This page (revision-9) was last changed on 26-Nov-2021 10:22 by khiggs

This page was created on 26-Nov-2021 10:22 by JEscott

Only authorized users are allowed to rename pages.

Only authorized users are allowed to delete pages.

Page revision history

Version Date Modified Size Author Changes ... Change note
9 26-Nov-2021 10:22 3 KB khiggs to previous
8 26-Nov-2021 10:22 2 KB rforbes to previous | to last
7 26-Nov-2021 10:22 2 KB jmyers to previous | to last
6 26-Nov-2021 10:22 2 KB JMyers to previous | to last
5 26-Nov-2021 10:22 3 KB JMyers to previous | to last
4 26-Nov-2021 10:22 3 KB JEscott to previous | to last
3 26-Nov-2021 10:22 2 KB JEscott to previous | to last
2 26-Nov-2021 10:22 2 KB JEscott to previous | to last
1 26-Nov-2021 10:22 2 KB JEscott to last

Page References

Incoming links Outgoing links
CUSTOMIZING RADA AND RALB
CUSTOMIZING RADA AND RALB

Version management

Difference between version and

At line 3 changed one line
The Windward reports for [RADA] have six and for [RALB] seven default column headings that represent Leave Policy Type Codes. These columns will show leave time taken for leave policies associated with these Leave Types. There is a seventh/eight column heading OTHER, which is a catchall for all other leave types not defined as column headers.
The Windward reports for [RADA] have six and for [RALB] seven default column headings that represent [Leave Policy Type Codes|LEAVE_TYPE_CODE]. These columns will show leave time taken for leave policies associated with these Leave Types. There is a seventh/eight column heading OTHER, which is a catchall for all other leave types not defined as column headers.
At line 8 changed one line
An example of the default RADA headings is:
An example of the default [RADA] headings is:
At line 10 changed one line
XXXXXX
[{Image src='RADA_HEADER.JPG' width='600'}]
At line 12 changed one line
In order to customize a report (RADA as an example) the following steps should be followed:
%%information Please note that this set up is not required if uses the .XLSX version of the [RALB] report. In this version, the hardcoded values have been replaced with 7 different report parameters%%
At line 14 changed 2 lines
1. On the report server is a directory holding all of the Windward reports .rtf files:
. . .\reports
In order to customize a report ([RADA] as an example) the following steps should be followed:
At line 16 added 3 lines
;1. On the report server is a directory holding all of the Windward reports .docx files:
;: . . .\reports
\\
At line 18 changed 2 lines
2. Locate RADA.rtf and make a copy that should be saved in the following directory:
. . .\reports\UserDefined. Do not change the file name
;2. Locate RADA.docx and make a copy that should be saved in the following directory:
;: . . .\reports\UserDefined. Do not change the file name
At line 23 added 2 lines
\\
;3. Open this report and go to near the bottom of the first page
At line 22 changed one line
3. Open this report and go to near the bottom of the first page
[{Image src='RADA_RTF.JPG' width='600'}]
At line 28 added one line
;:There are six variables that have values defined, LVT1CD to LVT6CD. These values that are in the original report DOCX file are from the [Leave Policy Type codes|LEAVE_TYPE_CODE] in [IAPT]. The report headings can be changed by either entering a new leave policy type code (This must exactly match the [leave policy type codes|LEAVE_TYPE_CODE] defined in [IAPT]) or by changing the order of the existing [leave policy type codes|LEAVE_TYPE_CODE].
At line 25 changed one line
XXXXX
;:Do not add additional Variables for more [Leave Policy Type codes|LEAVE_TYPE_CODE].
At line 27 changed one line
There are six variables that have values defined, LVT1CD to LVT6CD. These values that are in the original report rtf file are from the Leave Policy Type codes in IALT. The report headings can be changed by either entering a new leave policy type code (This must exactly match the leave policy type codes defined in IALT) or by changing the order of the existing leave policy type codes.
;:The OTHER heading cannot be changed and will by default contain values for time taken from all leave policy types not defined in the six variables.
At line 29 changed 8 lines
Do not add additional Variables for more Leave Policy Type codes.
The OTHER heading cannot be changed and will by default contain values for time taken from all leave policy types not defined in the six variables.
4. Finally, save the file
Please note that RALB has seven column headings, as opposed to RADA which has six headings, with variables defined to LVT7CD.
%%information Please note that [RALB] has seven headings, as opposed to [RADA] which has six headings, with variables defined to LVT7CD.%%
\\
;4.Save the file
\\
At line 39 changed one line
If the database and report server are hosted by a third party, such as Ingentra, you may not be able to access the directory holding the report .rtf files. It may be advantageous in a case such as this to keep copies of all the Windward report .rtf files locally. They are included in the software upgrade zip file on the High Line ftp server and can be copied to a local destination.
!!Edits for Hosted Clients
At line 41 changed one line
Copy the required file into a directory, make the required changes and then send the file to the host company with instructions to add it to the path . . .\reports\UserDefined. The original .rtf file, which remains in the . . .\reports directory, should not be changed or deleted.
If the database and report server are hosted by a third party you may not be able to access the directory holding the report .DOCX files. It may be advantageous in a case such as this to keep copies of all the Windward report .DOCX files locally. They are included in the software upgrade zip file on the ftp server and can be copied to a local destination.
At line 44 added one line
Copy the required file into a directory, make the required changes and then send the file to the host company with instructions to add it to the path . . .\reports\UserDefined. The original .DOCX file, which remains in the . . .\reports directory, should not be changed or deleted.
At line 44 removed one line
[{If var='loginstatus' contains 'authenticated'
At line 47 changed 4 lines
![Discussion|Edit:Internal.CUSTOMIZING RADA AND RALB]
[{InsertPage page='Internal.CUSTOMIZING RADA AND RALB' default='Click to create a new discussion page'}]
}]
![Notes|Edit:Internal.CUSTOMIZING RADA AND RALB]
[{InsertPage page='Internal.CUSTOMIZING RADA AND RALB' default='Click to create a new notes page'}]
This page (revision-9) was last changed on 26-Nov-2021 10:22 by khiggsTop