Difference between revisions of "SOP-MES0034 Admin User Maintenance"
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− | == Administration == | + | == Administration == |
Administrative privileges for the Cirrus portal are located in the Administration menu heading. With the portal, Administrators are able to access privileges from one convenient location. Privileges include User Maintenance, Plant Maintenance, Site Maintenance, Profile Maintenance, and Generic Attribute Maintenance. Also located in the Administration menu heading are SFDC Administrator, Document Control, PTS Administrator, and LE Administration. | Administrative privileges for the Cirrus portal are located in the Administration menu heading. With the portal, Administrators are able to access privileges from one convenient location. Privileges include User Maintenance, Plant Maintenance, Site Maintenance, Profile Maintenance, and Generic Attribute Maintenance. Also located in the Administration menu heading are SFDC Administrator, Document Control, PTS Administrator, and LE Administration. | ||
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'''Figure 1: User Sign-In''' | '''Figure 1: User Sign-In''' | ||
+ | '''[[Image:01 Admin Sign in.jpg|left|400px|01 Admin Sign in.jpg]]'''<br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> | ||
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'''Figure 2: Cirrus Welcome''' | '''Figure 2: Cirrus Welcome''' | ||
+ | '''[[Image:02 Admin Welcome Screen.jpg|left|700px|02 Admin Welcome Screen.jpg]]'''<br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> | ||
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− | === User Maintenance === | + | <br> |
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+ | === User Maintenance === | ||
User Maintenance allows the administrator to add, edit, activate, deactivate, and delete users, as well as change user passwords. | User Maintenance allows the administrator to add, edit, activate, deactivate, and delete users, as well as change user passwords. | ||
− | 1. To access the User Maintenance page, navigate to '''Administration | + | 1. To access the User Maintenance page, navigate to '''Administration User Maintenance'''. |
All available users will be listed alphabetically. | All available users will be listed alphabetically. | ||
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'''Figure 3: User Maintenance''' | '''Figure 3: User Maintenance''' | ||
+ | '''[[Image:03 Admin User Maintenance.jpg|left|700px|03 Admin User Maintenance.jpg]]'''<br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> | ||
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− | === Filter Users === | + | <br> |
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+ | === Filter Users === | ||
The Administrator has the option to filter the username results by '''Plant''', '''Site''', '''Screen Name''', '''E-Mail''', '''Status''', or '''User Type'''. | The Administrator has the option to filter the username results by '''Plant''', '''Site''', '''Screen Name''', '''E-Mail''', '''Status''', or '''User Type'''. | ||
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'''Figure 4: Filter Results''' | '''Figure 4: Filter Results''' | ||
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− | ==== Add User ==== | + | [[Image:04 Admin User Maintenence Filter.jpg|left|700px|04 Admin User Maintenence Filter.jpg]]<br> |
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+ | ==== Add User ==== | ||
1. To add a user, select the '''Add''' button located at the left of the main screen above the user list. | 1. To add a user, select the '''Add''' button located at the left of the main screen above the user list. | ||
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'''Figure 5: Add User''' | '''Figure 5: Add User''' | ||
+ | '''[[Image:05 Admin User Maintenence Add.jpg|left|700px|05 Admin User Maintenence Add.jpg]]'''<br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> <br> | ||
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− | 1. After selecting LDAP or Non LDAP, enter a valid universal login name in the format | + | <br> <br> |
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+ | 1. After selecting LDAP or Non LDAP, enter a valid universal login name in the format firstname_lastname, all in lower case, then select '''Next'''. | ||
NOTE: The '''Plant''', '''Site''', '''Screen Name''', '''First Name, Last Name''', '''Email''', '''Oracle Employee ID''', and '''Job Title''' will be filled in according to the information that has been transferred from the Universal Login system. | NOTE: The '''Plant''', '''Site''', '''Screen Name''', '''First Name, Last Name''', '''Email''', '''Oracle Employee ID''', and '''Job Title''' will be filled in according to the information that has been transferred from the Universal Login system. | ||
− | 2. Select the Labor Type and Job Level from the drop down boxes and enter the | + | 2. Select the Labor Type and Job Level from the drop down boxes and enter the users Department and Telephone, then select the '''Save''' button. |
'''Figure 6: Add User Information''' | '''Figure 6: Add User Information''' | ||
+ | [[Image:06 Admin User Maintenance Info.jpg|left|500px|06 Admin User Maintenance Info.jpg]]<br> | ||
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− | ==== Edit User ==== | + | ==== Edit User ==== |
1. To edit a user, check the box to the left of the desired username, then select '''Edit'''. | 1. To edit a user, check the box to the left of the desired username, then select '''Edit'''. | ||
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'''Figure 7: Edit User''' | '''Figure 7: Edit User''' | ||
+ | '''[[Image:07 Admin User Maintenance Edit.jpg|left|500px|07 Admin User Maintenance Edit.jpg]]'''<br> | ||
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− | On the following screen, only the'''Labor Type''', '''Job Level''', '''Badge ID''', '''Department''' and '''Telephone''' may be edited. | + | <br> |
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+ | <br> On the following screen, only the'''Labor Type''', '''Job Level''', '''Badge ID''', '''Department''' and '''Telephone''' may be edited. | ||
2. Enter the desired information, then select '''Save'''. | 2. Enter the desired information, then select '''Save'''. | ||
− | ==== Activate User ==== | + | ==== Activate User ==== |
If a user is inactive, he or she can be reactivated by selecting the '''Activate''' function in the User Maintenance portlet. | If a user is inactive, he or she can be reactivated by selecting the '''Activate''' function in the User Maintenance portlet. | ||
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'''Figure 8: Activate User''' | '''Figure 8: Activate User''' | ||
+ | <br> '''[[Image:08 Admin User Maintenance Activate.jpg|left|700px|08 Admin User Maintenance Activate.jpg]]''' | ||
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− | ==== Deactivate User ==== | + | <br> |
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+ | ==== Deactivate User ==== | ||
1. To deactivate a user, select the check box to the left of the active user name and select '''Deactivate'''. | 1. To deactivate a user, select the check box to the left of the active user name and select '''Deactivate'''. | ||
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'''Figure 9: Deactivate User''' | '''Figure 9: Deactivate User''' | ||
+ | [[Image:09 Admin User Maintenance Deactivate.jpg|left|700px|09 Admin User Maintenance Deactivate.jpg]]<br> | ||
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− | ==== Delete User ==== | + | <br> |
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+ | ==== Delete User ==== | ||
<br>Inactive users can be deleted from the inactive user screen. | <br>Inactive users can be deleted from the inactive user screen. | ||
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'''Figure 10: Delete User''' | '''Figure 10: Delete User''' | ||
+ | '''[[Image:10 Admin User Maintenance Delete.jpg|left|700px|10 Admin User Maintenance Delete.jpg]]''' | ||
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− | == Document Revision History == | + | == Document Revision History == |
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Revision as of 21:56, 25 February 2014
This edition applies to MES15 Portal 1.0 and all subsequent releases and modifications until otherwise indicated in new revisions.
Contents
Administration
Administrative privileges for the Cirrus portal are located in the Administration menu heading. With the portal, Administrators are able to access privileges from one convenient location. Privileges include User Maintenance, Plant Maintenance, Site Maintenance, Profile Maintenance, and Generic Attribute Maintenance. Also located in the Administration menu heading are SFDC Administrator, Document Control, PTS Administrator, and LE Administration.
This work instruction is intended to guide administrators on how to manage and maintain the Cirrus Portal, as well as to provide specific user groups a common sense of portal operation.
To access any of the Administration functionalities, the user must sign into the Cirrus Portal and then select the Administration expandable heading located in the menu on the left of the screen.
Figure 1: User Sign-In
Figure 2: Cirrus Welcome
User Maintenance
User Maintenance allows the administrator to add, edit, activate, deactivate, and delete users, as well as change user passwords.
1. To access the User Maintenance page, navigate to Administration User Maintenance.
All available users will be listed alphabetically.
Figure 3: User Maintenance
Filter Users
The Administrator has the option to filter the username results by Plant, Site, Screen Name, E-Mail, Status, or User Type.
1. To filter the users, enter desired information into the appropriate field and select Filter.
Figure 4: Filter Results
Add User
1. To add a user, select the Add button located at the left of the main screen above the user list.
The following form is to determine if the new user is a LDAP user or a Non LDAP user. LDAP users have email accounts and can usually access Oracle and/or Agile. Non LDAP users do not have an email address or a system login account.
Figure 5: Add User
1. After selecting LDAP or Non LDAP, enter a valid universal login name in the format firstname_lastname, all in lower case, then select Next.
NOTE: The Plant, Site, Screen Name, First Name, Last Name, Email, Oracle Employee ID, and Job Title will be filled in according to the information that has been transferred from the Universal Login system.
2. Select the Labor Type and Job Level from the drop down boxes and enter the users Department and Telephone, then select the Save button.
Figure 6: Add User Information
Edit User
1. To edit a user, check the box to the left of the desired username, then select Edit.
Figure 7: Edit User
On the following screen, only theLabor Type, Job Level, Badge ID, Department and Telephone may be edited.
2. Enter the desired information, then select Save.
Activate User
If a user is inactive, he or she can be reactivated by selecting the Activate function in the User Maintenance portlet.
1. To activate a user, select the Inactive option in the Status drop down box at the top of the main screen.
2. Select the Search button on the right of the screen to filter results to only inactive users.
3. In the Inactive user list, select the box to the left of the desired user, and then select Activate.
Figure 8: Activate User
Deactivate User
1. To deactivate a user, select the check box to the left of the active user name and select Deactivate.
Figure 9: Deactivate User
Delete User
Inactive users can be deleted from the inactive user screen.
1. To delete a user, select the Inactive option in the Status drop down box at the top of the main screen.
2. Select the Search button on the right of the screen to filter results to only inactive users.
3. In the Inactive user list, select the box to the left of the desired user, and then select the Delete button at the top of the list.
Figure 10: Delete User
Document Revision History
Date | Author | Title | Version | Change Reference |
02/14/14 | Ashley Martin | Technical Writer | v 1.0 | This is the first revision of User Administrator Work Instruction |
02/17/14 | Elaine Fonaro | Technical Writer | v 1.0 | General Review and Formatting |