Difference between revisions of "SOP-MES0033 Admin Site Maintenance"
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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. | 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. | ||
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'''Figure 1: User Sign-In''' | '''Figure 1: User Sign-In''' | ||
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1. To access the Site Maintenance page, navigate to '''Administration Site Maintenance'''. | 1. To access the Site Maintenance page, navigate to '''Administration Site Maintenance'''. | ||
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'''Figure 3: Site Maintenance''' | '''Figure 3: Site Maintenance''' | ||
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2. Select '''Search '''to locate the desired user. | 2. Select '''Search '''to locate the desired user. | ||
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'''Figure 4: Filter Users''' | '''Figure 4: Filter Users''' | ||
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1. To assign a user to a site, select the box to the left of the site name and select the '''Assign User''' button located above the list of sites. | 1. To assign a user to a site, select the box to the left of the site name and select the '''Assign User''' button located above the list of sites. | ||
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'''Figure 5: Assign User''' | '''Figure 5: Assign User''' | ||
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To find the correct user, enter the user name in the format <nowiki>[</nowiki>firstname_lastname<nowiki>]</nowiki> and select the '''Search''' button located on the right of the screen. If you search under the '''Current Users''' tab, only current users will be displayed. If you search under the '''Available Users''' tab, only available users will be displayed. | To find the correct user, enter the user name in the format <nowiki>[</nowiki>firstname_lastname<nowiki>]</nowiki> and select the '''Search''' button located on the right of the screen. If you search under the '''Current Users''' tab, only current users will be displayed. If you search under the '''Available Users''' tab, only available users will be displayed. | ||
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'''Figure 6: Current/ Available Users''' | '''Figure 6: Current/ Available Users''' | ||
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<br> | <br> | ||
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| + | 2. To move a current user to the available user tab, de-select the check box to the left of the user name, then select the '''Update''' button located above the list. This will move the user to the available users list and off of the site. | ||
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| + | '''Figure 7: Update User''' | ||
| + | [[Image:07_Admin_Site_Maintenance_Update_User.jpg|700px]]<br> | ||
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3. A confirmation form will display. Select the '''Yes''' button to confirm that you want to remove the user from the site. | 3. A confirmation form will display. Select the '''Yes''' button to confirm that you want to remove the user from the site. | ||
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4. To assign an available user, select the check box to the left of the user name, then select the '''Assign''' button. | 4. To assign an available user, select the check box to the left of the user name, then select the '''Assign''' button. | ||
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'''Figure 8: Assign Available User''' | '''Figure 8: Assign Available User''' | ||
Revision as of 16:38, 11 March 2014
This edition applies to MES15 Portal 1.0 and all subsequent releases and modifications until otherwise indicated in new revisions.
Contents
Administration
This edition applies to MES 15 Portal 1.0 Application and all subsequent releases and modifications until otherwise indicated in new revisions.
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
Site Maintenance
This section covers how to perform Site Maintenance in Ciruus Portal, including how to assign a user to the site.
1. To access the Site Maintenance page, navigate to Administration Site Maintenance.
Figure 3: Site Maintenance
Filter User
1. To filter users, enter the desired user name in the Name field located on the right of the Site Maintenance main page.
2. Select Search to locate the desired user.
Figure 4: Filter Users
Assign User
1. To assign a user to a site, select the box to the left of the site name and select the Assign User button located above the list of sites.
Figure 5: Assign User
On the following screen, two tabs are located at the top of the page. The first tab contains a list of current users, the second tab contains a list of available users.
Notice that all current users are selected, and all available users are not. All current users can only be updated in the site. All available users can be assigned to the site.
To find the correct user, enter the user name in the format [firstname_lastname] and select the Search button located on the right of the screen. If you search under the Current Users tab, only current users will be displayed. If you search under the Available Users tab, only available users will be displayed.
Figure 6: Current/ Available Users
2. To move a current user to the available user tab, de-select the check box to the left of the user name, then select the Update button located above the list. This will move the user to the available users list and off of the site.
Figure 7: Update User
3. A confirmation form will display. Select the Yes button to confirm that you want to remove the user from the site.
4. To assign an available user, select the check box to the left of the user name, then select the Assign button.
Figure 8: Assign Available User
Document Revision History
| Date | Author | Title | Version | Change Reference |
| 02/17/14 | Ashley Martin | Technical Writer | v 1.0 | This is the first revision of the SIte Maintenance User Guide. |
| 02/24/14 | Elaine Fonaro | Technical Writer | v 1.0 | Formatting for WIKI |
