Initial Setup - Revision history

Anw: Updated from version 1.00.13

2020-08-19T08:08:39Z

Updated from version 1.00.13

← Older revision		Revision as of 10:08, 19 August 2020
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	Instructions for user setup and ~~group~~ access to follow.		Instructions for user setup and role access to follow.

	* Prior to access, the user will need to [[create a profile]]		* Prior to access, the user will need to [[create a profile]]

Anw: Updated from version 1.00.13

2020-08-19T08:06:37Z

Updated from version 1.00.13

← Older revision		Revision as of 10:06, 19 August 2020
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	Carrier assignment		Carrier assignment


			== Users Setup ==
			Pre-requirements:
			* Static Data Setup
			* Geographical Data Setup
			* Resource Setup

			Once you have configured resources, you can then configure users and roles for the system in the way that you will use them. Use the [[Roles]] administration screen for this.

			For each role required, you will need to set up parameters, usually selected from the following:

			{\| class="wikitable" border="1"
			\|- bgcolor="silver"
			!Label !!Description !!Long Description !!Notes
			\|-
			\|Carrier \|\|Accessible Carrier \|\|Accessible Carrier \|\|You will typically want to have one or many accessible carriers.
			\|-
			\|Customer \|\|Accessible Customer Code \|\|Accessible Customer Code \|\|You may want to restrict planning and orders to a single or many customers.
			\|-
			\|Customer Group \|\|Accessible Customer Group Code \|\|Accessible Customer Group Code \|\|You may want to restrict planning and orders to a single or many customer groups.
			\|-
			\|Accessible Depot \|\|Accessible Depot \|\|Accessible Depot for user organisation \|\|You may want to restrict planning to a single or many depots.
			\|-
			\|Allow Order Amend \|\|Allow Order Create and Amend Indicator \|\|Allow this user to Create and Amend Orders \|\|If this is a read-only user, you may want visibility of orders without the facility to amend them. This must be set to Yes to allow order amendments for users in that role.
			\|-
			\|Organisation \|\|Accessible Organisation Code \|\|Accessible Organisation Code \|\|You will want to set a default organisation.
			\|}

			Other parameters are available that may also be set for differing results - see the [[Roles]] screen documentation for more information.


			Users may then be created using the [[Users]] administration screen and assigned to the role or roles created above.

			The users may also have additional parameters created against them, usually selected from the following:

			{\| class="wikitable" border="1"
			\|- bgcolor="silver"
			!Label !!Description !!Long Description !!Type !!Values
			\|-
			\|Owning Depot \|\|Owning Depot \|\|Owning Depot for user organisation \|\|You will want to set an owning depot for the user.
			\|}

			Other parameters are available that may also be set for differing results - see the [[Users]] screen documentation for more information.

Anw: Categorisation of document pages

2020-08-19T07:50:04Z

Categorisation of document pages

← Older revision		Revision as of 09:50, 19 August 2020
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	{{~~Warning~~}}~~This is an incomplete guide~~		{{Incomplete}}


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	You can now create trips.		You can now create trips.


	~~[[Category:Incomplete]]~~

Anw: Started initial setup guide

2020-01-17T16:46:35Z

Started initial setup guide

Show changes

Dmurphy at 15:49, 21 February 2017

2017-02-21T15:49:55Z

← Older revision		Revision as of 17:49, 21 February 2017
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	'''''This is a work in progress by D Murphy.'''		{{Note}}'''''This is a work in progress by D Murphy.'''

	Instructions for user setup and group access to follow..		Instructions for user setup and group access to follow..

Dmurphy at 15:48, 21 February 2017

2017-02-21T15:48:55Z

← Older revision		Revision as of 17:48, 21 February 2017
Line 4:		Line 4:

	* Prior to access, the user will need to [[create a profile]]		* Prior to access, the user will need to [[create a profile]]
			* Once the user profile has been created, the user will need to link into a group

Dmurphy at 15:39, 21 February 2017

2017-02-21T15:39:51Z

← Older revision		Revision as of 17:39, 21 February 2017
Line 3:		Line 3:
	Instructions for user setup and group access to follow..		Instructions for user setup and group access to follow..

	* Prior to access, the user will need to create a profile		* Prior to access, the user will need to [[create a profile]]

Dmurphy at 15:39, 21 February 2017

2017-02-21T15:39:03Z

← Older revision		Revision as of 17:39, 21 February 2017
Line 2:		Line 2:

	Instructions for user setup and group access to follow..		Instructions for user setup and group access to follow..

			* Prior to access, the user will need to create a profile

Dmurphy at 15:26, 21 February 2017

2017-02-21T15:26:22Z

← Older revision		Revision as of 17:26, 21 February 2017
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	''''''This is a work in progress by D Murphy.'''		'''''This is a work in progress by D Murphy.'''

	Instructions for user setup and group access to follow..		Instructions for user setup and group access to follow..

Dmurphy: Created page with "''''''This is a work in progress by D Murphy.''' Instructions for user setup and group access to follow.."

2017-02-21T15:15:41Z

Created page with "''''''This is a work in progress by D Murphy.''' Instructions for user setup and group access to follow.."

New page

''''''This is a work in progress by D Murphy.'''

Instructions for user setup and group access to follow..