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Transcript
00:10
Welcome to Flow Production Tracking.
00:13
One of the first things you can do
00:14
is familiarize yourself with your account settings.
00:17
You can manage your account settings by going to the user profile
00:20
thumbnail on the top right of the interface and selecting Account settings.
00:25
From the Account tab,
00:26
you can update your personal user information
00:28
through the available fields by hovering over
00:31
any field and selecting the small pencil tool on the far right side.
00:36
Depending on site settings and user permissions,
00:39
some of the displayed information might not be editable.
00:44
In these cases,
00:45
the pencil tool will have a line through it indicating the field cannot be edited.
00:51
First name, last name, email, login,
00:54
homepage, and password are the most common fields available by default.
00:59
However, the available fields are configurable
01:02
if your permission level allows you to make those changes.
01:07
If you have the correct permissions, you may add or remove fields as needed.
01:11
Depending on the organization you work for, the fields you have available on
01:15
this screen might look quite different depending
01:17
on how your site has been customized.
01:23
While you're in the account settings menu,
01:25
it's possible that you may only see a small
01:27
selection of the fields related to your user profile,
01:30
like the ones that I can see here.
01:32
To view all the fields related to your user,
01:34
you will need to go to your user profile page.
01:37
To do this from the account settings menu,
01:40
you can select your name in the top left corner above where the page says,
01:43
view my profile page.
01:48
If you're not in account settings, you can search for yourself in the search bar.
01:53
Simply type your name and give Flow Production Tracking
01:55
a moment to show you the results.
02:00
As you'll learn through this training,
02:02
Flow Production Tracking provides many paths for you to get to the same places,
02:06
so use the paths that work best for you.
02:09
Let's go into our profile page.
02:12
From your profile page,
02:13
you will be able to look through various tabs to see
02:16
information related to your user profile and usage of the site.
02:20
Information about your name, department, assigned bookings, assigned projects,
02:26
assigned permission groups, and more can be found under
02:29
the person info tab of your profile page.
02:32
Depending on your permission level,
02:33
you may be able to edit fields by selecting the
02:36
pencil tool and changing the contents of a field.
02:39
However, if your company has these fields linked to outside sources of information,
02:44
such as an HR database,
02:46
it's possible that these fields may not be editable in this way.
02:53
Other than personal information,
02:55
you can also see tabs to track your activity, projects, tasks that have been
02:60
assigned to you, and time that you may have logged through
03:03
Flow Production Tracking.
03:04
These tabs are customizable.
03:06
So depending on the organization you work for, the fields and tabs
03:09
you have available to you from your profile page may look different.
03:15
Let's try updating some of our personal information.
03:19
I want to check my department is correct. First, I need to find the department field,
03:24
so I will go into the person info tab to see all of my user fields.
03:28
Here, I see the department field says animation when it should be production.
03:33
To change it,
03:33
I can click over the pencil tool on the right hand side of the field to edit the field.
03:42
I can either select the X to remove the animation department
03:45
or I can use the backspace key.
03:47
Now I can start typing in the name of the production department and
03:51
the drop down will show me the available options as I type.
03:54
Once the production department comes up, I can click on it to change my department.
03:58
Follow these same steps to update any field.
04:01
Remember, though, you may not have permission or access to change every field.
04:06
If a change cannot be edited, a line will be drawn through the pencil tool,
04:10
as you can see here. This is the indicator that this field cannot be edited by you.
04:15
Use your account settings
04:16
page and profile page to verify
04:18
your personal information and account information to
04:21
ensure you show up in Flow Production Tracking correctly to other users.
Video transcript
00:10
Welcome to Flow Production Tracking.
00:13
One of the first things you can do
00:14
is familiarize yourself with your account settings.
00:17
You can manage your account settings by going to the user profile
00:20
thumbnail on the top right of the interface and selecting Account settings.
00:25
From the Account tab,
00:26
you can update your personal user information
00:28
through the available fields by hovering over
00:31
any field and selecting the small pencil tool on the far right side.
00:36
Depending on site settings and user permissions,
00:39
some of the displayed information might not be editable.
00:44
In these cases,
00:45
the pencil tool will have a line through it indicating the field cannot be edited.
00:51
First name, last name, email, login,
00:54
homepage, and password are the most common fields available by default.
00:59
However, the available fields are configurable
01:02
if your permission level allows you to make those changes.
01:07
If you have the correct permissions, you may add or remove fields as needed.
01:11
Depending on the organization you work for, the fields you have available on
01:15
this screen might look quite different depending
01:17
on how your site has been customized.
01:23
While you're in the account settings menu,
01:25
it's possible that you may only see a small
01:27
selection of the fields related to your user profile,
01:30
like the ones that I can see here.
01:32
To view all the fields related to your user,
01:34
you will need to go to your user profile page.
01:37
To do this from the account settings menu,
01:40
you can select your name in the top left corner above where the page says,
01:43
view my profile page.
01:48
If you're not in account settings, you can search for yourself in the search bar.
01:53
Simply type your name and give Flow Production Tracking
01:55
a moment to show you the results.
02:00
As you'll learn through this training,
02:02
Flow Production Tracking provides many paths for you to get to the same places,
02:06
so use the paths that work best for you.
02:09
Let's go into our profile page.
02:12
From your profile page,
02:13
you will be able to look through various tabs to see
02:16
information related to your user profile and usage of the site.
02:20
Information about your name, department, assigned bookings, assigned projects,
02:26
assigned permission groups, and more can be found under
02:29
the person info tab of your profile page.
02:32
Depending on your permission level,
02:33
you may be able to edit fields by selecting the
02:36
pencil tool and changing the contents of a field.
02:39
However, if your company has these fields linked to outside sources of information,
02:44
such as an HR database,
02:46
it's possible that these fields may not be editable in this way.
02:53
Other than personal information,
02:55
you can also see tabs to track your activity, projects, tasks that have been
02:60
assigned to you, and time that you may have logged through
03:03
Flow Production Tracking.
03:04
These tabs are customizable.
03:06
So depending on the organization you work for, the fields and tabs
03:09
you have available to you from your profile page may look different.
03:15
Let's try updating some of our personal information.
03:19
I want to check my department is correct. First, I need to find the department field,
03:24
so I will go into the person info tab to see all of my user fields.
03:28
Here, I see the department field says animation when it should be production.
03:33
To change it,
03:33
I can click over the pencil tool on the right hand side of the field to edit the field.
03:42
I can either select the X to remove the animation department
03:45
or I can use the backspace key.
03:47
Now I can start typing in the name of the production department and
03:51
the drop down will show me the available options as I type.
03:54
Once the production department comes up, I can click on it to change my department.
03:58
Follow these same steps to update any field.
04:01
Remember, though, you may not have permission or access to change every field.
04:06
If a change cannot be edited, a line will be drawn through the pencil tool,
04:10
as you can see here. This is the indicator that this field cannot be edited by you.
04:15
Use your account settings
04:16
page and profile page to verify
04:18
your personal information and account information to
04:21
ensure you show up in Flow Production Tracking correctly to other users.
Use the account settings page and profile page to verify a user's personal information and account information to ensure each user shows up in Flow Production Tracking correctly to other users.
Users can manage their Flow Production Tracking account settings by going to the user profile thumbnail on the top-right of the interface and selecting Account Settings.
From the Account tab, users can update their personal user information through the available fields, by hovering over any field and selecting the small pencil tool on the far-right side.
Depending on site settings and user permissions, some of the displayed information might not be editable. In these cases, the pencil tool will have a line through it, indicating that the field cannot be edited.
First name, Last Name, Email, Login, Home Page, and Password are the most common fields available by default, however the available fields are configurable if a user's permission level allows them to make those changes. If a user has the correct permissions, they may add or remove fields as needed. Depending on a user's organization, the available fields in this screen may look quite different, depending how an organization has customized account pages for its users.
Use the account settings page and profile page to verify a user's personal information and account information to ensure each user shows up in Flow Production Tracking correctly to other users.
While in the Account settings menu, it's possible that users may see only a small selection of the fields related to their user profile. To view all the fields related to a user, go to the user's profile page.
To search for your own profile page from the Account setting menu, select your name on the top left corner above where the page says, "View my profile page".
If you're not in Account Settings, or want to search for another user, use the Search bar. Simply type a name and give Flow Production Tracking a moment to show the results.
From the profile page, users can look through various tabs to see information related to that user's profile and usage of Flow Production Tracking. Information about a user's name, department, assigned bookings, assigned projects, assigned permission groups, and more can be found under the Person Info tab of the profile page.
Depending on a user's permission level, users may be able to edit fields by selecting the pencil tool and changing the contents of a field. However, if a company has any of the user's fields linked to outside sources of information, such as an HR database, it's possible that these fields may not be editable in this way.
Other than personal information, users may also see tabs to track a user's activity, projects, tasks that have been assigned, and any time logged through Flow Production Tracking.
The tabs on a user's profile page are customizable. Depending on a user's organization, the fields and tabs available from a user's profile page may look different, depending on how that organization has customized profile pages for their users.
Let's try updating some of our personal information. In this example, let's update the Department field.
First, find the Department field by going into the Person Info tab to see all the fields related to a user.
In this example, the Department field displays "Animation", when it should display "Lighting". To change it, left click over the pencil tool on the right-hand side of the field to edit the field. Either select the "x" to remove the Animation department or use the backspace key to remove the Animation department. Type in the name of the Production department and Flow Production Tracking will show the available options. Once the Production department comes up, click on it to update the Department field.
Follow these same steps to update any field. Remember though, users may not have permission or access to change every field. If a field cannot be edited, a line will be drawn through the pencil tool. This is the indicator that this field cannot be edited.
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