Administration - Access Control

C-TMS

Access Control

Training Guide - 10.6

6th Oct 2011 - 3.0
Reference: ADMINISTRATION

ADMINISTRATION – ACCESS CONTROL

This screen allows an Administrator to create a Menu structure at a Group Level. This allows a user to be associated to a group, which will give them enough visibility (screens, tabs) for them to perform their daily duties. Other functions can also be performed using this screen such as:-

• Creating New Users
• Creating multiple profiles for a user
• Creating and amending new Groups
• Editing User Profiles
• Changing the passwords of Users

All these options will be explained in more detail further on in this document

Accessing the Screen

To gain access to the screen you must be an Administrator. A Standard user will not have visible of this menu option. It can be found by selecting the ‘Administration’ option followed by ‘Access Control’

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Access Control Main screen

This screen is view only and shows the Existing User Groups and Users. Users can be associated to more than one group.

To view the Users for each group, the relevant Group Line should be highlighted.

There are a series of buttons to allow the user to Drill down further to add or edit data. These will be explained further on in this document

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User Maintenance

Administrators are given the ability to create users and administer user passwords. When setting up a new user, the Username, User Type, Description and Password are required. Once a user has been created, there are a number of mandatory User Parameters which are also created and cannot be deleted.

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Creating a New User

• Click the ‘New’ Button. The user is then populated with the screen Below

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• Fill in the details on the Users screen, User Type being Internal and Based at starting with country of Residence e.g. UK - …
• Click Save.
• The check box ‘Allow Multiple concurrent sessions’ allows a user to have several sessions to be opened without a warning being populated

Editing a New User

Within the ‘Edit’ function, the Administrator can temporarily disable a user’s account or can force a user to change their password. A number of parameters allow multiple selections, i.e., take for example the Carrier user parameter, a user may only be able access one carrier, another user may be able access two carriers. This can be set up quite simply in this form.

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Change User Password

The Administrator can change the password of any user - this may be because the user has forgotten it.

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CALIDUS TMS Access Control User Parameters

Below is a list of User Parameters that can be set against each individual user

ACCESSIBLE_FROM_LOCS	Restricts the visibility of orders in the 'Order Well' of the Trip Planning/Manipulation forms - both ACCESSIBLE_FROM_LOCS and ACCESSIBLE_TO_LOCS parameters must be used together. Only orders matching the assigned 'LOCATION IDs' for both 'FROM' and/or 'TO' will be displayed. A value of 'ALL' can be used for either 'FROM' or 'TO' location as long as one of the parameters is set to a valid location. If both parameters are left blank then ALL orders will be visible (Subject to other parameter settings).
ACCESSIBLE_TO_LOCS
ALL_DEPOTS	Enables the visibility of all trips with any OWNING DEPOT value. Cannot be used in conjunction with parameter BASED_AT and is generally a superuser only parameter.Enables the visibility of all DEPOTs in the Fixed Routes Execution screen and other DEPOT ID selection dropdowns.
BASED_AT	Restricts the visibility of order and trip data. Only trips with an OWNING DEPOT matching the assigned value will be displayed (subject to other parameter settings). This does not control data entry for OWNING DEPOT values. If this parameter is used with the SCHED_GROUP parameter, it will restrict visibility of order data to only show orders at status SCHED_COLL with a CURRENT_DEPOT/FROM_LOC matching the specified value.Restricts the visibility of Fixed Routes data in the Fixed Routes Maintenance screen. Only Fixed Routes with a DEPOT matching the specified will be displayed.
CARRIER	Controls the data entry validation of trip data. When creating or amending a trip, only the specified CARRIER ID values will be accepted. Setting this parameter to ALL will allow entry of any CARRIER ID against a trip.
CARR_GROUP	Controls the data entry validation of trip data. When creating or amending a trip, only CARRIER IDs associated to the CARRIER GROUP of the specified value will be accepted. Setting this parameter to ALL will allow entry of any CARRIER ID against a trip (subject to other parameter settings).

CONTROL_TOWER	This parameter controls the system parameter settings available for the SMTP_ORDER_SENDER and SMTP_TRIP_SENDER parameter. If these system parameters are set to be 'Config by' CONTROL_TOWER, then the available 'Config Value' will match the assigned value/s. This enables dynamic control of the email sender’s address, as used in the C-TMS Carrier Maintenance emailing functionality.
COST_CENTRE	Restricts the visibility of order and trip data, also controls the data entry validation for COST CENTRE fields. Only orders and trips with a COST CENTRE matching the assigned value will be displayed. When creating or amending an order or trip, only the specified COST CENTRE values will be accepted. Setting this parameter to ALL will display all orders and trips and allow entry of any COST CENTRE value against them (subject to other parameter settings).
CUSTOMER	Restricts the visibility of order data, also controls the data entry validation for CUSTOMER ID fields. Only orders with a CUSTOMER ID matching the assigned value will be displayed. When creating or amending an order, only the specified CUSTOMER ID values will be accepted. Setting this parameter to ALL will display all orders and allow entry of any CUSTOMER ID value against them (subject to other parameter settings). This parameter has no impact on trip data.
CUST_GROUP	Restricts the visibility of order data, also controls the data entry validation for CUSTOMER ID fields. Only orders with a CUSTOMER ID associated to the CUSTOMER GROUP of the specified value will be displayed. When creating or amending an order, only the CUSTOMER IDs associated to the CUSTOMER GROUP specified will be accepted. Setting this parameter to ALL will display all orders and allow entry of any CUSTOMER ID value against them (subject to other parameter settings). This parameter has no impact on trip data.
DEL_TYPE	Restricts the visibility of order data, also controls the data entry validation for DELIVERY TYPE fields. Only orders with a DELIVERY TYPE matching the assigned value will be displayed. When creating or amending an order, only the specified DELIVERY TYPE values will be accepted. Setting this parameter to ALL will display all orders and allow entry of any DELIVERY TYPE against them (subject to other parameter settings). This parameter has no impact on trip data.
ENTRY_FORM	This parameter controls whether the selected form opens automatically when first logging in to the system. The form will open over the top of the existing ORI_STATS screen.

EXP_DELIMITER	Enables the delimiter for C-TMS CSV Export files to be controlled at user level. Under standard functionality all CSV Export files would be comma spirited ','. The data delimiter in all CSV Export files will be set to the value specified. A blank value will be ignored and will use the default comma ',' .
FIXED_ROUTES_DEPOT	This parameter controls the DEPOT selection which is available in Fixed Routes Maintenance and Fixed Routes Execution screens. It enables execution or amendment of a Fixed Route with a DEPOT matching the specified value. It can be overridden by the parameter ALL_DEPOTS.
LBO_TRACKING	Restricts visibility of order and trip data in the Order Tracking and Order Debrief screen. If set to 'Y' the display is restrict to only show trips which contain orders that have been generated form Lane Based Order functionality for Order Lanes which the user has been setup to use.
ORD_PRD_QTY	If set this will automatically populate the Order Line Product Qty to the specified value for manual order creation. This will auto generate the first order line and will also be applied to any additional order lines created.
ORD_PRD_TYPE	If set this will automatically populate the Order Line Product Type to the specified value for manual order creation. This will auto generate the first order line and will also be applied to any additional order lines created.
OST_DISP_DEBRIEF_MSG	This parameter controls a warning message in the Order Tracking screen which will display on entry of the form for overdue trips - not completed/delivered.
OST_SWITCH_LOCS	This parameter controls the display of the label within the 'Source/Destination' field in the Order Tracking screen. The field will show the order transactions labelled from the perspective of the order 'From' location ('From : SOURCE') or the order 'To' location ('To : Destination'). This has no impact on the visibility of any order or trip data, it is purely for labelling description control.

REGIONS	Restricts the visibility of order data. Only orders with a PLANNING REGION associated to either the 'FROM' or 'TO' location of the order matching the specified value will be displayed (subject to other parameter settings). This parameter has no impact on trip data.
SCHED_GROUP	Restricts the visibility of order data, also controls the data entry validation for GROUP NAME fields. Only orders with a GROUP NAME matching the assigned value will be displayed. When creating or amending an order, only the specified GROUP NAME values will be accepted. Setting this parameter to ALL will display all orders and allow entry of any GROUP NAME value against them (subject to other parameter settings).Will also restrict trip data depending on the setting of parameter TRM_TRIP_FILTER.
SHOW_ORD_VOL	This parameter controls the display of the 'DUs' and 'Volume' fields in the Order Entry Targets screen. If set to 'N' the fields will not display.
TRM_TRIP_FILTER	Restricts the visibility of trip data. This parameter controls the trip filter checkbox in the Trip Planning/Manipulation forms and specifies whether the BASED_AT and/or SCHED_GROUP parameter will control the display of trips. It will include trips with stop LOCATION IDs which match the specified BASED_AT values, and/or include trips which contain orders having GROUP NAMEs which match the specified SCHED_GROUP values.
X_COUNTRY	This parameter is redundant and not referenced in any C-TMS functionality.

Group Maintenance

In order to determine which functions a group of users can perform the Administrator must identify the C-TMS business functions required. Once the menu structure has been identified, the Functions, Menus, Tabs, Reports, Extracts and Imports will need to be allocated in order to restrict/expand a user’s group access to part or all functionality contained within.

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Creating a New Group

• Click Group Maintenance then New
• Give the Group a Name and Description and check Enabled
• For each tab add or remove processes using the Add All/Remove All button or double clicking a process to add one at a time
• Click Save

Editing a Group

• For the ADMIN Group in the Menus tab uncheck ‘In Menu?’ for Interface Errors and then Save
• Exit Form and Look for this at Administration > Interfaces
• Will not be available
• Put the Menu back where it was and click Save
• Check Administration > Interfaces to see it is back

Users and Groups

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Adding a User to Group

Any number of users can be added to a group, this is done by highlighting the appropriate group and pressing ‘Add User to Group’. A list of users not already in the group will be displayed; it is then a matter of selecting the username

Remove User from Group

Users can be removed from a group at any time just by highlighting the User and clicking the button

Remove All Users from Group

This button will remove all the users from a group in one action.

Users not in a Group

A list of users who do not belong to any group can be viewed.

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