Users Group - Revision history

Gelo at 07:44, 12 April 2022

2022-04-12T07:44:04Z

Gelo: Changed categories.

2022-04-07T03:42:41Z

Changed categories.

Gelo at 06:35, 24 March 2022

2022-03-24T06:35:25Z

Gelo at 02:14, 21 March 2022

2022-03-21T02:14:01Z

Gelo at 04:06, 17 March 2022

2022-03-17T04:06:02Z

Gelo at 07:09, 7 February 2022

2022-02-07T07:09:53Z

Gelo at 04:00, 21 December 2021

2021-12-21T04:00:36Z

Show changes

Gelo at 03:47, 21 December 2021

2021-12-21T03:47:45Z

Gelo at 03:35, 21 December 2021

2021-12-21T03:35:33Z

Gelo at 01:31, 24 September 2021

2021-09-24T01:31:24Z

@@ Line 23: / Line 23: @@
 !Field
 !Description
-!Expected Values
+!Allowed Input
 |-
 |1.Group Name
 |•Desired Name for Users Group
 |•Alphanumeric
 |-
 |2.Group Desc
 |•Description for Users Group
 |•Alphanumeric
 |-
 |3.Dashboard View
 |•Allowing the Users Group to view or hide the Dashboard
 |•Tick/Untick
 |-
 |4.Modules
 |•Allowing the Users Group to view or hide the functions on each module
 |•Tick/Untick
 |}
 Notes:
@@ Line 61: / Line 80: @@
 [[File:Maintenance - Users Group - Edit.png|border|center|1500x1500px]]
 <br />
-{| class="wikitable" style="margin: auto;"
+{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
 !Field
 !Description
-!Expected Values
+!Allowed Input
 |-
 |1.Group Name
 |•Desired Name for Users Group
 |•Alphanumeric
 |-
 |2.Group Desc
 |•Description for Users Group
 |•Alphanumeric
 |-
 |3.Dashboard View
-|•Allowing the Users Group to view or hid the Dashboard
+|•Allowing the Users Group to view or hide the Dashboard
 |•Tick/Untick
 |-
 |4.Modules
-|•Allowing the Users Group to view or hid the functions on each module
+|•Allowing the Users Group to view or hide the functions on each module
 |•Tick/Untick
 |}Notes:

← Older revision		Revision as of 03:42, 7 April 2022
Line 195:		Line 195:
	\|}		\|}
	<br />		<br />
		+	[[Category:Maintenance]]

@@ Line 14: / Line 14: @@
 =====Adding Users Group=====
-#Go to Maintenance then click <span>Users Group</span>
+#Click [[Users Group]] under Maintenance Menu
-#Click '''Add Users Group''' Button
+#Under Users Group Screen, Click '''Add Users Group'''
-#Fill up the necessary fields and tick the modules that needs to enable for the users group. Please make sure that all tabs are filled out then click '''Save'''
+#Fill up the necessary fields and tick the modules that needs to enable for the users group then click '''Save'''
 [[File:Maintenance - Users Group - Add.png|border|center|1500x1500px]]
@@ Line 47: / Line 47: @@
 =====Viewing Users Group=====
-#Go to Maintenance then click <span class="ve-pasteProtect">Users Group</span>
+#Click [[Users Group]] under Maintenance Menu
 #Select a Users Group record that needs to view its details. Click the drop-down arrow then click View.
 #The user has an option to edit the Users Group record upon viewing it.
@@ Line 55: / Line 55: @@
 =====Editing Users Group=====
-#Go to Maintenance then click <span>Users Group</span>
+#Click Users Group under Maintenance Menu
-#Select the Users Group that needs an update. Click the drop-down arrow then click '''Edit'''
+#Select the Users Group that needs to update its details. Click the drop-down arrow then click '''Edit'''
 #Update the necessary Fields and Click '''Save'''

@@ Line 1: / Line 1: @@
 <div style="text-align: center;">
-[[Maintenance]] | [[Profit Center]] | [[Users]]
+[[Maintenance]] | [[Users]]
 </div>
 ==Users Group==
@@ Line 169: / Line 169: @@
 |- style="box-sizing: inherit;"
 | style="" |Financials
-| style="" |[[Accounts Payable]]<nowiki> | </nowiki>[[Accounts Receivable]]<nowiki> | </nowiki>[[Credit Voucher]]<nowiki> | </nowiki>[[Depreciation Run]]<nowiki> | </nowiki>[[Disbursement Voucher]]<nowiki> | </nowiki>[[Journal Voucher]]<nowiki> | </nowiki>[[Payment Voucher]]<nowiki> | </nowiki>[[Petty Cash]]<nowiki> | </nowiki>[[Receipt Voucher]]
+| style="" |[[Accounts Payable]]<nowiki> | </nowiki>[[Accounts Receivable]]<nowiki> | </nowiki>[[Credit Voucher]]<nowiki> | </nowiki>[[Disbursement Voucher]]<nowiki> | </nowiki>[[Journal Voucher]]<nowiki> | </nowiki>[[Payment Voucher]]<nowiki> | </nowiki>[[Petty Cash]]<nowiki> | </nowiki>[[Receipt Voucher]]
 |- style="box-sizing: inherit;"
 | style="" |Inventory
@@ Line 177: / Line 177: @@
 |- style="box-sizing: inherit;"
 | style="" |Reports
-| style="" |[[Financial Statement]] <span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}"><nowiki>|</nowiki></span> [[Sales Reports]] <span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}"><nowiki>|</nowiki></span> <span class="ve-pasteProtect" style="box-sizing: inherit;">[[Tracking Reports]]<nowiki> |</nowiki></span> <span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">[[Tax Reports]]<nowiki> | </nowiki>[[Purchase Reports]]<nowiki> | </nowiki>[[Fixed Asset Reports]]</span>
+| style="" |[[Financial Statement]] <span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}"><nowiki>|</nowiki></span> [[Sales Reports]] <span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}"><nowiki>|</nowiki></span> <span class="ve-pasteProtect" style="box-sizing: inherit;">[[Tracking Reports]]<nowiki> |</nowiki></span> <span class="ve-pasteProtect" style="color: rgb(34, 34, 34)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(34, 34, 34)&quot;}">[[Tax Reports]]<nowiki> | </nowiki>[[Purchase Reports]]</span>
 |- style="box-sizing: inherit;"
 | style="" |Financial Statements

@@ Line 45: / Line 45: @@
 *When clicking on the features on a respective module. All functions within that feature will be Enabled/Disabled.
 =====Editing Users Group=====
@@ Line 77: / Line 85: @@
 *When clicking on the features on a respective module. All functions within that feature will be Enabled/Disabled.
-===== <span class="mw-headline" id="Activating_Price_List_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Users_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Bank_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Chart_of_Account_Record" style="box-sizing: inherit;">Activating Users Group Record</span></span></span></span></span></span></span></span> =====
+=====<span class="mw-headline" id="Activating_Price_List_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Users_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Bank_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Activating_Chart_of_Account_Record" style="box-sizing: inherit;">Activating Users Group Record</span></span></span></span></span></span></span></span>=====
 Users Group can be Activated in two ways:
-* Using drop-down arrow of a record can be used in single record Activation
+*Using drop-down arrow of a record can be used in single record Activation
 [[File:Maintenance - Users Group - Activate1.png|border|center|1500x1500px]]
 <br />
-* Using Activate Button for activating multiple record
+*Using Activate Button for activating multiple record
 [[File:Maintenance - Users Group - Activate2.png|border|center|1500x1500px]]
 <br />
-===== <span class="mw-headline" id="Deactivating_Price_List_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Users_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Bank_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Chart_of_Account_Record" style="box-sizing: inherit;">Deactivating Users Group Record</span></span></span></span></span></span></span></span> =====
+=====<span class="mw-headline" id="Deactivating_Price_List_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Users_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Bank_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deactivating_Chart_of_Account_Record" style="box-sizing: inherit;">Deactivating Users Group Record</span></span></span></span></span></span></span></span>=====
 Users Group can be deactivated in two ways:
-* Using drop-down arrow of a record can be used in single record deactivation
+*Using drop-down arrow of a record can be used in single record deactivation
 [[File:Maintenance - Users Group - Deactivate1.png|border|center|1500x1500px]]
 <br />
-* Using Deactivate Button for deactivating multiple record
+*Using Deactivate Button for deactivating multiple record
 [[File:Maintenance - Users Group - Deactivate2.png|border|center|1500x1500px]]
 <br />
-===== <span class="mw-headline" id="Deleting_Price_List_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Users_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Bank_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Chart_of_Account_Record" style="box-sizing: inherit;">Deleting Users Group Record</span></span></span></span></span></span></span></span> =====
+=====<span class="mw-headline" id="Deleting_Price_List_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Users_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Bank_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Tax_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Master_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Chart_of_Account_Record" style="box-sizing: inherit;">Deleting Users Group Record</span></span></span></span></span></span></span></span>=====
 Users Group can be deleted in two ways:
-* Using drop-down arrow of a record can be used in single record deletion
+*Using drop-down arrow of a record can be used in single record deletion
 [[File:Maintenance - Users Group - Delete1.png|border|center|1500x1500px]]
 <br />
-* Using Delete Button for deleting multiple record
+*Using Delete Button for deleting multiple record
 [[File:Maintenance - Users Group - Delete2.png|border|center|1500x1500px]]

@@ Line 4: / Line 4: @@
 ==Users Group==
 The Users Group Maintenance screen allows the user to configure and add User Group on a specific User. This is also used to restrict the specific modules that a specific user can use.
 =====Users Group Record List=====
@@ Line 17: / Line 14: @@
 =====Adding Users Group=====
-# Go to Maintenance then click <span>Users Group</span>
+#Go to Maintenance then click <span>Users Group</span>
-# Click '''Add Users Group''' Button
+#Click '''Add Users Group''' Button
-# Fill up the necessary fields. Please make sure that all tabs are filled out then click '''Save'''
+#Fill up the necessary fields and tick the modules that needs to enable for the users group. Please make sure that all tabs are filled out then click '''Save'''
 {| class="wikitable" style="margin: auto;"
 !Field
@@ Line 48: / Line 47: @@
 =====Editing Users Group=====
-# Go to Maintenance then click <span>Users Group</span>
+#Go to Maintenance then click <span>Users Group</span>
-# Select the Users Group that needs an update. Click the drop-down arrow then click '''Edit'''
+#Select the Users Group that needs an update. Click the drop-down arrow then click '''Edit'''
-# Update the necessary Fields and Click '''Save'''
+#Update the necessary Fields and Click '''Save'''
 {| class="wikitable" style="margin: auto;"
 !Field
@@ Line 76: / Line 77: @@
 *When clicking on the features on a respective module. All functions within that feature will be Enabled/Disabled.
 =====Users Group Record Option=====
 {| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"
@@ Line 104: / Line 143: @@
 *The User can edit and modify the restrictions of each modules of the User Group while viewing it.
 *Activating/Deactivating and Deleting of Records can be done in two ways.
-** For single records, the user may use the drop down arrow then the action that need to perform.
+**For single records, the user may use the drop down arrow then the action that need to perform.
-** For multiple records, the user may tick the records then click the action button that need to perform
+**For multiple records, the user may tick the records then click the action button that need to perform
-*** Click the Yes in the confirmation to proceed on the action taken.
+***Click the Yes in the confirmation to proceed on the action taken.
 {| class="wikitable" style="margin: auto;"

@@ Line 41: / Line 41: @@
 *When clicking on the features on a respective module. All functions within that feature will be Enabled/Disabled.
 =====Editing Users Group=====
@@ Line 84: / Line 83: @@
 *For detailed instructions on how to Create a User Group, the user may visit the Users Group Job Aid which can be found [[Users Group Aids|here]]
-{| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: 1em 0px; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" style="margin: auto;"
+{| class="wikitable" style="margin: auto;"
 |+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Categories:
 ! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules'''

@@ Line 3: / Line 3: @@
 </div>
 ==Users Group==
-This maintenance screen allows the user to configure and add User Group on a specific User. This is also used to restrict the specific modules that a specific user can use.
+The Users Group Maintenance screen allows the user to configure and add User Group on a specific User. This is also used to restrict the specific modules that a specific user can use.
-===== Company User Structure (Users Group) =====
+=====Company User Structure (Users Group)=====
 [[File:Company User Structure - User Groups.png|center|1000x1000px]]
 <br />