Defining My Profile Default Settings

You can use the options in the My Profile tab to define the default settings for login site, language, search and browse, and display view options.

Define My Profile Default Settings

  1. In the PolicyTech title bar, click your user name, and then click My Profile.

  2. On the My Profile tab, change any of the following settings, as needed.

    Setting Description
    Default Login Site

    Specifies when you log into PolicyTech, which site shows by default in Search or Browse. If multiple sites exist, select the site whose content you want available first when you log in.
    Language Specifies which language, from the list of available languages set up by your administrator, will show by default for the user interface text.
    Default View

    Specifies which default view (landing page) displays each time you log into PolicyTech. The options available to you depend on what roles you are assigned.
    Filter by Language

    Specifies that the filter includes all documents in the currently selected language. Set the option to No to include all documents regardless of their assigned languages. This setting applies only if more than one user interface language is installed.
    Default Relationship View Specifies how documents in Search and Browse results are filtered in relation to your document assignments and document status. The options available to you depend on what roles you have been assigned. You should at least see the Content I Read/Complete option.
    Default Browse Arrangement

    Specifies how you want content lists arranged by default in a Browse view.
    Default Site Selection for Search/Browse

    This setting is enabled by default and specifies that the system-wide default site setting, determined by your administrator, will display when using Search or Browse. You can clear the check box and select a specific site, or you can check Allow multiple selections to select multiple sites, if needed. The number of sites shown when using Search or Browse depends on your assigned permissions.
    Default Search/Find Field

    This setting is enabled by default and specifies that the Title field is the default field used whenever you access Search. You can clear the check box to select an option (type of document data) from the list. You can click Allow multiple selections, if you wish to choose more than one option.

    Note: The Full Text option applies only to Search and Find in the Documents area. If you select Full Text, then Search and Find in the Assessments and Campaigns areas will default to Title.
    Limit find to selected item in arrangement

    Specify Yes to limit the items selected in arrangement or select No to have no limit imposed for the items selected or select Site Default (Yes) to limit the items selected to items of the default site.

  3. Click Save.