CLAMP AS 3176602 - Caterpillar

Properties
Perform the following procedure to set the desktop properties:
Enter a title for the desktop.
Select the "Desktop is Open" check box if the screen that is currently displaying is the one you want as your new desktop. A desktop that is marked as "Open" will automatically display in the desktops menu, and the "Visible in Menu" check box is also automatically selected.
Select the "Visible in Menu" check box if the desktop is not open, but you want this desktop to display in the Desktops menu.
Click "Next" to go to the "Select Layout" screen.Select Layout
Perform the following procedure to select the layout:
Select a layout for the desktop by clicking one of the layout templates. A preview of each layout can be seen when the layout is clicked.
Click "Next" to go to the "Select Views" screen.Select Views
Perform the following procedure to select the view:
Click and drag a template view onto one of the layout sections in the preview screen.
Depending on the layout that is selected, keep dragging and rearranging layout sections until the preferred view is found. Click the "Delete" icon in any section to delete that template.
Click "Save".Editing Desktops
The user can select "Tasks", "Manage Desktops" to select a desktop from the list to edit. Click the arrow on the desktop tab that is preferred for editing and select "Edit Desktop".Perform the following procedure to edit a desktop:
Click "Tasks", "Desktops", "Edit Desktops".
Make the required changes and then click "Save".Note: A system default desktop cannot be edited, however the user can create a copy of the desktop. To edit a system default desktop, duplicate the desktop and save the desktop with a new name.Setting a Default Desktop
The office software opens displaying the Site Map as the default desktop. The user is able to open other desktops such as Site Overview, Incident Management and Scheduled Jobs, and save any desktop as the default.The user can also set a desktop to be the default by clicking the arrow on a desktop tab at the bottom of the screen. Then, clicking "Duplicate Desktop".Perform the following procedure to set a default desktop:
Open the desktop that is preferred to have as the default.
Click "Tasks", "Desktops", "Set as Default". The desktop will load automatically the next time the user logs into the office software.Deleting a Desktop
Note: A system default desktop cannot be deleted.Perform the following procedure to delete a created desktop:
Click "Tasks", "Desktops", "Manage Desktops".
Select the desktop to delete from the list, then click the delete icon. The desktop is removed from the list.Duplicating Desktops
The user can also duplicate a desktop by clicking the arrow on a desktop tab on the bottom of the screen, and clicking "Duplicate Desktop", or by clicking the Duplicate Desktop icon on the "Manage Desktops" screen.Perform the following procedure to duplicate a desktop:
Click "Tasks", "Duplicate Desktop".
Illustration 3 g03019336
Editing a duplicated desktop
A new tab displays at the bottom of the screen with the same name as the desktop that was created. Edit the desktop to provide a new name.Drafts
If the user is performing a task