.
If you have any problems with modifying your existing holiday year or need further
assistance, please contact the Support Team on 08451 609 999 or by email at
[email protected].
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7.1.5
Adding Bank Holidays
Please find below step-by-step instructions on how to add Bank Holidays to your OpenHR
system. The best way to do this is through an Import. The process should be performed
by someone that has attended the OpenHR Personnel Advanced User training course:
1. Check what Regions you have setup in your database by clicking on ‘Database’ and
the ‘Regional Information’ table:
2. Setup a spreadsheet (as shown below) adding all of the Bank Holidays you want to
add. Also if you have more than one region, you just need to change the Regional ID
(you do not need separate spreadsheets):
It is highly recommended to add future Bank Holiday dates as early as possible as this
will have the least amount of absence records to update and therefore reduce the time
the import takes to complete.
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3. Once you have the spreadsheet setup and saved, within Data Manager, choose
Utilities from the main menu and select Import. Create a new Import definition as
shown below:
The columns tab.
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4. On the Options tab ensure that you click on the ellipse and select the spreadsheet
destination and if you have setup the spreadsheet with ‘Headers’ please also ensure
that you have chosen the appropriate number of ‘Header Lines to Ignore’:
Once the Import definition is setup, ensure that a Backup has been taken of your
database before running the Import. We suggest that the best time to run the Import is
at the very end of the day when there are no other users logged into the system - you
can leave it to run overnight.
The reason for this is that as the Bank Holidays are entered, the Import has to look at
any of the effected absence entries and calculations and update them as necessary, so it
can be quite a lengthy process if adding Holiday dates mid-year. It is recommended to
add Bank Holiday dates well in advance of the current year as this will have the least
amount of absence entries to update and therefore reduce the completion time of the
import.
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8
8.1
OpenHR Data Manager Security
Login Screen
There is a checkbox on the login screen to specify that OpenHR should pick up the
current logged on Windows user account, and attempt to connect to the database using
that information:
8.2
Change Password
SQL users can change their passwords by selecting ‘Change Password’ from the
Administration menu in OpenHR Data Manager.
If users are logged in using Windows Authentication then the change password menu
option is disabled. This is because the password for the user is controlled by the domain
and not the SQL server.
8.3
Bypass Login
You can bypass the OpenHR Data Manager login screen and log straight into the last
selected database and server with a ‘trusted’ connection by ticking the ‘Bypass prompt
for logon details’ checkbox, which is found in OpenHR Data Manager on the PC
Configuration Screen. This screen is accessed by choosing ‘PC Configuration’ from the
‘Administration’ menu.
Note: This feature is disabled if the user is logged in using a SQL login.
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8.4
Log Off
Selecting Log Off from the Database menu returns you to the login screen even if ‘bypass
prompt for logon details’ is enabled or any command line parameters have been
specified.
8.5
Self Service / Line Manager Access
All intranet users must have their full SQL or Windows username (including domain
name) entered onto their employee record. This information is used by SQL and IIS to
match the logged in user to their personnel record.
8.6
Users in Multiple Groups
1. Physical Access via SQL Server client tools
As a windows user logs into a SQL database, the server attempts to amalgamate all of
the security permissions it can find. In OpenHR it reads the security settings from the
Data Permissions in Security Manager. OpenHR will only apply one Windows group hence
the data permissions could be more extensive if they access the OpenHR database
directly (e.g. Crystal Reports or Query Analyser).
2. Transfer of Ownership when deleting Groups
Object ownership is handled by username and not by the group login defined in Security
Manager. For example group Advanced\Marketing is given access to the database, users
JSmith and PBrown can log in as they are members of the Advanced\Marketing group. If
the Advanced\Marketing group is deleted from Security Manager then when attempting
to transfer ownership it won’t find any owned objects.
The problem is further compounded if a new user is added with the name of an existing
user (in this case a JSmith) as they will ‘inherit’ objects created by the existing user.
3. Order of Groups applied
When logging into OpenHR, the first attempt for login is the individual login name. If this
is found then that is the permission level applied.
It then scans through the Windows Groups that the Windows User is a member of and
systematically attempts to login using that group login. The systematic order can vary
from machine to machine depending on factors such as the operating system and the
order in which the user was added to which groups.
Further because different APIs are used in the client modules and the Intranet modules
the same windows login could have different effects on Data Manager and the Intranet
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9
Contacting the Support Team
Should you require clarification or help on anything contained in this manual, there are
three ways of contacting the Support Team:
9.1
Contacting the Support Team by telephone
The Support Team operates from 09:00 until 17:30, Monday to Friday, excluding bank
holidays.
The direct line telephone number is 08451 609 999 (from UK), +44 (0)1932 590 721
(International)
9.2
Contacting the Support Team by email
The Support Team can be emailed at [email protected].
Always include the following information when emailing the Support Team:




9.3
Your name
Your company
Your contact telephone number
Details of the problem or query
Via our Web Access 24 hours a day 7 days a week
http://webfirst.advancedcomputersoftware.com/
Please give as much information as you can when providing details of the problem or
query as this will help us to identify a solution as quickly as possible.
A member of the Support Team will respond to the query as soon as possible and will
issue you with a Support Call Reference number. This should be quoted in all future
correspondence regarding the issue in question.
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10 Appendix A – Self-service Intranet Configuration File Example
The following is an example configuration file.
+----------------------------+
| DATABASE/SERVER
|
+----------------------------+
server=<YOUR SERVER>
database=<YOUR DATABASE>
+----------------------------+
| GENERAL
|
+----------------------------+
generaltheme=VioletBlue
banner-colour=white
banner-justification=justify
banner-graphic-left-width=
banner-graphic-right-width=
+----------------------------+
| LOGIN PAGE
|
+----------------------------+
loginframetheme=Blanco
logintext-font=Verdana
logintext-colour=#333366
logintext-size=8
logintext-bold=
logintext-italics=
loginbuttontext-font=Verdana
loginbuttontext-colour=#333366
loginbuttontext-size=8
loginbuttontext-bold=bold
loginbuttontext-italics=
headerbar-colour=#E9EEF7
headerbar-border-bottom-colour=#992B99
+----------------------------+
| LINKS PAGE
|
| HYPERTEXT LINKS
|
+----------------------------+
hypertext-framewidth=200
hypertexttitletext=
hypertexttitletext-font=Verdana
hypertexttitletext-colour=#333366
hypertexttitletext-size=10
hypertexttitletext-bold=bold
hypertexttitletext-italics=
hypertextlink-displaytype=bulletedlist
hypertextlinkseparator-alignment=center
hypertextlinkseparator-font=Verdana
hypertextlinkseparator-colour=#333366
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hypertextlinkseparator-size=10
hypertextlinkseparator-bold=bold
hypertextlinkseparator-italics=
hypertextlinktext-font=Verdana
hypertextlinktext-colour=#333366
hypertextlinktext-size=8
hypertextlinktext-bold=
hypertextlinktext-italics=
hypertextlinktext-highlightcolour=#ff9608
+----------------------------+
| LINKS PAGE
|
| DASHBOARD LINKS
|
+----------------------------+
linkspagebutton-colourtheme=VioletBlue
linkspagetitletext-predescription=
linkspagetitletext-postdescription=
linkspagetitletext-font=Verdana
linkspagetitletext-colour=#333366
linkspagetitletext-size=16
linkspagetitletext-bold=bold
linkspagetitletext-italics=
linkspageprompttext-font=Verdana
linkspageprompttext-colour=#333366
linkspageprompttext-size=10
linkspageprompttext-bold=bold
linkspageprompttext-italics=
linkspagebutton-displaytype=
linkspagebuttonseparator-alignment=center
linkspagebuttonseparator-font=Verdana
linkspagebuttonseparator-colour=#333366
linkspagebuttonseparator-size=10
linkspagebuttonseparator-bold=bold
linkspagebuttonseparator-italics=
linkspagebuttonseparator-bordercolour=#E9EEF7
linkspagebuttontext-font=Verdana
linkspagebuttontext-colour=#333366
linkspagebuttontext-size=8
linkspagebuttontext-bold=
linkspagebuttontext-italics=
linkspagebuttontext-alignment=
linkspagelmlinksprompttext-font=Verdana
linkspagelmlinksprompttext-colour=#333366
linkspagelmlinksprompttext-size=10
linkspagelmlinksprompttext-bold=bold
linkspagelmlinksprompttext-italics=
linkspagelmlinksbuttontext-font=Verdana
linkspagelmlinksbuttontext-colour=#333366
linkspagelmlinksbuttontext-size=8
linkspagelmlinksbuttontext-bold=
linkspagelmlinksbuttontext-italics=
linkspagelmlinksbuttontext-alignment=
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+----------------------------+
| LINKS PAGE
|
| DROPDOWN LIST LINKS
|
+----------------------------+
linkspagetext-yesbuttons=
linkspagetext-nobuttons=
linkspagetext-font=Verdana
linkspagetext-colour=#333366
linkspagetext-size=8
linkspagetext-bold=bold
linkspagetext-italics=
linkspagedroptext-font=Verdana
linkspagedroptext-colour=#333366
linkspagedroptext-size=10
linkspagedroptext-bold=
linkspagedroptext-italics=
linkspagegotext-font=Verdana
linkspagegotext-colour=#333366
linkspagegotext-size=12
linkspagegotext-bold=bold
linkspagegotext-italics=
linkspagegotext-highlightcolour=#ff9608
+----------------------------+
| RECORD EDIT PAGE
|
+----------------------------+
receditpagetitletext-font=Verdana
receditpagetitletext-colour=#333366
receditpagetitletext-size=16
receditpagetitletext-bold=bold
receditpagetitletext-italics=
receditpagepositiontext-font=Verdana
receditpagepositiontext-colour=#333366
receditpagepositiontext-size=10
receditpagepositiontext-bold=bold
receditpagepositiontext-italics=
recedittablinktext-font=Verdana
recedittablinktext-colour=#333366
recedittablinktext-size=8
recedittabsellinktext-font=Verdana
recedittabsellinktext-colour=#333366
recedittabsellinktext-size=8
+----------------------------+
| FIND/STAFF SELECTION PAGE |
+----------------------------+
grid-blocksize=1000
findpagetitletext-font=Verdana
findpagetitletext-colour=#333366
findpagetitletext-size=16
findpagetitletext-bold=bold
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findpagetitletext-italics=
findpagegrid-headforecolour=white
findpagegrid-headbackcolour=#333366
findpagegrid-highlightforecolour=#333366
findpagegrid-highlightbackcolour=#E9EEF7
findpagegrid-evenforecolour=#333366
findpagegrid-evenbackcolour=white
findpagegrid-oddforecolour=#333366
findpagegrid-oddbackcolour=white
findpagegrid-font=Verdana
findpagegrid-size=10
findpagegrid-bold=
findpagegrid-italics=
findpagesummarytitletext=
findpagesummarytitletext-font=Verdana
findpagesummarytitletext-colour=#333366
findpagesummarytitletext-size=10
findpagesummarytitletext-bold=bold
findpagesummarytitletext-italics=
findpagesummaryprompttext-font=Verdana
findpagesummaryprompttext-colour=#333366
findpagesummaryprompttext-size=8
findpagesummaryprompttext-bold=
findpagesummaryprompttext-italics=
findpagesummarytext-font=Verdana
findpagesummarytext-colour=#333366
findpagesummarytext-size=8
findpagesummarytext-bold=
findpagesummarytext-italics=
findpagesummarytext-backcolour=#f6f5f3
findpagepositiontext-font=Verdana
findpagepositiontext-colour=#333366
findpagepositiontext-size=10
findpagepositiontext-bold=bold
findpagepositiontext-italics=
findpagelocatetext-font=Verdana
findpagelocatetext-colour=#333366
findpagelocatetext-size=10
findpagelocatetext-bold=
findpagelocatetext-italics=
findpagelocateprompttext=
findpagelocateprompttext-font=Verdana
findpagelocateprompttext-colour=#333366
findpagelocateprompttext-size=10
findpagelocateprompttext-bold=bold
findpagelocateprompttext-italics=
findpagelocateprompttext-highlightcolour=#ff9608
findpagecomboprompttext-font=Verdana
findpagecomboprompttext-colour=#333366
findpagecomboprompttext-size=10
findpagecomboprompttext-bold=
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findpagecomboprompttext-italics=
findpagecombotext-font=Verdana
findpagecombotext-colour=black
findpagecombotext-size=10
findpagecombotext-bold=
findpagecombotext-italics=
findpagegotext-font=Verdana
findpagegotext-colour=#333366
findpagegotext-size=10
findpagegotext-bold=bold
findpagegotext-italics=
findpagegotext-highlightcolour=#ff9608
+----------------------------+
| OLE SETTINGS
|
+----------------------------+
OLEUploadPath=\\<SERVERNAME>\<SHARENAME>$\
OLEDefaultServerPath=<PATH>
OLEDefaultLocalPath=<PATH>
OLEDefaultPhotoPath=<PATH>
olepagegrid-highlightforecolour=#333366
olepagegrid-highlightbackcolour=#E9EEF7
olepagegrid-evenforecolour=#333366
olepagegrid-evenbackcolour=white
olepagegrid-oddforecolour=#333366
olepagegrid-oddbackcolour=white
+----------------------------+
| POPUP PAGE
|
+----------------------------+
popuptitletext-font=Verdana
popuptitletext-colour=#333366
popuptitletext-size=16
popuptitletext-bold=bold
popuptitletext-italics=
popupsubtitletext-font=Verdana
popupsubtitletext-colour=#333366
popupsubtitletext-size=10
popupsubtitletext-bold=bold
popupsubtitletext-italics=
popuptext-font=Verdana
popuptext-colour=#333366
popuptext-size=10
popuptext-bold=
popuptext-italics=
+----------------------------+
| WORKFLOW SETTINGS
|
+----------------------------+
workflowpendingstepstitletext=
workflowpendingstepslinktext=
workflowoutofofficelinktext=
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+----------------------------+
| DOCUMENT DISPLAY AREA
|
+----------------------------+
documentdisplayprompttext=Click to view
documentdisplayprompttext-font=Verdana
documentdisplayprompttext-colour=#333366
documentdisplayprompttext-size=8
documentdisplayprompttext-bold=
documentdisplayprompttext-italics=
documentdisplayhyperlinktext-font=Verdana
documentdisplayhyperlinktext-colour=#333366
documentdisplayhyperlinktext-size=10
documentdisplayhyperlinktext-bold=bold
documentdisplayhyperlinktext-italics=
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11 Appendix B – HTML Recognised Colour Names
The following table lists the HTML recognised colours supported as of Internet Explorer
4.0.
Note: The HTML recognised colours use inconsistent spelling for the colour grey. Some
grey-based colours are spelt with an ‘a’ (darkgray, darkslategray, dimgray, gray,
lightslategray, slategray); one is spelt with an ‘e’ (lightgrey). When using these names to
customise the Self-service Intranet module it is important to use the spelling as listed in
this document.
aliceblue
(#F0F8FF)
antiquewhite
(#FAEBD7)
aqua
(#00FFFF)
aquamarine
(#7FFFD4)
azure
(#F0FFFF)
beige
(#F5F5DC)
bisque
(#FFE4C4)
black
(#000000)
blanchedalmond blue
(#FFEBCD)
(#0000FF)
blueviolet
(#8A2BE2)
brown
(#A52A2A)
burlywood
(#DEB887)
cadetblue
(#5F9EA0)
chartreuse
(#7FFF00)
chocolate
(#D2691E)
coral
(#FF7F50)
cornflowerblue cornsilk
(#6495ED)
(#FFF8DC)
crimson
(#DC143C)
cyan
(#00FFFF)
darkblue
(#00008B)
darkcyan
(#008B8B)
darkgoldenrod
(#B8860B)
darkgray
(#A9A9A9)
darkgreen
(#006400)
darkkhaki
(#BDB76B)
darkmagenta
(#8B008B)
darkolivegreen
(#556B2F)
darkorange
(#FF8C00)
darkorchid
(#9932CC)
darkred
(#8B0000)
darksalmon
(#E9967A)
darkseagreen
(#8FBC8B)
darkslateblue
(#483D8B)
darkslategray
(#2F4F4F)
darkturquoise
(#00CED1)
darkviolet
(#9400D3)
deeppink
(#FF1493)
deepskyblue
(#00BFFF)
dimgray
(#696969)
dodgerblue
(#1E90FF)
firebrick
(#B22222)
floralwhite
(#FFFAF0)
forestgreen
(#228B22)
fuchsia
(#FF00FF)
gainsboro
(#DCDCDC)
ghostwhite
(#F8F8FF)
gold
(#FFD700)
goldenrod
(#DAA520)
gray
(#808080)
green
(#008000)
greenyellow
(#ADFF2F)
honeydew
(#F0FFF0)
hotpink
(#FF69B4)
indianred
(#CD5C5C)
indigo
(#4B0082)
ivory
(#FFFFF0)
khaki
(#F0E68C)
lavender
(#E6E6FA)
lavenderblush
(#FFF0F5)
lawngreen
(#7CFC00)
lemonchiffon
(#FFFACD)
lightblue
(#ADD8E6)
lightcoral
(#F08080)
lightcyan
(#E0FFFF)
lightgoldenrodyellow lightgreen
(#FAFAD2)
(#90EE90)
lightgrey
(#D3D3D3)
lightpink
(#FFB6C1)
lightsalmon
(#FFA07A)
lightseagreen
(#20B2AA)
lightskyblue
(#87CEFA)
lightslategray
(#778899)
lightsteelblue
(#B0C4DE)
lightyellow
(#FFFFE0)
lime
(#00FF00)
limegreen
(#32CD32)
linen
(#FAF0E6)
magenta
(#FF00FF)
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maroon
(#800000)
mediumaquamarine mediumblue
(#66CDAA)
(#0000CD)
mediumpurple
(#9370DB)
mediumseagreen
(#3CB371)
mediumorchid
(#BA55D3)
mediumslateblue mediumspringgreen
(#7B68EE)
(#00FA9A)
mediumturquoise mediumvioletred
(#48D1CC)
(#C71585)
midnightblue
(#191970)
mintcream
(#F5FFFA)
mistyrose
(#FFE4E1)
moccasin
(#FFE4B5)
navajowhite
(#FFDEAD)
navy
(#000080)
oldlace
(#FDF5E6)
olive
(#808000)
olivedrab
(#6B8E23)
orange
(#FFA500)
orangered
(#FF4500)
orchid
(#DA70D6)
palegoldenrod
(#EEE8AA)
palegreen
(#98FB98)
paleturquoise
(#AFEEEE)
palevioletred
(#DB7093)
papayawhip
(#FFEFD5)
peachpuff
(#FFDAB9)
peru
(#CD853F)
pink
(#FFC0CB)
plum
(#DDA0DD)
powderblue
(#B0E0E6)
purple
(#800080)
red
(#FF0000)
rosybrown
(#BC8F8F)
royalblue
(#4169E1)
saddlebrown
(#8B4513)
salmon
(#FA8072)
sandybrown
(#F4A460)
seagreen
(#2E8B57)
seashell
(#FFF5EE)
sienna
(#A0522D)
silver
(#C0C0C0)
skyblue
(#87CEEB)
slateblue
(#6A5ACD)
slategray
(#708090)
snow
(#FFFAFA)
springgreen
(#00FF7F)
steelblue
(#4682B4)
tan
(#D2B48C)
teal
(#008080)
thistle
(#D8BFD8)
tomato
(#FF6347)
turquoise
(#40E0D0)
violet
(#EE82EE)
wheat
(#F5DEB3)
white
(#FFFFFF)
whitesmoke
(#F5F5F5)
yellow
(#FFFF00)
yellowgreen
(#9ACD32)
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12 Appendix C – Self-service Intranet Theme Colour Names
The following table lists the names, colours and hexadecimal values of the predefined
themes that can be used by the Self-service Intranet module.
Note: The theme colours use inconsistent spelling for the colour grey. Some grey-based
colours are spelt with an ‘e’ (greyskyblue, richgrey, violetgrey, violetgreyer); one is spelt
with an ‘a’ (darkgray) to be consistent with the matching HTML colour name (see note in
Appendix B). When using these names to customise the Self-service Intranet module it is
important to use the spelling as listed in this document.
Aliceblue
#F0F8FF
R: 240 G: 248 B: 255
Antiquewhite
#FAEBD7
R: 250 G: 235 B: 215
Aqua
#00FFFF
R: 0 G: 255 B: 255
Azure
#F0FFFF
R: 240 G: 255 B: 255
Black
#000000
R: 0 G: 0 B: 0
Blanco
#FFFFFF
R: 255 G: 255 B: 255
Blue
#6699CC
R: 102 G: 153 B: 204
Burlywood
#DEB887
R: 222 G: 184 B: 135
Chocolate
#D2691E
R :210 G: 105 B: 30
Damson
#7D388A
R: 125 G: 56 B: 138
Darkgray
#A9A9A9
R: 169 G: 169 B: 169
Darkkhaki
#BDB76B
R: 189 G: 183 B: 107
Darkorange
#FF8C00
R: 255 G: 140 B: 0
Darkseagreen
#8FBC8B
R: 143 G: 188 B: 139
Darkviolet
#9400D3
R: 148 G: 0 B: 211
DeepRed
#C90016
R: 201 G: 0 B: 22
DeepSkyBlue
#00BFFF
R: 0 G: 191 B: 255
DodgerBlue
#1E90FF
R: 30 G: 144 B: 255
Forestgreen
#228B22
R: 34 G: 139 B: 34
Gold
#FFD700
R: 255 G: 215 B: 0
GreySkyBlue
#DEE7EF
R: 222 G :231 B: 239
Ivy
#A6B540
R: 166 G: 181 B: 64
LightSkyBlue
#87CEFA
R: 135 G: 206 B: 250
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Limegreen
#32CD32
R: 50 G: 205 B: 50
Maroon
#700017
R: 112 G: 0 B: 23
MidnightNavy
#330066
R: 51 G: 0 B: 102
Navy
#000080
R: 0 G: 0 B: 128
Navy2
#000099
R: 0 G: 0 B: 153
Olive
#CCCC99
R: 204 G: 201 B: 144
PantoneBlue
#003F6E
R: 0 G: 63 B: 110
PantoneGold
#F7C046
R: 247 G: 192 B: 70
Raspberry
#C71444
R: 199 G :20 B: 68
Red
#CC3300
R: 204 G: 51 B: 0
Red2
#FF0000
R: 255 G: 0 B: 0
RichGrey
#807A6E
R: 128 G: 122 B: 110
RipeTomato
#DF0029
R: 223 G: 0 B: 41
Teal
#008080
R: 0 G: 128 B: 128
Teal2
#009999
R: 0 G: 153 B: 153
TuscanOrange
#F39900
R: 243 G: 153 B: 0
VioletBlue
#B0B2F5
R: 176 G: 178 B: 245
VioletGrey
#CFCCE5
R: 207 G: 204 B: 229
VioletGreyer
#C8C9E4
R: 200 G: 201 B: 228
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