Add/Edit a User's Defaults as an Administrator

User Defaults are commonly used NCAWARE data defined by the user. This data will automatically populate for the user in relevant screens as a convenience. The Defaults consist of:

- Court Room, Court Session, Court Time, and Court Type
County, Phone Area Code, Detention Facility

Users are required to enter their Defaults upon their initial log-in to NCAWARE, or they can be entered by a Local or State Administrator. This is a one time process. Once added, a User's Defaults can then be subsequently edited by them or Local or State Administrator. Below are the Administrator steps for editing User Defaults:

Before you start:

Whether added by a User upon initial log-in or an Administrator, User Defaults are required. Actions in NCAWARE are disallowed until User Defaults are set (An exception to this rule are User IDs with Inquiry Only rights.)
Local Data Administrators are only allowed to add/edit the Defaults of users in their agency/county and equal to their role.

From the MAIN MENU of NCAWARE, click the Maintain User Preferences link.
The USER SEARCH screen displays. Follow these steps to find the User ID for which the Defaults are to be administered:
1. Select an option from the (Search) By dropdown, then enter the related search criteria of the User into the required Search field.
  1. [This step for SSA only] To "filter" (limit) the search results for easier review, select the Role of the user from the Role dropdown. This field is not required.
  1. [This step for SSA only] If the User ID has jurisdiction in a single County, the County field is defaulted and you can skip to Step #3. If the User ID has jurisdiction in multiple Counties, select the County to which the Defaults apply.

Once the above search criteria for the User ID is entered, click the Search button.

1. The USER SEARCH RESULTS screen displays with the returns from the search. Select the radio button of a User, then click the Select button.
2. The USER PREFERENCES TAB VIEW for the User ID displays, defaulted to the DEFAULTS tab. Any currently set Defaults are listed. Select a county (row) of the User ID and click the Edit Defaults button.

The User Default edit screen displays. Here are the available fields:

County, Court Room, Court Session, Court Time, Phone Area Code, Default Profile, Detention Facility

Perform the adds/edits and click the Edit button.

* * * * * * *

The DEFAULTS tab returns listing the added/edited Defaults.

For a listing of associated rules for this topic, click here.