Discussion

Difference between revisions of "Oojeema Pro Users Job Aids"

 
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#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
 
#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
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#Under Maintenance Side Bar, Click '''Users'''[[File:Pro Users (Create) - Step 02.png|center]]<br />
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#Under Maintenance Side Bar, Click '''[[Pro Users|Users]]'''[[File:Pro Users (Create) - Step 02.png|center]]<br />
 
#Under Users Menu, Click Options then choose '''Invite a User'''[[File:Pro Users (Create) - Step 03.png|center|950x950px]]<br />
 
#Under Users Menu, Click Options then choose '''Invite a User'''[[File:Pro Users (Create) - Step 03.png|center|950x950px]]<br />
 
#Fill up the necessary fields and Click Send[[File:Pro Users (Create) - Step 04.png|center|598x598px]]<br />
 
#Fill up the necessary fields and Click Send[[File:Pro Users (Create) - Step 04.png|center|598x598px]]<br />
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#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
 
#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
−
#Under Maintenance Side Bar, Click '''Users'''[[File:Pro Users (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Users%20(Create)%20-%20Step%2002.png|center]]
+
#Under Maintenance Side Bar, Click '''[[Pro Users|Users]]'''[[File:Pro Users (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Users%20(Create)%20-%20Step%2002.png|center]]
 
#Under Users Menu, Select the Users that needs to view its details, click the drop down arrow then choose '''View'''[[File:Pro Chart of Accounts (View) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(View)%20-%20Step%2003.png|center|154x154px]]
 
#Under Users Menu, Select the Users that needs to view its details, click the drop down arrow then choose '''View'''[[File:Pro Chart of Accounts (View) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(View)%20-%20Step%2003.png|center|154x154px]]
 
#The user has an option to Edit the Users details or to Exit the View Record.[[File:Pro Users (View) - Step 04.png|center|950x950px]]<br />
 
#The user has an option to Edit the Users details or to Exit the View Record.[[File:Pro Users (View) - Step 04.png|center|950x950px]]<br />
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#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
 
#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
−
#Under Maintenance Side Bar, Click '''Users'''[[File:Pro Users (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Users%20(Create)%20-%20Step%2002.png|center]]
+
#Under Maintenance Side Bar, Click '''[[Pro Users|Users]]'''[[File:Pro Users (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Users%20(Create)%20-%20Step%2002.png|center]]
 
#Under Users Menu, Select the Users that needs to update its details, click the drop down arrow then choose '''Edit'''[[File:Pro Chart of Accounts (Edit) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Edit)%20-%20Step%2003.png|center|154x154px]]
 
#Under Users Menu, Select the Users that needs to update its details, click the drop down arrow then choose '''Edit'''[[File:Pro Chart of Accounts (Edit) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Edit)%20-%20Step%2003.png|center|154x154px]]
 
#Update the necessary fields[[File:Pro Users (Edit) - Step 04.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Users_(Edit)_-_Step_04.png]]
 
#Update the necessary fields[[File:Pro Users (Edit) - Step 04.png|center|950x950px|link=https://docs.oojeema.com/File:Pro_Users_(Edit)_-_Step_04.png]]
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#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
 
#On the Main Menu, click the Gear Icon then choose '''Maintenance'''[[File:Pro Chart of Accounts (Create) - Step 01.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Create)%20-%20Step%2001.png|950x950px]]
−
#Under Maintenance Side Bar, Click '''Users'''[[File:Pro Users (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Users%20(Create)%20-%20Step%2002.png|center]]
+
#Under Maintenance Side Bar, Click '''[[Pro Users|Users]]'''[[File:Pro Users (Create) - Step 02.png|link=https://docs.oojeema.com/File:Pro%20Users%20(Create)%20-%20Step%2002.png|center]]
 
#Under Users Menu, Select the Users that needs to be deleted, click the drop down arrow then choose '''Delete'''[[File:Pro Chart of Accounts (Delete) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Delete)%20-%20Step%2003.png|center|154x154px]]
 
#Under Users Menu, Select the Users that needs to be deleted, click the drop down arrow then choose '''Delete'''[[File:Pro Chart of Accounts (Delete) - Step 03.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Delete)%20-%20Step%2003.png|center|154x154px]]
 
#Click Yes to Confirm the deletion process[[File:Pro Chart of Accounts (Delete) - Step 04.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Delete)%20-%20Step%2004.png|center|281x281px]]
 
#Click Yes to Confirm the deletion process[[File:Pro Chart of Accounts (Delete) - Step 04.png|link=https://docs.oojeema.com/File:Pro%20Chart%20of%20Accounts%20(Delete)%20-%20Step%2004.png|center|281x281px]]
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! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules'''
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|- style="box-sizing: inherit;"
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| style="" |Maintenance
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| style="" |[[Pro Users|Users]]<nowiki> | </nowiki>[[Pro Users Group Access|Users Group Access]]
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|- style="box-sizing: inherit;"
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
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|- style="box-sizing: inherit;"
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| style="" |Maintenance Aids
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| style="" |[[Oojeema Pro Users Job Aids|Users Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Users Group Access Job Aids|Users Group Access Job Aids]]<nowiki> | </nowiki>[[Oojeema Pro Update User Profile Job Aids|Update User Profile Job Aids]]
 +
|}

Latest revision as of 15:02, 3 August 2021


Users Job Aids

Notes:

Managing Users
Inviting a User
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Maintenance Side Bar, Click Users
    Pro Users (Create) - Step 02.png

  3. Under Users Menu, Click Options then choose Invite a User
    Pro Users (Create) - Step 03.png

  4. Fill up the necessary fields and Click Send
    Pro Users (Create) - Step 04.png

  5. The system will provide the credentials via email. Click on the link provided in order for the new user to log in.
    Pro Tax (Create) - Step 05.png

Viewing Users
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Maintenance Side Bar, Click Users
    Pro Users (Create) - Step 02.png
  3. Under Users Menu, Select the Users that needs to view its details, click the drop down arrow then choose View
    Pro Chart of Accounts (View) - Step 03.png
  4. The user has an option to Edit the Users details or to Exit the View Record.
    Pro Users (View) - Step 04.png

Editing Users
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Maintenance Side Bar, Click Users
    Pro Users (Create) - Step 02.png
  3. Under Users Menu, Select the Users that needs to update its details, click the drop down arrow then choose Edit
    Pro Chart of Accounts (Edit) - Step 03.png
  4. Update the necessary fields
    Pro Users (Edit) - Step 04.png
  5. Click Save
Deleting Users
  1. On the Main Menu, click the Gear Icon then choose MaintenancePro Chart of Accounts (Create) - Step 01.png
  2. Under Maintenance Side Bar, Click Users
    Pro Users (Create) - Step 02.png
  3. Under Users Menu, Select the Users that needs to be deleted, click the drop down arrow then choose Delete
    Pro Chart of Accounts (Delete) - Step 03.png
  4. Click Yes to Confirm the deletion process
    Pro Chart of Accounts (Delete) - Step 04.png
Modules
Maintenance Users | Users Group Access
Job Aid Modules
Maintenance Aids Users Job Aids | Users Group Access Job Aids | Update User Profile Job Aids
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