Difference between revisions of "SOP-MES0034 Admin User Maintenance"
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− | == <span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance">User Maintenance</span></span></span></span></span></span></span></span></span></span></span></span></span></span> == | + | |
+ | == <span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance"><span class="mw-headline" id="User_Maintenance">User Maintenance</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> == | ||
User Maintenance allows the administrator to '''add''', '''edit''', '''activate''', '''deactivate''', and '''delete''' users. Local users can also change their passwords with the User Maintenance portlet. | User Maintenance allows the administrator to '''add''', '''edit''', '''activate''', '''deactivate''', and '''delete''' users. Local users can also change their passwords with the User Maintenance portlet. | ||
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− | Filter Users | + | Assign User, Filter Users |
− | The Administrator has the option to filter the username results by ''' | + | The Administrator has the option to filter the username results by '''User ID''', '''Status''', '''User Name''', '''Authentication Type''', and '''E-Mail.''' |
1. To filter the users, enter the desired information into the appropriate field and select '''Search'''. | 1. To filter the users, enter the desired information into the appropriate field and select '''Search'''. | ||
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− | ==== <span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User">Add User</span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==== | + | ==== <span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User"><span class="mw-headline" id="Add_User">Add User</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==== |
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. | ||
− | The following form is to determine if the new user is an | + | <u>'''Note'''</u>: The following form is to determine if the new user is an '''Enterprise''' user or a '''Local''' user. |
<br/> '''Figure 5: Add User''' | <br/> '''Figure 5: Add User''' | ||
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[[File:AddUser0.jpg|AddUser0.jpg]] | [[File:AddUser0.jpg|AddUser0.jpg]] | ||
− | + | | |
− | <u>'''Note'''</u>: | + | <u>'''Note'''</u>: '''Enterprise''' accounts and '''Local '''accounts will support being added by email address, but users will not be forced to create an account with email address format unless the email validation switch has been turned on. The email validation switch is environment level and only applies to Enterprise accounts. |
− | + | | |
− | 2. | + | 2. After selecting '''Enterprise''' or '''Local''', enter a valid username, all in lowercase, then select '''Next'''. |
+ | |||
+ | | ||
+ | |||
+ | '''<u>Note</u>: '''The fields will be filled in according to the information that has been transferred from the Universal Login system. | ||
| | ||
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− | + | # | |
+ | Select the '''Labor Type''' and '''Job Level''' from the drop-down lists: | ||
+ | |||
+ | | ||
+ | ''' Labor Type '''has the following options: | ||
+ | |||
+ | * | ||
+ | Direct Labor | ||
+ | |||
+ | * | ||
+ | Indirect Labor | ||
+ | |||
+ | * | ||
+ | Crew Labor | ||
+ | |||
+ | |||
+ | '''Job Level '''has the following options: | ||
+ | |||
+ | * | ||
+ | Exempt | ||
+ | |||
+ | * | ||
+ | Non-exempt | ||
+ | |||
+ | |||
+ | | ||
+ | |||
+ | # | ||
+ | ==== The User's Department and Telephone are optional, then select the '''Save''' button. ==== | ||
− | |||
| | ||
'''Figure 7: Labor Type''' | '''Figure 7: Labor Type''' | ||
+ | |||
+ | [[File:LaborType7.jpg|LaborType7.jpg]] | ||
+ | |||
+ | | ||
+ | |||
+ | '''Figure 8: Job Level''' | ||
+ | |||
+ | [[File:LaborType7.jpg|LaborType7.jpg]] | ||
+ | |||
+ | | ||
+ | |||
+ | ==== '''Edit User ''' ==== | ||
+ | |||
+ | To edit a user, check the box to the left of the desired username, then select''''''Save.''' | ||
+ | |||
+ | | ||
+ | |||
+ | | ||
+ | |||
+ | '''Figure 9: Edit User''' | ||
[[File:LaborType7.jpg|LaborType7.jpg]] | [[File:LaborType7.jpg|LaborType7.jpg]] | ||
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2. Enter the desired information, then select '''Save'''. | 2. Enter the desired information, then select '''Save'''. | ||
− | ==== <span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User">Activate User</span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==== | + | |
+ | |||
+ | ==== <span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User"><span class="mw-headline" id="Activate_User">Activate User</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==== | ||
+ | |||
+ | | ||
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 | + | '''Figure 10: Activate User''' |
[[File:JobLevel.jpg|JobLevel.jpg]]<br/> | [[File:JobLevel.jpg|JobLevel.jpg]]<br/> | ||
− | ==== <span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User">Deactivate User</span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==== | + | ==== <span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User"><span class="mw-headline" id="Deactivate_User">Deactivate User</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==== |
1. To deactivate a user, select the checkbox to the left of the active username and select '''Deactivate'''. | 1. To deactivate a user, select the checkbox to the left of the active username and select '''Deactivate'''. | ||
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− | '''Figure | + | '''Figure 11: Deactivate User''' |
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
[[File:AdminUser09.jpg|700px|AdminUser09.jpg]] | [[File:AdminUser09.jpg|700px|AdminUser09.jpg]] | ||
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− | ==== <span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User">Delete User</span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==== | + | ==== <span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User"><span class="mw-headline" id="Delete_User">Delete User</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==== |
<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 | + | '''Figure 12: Delete User''' |
[[File:AdminUser10.jpg|700px|AdminUser10.jpg]] | [[File:AdminUser10.jpg|700px|AdminUser10.jpg]] | ||
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Change Password | Change Password | ||
− | + | '''Enterprise''' users must use this functionality to change their password every 60 days based upon the standard corporate password policy. '''Local''' users must change their passwords using the Change Password functionality in the User Maintenance portlet. '''Local''' users must change their passwords every 90 days. | |
| | ||
− | #To change a password using the Change Password functionality in the 42Q portal, select the user from the Screen Name list and then select Change Password. | + | #To change a password using the Change Password functionality in the 42Q portal, select the user from the Screen Name list and then select '''Change Password'''. |
#The '''Change User Password '''form displays. | #The '''Change User Password '''form displays. | ||
| | ||
− | '''Figure 11: Change | + | '''Figure 11: Change Local Password''' |
[[File:AdminUser11.jpg|700px|AdminUser11.jpg]] | [[File:AdminUser11.jpg|700px|AdminUser11.jpg]] | ||
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− | #Enter a new password | + | #Enter a new password, then confirm the new password and click '''Save.''' |
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<u>'''Note'''</u>: There is not a standard format for the creation of passwords. Any phrase, number, or special character combination is acceptable. | <u>'''Note'''</u>: There is not a standard format for the creation of passwords. Any phrase, number, or special character combination is acceptable. | ||
− | + | <u>'''Note'''</u>: Notification e-mails will be sent to supervisors (if assigned during the user set-up process) to allow notice to change passwords before they expire. | |
− | + | '''<u>Note</u>: '''Enterprise users cannot modify other enterprise user’s passwords. | |
| | ||
− | + | '''Figure 12: Enterprise Password''' | |
+ | |||
+ | [[File:JobLevel.jpg|JobLevel.jpg]] | ||
---- | ---- |
Revision as of 16:09, 24 January 2022
42Q Home >Administration > Admin User Maintenance
Contents
Administration
Administrative privileges in 42Q 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
- Generic Attribute Maintenance
Also located in the Administration menu heading are Shop Floor Control Administrator, Document Control, Traceability Administrator, Notification & Escalation, Meas Instance Admin, and Lable4 Engine Admin.
To access any of the Administration Portlet, the user must sign in to 42Q and then select the Administration expandable heading located in the menu on the left of the screen.
Figure 1: User Sign-In
Figure 2: 42Q Welcome
User Maintenance
User Maintenance allows the administrator to add, edit, activate, deactivate, and delete users. Local users can also change their passwords with the User Maintenance portlet.
1. To access the User Maintenance page, navigate to Administration User Maintenance.
All available users will be listed alphabetically.
Figure 3: User Maintenance
Assign User, Filter Users
The Administrator has the option to filter the username results by User ID, Status, User Name, Authentication Type, and E-Mail.
1. To filter the users, enter the desired information into the appropriate field and select Search.
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.
Note: The following form is to determine if the new user is an Enterprise user or a Local user.
Figure 5: Add User
Note: Enterprise accounts and Local accounts will support being added by email address, but users will not be forced to create an account with email address format unless the email validation switch has been turned on. The email validation switch is environment level and only applies to Enterprise accounts.
2. After selecting Enterprise or Local, enter a valid username, all in lowercase, then select Next.
Note: The fields will be filled in according to the information that has been transferred from the Universal Login system.
Figure 6: Add User Information
Select the Labor Type and Job Level from the drop-down lists:
Labor Type has the following options:
Direct Labor
Indirect Labor
Crew Labor
Job Level has the following options:
Exempt
Non-exempt
The User's Department and Telephone are optional, then select the Save button.
Figure 7: Labor Type
Figure 8: Job Level
Edit User
To edit a user, check the box to the left of the desired username, then select'Save.
Figure 9: Edit User
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.
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 10: Activate User
Deactivate User
1. To deactivate a user, select the checkbox to the left of the active username and select Deactivate.
Figure 11: 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 12: Delete User
Change Password
Enterprise users must use this functionality to change their password every 60 days based upon the standard corporate password policy. Local users must change their passwords using the Change Password functionality in the User Maintenance portlet. Local users must change their passwords every 90 days.
- To change a password using the Change Password functionality in the 42Q portal, select the user from the Screen Name list and then select Change Password.
- The Change User Password form displays.
Figure 11: Change Local Password
- Enter a new password, then confirm the new password and click Save.
Note: There is not a standard format for the creation of passwords. Any phrase, number, or special character combination is acceptable.
Note: Notification e-mails will be sent to supervisors (if assigned during the user set-up process) to allow notice to change passwords before they expire.
Note: Enterprise users cannot modify other enterprise user’s passwords.
Figure 12: Enterprise Password