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This week's RAQ: Creating an on-screen “preference reference”
(written for Case CATalyst version 11 and higher)
9/1/10

Question. As a scopist, one of the things I do to make sure I meet each of my individual reporter-client’s needs is to keep a preference sheet so that I’m sure to edit things “their way” when there’s an option vs. a rule. For example, some of my reporters prefer all dates with digits to be shown with slashes (6/4/63) and some prefer hyphens (6-4-63). I remember this kind of thing after working with a client for awhile, but you forget if it’s been a while since you’ve worked with a particular client or if you’ve picked up a new client. So it would be nice if there were a place in CATalyst where I could store some of these preferences and look them up. Is there a way to do that?

Answer. Yes, there is! Assuming that you keep a separate user for each reporter-client, the text portion of the Cat Scratch pane, set to a User scope, will be a great place to store this kind of information. This will enable you to store and display client-specific preference information for every job in each user.

Do the following steps once in each of your reporter’s users:

From Manage Jobs, click Tools, Options, Edit, Advanced Edit (or press Alt+t, o, e, a).
Click the right side of the Cat Scratch scope option, and then click the down arrow to list the three scope options.
Select User.
Click OK.

Whenever you edit a job, you can open the Cat Scratch pane by clicking View, Cat Scratch (or by pressing Alt+v, c). To add a new “preference reference,” click the New icon on the Cat Scratch pane toolbar, or right click the text portion of the Cat Scratch pane and then click New Item. Then, type whatever text you like; for example – “Use / for dates.” Repeat as needed for any other preferences for that reporter.

The information you type will be stored for that user only. When you open another job in the same user, that information will automatically appear in the text portion of the Cat Scratch pane. When you open a job in a different user, that information will not appear.

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