Skip to content

Transaction Configuration

Use Transaction Configuration to manage system settings for Operator Dashboard, Shift, and Control Plan.

Open Transaction Configuration: 1. In the left sidebar, go to Settings & Config > System Configuration > Transaction Configuration. 2. Use the tabs to switch between Operator Dashboard, Shift, and Control Plan.

Operator Dashboard configuration: 1. Open the Operator Dashboard tab. 2. Review settings such as Auto Clock Out, Hourly Report Required, Checkout Snooze Period, and Hourly Report Grace Period. Transaction configuration - operator dashboard

Shift configuration: 1. Open the Shift tab. 2. Review settings such as Shift Approval Required, Per Day Shift Schedule Limit, Max Shift Extend Minutes, and Pre Clock-in Minutes. Transaction configuration - shift

Control Plan configuration: 1. Open the Control Plan tab. 2. Review threshold values for Warning Value and Critical Value. Transaction configuration - control plan

Edit transaction configuration: 1. Open the required tab. 2. Click Edit. 3. Update values and save.