How to Configure Partitioning Settings in xPortalNet Software

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Summary 

• To Configure the Partitioning Settings.

• To Assign the Partitioning Settings for the System User.

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Step-by-step Guide: 

• To Configure the Partitioning Settings.

In these steps, user will be guided to create new Partitioning Settings

Step 1: Login to xPortalNet Client. 

Step 2: Open Partitioning Settings Setup. Go to Data Setup > System Setting > Partitioning Settings.

Step 3: The Partitioning Settings Setup window will be shown.

Step 4: Click Add to add new Partitioning Settings.

^{Figure 1: Partitioning Settings Setup Window.}

Step 5: Add Partitioning Settings window will be shown.
^{Figure 2: Staff Selection Window.}

• Fill up the Code, Description and Remarks for this Partitioning Settings.
  
  
• Staff Selection is to filter out which Staff Record can be viewed under this Partitioning Settings.
  
  
  1. Checked the "Any" box to apply any Staff Selection.
     
     
  2. Checked the Branch, Division, Department or Job Title box to apply the Staff Selection filter.
     
     
  3. Unchecked the "Any" box to select particular Staff Records.
     
     
     1. Select comparison operator for this filter.
        
        
     2. Select value for comparison.
        
        
     3. Select the AND or OR operations for this filter.
        
        

Step 6: Click Staff Profile Lookup tab for the next configuration.
^{Figure 3: Staff Profile Lookup Window.}

• Staff Profile Lookup is to filter out which Staff Record can be lookup under this Partitioning Settings.
  
  
  1. Checked the "Always Show All" box to show all records during profile lookup.
     
     
  2. Unchecked the "Always Show All" box to filter profile lookup by Branch, Division, Department or Job Title. 
     
     
     1. From the drop-down list menu, select the correct value accordingly.
        
        
     2. Click Copy List from Staff Selection for similar settings to be applied.

Step 7: Click Options tab for the next configuration.

• Specify the following field according to your preferences.

<sup>Figure 4: Options Window.


Table 1: Options Field Description.</sup>