Difference between revisions of "Users"

(Tag: 2017 source edit)
Line 139: Line 139:
 
*For further instructions on how to Import Users, the user may visit Users Job aids which can be found [[Users Aids|here]]
 
*For further instructions on how to Import Users, the user may visit Users Job aids which can be found [[Users Aids|here]]
  
=====Users Importing Option=====
+
=====Importing Users=====
[[File:Prime - Users - Importing Option.png|center|875x875px]]
+
1. Click Users under Maintenance Module
  
 +
2. Under Position Screen, click Import Users under Options.
  
Notes:
+
3. Download the template in the link provided under step 1.
  
*For further instructions on how to Import Users, the user may visit Users Job aids which can be found [[Users Aids|here]]
+
4. Fill up the information needed for each columns of the template.
 +
{| 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: "Open Sans", 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="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Position Import Details
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |'''Field'''
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |'''Description'''
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |'''Allowed Inputs'''
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |'''Input Restrictions'''
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |'''Required Field?'''
 +
|- style="box-sizing: inherit;"
 +
| style="" |1. Position
 +
| style="" |Position of the user
 +
| style="vertical-align:middle;text-align:left;" |*Alphanumeric
 +
<nowiki>*</nowiki>Special Characters
 +
| style="" |*Up to 100 characters
 +
| style="vertical-align:middle;text-align:center;" |Yes
 +
|- style="box-sizing: inherit;"
 +
| style="" |2. Description
 +
| style="" |Description of the Position
 +
| style="" |*Alphanumeric
 +
<nowiki>*</nowiki>Special Characters
 +
| style="" |*Up to 250 characters
 +
| style="vertical-align:middle;text-align:center;" |Yes
 +
|}
 +
5. Attach the template then click Import.
 +
<br />
 +
=====Users 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;"
 +
|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Actions Available base from Users Record Status
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Status
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |View
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Edit
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Deactivate
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Activate
 +
! style="background-color:rgb(234, 236, 240);text-align:center;" |Delete
 +
|- style="box-sizing: inherit;"
 +
| style="" |'''ACTIVE'''
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
|- style="box-sizing: inherit;"
 +
| style="" |'''INACTIVE'''
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |
 +
| style="vertical-align:middle;text-align:center;" |☑
 +
| style="vertical-align:middle;text-align:center;" |
 +
|}
  
=====Users Record Option=====
 
[[File:Users Record Option.png|center|Users Record Option|176x176px]]
 
  
 
Notes:
 
Notes:
  
 
*The user cannot login to the system if its status is '''INACTIVE'''
 
*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 [[Users Aids|here]]<br />
+
*The user can edit the details while viewing the record.
 
 
=====Users View Record=====
 
[[File:Prime - Users - View.png|center|1000x1000px]]
 
 
 
 
 
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
 
  
 
{| class="wikitable" style="margin: auto;"
 
{| class="wikitable" style="margin: auto;"

Revision as of 12:03, 15 December 2021

Users

The Users Maintenance screen allows the user to configure and add Users that can use their system.

Company User Structure (Users)

Requirements before using Users

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 Options List


Notes:

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

1. Click Users under Maintenance Module

2. Under Position Screen, click Import Users under Options.

3. Download the template in the link provided under step 1.

4. Fill up the information needed for each columns of the template.

Position Import Details
Field Description Allowed Inputs Input Restrictions Required Field?
1. Position Position of the user *Alphanumeric

*Special Characters

*Up to 100 characters Yes
2. Description Description of the Position *Alphanumeric

*Special Characters

*Up to 250 characters Yes

5. Attach the template then click Import.

Users Record Option
Actions Available base from Users Record Status
Status View Edit Deactivate Activate Delete
ACTIVE
INACTIVE


Notes:

  • The user cannot login to the system if its status is INACTIVE
  • The user can edit the details while viewing the record.
Categories:
Modules
Maintenance Maintenance | Users | Users Group | Position
Job Aid Modules
Maintenance Aids Users Aids | Users Group Aids | Position Aids