Add the Timekeeper Checkbox - User Page Layout (optional)
The Advologix Matter Management package comes with a custom 'Advologix USER layout' page layout for USER creation - which includes a checkbox field named Create Timekeeper. The Create Timekeeper checkbox is used to automatically create a Timekeeper record when a user is created or edited - where as upon SAVE, that USER has a timekeeper created for them - to be utilized in Advologix Time entry functionality.
This 'Advologix USER Layout' page layout can be used as the default USER record layout - by assigning the 'Advologix USER Layout' page layout to all profiles that will be creating Advologix Users.
~ OR ~
Alternatively, if you have your own customized USER layout that you desire to utilize when creating users, please add the Create Timekeeper checkbox field to your own customized USER layout to facilitate the functionality for auto-creation of the Timekeeper.
So, before creating users for your Advologix package; if using your own customized USER layout; you will need to add the Create Timekeeper checkbox field to your own customized USER layout.
Navigate to Setup
Click Your Name
Choose Setup
Navigate to Users >> Page Layouts
Under App Setup
Choose Users
Select Page Layouts
Option 1: Set 'Advologix USER Layout' as default User Layout
The table above shows the page layout assignments for different profiles.
1. Use SHIFT + click or click and drag to select a range of adjacent cells. Use CTRL + click to select multiple cells that are not adjacent.
2. Then choose a your Customized Page Layout from the drop-down.
3. SAVE
Option 2: Adding 'Create Timekeeper' to Your Customized User Layout
On your own Customized USER layout; you will need to drag and drop the Create Timekeeper checkbox field onto your own Customized USER layout.
Place in the Additional Information Section
Click SAVE
Now, when creating users for your Advologix package; the Create Timekeeper checkbox field will be available on your own Customized USER layout to facilitate the functionality for auto-creation of the Timekeeper.
The table above shows the page layout assignments for different profiles.
1. Use SHIFT + click or click and drag to select a range of adjacent cells. Use CTRL + click to select multiple cells that are not adjacent.
2. Then choose a your Customized Page Layout from the drop-down.
3. SAVE
Using the Create Timekeeper checkbox
Steps for Using the Create Timekeeper checkbox on the User layout are shown below:
Navigate to Setup
Click Your Name
Choose Setup
Under Administration Setup
Choose Manage Users
Select Users
Select the New User button
After adding all the information for creating a new user (Advologix: Getting Started: Adding Employees (Users))
Be sure to Check the Create Timekeeper checkbox in the Additional Information section
SAVE newly created User record
Navigate to Advologix Setup
Under Timekeeper subtab
New Timekeeper - corresponding to newly created user now exists.
Click Edit to modify if desired.