Users: Difference between revisions

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This page allows the user to create a new user, edit details of the key fields or delete a user.
This page allows the user to create a new user, edit details of the key fields or delete a user.


On entry, a filter is displayed so the user can select users by ID or Name.
On entry, a filter is displayed so the user can select users by:
* User ID
* User Name
* Status


[[File:EPOD-Users1.PNG|600px|border]]
[[File:EPOD-Users1.PNG|600px|border]]


Once criteria have been entered, clicking the '''Find''' button will display a grid:
Once criteria have been entered, clicking the '''Search''' button will display a grid:


[[File:EPOD-Users2.PNG|600px|border]]
[[File:EPOD-Users2.PNG|600px|border]]
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Clicking the '''Select''' then '''Edit''' buttons allows the user entry to be modified.
Clicking the '''Select''' then '''Edit''' buttons allows the user entry to be modified.


Loads can be assigned to a user here, by clicking the ''[[Load Assignment]]'' link against the line in the grid.
[[File:EPOD-Users3.PNG|600px|border]]


User Access rights can be maintained by clicking the [[User Access]] ''View'' link in the grid.
The data that can be modified here is:
* User Name
* Password
* Active (through a drop-down list)
* Type (through a drop-down list)
Once modified, the changes can be saved using the '''Save''' button, whereas the changes can be discarded using the '''Close''' or '''Cancel''' button.
 
The user may be deleted in the pop-up screen using he '''Delete''' button provided in the header.
 
 
Loads can be assigned to a user here, by clicking the '''[[Load Assignment|Loads]]''' button against the user in the grid.
 
User Access rights can be maintained by clicking the '''[[User Access|Access]]''' button against the user in the grid.


Clicking the '''Select''' then '''Delete''' buttons allows the user entry to be deleted.


A '''New''' button is provided on the header to add a new user. When this is clicked, a Grid will be displayed allowing the user to enter:
A '''New''' button is provided on the header to add a new user. When this is clicked, a Grid will be displayed allowing the user to enter:
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* Admin Flag
* Admin Flag


[[File:EPOD-Users3.PNG|600px|border]]
[[File:EPOD-Users4.PNG|600px|border]]


The Site ID will default to the Site the user entered at log on.
The Site ID will default to the Site the user entered at log on.
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*Non-Administrative: The user can access and complete jobs through the PDA.  
*Non-Administrative: The user can access and complete jobs through the PDA.  
*Enquiry-Only: The user has access to view all data within the management system, and can access and complete jobs through the PDA.
*Enquiry-Only: The user has access to view all data within the management system, and can access and complete jobs through the PDA.
*Remote Access: For external system access only.


A '''Create''' button is provided to allow the user to save the newly-created user.
A '''Save''' button is provided to allow the user to save the newly-created user.
The entered data will be validated that this user is not a duplicate for a site. If so, an error will be displayed and the data will not be saved.
The entered data will be validated that this user is not a duplicate for a site. If so, an error will be displayed and the data will not be saved.




[[Category:UG 291094 EPOD Admin User Guide|400_100]]
[[Category:UG 291094 EPOD Admin User Guide|400_100]]

Revision as of 16:41, 16 October 2014

This page allows the user to create a new user, edit details of the key fields or delete a user.

On entry, a filter is displayed so the user can select users by:

  • User ID
  • User Name
  • Status

EPOD-Users1.PNG

Once criteria have been entered, clicking the Search button will display a grid:

EPOD-Users2.PNG

One line is displayed for each user found matching the criteria.

If the user logged on is a Full Admin user, they will be able to see the password, edit the user details and add new users. Enquiry-only users can only see the users - the passwords will be hidden.

Clicking the Select then Edit buttons allows the user entry to be modified.

EPOD-Users3.PNG

The data that can be modified here is:

  • User Name
  • Password
  • Active (through a drop-down list)
  • Type (through a drop-down list)

Once modified, the changes can be saved using the Save button, whereas the changes can be discarded using the Close or Cancel button.

The user may be deleted in the pop-up screen using he Delete button provided in the header.


Loads can be assigned to a user here, by clicking the Loads button against the user in the grid.

User Access rights can be maintained by clicking the Access button against the user in the grid.


A New button is provided on the header to add a new user. When this is clicked, a Grid will be displayed allowing the user to enter:

  • User Id
  • User Name
  • Password
  • Active
  • Admin Flag

EPOD-Users4.PNG

The Site ID will default to the Site the user entered at log on.

The Active flag controls whether a user is available for use at all - if the user is not active, it cannot be used to log onto the Client or Admin applications, regardless of any other settings.

The Admin flag can be set against the user for different access types:

  • Administrative - Complete access to edit, amend and delete across all screens, and access to the configuration menu within the PDA, although they cannot complete tasks on the PDA.
  • Non-Administrative: The user can access and complete jobs through the PDA.
  • Enquiry-Only: The user has access to view all data within the management system, and can access and complete jobs through the PDA.
  • Remote Access: For external system access only.

A Save button is provided to allow the user to save the newly-created user. The entered data will be validated that this user is not a duplicate for a site. If so, an error will be displayed and the data will not be saved.