Setup Steps for TE

In order to successfully implement CRM Student, the following steps should be performed in the order in which they are listed.

NOTE:  Your JICS Administrator has already defined roles that have access to individual portlets via the Allow Access check box (Site Manager link, Global Portlet Operations Edit link).  For more information about the Allow Access global operation, see the Getting Started with JICS.

Step 1: Create Advisor, Financial Aid, and Student Administrator JICS accounts in Jenzabar TE

Step 2: Configure the Advisor Meetings portlet

On the Site Settings tab of the Site Manager screen, click the Edit link or icon () next to the Global Portlet Operations option to display the list of portlets.  

Click the Advisor Meetings link to access its Global Portlet Operations.

In the Can the user change the global settings column, select the checkbox for each Role that will be able to access the Setup menu.

In the Is Advisor column, select the checkbox for each Role that will operate in the capacity of an Advisor (only these users will be able to set up meetings with Advisees).

Select the Show Notes to Students check box if students will be allowed to view the notes from advisor meetings. If it is unchecked, the notes will not be displayed to students.  This checkbox will not affect advisors: they will always be able to view notes on a student.

Click Save to save your changes and return to the Advisor Meetings screen.

Please note that only those logged in under a role that was given permission to change Global Settings will have the Setup button available.

Step 3: Configure the Course Needs portlet

Type the STRTMS WE xxx command, replacing the xxx with your three-letter school prefix

Choose Option 1 (Campus Web configuration)

Choose Option 6 (Update the JICS user Interface Config (TWUICP))

In the IM Category Name field, select Advising

Type the location of the .pbl for the module in the IMValue column for ReportPBLPath.

Type the name of the report in the .pbl you entered above in the IMValue column for AdvisingWorksheet.  This affects the report used in the Course Needs portlet.

On the Site Settings tab of the Site Manager screen, click the Edit link or icon () next to the Global Portlet Operations option to display the list of portlets.

Click the Course Needs link to access its Global Portlet Operations.

In the Can admin global settings column, select the checkbox for each Role that will be able to access the Setup menu.

Select a report to be made available for printing (if any) from the Reports to View drop-down box.

Enter the name of the Custom Report Link in the Custom report Link Text text box.  If the Reports to View drop-down box is set to None, the information in this text box will not be used by the portlet.

Select the Allow Recalculate Student Progress check box ifadvisor and student users of Course Needs or the Major Exploration and What If Scenarios portlets will be allowed to recalculate student progress, applying any recently completed or updated course work.

Click Save to save your changes and return to the Course Needs screen.

Please note that only those logged in under a role that was given permission to change Global Settings will have the Setup button available.

Step 4: Configure the Course Schedules portlet

Enter a Y in the Must Pay field if the course must be paid for before registration in the course can be completed.  If left blank or N, registration for the course can be completed without payment.  

Enter the Amount you are requiring to be paid to allow course for registration. (You must have Accounts Receivable set up a charge for $1 per hour with a Range on this field for the Must Pay function to work properly).

Enter the Course Methods code (identified in a short table with a code of MT).

Type GO CNTRL2 and press enter.

Choose Option 3.

Enter the date range users will be permitted to add or drop courses in the Add drop begin and Add drop end fields.

Choose Option 2 from each term for which you wish to enter Subterms.

Change Date information if the Subterm will have dates that are not consistent with the term.

Press F10  to save.

Press F3 to exit.

Type GO STAFF and press enter.

Choose Option 1

Enter a Y in CanDoAuthorizations

Enter a Y in CanDoCapacity if the faculty member can override a class full error. A blank in this field means the faculty member is not able to override errors.

Enter a Y in CanDoRequisites if the faculty member can override prerequisite, corequisite, and prohibited errors. A blank in this field means the faculty member is not able to override errors.

Enter a Y in CanDoScheduleConflicts if the faculty member can override time conflict errors. A blank in this field means the faculty member is not able to override errors.

Press enter and F10 after selecting the appropriate values

Press F3 to exit

Type GO TMSETUP and press enter

Choose Option 4.

Enter MT for the Table Code

Enter a 2 character code of your choice for Course Method and press enter.

Enter the Description assigned to the new code and press enter.

Press F10 to save

Press F3 to exit

NOTE: For an Advisor to keep a student from registering, a hold code must be entered into the Student Master file in Reg Hold 6.

On the Site Settings tab of the Site Manager screen, click the Edit link or icon () next to the Global Portlet Operations option to display the list of portlets.  

Click the Course Schedules link to access its Global Portlet Operations.

In the Add/Drop Courses for Others column, select the checkbox for each Role that can Add/Drop Courses for students.

In the Add/Drop Courses for Self column, select the checkbox for each Role that can Add/Drop Courses for themselves.

In the Can Admin Global Settings column, select the checkbox for each Role that will be able to access the Setup menu.

Select the Form you wish new users to use when registering for a login in the Public Registration Login Password Request Form drop-down list box.

Select the Display All Courses, including Courses the Student Is Not Allowed to Add check box if users will be allowed to view all courses. If it is unchecked, only courses the student is allowed to add be displayed.

Select the On the Details Screen, Display the Link to a Catalog Page for each Course check box if users will have a link to the catalog page for each course on the Details screen. If it is unchecked, the link to the catalog page will not be displayed.

Select the On the Course Textbooks Screen, Display Textbook Prices check box if users will be able to view the price of a textbook on the Course Textbooks screen. If it is unchecked, textbook prices will not be displayed.

Select the Use the Advisor Approval Process for Selected Students check box if the Advisor Approval Process is to be used. If it is unchecked, the system will not check to determine if Advisor Approval is needed.

Select the Use the Registration Clearance Process for Selected Students check box if the Registration Clearance  Process is to be used. If it is unchecked, the system will not check to determine if clearance is needed.

Select the Use the Must Pay Course Process for Selected Courses check box if the Must Pay Course Process is to be used. If it is unchecked, the system will not check to determine if a course is a Must Pay course.

Select the Allow Guests to Request a Login so they can Register for Courses not Requiring Matriculation check box if guests will be able to request a login using the form specified at the top of this screen. If it is unchecked, the system will not permit guests to request a login automatically.

Select the Allow Students to Edit the Credits Column for Courses with Variable Credit check box if the students will be permitted to enter their own credits for variable credit courses.  If it is unchecked, students will not be able to enter their own credits.

Select the Allow Students to Add Themselves to a Waitlist for a Course that is full check box if students will be permitted to add themselves to a waitlist. If it is unchecked, students will not be able to add courses that are full.

Step 5: Configure the Degree Audit portlet

Type STRTMS WE xxx command, replacing the xxx with your three-letter school prefix

Choose Option 1 (Campus Web configuration)

Choose Option 6 (Update the JICS User Interface Config (TWUICP)).

In the IM Category Name field, select Advising

Type the location of the .pbl for the module in the IMValue column for ReportPBLPath.

Type the name of the report in the .pbl you entered above in the IMValue column for DegreeAudit.  This affects the report used in the Degree Audit portlet.

On the Site Settings tab of the Site Manager screen, click the Edit link or icon () next to the Global Portlet Operations option to display the list of portlets.  

Click the Degree Audit link to access its Global Portlet Operations.

In the Can admin global settings column, select the checkbox for each Role that will be able to access the Setup menu.

Select a report to be made available for printing from the View Custom Reports drop-down box.  You can either select the Standard report, a custom report already made available on the server or both.

Enter the name of the Custom Report Link in the Custom report Link Text text box if the View Custom Reports drop-down box is set to Custom or Both.  If set to None, the information in this text box will not be used by the portlet.

Select the Allow Recalculate Student Progress check box ifadvisor and student users of Course Needs or the Major Exploration and What If Scenarios portlets will be allowed to recalculate student progress, applying any recently completed or updated course work.

Click Save to save your changes and return to the Degree Audit screen.

Please note that only those logged in under a role that was given permission to change Global Settings will have the Setup button available.

Step 6: Configure the Financial Aid Administration portlet

On the Settings tab:

Enter the subject of the alert in the Missing Document Alert Message Subject text box.  This will be the subject of the email sent to a student to notify them of a missing financial aid document.  The alerts functionality is only available if the Financial Aid Document Tracking portlet is accessed through the Financial Aid Administration portlet and the Can Send Alerts permission is granted to the logged-in user.

Enter the text of the alert in the Missing Document Alert Message Template text box.   This will be in the message body of the email sent to the student to notify them of a missing financial aid document.  The document name and award year may be dynamically included in the body of the alert if the @@Doc and/or the @@YEAR variables are specified in the template text.  The alerts functionality is only available if the Financial Aid Document Tracking portlet is accessed through the Financial Aid Administration portlet and the Can Send Alerts permission is granted to the logged-in user.

Click the Save button.

On the Permissions tab:

Select the check boxes beside the particular roles you want to be able to send alerts for missing Financial Aid documents in the Can Send Alerts column.  This causes the Alerts check box to be displayed next to each item listed in the Missing Documents section of the Financial Aid Document Tracking portlet for users of the selected roles.  The alerts functionality is only available if the Financial Aid Document Tracking portlet is accessed through the Financial Aid Administration portlet and the Can Send Alerts permission is granted to the logged-in user.

Click the Save button.

Step 7: Configure the Financial Aid Awards portlet

Type UPDDTA ICSSUP and press enter.

In the JICS Config Item Name enter the values below:

HIDE_AID_ELEMENTS.  In JICS Config Item Value enter a list of the AID_ELEMENT values you do not wish to display on the portlet.  Separate each code with a comma and blank.

HIDE_BY_RELEASE_CODE.  In JICS Config Item Value enter a list of the RELEASE_CODE values you do not wish to display on the portlet.  Separate each code with a comma and blank.  This will hide both the release code and the award amount for the individual terms.

HIDE_AID_TERMS. In JICS Config Item Value enter a list of the FA terms you do not wish to display on the portlet (ie. The terms that are listed as N/A in your FA_Config table).  Separate each code with a comma and blank.

YEARS_ALLOW_ACCEPT_DECLINE. In JICS Config Item Value enter a list of the FA years you wish to allow the student to accept or decline on the portlet.  Separate each code with a comma and blank.

On the Site Settings tab of the Site Manager screen, click the Edit link or icon () next to the Global Portlet Operations option to display the list of portlets.  

Click the Financial Aid Awards link to access its Global Portlet Operations.

In the Can Admin Global Settings column, select the checkbox for each Role that will be able to access the Setup menu.

In the Alternate Financial Aid URL text box, enter an alternate Financial Aid solution web address.  If you intend to use the Financial Aid Awards portlet screens, leave this box empty.

In the Aid Awards List screen header drop-down box, select the header for the portlet.  To add a new header, click .  Click to edit the HTML of the selected header.  Click to delete the selected header.  The header selected will appear below the drop-down box.

In the Aid Awards List screen footer drop-down box, select the footer for the portlet.  To add a new footer, click .  Click to edit the HTML of the selected footer.  Click to delete the selected footer.  The footer selected will appear below the drop-down box.

In the Accept/Decline screen header drop-down box, select the header for the portlet.  To add a new header, click .  Click to edit the HTML of the selected header.  Click to delete the selected header.  The header selected will appear below the drop-down box.

In the Accept/Decline List screen footer drop-down box, select the footer for the portlet.  To add a new footer, click .  Click to edit the HTML of the selected footer.  Click to delete the selected footer.  The footer selected will appear below the drop-down box.

In the Confirm Aid Selection screen header drop-down box, select the header for the portlet.  To add a new header, click .  Click to edit the HTML of the selected header.  Click to delete the selected header.  The header selected will appear below the drop-down box.

In the Confirm Aid Selection screen footer drop-down box, select the footer for the portlet.  To add a new footer, click .  Click to edit the HTML of the selected footer.  Click to delete the selected footer.  The footer selected will appear below the drop-down box.

In the Award Change Results screen header drop-down box, select the header for the portlet.  To add a new header, click .  Click to edit the HTML of the selected header.  Click to delete the selected header.  The header selected will appear below the drop-down box.

In the Award Change Results screen footer drop-down box, select the footer for the portlet.  To add a new footer, click .  Click to edit the HTML of the selected footer.  Click to delete the selected footer.  The footer selected will appear below the drop-down box.

Click Save to save your changes and return to the Financial Aid Awards screen.

Please note that only those logged in under a role that was given permission to change Global Settings will have the Setup button available.

Step 8: Configure the Financial Aid Document Tracking portlet

Type the STRTMS WE xxx command, replacing the xxx with your three-letter school prefix.

Choose Option 1 (Campus Web configuration)

Choose Option 5 (Update the JICS Setup Parameters (ICSSUP))

In the JICS Config Item Name enter the values below:

HIDE_DOCUMENT_CODES.  In JICS Config Item Value enter a list of the document_code values you do not wish to display on the portlet.  Separate each code with a comma and blank.

DOCUMENT_RECEIVED_CODES.  In JICS Config Item Value enter a list of the tran_status_code values you wish to display as received on the portlet.  Separate each code with a comma and blank.

DOCUMENT_MISSING_CODES.  in JICS Config Item Value enter a list of the tran_status_code values you wish to display as missing on the portlet.  Separate each code with a comma and blank.

Enter the Student ID and Fiscal Year

Press Enter

Change the Status Code

Press F10 to save

Press F3 to exit

On the Settings tab:

Type the Footer Text Message you wish to appear on the portlet in the box provided.  To reference the Financial Aid Office email address (which will also be set on this screen), use "@@Email" in your text body.  For example:

If you have any questions about the listed financial aid documents, please send an email to @@Email.

Enter the Financial Aid Office Email address in the text box provided.

Step 9: Configure the Grade Report portlet

Type the STRTMS WE xxx command, replacing the xxx with your three-letter school prefix

Choose Option 1 (Campus Web configuration)

Choose Option 6 (Update the JICS User Interface Config (TWUICP))

In the IM Category Name field, select Registration

Type the location of the .pbl for the module in the IMValue column for ReportPBLPath.

Type the name of the report in the .pbl you entered above in the IMValue column for GradeReport.  This affects the report used in the Course Grade Report portlet.

On the Site Settings tab of the Site Manager screen, click the Edit link or icon () next to the Global Portlet Operations option to display the list of portlets.

Click the Grade Report link to access its Global Portlet Operations.

In the Can Admin Global Settings column, select the checkbox for each Role that will be able to access the Setup menu.

Select the Use Midterms check box if midterm grades are used.  If it is unchecked, midterm grades (if any) will not appear in the report.

Select whether a Custom report or no report will be made available for printing (if any) from the View Custom Report drop-down box.

Enter the name of the Custom Report Link in the Custom Report Link Text text box.  If the View Custom Report drop-down box is set to None, the information in this text box will not be used by the portlet.

Click Save to save your changes and return to the Grade Report screen.

Please note that only those logged in under a role that was given permission to change Global Settings will have the Setup button available.

Step 10: Configure the Major Exploration and What If Scenarios portlet

Type the STRTMS AV xxx command, replacing the xxx with your three-letter school prefix.

On the USER1 MENU, access Option 1 [TEAMS2000 Advising Administrator Menu] to open the ADMIN menu.

Choose Option 5 (Definitions) to open the DEF menu

Choose Option 7 (Degree/Aim Cross Reference).

Press F11 to add records.

Enter the RE Degree Type of Concentration, Certification, Major or Minor.  You may prompt with F4.

Enter the AV Year for the AIM .

Enter the Type Code for the Degree Type.  You may prompt with F4 to see the available codes based on the RE Degree Type entered.

Enter the AIM Label.  You may prompt with F4.

Enter the Advising Reg Code. You may prompt with F4.

Enter Y for the Aim Label/Advising Req Codes that should be the Primary AIM. Enter N for all others.

Press F10 to save.

Press F3 to exit.

Type GO STUDNT and press enter

Choose Option 3 (Degree History)

Enter student ID and press enter

Update the Advising Year for the student.  Note that this will not necessarily be the year they began attending.  It will correspond with the AIM in the XREF table above.

On the Site Settings tab of the Site Manager screen, click the Edit link or icon () next to the Global Portlet Operations option to display the list of portlets.

Click the Major Exploration link to access its Global Portlet Operations.

In the Can Admin Global Settings column, select the checkbox for each Role that will be able to access the Setup menu.

Select the Allow What If Scenarios check box ifstudents will be allowed to apply their courses and requirements in order to provide "What If" scenarios.

Click Save to save your changes and return to the Major Exploration and What If Scenarios screen.

Please note that only those logged in under a role that was given permission to change Global Settings will have the Setup button available.

Step 11: Configure the My 1098-T Info portlet

On the Site Settings tab of the Site Manager screen, click the Edit link or icon () next to the Global Portlet Operations option to display the list of portlets.

Click the My 1098-T Info link to access its Global Portlet Operations.

In the Can Administer Portlet column, select the checkbox for each Role that will be able to access the Setup menu.

In the Please enter the default 1098-T year drop-down menu, select the latest year for which 1098-T data is available for students.

In the Please enter the pervious number of years you want the student to be able to view their 1098-T data drop-down menu, select the number of years prior to the default year that will be available to the student.

Select the Should users be able to view their 1098-T Information online check box ifstudents will be allowed to view their 1098-T information online.  If unchecked, a configurable message will appear.

In the No View Message text box, enter the text that will appear if users are not allowed to view their 1098-T information.

Click Save to save your changes and return to the My 1098-T Info screen.

Please note that only those logged in under a role that was given permission to change Global Settings in Step 3 will have the Setup button available.

Step 12: Configure the My Account Info portlet

Type the STRTMS BU xxx command, replacing the xxx with your three-letter school prefix.

Type GO WEBCFG and press enter.

Choose Option 1 (Edit Web Year/Term charge control)

Create a record for each year and term you wish to have charges generated.  

Enter a Y in Generate charges if you want actual charges.  This will update the fees file and create a CG batch.

Enter a P in Generate charges if you want preliminary charges.  This will create an @C batch and WILL NOT update the fees file.  NOTE:  If you use the preliminary charges, a person may have inaccurate balances shown.

Enter a Y in Override defined refunds and enter a percentage in Refund percentage to override to only if you wish to override what is listed in the refund table.

To update the location of the customized reports for My Account Info:

Type the STRTMS WE xxx command, replacing the xxx with your three-letter school prefix

Choose Option 1 (Campus Web configuration)

Choose Option 6 (Update the JICS User Interface Config (TWUICP))

In the IM Category Name field, select Accounts Receivable

Type the location of the .pbl for the module in the IMValue column for ReportPBLPath.

Type the name of the report in the .pbl you entered above in the IMValue column for CourseFeeStatement.  This affects the report used in the My Account portlet.

On the Site Settings tab of the Site Manager screen, click the Edit link or icon () next to the Global Portlet Operations option to display the list of portlets.

Click the My Account Info link to access its Global Portlet Operations.

In the Can Admin Global Settings column, select the checkbox for each Role that will be able to access the Setup menu.

Select the Should users be able to view data that is preliminary/unposted check box if users can view unposted and/or preliminary transactions.  If left unchecked, users can only view posted transactions.

In the Recalcuation in progress message text box, enter the text that will appear if users cannot access their account information due to a recalculation of General Ledger Balances being run on the ERP backend.

Select the Pay Must Pay Courses check box if the Must Pay Course Process is used for selected courses.

Select the Display Grand Total check box is the grand total is to be shown on the My Account Balances screen.

Click Save to save your changes and return to the My Account Info screen.

Please note that only those logged in under a role that was given permission to change Global Settings will have the Setup button available.

Step 13: Configure the Public Registration portlet

On the Settings tab:

Use the Form Type drop-down list box to select the form to be used in this portlet.  In most cases, this will be the PublicRegistration form type.  

Click Save to store this information.

On the Permissions tab:

Assign Permissions for each Role to limit who can use this portlet to create a form, delete a form, modify a form and set up the portlet.

Click Save to store this information.

Step 14: Configure the Residence Info portlet

On the Site Settings tab of the Site Manager screen, click the Edit link or icon () next to the Global Portlet Operations option to display the list of portlets.

Click the Residence Information link to access its Global Portlet Operations.

In the Can Admin Global Settings column, select the checkbox for each Role that will be able to access the Setup menu.

In the Residence Information Student Life Term drop-down menu, select the default Year and Term (Session) for which residence information for the student will be displayed.   Note that this will only affect this instance of the Residence Info portlet.  All other places where the Residence Info portlet appears will not use the same settings.

Click Save to save your changes and return to the Residence Info screen.

Please note that only those logged in under a role that was given permission to change Global Settings will have the Settings tab available.

Step 15: Configure the Room & Roommate Preferences portlet

On the Site Settings tab of the Site Manager screen, click the Edit link or icon () next to the Global Portlet Operations option to display the list of portlets.

Click the Room and Roommate Preferences link to access its Global Portlet Operations.

In the Can Admin Global Settings column, select the checkbox for each Role that will be able to access the Setup menu.

In the Default Student Life Term drop-down menu, select the default Year and Term (Session) for which residence information for the student will be displayed.  Note that this will only affect this instance of the Room and Roommate Preferences portlet.  All other places where the Room and Roommate Preferences portlet appears will not use the same settings.

Click Save to save your changes and return to the Residence Info screen.

Please note that only those logged in under a role that was given permission to change Global Settings will have the Settings tab available.

Step 16: Configure the Student Schedule portlet

To update the location of the customized reports for Student Schedule:

Type the STRTMS WE xxx command, replacing the xxx with your three-letter school prefix

Choose Option 1 (Campus Web configuration)

Choose Option 6 (Update the JICS User Interface Config (TWUICP))

In the IM Category Name field, select Registration

Type the location of the .pbl for the module in the IMValue column for ReportPBLPath.

Type the name of the report in the .pbl you entered above in the IMValue column for StudentSchedule.  This affects the report used in the Student Schedule portlet.

On the Site Settings tab of the Site Manager screen, click the Edit link or icon () next to the Global Portlet Operations option to display the list of portlets.

Click the Student Schedule link to access its Global Portlet Operations.

In the Can Admin Global Settings column, select the checkbox for each Role that will be able to access the Setup menu.

Select the Textbook Display check box if the system will display the Textbook icon on the Course Schedules Results screen and display Textbooks on the Student Schedule if textbooks are associated with the course.  If left unchecked, textbook information will not appear.

Select whether a Custom report or no report will be made available for printing (if any) from the View Custom Report drop-down box.

Enter the name of the Custom Report Link in the Custom Report Link Text text box.  If the View Custom Report drop-down box is set to None, the information in this text box will not be used by the portlet.

Click Save to save your changes and return to the Student Schedule screen.

Please note that only those logged in under a role that was given permission to change Global Settings will have the Setup button available.

Step 17: Configure the Student Survey portlet

On the Settings tab:

Use the Form Type drop-down list box to select the form to be used in this portlet.  In most cases, this will be the StudentSurvey form type.  

Click Save to store this information.

On the Permissions tab:

Assign Permissions for each Role to limit who can use this portlet to create a form, delete a form, modify a form and set up the portlet.

Click Save to store this information.

Note:  When creating these forms, keep in mind that the data will be loaded into the Student Survey files in TE.  The data sent to TE will be truncated to the length of the corresponding fields.

Step 18: Configure the Unofficial Transcripts portlet

Type UPDDTA TWUICP and press enter.

In the IM Category Name field, select Registration

Type the location of the .pbl for the module in the IMValue column for ReportPBLPath.

Type the name of the report in the .pbl you entered above in the IMValue column for UnofficialTranscript.  This affects the report used in the Unofficial Transcripts portlet.

On the Site Settings tab of the Site Manager screen, click the Edit link or icon () next to the Global Portlet Operations option to display the list of portlets.

Click the Unofficial Transcripts link to access its Global Portlet Operations.

In the Can the user change the global settings column, select the checkbox for each Role that will be able to access the Setup menu.

Select the Display Transcript Notes check box if you wish to display transcript notes (as available from the server) on the Unofficial Transcript.  If left unchecked, the transcript notes will not appear.

Select the Display Transcript Summary Table check box if you wish to display the summary table on the Unofficial Transcript.  If left unchecked, the summary table will not appear.

Select the Display Transcript Term Totals check box if you wish to display the term totals line for each term on the Unofficial Transcript.  If left unchecked, the term totals lines will not appear.

Select the Display Transcript Career Totals check box if you wish to display the career totals line (if available from the server) on the Unofficial Transcript.  If left unchecked, the career totals lines will not appear.

Select whether a Custom report or no report will be made available for printing (if any) from the Reports to View drop-down box.

Enter the name of the Custom Report Link in the Custom Report Text Link text box.  If the View Custom Report drop-down box is set to None, the information in this text box will not be used by the portlet.

Click Save to save your changes and return to the Unofficial Transcripts screen.

Please note that only those logged in under a role that was given permission to change Global Settings will have the Setup button available.

Step 19: Configure the Vehicle Information portlet

On the Site Settings tab of the Site Manager screen, click the Edit link or icon () next to the Global Portlet Operations option to display the list of portlets.

Click the Vehicle Information link to access its Global Portlet Operations.

In the Can Setup Portlet column, select the checkbox for each Role that will be able to access the Setup menu.

Select "yes" for Display Instructions to User Viewing Vehicle Information if the system should display a message to users viewing vehicle information.  If you select "no," no additional text will appear.

If you selected "yes" above, enter a message in HTML format in the Instructions text box that users will see when viewing vehicle information.  If "no" was selected above, the text in this box will not appear on the portlet.

Click Save to save your changes and return to the Vehicle Information screen.

Please note that only those logged in under a role that was given permission to change Global Settings in will have the Setup button available.