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Users

Revision as of 11:00, 17 March 2022 by Gelo (talk | contribs)

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 Menu Screen, Click Add Users

3. Fill out the necessary fields then click Save.

Maintenance - Users - Add.png


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.
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
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.
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.

Maintenance - Users - Import.png


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

*Special Characters

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

*Special Characters

*Up to 250 characters No
3. Last Name Last Name of the User *Alphanumeric

*Special Characters

*Up to 20 characters 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 Yes
5. E-mail Email Address of the User *Alphanumeric

*Dash ""-""

*Underscore ""_""

*Must follow the format ___@__.__

*Up to 150 characters

*Any Special Characters not mentioned

Yes
6. Phone Number Phone Number of the User *Numeric *Up to 25 characters

*Any inputs except numbers"

Yes
7. Mobile Mobile Number of the User *Numeric *Up to 20 characters

*Any inputs except numbers

Yes
8. Username Username of the User *Alphanumeric

*Special Character

*Up to 20 characters Yes
9. Password Password of the User *Alphanumeric

*Special Character

*Up to 255 characters Yes
10. Position Position of the User *Position List under Position Maintenance Module *Any inputs not mentioned in the required inputs 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