Discussion

Difference between revisions of "Users"

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== Users ==
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<div style="text-align: center;">
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[[Maintenance]] | [[Users]] | [[Users Group]] | [[Position]]
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</div><br />
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==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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===== Users Record List =====
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=====Users Record List=====
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[[File:Users Record List.png|center|thumb|Users Record List]]
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[[File:Users Record List.png|center|thumb|Users Record List]]Notes:
  
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===== Adding Users =====
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* Users are records that has the privilege to access the system
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* 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]]
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=====Adding Users=====
 
[[File:Adding Users.png|center|thumb|866x866px|Adding Users]]
 
[[File:Adding Users.png|center|thumb|866x866px|Adding Users]]
 
{| class="wikitable"
 
{| class="wikitable"
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*Username is a unique required field in the module. This cannot be edited once the account was created.
 
*Username is a unique required field in the module. This cannot be edited once the account was created.
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*Group Access is required field in the module. The list of Group Access can be found in Users Group Maintenance Module.
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*Group Access is required field in the module. The list of Group Access can be found in [[Users Group]] Maintenance Module.
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**Group Access can be used as long as the status of the Group Access is "ACTIVE"
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**Group Access can be used as long as the status of the Group Access is '''ACTIVE'''
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*Position is required field in the module. The list of Position can be found in Position Maintenance Module.
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*Position is required field in the module. The list of Position can be found in [[Position]] Maintenance Module.
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**Position can be used as long as the status of the Position is "ACTIVE"
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**Position can be used as long as the status of the Position is '''ACTIVE'''
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**INACTIVE position can still be use if it is used by the users prior to its deactivation.
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**'''INACTIVE''' position can still be use if it is used by the users prior to its deactivation.
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* For detailed instructions on how to create a Users, the user may visit the Users Job Aids which can be found [[Users Aids|here]]
  
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===== Editing Users =====
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=====Editing Users=====
 
[[File:Editing Users.png|center|thumb|867x867px|Editing Users]]
 
[[File:Editing Users.png|center|thumb|867x867px|Editing Users]]
 
{| class="wikitable"
 
{| class="wikitable"
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|}Notes:
 
|}Notes:
  
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*Group Access is required field in the module. The list of Group Access can be found in Users Group Maintenance Module.
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*Group Access is required field in the module. The list of Group Access can be found in [[Users Group]] Maintenance Module.
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**Group Access can be used as long as the status of the Group Access is "ACTIVE"
+
**Group Access can be used as long as the status of the Group Access is '''ACTIVE'''
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*Position is required field in the module. The list of Position can be found in Position Maintenance Module.
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*Position is required field in the module. The list of Position can be found in [[Position]] Maintenance Module.
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**Position can be used as long as the status of the Position is "ACTIVE"
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**Position can be used as long as the status of the Position is '''ACTIVE'''
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**INACTIVE position can still be use if it is used by the users prior to its inactivation.
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**'''INACTIVE''' position can still be use if it is used by the users prior to its inactivation.
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* For further instructions on how to edit Users, the user may visit Users Job aids which can be found [[Users Aids|here]]
  
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===== Users Option =====
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=====Users Option=====
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[[File:Users Option.png|center|thumb|Users Option]]
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[[File:Users Option.png|center|thumb|Users Option]]Notes:
  
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=====  Users Importing Option =====
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* For further instructions on how to Import Users, the user may visit Users Job aids which can be found [[Users Aids|here]]
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[[File:Users Importing Option.png|center|thumb|Users Importing Option]]
 
  
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===== Users Record Option =====
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=====Users Importing Option=====
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[[File:Users Importing Option.png|center|thumb|Users Importing Option]]Notes:
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* For further instructions on how to Import Users, the user may visit Users Job aids which can be found [[Users Aids|here]]
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=====Users Record Option=====
 
[[File:Users Record Option.png|center|thumb|Users Record Option]]
 
[[File:Users Record Option.png|center|thumb|Users Record Option]]
  
 
Notes:
 
Notes:
  
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*The user cannot login to the system if its status is "INACTIVE"<br />
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*The user cannot login to the system if its status is '''INACTIVE'''
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*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 />
  
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===== Users View Record =====
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=====Users View Record=====
 
[[File:Users View Record.png|center|thumb|Users View Record]]
 
[[File:Users View Record.png|center|thumb|Users View Record]]
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<br />Notes:
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Notes:
  
 
*The module can be edited while viewing the record.
 
*The module can be edited while viewing the record.
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*For further instructions on how to Edit and View Users, the user may visit Users Job aids which can be found here
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{| class="wikitable"
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|+Categories:
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! colspan="2" |'''Modules'''
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|-
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|Maintenance
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|[[Maintenance]]<nowiki> | </nowiki>[[Users]]<nowiki> | </nowiki>[[Users Group]]<nowiki> | </nowiki>[[Position]]
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|-
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
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|-
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|Maintenance Aids
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|[[Users Aids]]<nowiki> | </nowiki>[[Users Group Aids]]<nowiki> | </nowiki>[[Position Aids]]
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|}

Revision as of 13:59, 29 January 2021


Users

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

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
File:Adding Users.png
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
File:Editing Users.png
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
File:Users Option.png
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
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