Page 2 - How do I Personalize My WorkCenter

Personalizing WorkCenters

Understanding Personalizing Options

1 On both the Main and Report/Queries tabs, you can use the following options to
personalize your WorkCenter:
1. WorkCenter Settings – click the icon to personalize the
2 entire MyWork and Links sections.

After making changes, you must select the Reload option or Refresh
icon to display your changes.

2. My Work Settings – select this option to collapse
(minimize) the entire MyWork section; or, to personalize
(display/undisplay) any My Work items.

3. Links Settings – select this option to collapse (minimize) the
entire Links section; or, to personalize (display/undisplay)
3 any Links items.

4. Queries Settings – select this option to collapse (minimize)
the entire Queries section; or, to personalize
(display/undisplay) any My Queries items (not displayed in

this screen shot).

5. Reports/Processes Settings –select this option to collapse
(minimize) the entire Reports/Processes sections; or, to
personalize (display/undisplay) any Reports/Processes

items (not displayed in this screenshot).
In this job aid, personalizing the Main WorkCenter page and My Work
section will be shown.

Personalize Your WorkCenter Page

Any content within the Main/MyWork, Links, or Reports/Queries sections can be personalized. These pages
represent the primary tabs that display on the left pane of the WorkCenter. Depending on the option selected,
the Label displays the headings on the page. There are two “personalize” options:

 Personalize the order and display of the uppermost sections (i.e., MyWork, Links, etc.)

 Personalize the order and display within the specific sections.
1

1. Click the uppermost My WorkCenter Settings icon (next to the WorkCenter label).

The Personalize General Ledger WorkCenter displays.

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