Difference between revisions of "Users"

(Tag: 2017 source edit)
 
(19 intermediate revisions by the same user not shown)
Line 1: Line 1:
 
<div style="text-align: center;">
 
<div style="text-align: center;">
[[Maintenance]] | [[Users Aids]] | [[Users Group]] | [[Position]]
+
[[Maintenance]] | [[Users Group]] | [[Position]]
 
</div>
 
</div>
 
==Users==
 
==Users==
This maintenance screen allows the user to configure and add Users that can use their system.
+
The Users Maintenance screen allows the user to configure and add Users that can use their system.
=====Requirements before using Users=====
 
  
*The user should setup the following [[Maintenance]] Module in order to proceed on using the [[Users]]
+
====Requirements before using Users====
 +
 
 +
*The user should setup the following [[Maintenance]] Module in order to proceed on using the [[Users]] module
 
*#[[Position]]
 
*#[[Position]]
 
*#[[Users Group]]
 
*#[[Users Group]]
*For detailed instructions on how to setup the needed [[Maintenance]] Module, the user may visit the following Job Aid pages:
 
*#[[Position Aids]]
 
*#[[Users Group Aids]]
 
  
 
=====Users Record List=====
 
=====Users Record List=====
[[File:Users Record List.png|center|thumb|Users Record List]]Notes:
+
[[File:Maintenance - Users - Record List.png|border|center|1500x1500px]]
 +
 
 +
 
 +
Notes:
  
 
*Users are records that has the privilege to access the system
 
*Users are records that has the privilege to access the system
Line 20: Line 21:
  
 
=====Adding Users=====
 
=====Adding Users=====
[[File:Adding Users.png|center|thumb|866x866px|Adding Users]]
+
 
{| class="wikitable"
+
#Click [[Users]] under Maintenance Module
!Field
+
#Under Users Screen, Click Add Users
!Description
+
#Fill out the necessary fields then click Save. Note: Fields with * are require fields
!Expected Values
+
 
 +
[[File:Maintenance - Users - Add.png|border|center|1500x1500px]]
 +
<br />
 +
{| class="wikitable" style="margin: auto;"
 +
!'''Field'''
 +
!'''Description'''
 +
!'''Expected Values'''
 +
!'''Restricted Inputs'''
 +
!'''Character Limit'''
 +
!'''Required Field?'''
 
|-
 
|-
 
|1. First Name
 
|1. First Name
 
|• First Name of the User
 
|• First Name of the User
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>Special Character
 +
| style="vertical-align:middle;text-align:center;" |None
 +
| style="vertical-align:middle;text-align:center;" |20
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|2. Middle Initial
 
|2. Middle Initial
 
|• Middle Initial of the User
 
|• Middle Initial of the User
|•Text
+
|*Alphanumeric
 +
<nowiki>*</nowiki>Special Character
 +
| style="vertical-align:middle;text-align:center;" |None
 +
| style="vertical-align:middle;text-align:center;" |2
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
 
|3. Last Name
 
|3. Last Name
 
|• Last Name of the User
 
|• Last Name of the User
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>Special Character
 +
| style="vertical-align:middle;text-align:center;" |None
 +
| style="vertical-align:middle;text-align:center;" |20
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|4. Group Access
 
|4. Group Access
 
|• Group Access of the User
 
|• Group Access of the User
|•Users Group List under Users Group Maintenance Module
+
|*Users Group List under Users Group Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" |Any inputs not mentioned in the allowed inputs
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|5. E-mail
 
|5. E-mail
 
|• Email Address of the User
 
|• Email Address of the User
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>Dash "-"
 +
 
 +
<nowiki>*</nowiki>Underscore "_"
 +
 
 +
<nowiki>*</nowiki>Must follow the format ___@__.__
 +
| style="vertical-align:middle;text-align:center;" |Any Special Characters not mentioned
 +
| style="vertical-align:middle;text-align:center;" |150
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|6. Phone
 
|6. Phone
 
|• Phone Number of the User
 
|• Phone Number of the User
|•Number
+
|*Numeric
 +
| style="vertical-align:middle;text-align:center;" |Any inputs except numbers
 +
| style="vertical-align:middle;text-align:center;" |25
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|7. Mobile
 
|7. Mobile
 
|• Mobile Number of the User
 
|• Mobile Number of the User
|•Number
+
|*Numeric
 +
| style="vertical-align:middle;text-align:center;" |Any inputs except numbers
 +
| style="vertical-align:middle;text-align:center;" |20
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|8. Username
 
|8. Username
 
|• Username of the User
 
|• Username of the User
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>Special Character
 +
| style="vertical-align:middle;text-align:center;" |None
 +
| style="vertical-align:middle;text-align:center;" |20
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|9. Password
 
|9. Password
 
|• Password of the User
 
|• Password of the User
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>Special Character
 +
| style="vertical-align:middle;text-align:center;" |None
 +
| style="vertical-align:middle;text-align:center;" |255
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|10. [[Position]]
 
|10. [[Position]]
 
|• Position of the User
 
|• Position of the User
 
|•Position List under Position Maintenance Module
 
|•Position List under Position Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|}Notes:
 
|}Notes:
  
Line 73: Line 123:
 
**Position can be used as long as the status of the Position is '''ACTIVE'''
 
**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.
 
**'''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 [[Users Aids|here]]
 
  
 +
=====Viewing Users=====
 +
 +
#Click [[Users]] under Maintenance Module
 +
#Select a User record that needs to view its details. Click the drop-down arrow then click View.
 +
#The user has an option to Edit the Users Record upon viewing it.
 +
 +
[[File:Maintenance - Users - View.png|border|center|1500x1500px]]
 +
<br />
 
=====Editing Users=====
 
=====Editing Users=====
[[File:Editing Users.png|center|thumb|867x867px|Editing Users]]
+
 
{| class="wikitable"
+
#Click Users under Maintenance Module
!Field
+
#Select a Users that needs to update its details. Click the drop-down arrow then click Edit.
!Description
+
#Update the necessary fields then click Save.
!Expected Values
+
 
 +
[[File:Maintenance - Users - Edit.png|border|center|1500x1500px]]
 +
<br />
 +
{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
 +
!'''Field'''
 +
!'''Description'''
 +
!'''Expected Values'''
 +
!'''Restricted Inputs'''
 +
!'''Character Limit'''
 +
!'''Required Field?'''
 
|-
 
|-
 
|1. First Name
 
|1. First Name
 
|• First Name of the User
 
|• First Name of the User
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>Special Character
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |20
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
 
|2. Middle Initial
 
|2. Middle Initial
 
|• Middle Initial of the User
 
|• Middle Initial of the User
|•Text
+
|*Alphanumeric
 +
<nowiki>*</nowiki>Special Character
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |2
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|-
 
|-
 
|3. Last Name
 
|3. Last Name
 
|• Last Name of the User
 
|• Last Name of the User
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>Special Character
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |20
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
 
|4. Group Access
 
|4. Group Access
 
|• Group Access of the User
 
|• Group Access of the User
|•Users Group List under Users Group Maintenance Module
+
|*Users Group List under Users Group Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs not mentioned in the allowed inputs
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
 
|5. E-mail
 
|5. E-mail
 
|• Email Address of the User
 
|• Email Address of the User
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>Dash "-"
 +
 
 +
<nowiki>*</nowiki>Underscore "_"
 +
 
 +
<nowiki>*</nowiki>Must follow the format ___@__.__
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any Special Characters not mentioned
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |150
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
 
|6. Phone
 
|6. Phone
 
|• Phone Number of the User
 
|• Phone Number of the User
|•Number
+
|*Numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs except numbers
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |25
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
 
|7. Mobile
 
|7. Mobile
 
|• Mobile Number of the User
 
|• Mobile Number of the User
|•Number
+
|*Numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs except numbers
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |20
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
|8. Password
+
|8. Username
 +
|• Username of the User
 +
|*Alphanumeric
 +
<nowiki>*</nowiki>Special Character
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |20
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|-
 +
|9. Password
 
|• Password of the User
 
|• Password of the User
|•Alphanumeric
+
|*Alphanumeric
 +
<nowiki>*</nowiki>Special Character
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |255
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
|9. [[Position]]
+
|10. [[Position]]
 
|• Position of the User
 
|• Position of the User
 
|•Position List under Position Maintenance Module
 
|•Position List under Position Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|}Notes:
 
|}Notes:
  
Line 124: Line 234:
 
**Position can be used as long as the status of the Position is '''ACTIVE'''
 
**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.
 
**'''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 [[Users Aids|here]]
 
  
=====Users Option=====
+
=====Importing Users=====
[[File:Users Option.png|center|thumb|Users Option]]Notes:
 
  
*For further instructions on how to Import Users, the user may visit Users Job aids which can be found [[Users Aids|here]]
+
#Click [[Users]] under Maintenance Module
 +
#Under Users Screen, click Import Users under Options.
 +
#Download the template in the link provided under step 1.
 +
#Fill up the information needed for each columns of the template.
  
=====Users Importing Option=====
+
[[File:Maintenance - Users - Import.png|border|center|1500x1500px]]
[[File:Users Importing Option.png|center|thumb|Users Importing Option]]Notes:
+
<br />
 +
{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
 +
!'''Field'''
 +
!'''Description'''
 +
!'''Expected Values'''
 +
!'''Restricted Inputs'''
 +
!'''Character Limit'''
 +
!'''Required Field?'''
 +
|-
 +
|1. First Name
 +
|• First Name of the User
 +
|*Alphanumeric
 +
<nowiki>*</nowiki>Special Character
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |20
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|-
 +
|2. Middle Initial
 +
|• Middle Initial of the User
 +
|*Alphanumeric
 +
<nowiki>*</nowiki>Special Character
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |2
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 +
|-
 +
|3. Last Name
 +
|• Last Name of the User
 +
|*Alphanumeric
 +
<nowiki>*</nowiki>Special Character
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |20
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|-
 +
|4. Group Access
 +
|• Group Access of the User
 +
|*Users Group List under Users Group Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs not mentioned in the allowed inputs
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|-
 +
|5. E-mail
 +
|• Email Address of the User
 +
|*Alphanumeric
 +
<nowiki>*</nowiki>Dash "-"
  
*For further instructions on how to Import Users, the user may visit Users Job aids which can be found [[Users Aids|here]]
+
<nowiki>*</nowiki>Underscore "_"
 +
 
 +
<nowiki>*</nowiki>Must follow the format ___@__.__
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any Special Characters not mentioned
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |150
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|-
 +
|6. Phone
 +
|• Phone Number of the User
 +
|*Numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs except numbers
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |25
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|-
 +
|7. Mobile
 +
|• Mobile Number of the User
 +
|*Numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs except numbers
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |20
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|-
 +
|8. Username
 +
|• Username of the User
 +
|*Alphanumeric
 +
<nowiki>*</nowiki>Special Character
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |20
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|-
 +
|9. Password
 +
|• Password of the User
 +
|*Alphanumeric
 +
<nowiki>*</nowiki>Special Character
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |255
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|-
 +
|10. [[Position]]
 +
|• Position of the User
 +
|•Position List under Position Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 +
|}5. Attach the template then click Import.
 +
 
 +
=====<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 Record</span></span></span></span></span></span>=====
 +
Users can be Activated in two ways:
 +
 
 +
*Using drop-down arrow of a record can be used in single record Activation
 +
 
 +
[[File:Maintenance - Users - Activate1.png|border|center|1501x1501px]]
 +
<br />
 +
 
 +
*Using Activate Button for activating multiple record
 +
 
 +
[[File:Maintenance - Users - Activate2.png|border|center|1499x1499px]]
 +
<br />
 +
 
 +
=====<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 Record</span></span></span></span></span></span>=====
 +
Users can be deactivated in two ways:
 +
 
 +
*Using drop-down arrow of a record can be used in single record deactivation
 +
 
 +
[[File:Maintenance - Users - Deactivate1.png|border|center|1501x1501px]]
 +
<br />
 +
 
 +
*Using Deactivate Button for deactivating multiple record
 +
 
 +
[[File:Maintenance - Users - Deactivate2.png|border|center|1500x1500px]]
 +
<br />
 +
 
 +
=====<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 Record</span></span></span></span></span></span>=====
 +
Users can be deleted in two ways:
 +
 
 +
*Using drop-down arrow of a record can be used in single record deletion
 +
 
 +
[[File:Maintenance - Users - Delete1.png|border|center|1500x1500px]]
 +
<br />
 +
 
 +
*Using Delete Button for deleting multiple record
 +
 
 +
[[File:Maintenance - Users - Delete2.png|border|center|1500x1500px]]
  
 
=====Users Record Option=====
 
=====Users Record Option=====
[[File:Users Record Option.png|center|thumb|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;" |☑
 +
|}
 +
 
  
 
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.
 +
*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 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.
  
=====Users View Record=====
+
{| class="wikitable" style="margin: auto;"
[[File:Users View Record.png|center|thumb|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
 
 
 
{| class="wikitable"
 
 
|+Categories:
 
|+Categories:
 
! colspan="2" |'''Modules'''
 
! colspan="2" |'''Modules'''
Line 157: Line 412:
 
|Maintenance
 
|Maintenance
 
|[[Maintenance]]<nowiki> | </nowiki>[[Users]]<nowiki> | </nowiki>[[Users Group]]<nowiki> | </nowiki>[[Position]]
 
|[[Maintenance]]<nowiki> | </nowiki>[[Users]]<nowiki> | </nowiki>[[Users Group]]<nowiki> | </nowiki>[[Position]]
|-
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 
|-
 
|Maintenance Aids
 
|[[Users Aids]]<nowiki> | </nowiki>[[Users Group Aids]]<nowiki> | </nowiki>[[Position Aids]]
 
 
|}
 
|}
 +
[[Category:Maintenance]]

Latest revision as of 12:26, 26 April 2022

Users

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

Requirements before using Users

Users Record List
Maintenance - Users - Record List.png


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
  1. Click Users under Maintenance Module
  2. Under Users Screen, Click Add Users
  3. Fill out the necessary fields then click Save. Note: Fields with * are require fields
Maintenance - Users - Add.png


Field Description Expected Values Restricted Inputs Character Limit Required Field?
1. First Name • First Name of the User *Alphanumeric

*Special Character

None 20 Yes
2. Middle Initial • Middle Initial of the User *Alphanumeric

*Special Character

None 2 No
3. Last Name • Last Name of the User *Alphanumeric

*Special Character

None 20 Yes
4. Group Access • Group Access of the User *Users Group List under Users Group Maintenance Module Any inputs not mentioned in the allowed inputs N/A Yes
5. E-mail • Email Address of the User *Alphanumeric

*Dash "-"

*Underscore "_"

*Must follow the format ___@__.__

Any Special Characters not mentioned 150 Yes
6. Phone • Phone Number of the User *Numeric Any inputs except numbers 25 Yes
7. Mobile • Mobile Number of the User *Numeric Any inputs except numbers 20 Yes
8. Username • Username of the User *Alphanumeric

*Special Character

None 20 Yes
9. Password • Password of the User *Alphanumeric

*Special Character

None 255 Yes
10. Position • Position of the User •Position List under Position Maintenance Module N/A N/A Yes

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.
Viewing Users
  1. Click Users under Maintenance Module
  2. Select a User record that needs to view its details. Click the drop-down arrow then click View.
  3. The user has an option to Edit the Users Record upon viewing it.
Maintenance - Users - View.png


Editing Users
  1. Click Users under Maintenance Module
  2. Select a Users that needs to update its details. Click the drop-down arrow then click Edit.
  3. Update the necessary fields then click Save.
Maintenance - Users - Edit.png


Field Description Expected Values Restricted Inputs Character Limit Required Field?
1. First Name • First Name of the User *Alphanumeric

*Special Character

None 20 Yes
2. Middle Initial • Middle Initial of the User *Alphanumeric

*Special Character

None 2 No
3. Last Name • Last Name of the User *Alphanumeric

*Special Character

None 20 Yes
4. Group Access • Group Access of the User *Users Group List under Users Group Maintenance Module Any inputs not mentioned in the allowed inputs N/A Yes
5. E-mail • Email Address of the User *Alphanumeric

*Dash "-"

*Underscore "_"

*Must follow the format ___@__.__

Any Special Characters not mentioned 150 Yes
6. Phone • Phone Number of the User *Numeric Any inputs except numbers 25 Yes
7. Mobile • Mobile Number of the User *Numeric Any inputs except numbers 20 Yes
8. Username • Username of the User *Alphanumeric

*Special Character

None 20 Yes
9. Password • Password of the User *Alphanumeric

*Special Character

None 255 Yes
10. Position • Position of the User •Position List under Position Maintenance Module N/A N/A Yes

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.
Importing Users
  1. Click Users under Maintenance Module
  2. Under Users 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.
Maintenance - Users - Import.png


Field Description Expected Values Restricted Inputs Character Limit Required Field?
1. First Name • First Name of the User *Alphanumeric

*Special Character

None 20 Yes
2. Middle Initial • Middle Initial of the User *Alphanumeric

*Special Character

None 2 No
3. Last Name • Last Name of the User *Alphanumeric

*Special Character

None 20 Yes
4. Group Access • Group Access of the User *Users Group List under Users Group Maintenance Module Any inputs not mentioned in the allowed inputs N/A Yes
5. E-mail • Email Address of the User *Alphanumeric

*Dash "-"

*Underscore "_"

*Must follow the format ___@__.__

Any Special Characters not mentioned 150 Yes
6. Phone • Phone Number of the User *Numeric Any inputs except numbers 25 Yes
7. Mobile • Mobile Number of the User *Numeric Any inputs except numbers 20 Yes
8. Username • Username of the User *Alphanumeric

*Special Character

None 20 Yes
9. Password • Password of the User *Alphanumeric

*Special Character

None 255 Yes
10. Position • Position of the User •Position List under Position Maintenance Module N/A N/A Yes

5. Attach the template then click Import.

Activating Users Record

Users can be Activated in two ways:

  • Using drop-down arrow of a record can be used in single record Activation
Maintenance - Users - Activate1.png


  • Using Activate Button for activating multiple record
Maintenance - Users - Activate2.png


Deactivating Users Record

Users can be deactivated in two ways:

  • Using drop-down arrow of a record can be used in single record deactivation
Maintenance - Users - Deactivate1.png


  • Using Deactivate Button for deactivating multiple record
Maintenance - Users - Deactivate2.png


Deleting Users Record

Users can be deleted in two ways:

  • Using drop-down arrow of a record can be used in single record deletion
Maintenance - Users - Delete1.png


  • Using Delete Button for deleting multiple record
Maintenance - Users - Delete2.png
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.
  • 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 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.
Categories:
Modules
Maintenance Maintenance | Users | Users Group | Position