My PositiveWare

The My PositiveWare page provides a summary view of all of the plans, tasks and employees (Performers) owned by you or assigned to you:



You can click on any of the Plan, Client, Task and Performer names to see their full details and to add or edit the existing records.

On the left of the My PositiveWare page shortcuts to a number of common tasks are provided:


 

Add Task, Add Plan and Add Client all take you directly to the appropriate pages in the Plan section of the document - see Plan.

The Track Time shortcut will take you to the Time section, allowing you to enter time tracking information to the Time Card or Time Sheet.

At the bottom of the My PositiveWare page, there is a key to all the icons you will see in PositiveWare:

Customizing My PositiveWare

It is also possible to customize the layout and content of your My PositiveWare page.

To do this, click on the Customize link at the top of the screen:



This provides you with a list of the sections that are currently selected - i.e. displayed in My PositiveWare. Any of all of these can be removed if you wish.

A list of available sections is also provided - these are sections you can add into My PositiveWare if you choose.

Each section has its own set of options; for example, you can choose whether to have a summary of the items in a particular section, or a complete list of them:



The Up and Down links in the top right-hand corner of each section allow you to change the order in which sections are displayed on your My PositiveWare page.

Clicking up will raise the section closer to the top of the page - down will lower it.

You can also add or remove access to the short cuts and to PositiveWare's support facilities:


When you have completed editing My PositiveWare, click on the Save button to commit your changes. To cancel all the changes since your last save, simply use the Cancel button.