Difference between revisions of "Users"

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[[Maintenance]] | [[Users Aids]] | [[Users Group]] | [[Position]]
 
[[Maintenance]] | [[Users Aids]] | [[Users Group]] | [[Position]]
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==Users==
 
==Users==
 
This maintenance screen allows the user to configure and add Users that can use their system.
 
This maintenance screen allows the user to configure and add Users that can use their system.
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=====Requirements before using Users=====
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*The user should setup the following [[Maintenance]] Module in order to proceed on using the [[Users]]
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*#[[Position]]
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*#[[Users Group]]
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*For detailed instructions on how to setup the needed [[Maintenance]] Module, the user may visit the following Job Aid pages:
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*#[[Position Aids]]
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*#[[Users Group Aids]]
  
 
=====Users Record List=====
 
=====Users Record List=====

Revision as of 10:40, 5 May 2021

Users

This maintenance screen allows the user to configure and add Users that can use their system.

Requirements before using Users
Users Record List
File:Users Record List.png
Users Record List

Notes:

  • Users are records that has the privilege to access the system
  • Users has a set of access on what specific modules that they can access through the system. The privilege and restrictions can be adjusted through Users Group
Adding Users
Field Description Expected Values
1. First Name • First Name of the User •Alphanumeric
2. Middle Initial • Middle Initial of the User •Text
3. Last Name • Last Name of the User •Alphanumeric
4. Group Access • Group Access of the User •Users Group List under Users Group Maintenance Module
5. E-mail • Email Address of the User •Alphanumeric
6. Phone • Phone Number of the User •Number
7. Mobile • Mobile Number of the User •Number
8. Username • Username of the User •Alphanumeric
9. Password • Password of the User •Alphanumeric
10. Position • Position of the User •Position List under Position Maintenance Module

Notes:

  • Username is a unique required field in the module. This cannot be edited once the account was created.
  • Group Access is required field in the module. The list of Group Access can be found in Users Group Maintenance Module.
    • Group Access can be used as long as the status of the Group Access is ACTIVE
  • Position is required field in the module. The list of Position can be found in Position Maintenance Module.
    • Position can be used as long as the status of the Position is ACTIVE
    • INACTIVE position can still be use if it is used by the users prior to its deactivation.
  • For detailed instructions on how to create a Users, the user may visit the Users Job Aids which can be found here
Editing Users
Field Description Expected Values
1. First Name • First Name of the User •Alphanumeric
2. Middle Initial • Middle Initial of the User •Text
3. Last Name • Last Name of the User •Alphanumeric
4. Group Access • Group Access of the User •Users Group List under Users Group Maintenance Module
5. E-mail • Email Address of the User •Alphanumeric
6. Phone • Phone Number of the User •Number
7. Mobile • Mobile Number of the User •Number
8. Password • Password of the User •Alphanumeric
9. Position • Position of the User •Position List under Position Maintenance Module

Notes:

  • Group Access is required field in the module. The list of Group Access can be found in Users Group Maintenance Module.
    • Group Access can be used as long as the status of the Group Access is ACTIVE
  • Position is required field in the module. The list of Position can be found in Position Maintenance Module.
    • Position can be used as long as the status of the Position is ACTIVE
    • INACTIVE position can still be use if it is used by the users prior to its inactivation.
  • For further instructions on how to edit Users, the user may visit Users Job aids which can be found here
Users Option

Notes:

  • For further instructions on how to Import Users, the user may visit Users Job aids which can be found here
Users Importing Option
File:Users Importing Option.png
Users Importing Option

Notes:

  • For further instructions on how to Import Users, the user may visit Users Job aids which can be found here
Users Record Option
File:Users Record Option.png
Users Record Option

Notes:

  • The user cannot login to the system if its status is INACTIVE
  • For further instructions on how to View, Edit, Activate/Deactivate Users, the user may visit Users Job aids which can be found here
Users View Record
File:Users View Record.png
Users View Record

Notes:

  • The module can be edited while viewing the record.
  • For further instructions on how to Edit and View Users, the user may visit Users Job aids which can be found here
Categories:
Modules
Maintenance Maintenance | Users | Users Group | Position
Job Aid Modules
Maintenance Aids Users Aids | Users Group Aids | Position Aids