You now have the ability to edit Custom & Reference labels in Schedule Xpress. These labels give you the opportunity to rename the default labels that Celayix platforms provide.
You may be used to editing these in eTime Xpress in the Configuration section. But this newer method simplifies the approach.
Note: It's likely your labels are already set as you need them. This article is to explain where to go should you need to change one in the future.
This article will cover the following steps in Custom & References labels in Schedule Xpress:
Locating the labels
The labels can be found in the Settings are of Schedule Xpress. Please see the image below.
When you click on Custom & References labels, you'll be greeted with the following page.
Note: Before diving in any further, it's important to note that on all sections in this article, we will be referring to these Reference labels as per their system default name. If you have changed these, they may be named different. The system default name can be seen within each Reference label. We discuss this a little further down.
Here, you'll see the list of labels (green box) which you can select when necessary.
You can make changes to these at any time (red box).
Please be aware, certain labels contain the option to add a Reference in.
Making changes - Custom labels
To make changes to a Custom label, you simply select the label of choice and edit the name.
You'll be given the option to write a New label (green box) and a New plural label (red box).
Note: The default label will be in brackets next to New label and New plural label.
In this example, the default is Customer and Customers. We're going to change these to Client and Clients as below.
Once changes are made, you can exit (red arrow) to save.
For the particular example of Customer(s) to Client(s), we're about to show you the changes.
In Schedule Xpress, the change will reflect in the Manage sites (red arrow) tab. The green box highlights the change.
This will of course reflect in all other areas such as adding columns. See below.
Also, the change from Customer(s) to Client(s) will reflect in eTime Xpress.
Making changes - Reference labels
You can now use this feature to change existing and create new Reference labels.
Let's use Employee label as an example.
You can adjust any existing labels just by changing the label name (red box). But also, you may choose to create a new Reference label entirely (purple arrow).
As you can choose up to 10 Reference labels, you can either pick the next in sequence or from any available.
The example will show Reference label 4. We'll call this Fully Vaccinated.
This Reference label will now be available to apply to a particular Employee. If you head to Manage people tab, you can choose an employee you want to attach this Reference to.
Once you've chosen the employee and have click to edit their profile, you can head to the Refences section (red arrow).
If you click Add reference, you'll be able to choose the new Reference label you created.
Note: The Reference value can be categorized in any way you want. For example, you may want to choose Y for Yes as displayed above. Or N for No. Or you may leave it blank if the Reference doesn't need to be categorized. Either way, for some, it's a great way of having creating a space to add additional information.
This will show in the References section of the Employee account in eTime Xpress.
Important information on Reference labels
Although we've display an Employee example, it's important to know that References are used for all of the following as well:
Reset to system defaults
Please be aware that if you want to reset either your Custom or Reference labels back to the default name, please click either of the following buttons.
For more help on anything Custom & Reference labels, please Contact Support now!