Users - Revision history

Anw: Text replacement - "1000px" to "900px"

2020-03-04T11:28:59Z

Text replacement - "1000px" to "900px"

← Older revision		Revision as of 13:28, 4 March 2020
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	[[File:EPOD-Users1.PNG\|~~1000px~~\|border]]		[[File:EPOD-Users1.PNG\|900px\|border]]
	<br />''Users Search Panel and Results table''<br />		<br />''Users Search Panel and Results table''<br />

Anw: Updated based on version 4.5.00.04

2019-04-18T14:14:57Z

Updated based on version 4.5.00.04

← Older revision		Revision as of 16:14, 18 April 2019
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	== Uploading Users ==		== Uploading Users ==
			The screen allows upload functions - you can access these by pressing the '''Upload''' button. You can hide the upload buttons by pressing the '''Hide''' button.

	The screen allows you to upload users through a spreadsheet template file. You can get this template by clicking the '''Obtain Upload Template''' button - results differ per browser used to access the Admin system, the likely result being that the template will be offered for download.		The screen allows you to upload users through a spreadsheet template file. You can get this template by clicking the '''Obtain Upload Template''' button - results differ per browser used to access the Admin system, the likely result being that the template will be offered for download.

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	In this case, you can can import the drivers created in WEBFLEET through an '''Import from WEBFLEET''' button in the button bar. {{Warning}} This can update existing users and the details over-ridden with the details from WEBFLEET, so care should be taken when using this option.		In this case, you can can import the drivers created in WEBFLEET through an '''Import from WEBFLEET''' button in the button bar. {{Warning}} This can update existing users and the details over-ridden with the details from WEBFLEET, so care should be taken when using this option.


	== New Users ==		== New Users ==

Anw: Passive voice

2019-04-04T15:16:00Z

Passive voice

Show changes

Anw: Updated with TomTom WEBFLEET driver and vehicle imports

2018-12-12T16:01:05Z

Updated with TomTom WEBFLEET driver and vehicle imports

← Older revision		Revision as of 18:01, 12 December 2018
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	The success or failure of the upload will be indicated in a message on the button panel at the top of the screen and detailed results may be downloaded using the provided '''Download Results Spreadsheet''' button.		The success or failure of the upload will be indicated in a message on the button panel at the top of the screen and detailed results may be downloaded using the provided '''Download Results Spreadsheet''' button.


			''CALIDUS'' ePOD can also update standing data from TomTom WEBFLEET, if the TomTom WEBFLEET Orders Interface has been configured for the system.

			In this case, you can can import the drivers created in WEBFLEET through an '''Import from WEBFLEET''' button in the button bar. {{Warning}} Existing users may be updated and details over-ridden with the details from WEBFLEET, so care should be taken when using this option.

Anw: Updated based on version 4.0.01.08 - corrections

2018-01-08T13:37:38Z

Updated based on version 4.0.01.08 - corrections

Anw: Updated based on version 4.0.02.00

2017-12-20T10:52:09Z

Updated based on version 4.0.02.00

← Older revision		Revision as of 12:52, 20 December 2017
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	* User Name		* User Name
	* Status - a drop-down list of Active, Inactive or Deleted.		* Status - a drop-down list of Active, Inactive or Deleted.
			* Type - a drop-down list of Administrator, PDA Only, Read Only, Remote Access.
			* External ID - an external tracking system user ID.

	Once the filter information is entered and the '''Search''' button is pressed, all matching Users are displayed in a table below.		Once the filter information is entered and the '''Search''' button is pressed, all matching Users are displayed in a table below.
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	<!-- Each column can be sorted by clicking on the column header - clicking again will reverse the sort sequence.		<!-- Each column can be sorted by clicking on the column header - clicking again will reverse the sort sequence.
	-->		-->
	~~Details~~ shown are:		The columns shown in the results table can be shown or hidden using the '''Select Columns''' button on the header. The columns are:
	* ID - the system's User ID.		* ID - the system's User ID.
	* Name - The user's name.		* Name - The user's name.
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	The loads assigned to ~~this user~~ can be seen by clicking the '''Loads''' button on the line - the [[Load Assignment]] screen will be displayed, showing the loads assigned to that user and any other loads that may be assigned en masse.		The loads assigned to PDA users can be seen by clicking the '''Loads''' button on the line - the [[Load Assignment]] screen will be displayed, showing the loads assigned to that user and any other loads that may be assigned en masse.

	Job Group Access for ~~this user~~ can be maintained by clicking on the '''Access''' button provided on the line - the [[User Access]] screen will be displayed, showing the job groups to which this user has access. {{Note}} This job group access automatically filters the [[Jobs]] screen to show only jobs in that job group, when the jobs screen is accessed directly from the menu.		Tracking information for PDA users can be seen by clicking the '''Tracking''' button against the line. This will take you to the [[User Tracking]] screen.

			Job Group Access for other users can be maintained by clicking on the '''Access''' button provided on the line - the [[User Access]] screen will be displayed, showing the job groups to which this user has access. {{Note}} This job group access automatically filters the [[Jobs]] screen to show only jobs in that job group, when the jobs screen is accessed directly from the menu.


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	* Active - a status drop-down list of Yes, No or Deleted. Only Active Users may be used when drivers log on.		* Active - a status drop-down list of Yes, No or Deleted. Only Active Users may be used when drivers log on.
	* Type - the user type, one of Administrator, PDA Only, Read Only, Remote Access. Only PDA users may be used to log on to mobile devices, only Administrator or Read Only users will be allowed to log on to the Admin system, Remote Access users are used to access system settings on mobile devices, and for external systems to access POD reports without having to log in to the Admin system.		* Type - the user type, one of Administrator, PDA Only, Read Only, Remote Access. Only PDA users may be used to log on to mobile devices, only Administrator or Read Only users will be allowed to log on to the Admin system, Remote Access users are used to access system settings on mobile devices, and for external systems to access POD reports without having to log in to the Admin system.
			* Generate Access - if ticked, access will be created for all job groups for this new user.

	A '''Save''' button is provided to save the entered data. Clicking '''Close''' will discard the new User.		A '''Save''' button is provided to save the entered data. Clicking '''Close''' will discard the new User.

Anw: Picture resolution

2017-11-29T08:34:02Z

Picture resolution

← Older revision		Revision as of 10:34, 29 November 2017
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	Once the filter information is entered and the '''Search''' button is pressed, all matching Users are displayed in a table below.		Once the filter information is entered and the '''Search''' button is pressed, all matching Users are displayed in a table below.

	[[File:EPOD-Users1.PNG\|~~600px~~\|border]]		[[File:EPOD-Users1.PNG\|1000px\|border]]
	<br />''Users Search Panel and Results table''<br />		<br />''Users Search Panel and Results table''<br />

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	The screen allows new users to be created, by pressing the provided '''New''' button at the top of the screen.		The screen allows new users to be created, by pressing the provided '''New''' button at the top of the screen.

	[[File:EPOD-Users4.PNG~~\|600px~~\|border]]		[[File:EPOD-Users4.PNG\|border]]
	<br />''New User Pop-up''<br />		<br />''New User Pop-up''<br />

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	The Users can be viewed and edited by clicking the '''Select''' button against the line in the table. The screen will display a pop-up showing all the details of the User.		The Users can be viewed and edited by clicking the '''Select''' button against the line in the table. The screen will display a pop-up showing all the details of the User.

	[[File:EPOD-Users3.PNG~~\|600px~~\|border]]		[[File:EPOD-Users3.PNG\|border]]
	<br />''View/Edit User Pop-up''<br />		<br />''View/Edit User Pop-up''<br />

Anw: Updated based on version 4.0.01.08

2017-11-22T10:38:54Z

Updated based on version 4.0.01.08

← Older revision		Revision as of 12:38, 22 November 2017
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	The following details may be entered:		The following details may be entered:
	* User ID - the system's User ID. {{Note}} It is recommended that mobile device (PDA) user ids should be lower-case, as this is the default keyboard mode for mobile devices.		* User ID - the system's User ID. {{Note}} It is recommended that mobile device (PDA) user ids should be lower-case, as this is the default keyboard mode for mobile devices.
			* External Ref - an external tracking system user ID, usually used for TomTom WEBFLEET integration.
	* User Name - The user's name.		* User Name - The user's name.
	* Password - the user's password. If the user logged on is a Full Administrator user type, they will be able to see the password, edit the user details and add new users. Read-only users can only see the users - the passwords will be hidden. For Remote user types, the password is a remote access key and must be unique, and will therefore be generated by the screen, and will be labelled as "Remote Access Key".		* Password - the user's password. If the user logged on is a Full Administrator user type, they will be able to see the password, edit the user details and add new users. Read-only users can only see the users - the passwords will be hidden. For Remote user types, the password is a remote access key and must be unique, and will therefore be generated by the screen, and will be labelled as "Remote Access Key".
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	The following fields may be edited here:		The following fields may be edited here:
	* User ID - the system's User ID. {{Note}} It is recommended that mobile device (PDA) user ids should be lower-case, as this is the default keyboard mode for mobile devices.		* User ID - the system's User ID. {{Note}} It is recommended that mobile device (PDA) user ids should be lower-case, as this is the default keyboard mode for mobile devices.
			* External Ref - an external tracking system user ID, usually used for TomTom WEBFLEET integration.
	* User Name - The user's name.		* User Name - The user's name.
	* Password - the user's password. If the user logged on is a Full Administrator user type, they will be able to see the password, edit the user details and add new users. Read-only users can only see the users - the passwords will be hidden. For Remote user types, the password is a remote access key and must be unique, and will therefore be generated by the screen, and will be labelled as "Remote Access Key".		* Password - the user's password. If the user logged on is a Full Administrator user type, they will be able to see the password, edit the user details and add new users. Read-only users can only see the users - the passwords will be hidden. For Remote user types, the password is a remote access key and must be unique, and will therefore be generated by the screen, and will be labelled as "Remote Access Key".

Anw: Updated from Admin v3.3.0.1

2016-07-14T15:27:07Z

Updated from Admin v3.3.0.1

← Older revision		Revision as of 17:27, 14 July 2016
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	The loads assigned to this user can be seen by clicking the '''Loads''' button on the line - the [[~~Loads~~]] screen will be displayed, showing ~~only~~ the loads assigned to that user.		The loads assigned to this user can be seen by clicking the '''Loads''' button on the line - the [[Load Assignment]] screen will be displayed, showing the loads assigned to that user and any other loads that may be assigned en masse.

	Job Group Access for this user can be maintained by clicking on the '''Access''' button provided on the line - the [[User Access]] screen will be displayed, showing the job groups to which this user has access. {{Note}} This job group access automatically filters the [[Jobs]] screen to show only jobs in that job group, when the jobs screen is accessed directly from the menu.		Job Group Access for this user can be maintained by clicking on the '''Access''' button provided on the line - the [[User Access]] screen will be displayed, showing the job groups to which this user has access. {{Note}} This job group access automatically filters the [[Jobs]] screen to show only jobs in that job group, when the jobs screen is accessed directly from the menu.

Anw: Updated from Admin v3.3.0.1

2016-07-14T15:08:14Z

Updated from Admin v3.3.0.1

Show changes

← Older revision		Revision as of 15:37, 8 January 2018
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	* Status - Active, Inactive or Deleted. Only Active Users may be used when drivers log on.		* Status - Active, Inactive or Deleted. Only Active Users may be used when drivers log on.
	* Type - the user type, one of Administrator, PDA Only, Read Only, Remote Access.		* Type - the user type, one of Administrator, PDA Only, Read Only, Remote Access.
			* External ID - an external tracking system user ID.
	* Vehicle - the vehicle ID of the vehicle last used by the user.		* Vehicle - the vehicle ID of the vehicle last used by the user.
	* Last Load - the ID of the last load started by the user.		* Last Load - the ID of the last load started by the user.
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	The following details may be entered:		The following details may be entered:
	* User ID - the system's User ID. {{Note}} It is recommended that mobile device (PDA) user ids should be lower-case, as this is the default keyboard mode for mobile devices.		* User ID - the system's User ID. {{Note}} It is recommended that mobile device (PDA) user ids should be lower-case, as this is the default keyboard mode for mobile devices.
	* External ~~Ref~~ - an external tracking system user ID, usually used for TomTom WEBFLEET integration.		* External ID - an external tracking system user ID, usually used for TomTom WEBFLEET integration.
	* User Name - The user's name.		* User Name - The user's name.
	* Password - the user's password. If the user logged on is a Full Administrator user type, they will be able to see the password, edit the user details and add new users. Read-only users can only see the users - the passwords will be hidden. For Remote user types, the password is a remote access key and must be unique, and will therefore be generated by the screen, and will be labelled as "Remote Access Key".		* Password - the user's password. If the user logged on is a Full Administrator user type, they will be able to see the password, edit the user details and add new users. Read-only users can only see the users - the passwords will be hidden. For Remote user types, the password is a remote access key and must be unique, and will therefore be generated by the screen, and will be labelled as "Remote Access Key".
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	The following fields may be edited here:		The following fields may be edited here:
	* User ID - the system's User ID. {{Note}} It is recommended that mobile device (PDA) user ids should be lower-case, as this is the default keyboard mode for mobile devices.		* User ID - the system's User ID. {{Note}} It is recommended that mobile device (PDA) user ids should be lower-case, as this is the default keyboard mode for mobile devices.
	* External ~~Ref~~ - an external tracking system user ID, usually used for TomTom WEBFLEET integration.		* External ID - an external tracking system user ID, usually used for TomTom WEBFLEET integration.
	* User Name - The user's name.		* User Name - The user's name.
	* Password - the user's password. If the user logged on is a Full Administrator user type, they will be able to see the password, edit the user details and add new users. Read-only users can only see the users - the passwords will be hidden. For Remote user types, the password is a remote access key and must be unique, and will therefore be generated by the screen, and will be labelled as "Remote Access Key".		* Password - the user's password. If the user logged on is a Full Administrator user type, they will be able to see the password, edit the user details and add new users. Read-only users can only see the users - the passwords will be hidden. For Remote user types, the password is a remote access key and must be unique, and will therefore be generated by the screen, and will be labelled as "Remote Access Key".