Difference between revisions of "SOP-MES0033 Admin Site Maintenance"

From 42Q
Jump to navigation Jump to search
 
(26 intermediate revisions by 3 users not shown)
Line 1: Line 1:
  
<small>[[42Q_Cloud-Based_MES/MOMS|42Q Home]] > [[Cirrus_Administration|Administration]] > Admin Site Maintenance</small><br/> [[File:42Q Logo.jpg|RTENOTITLE]]
+
<small>[[42Q_Cloud-Based_MES/MOMS|42Q Home]] > [[Cirrus_Administration|Administration]] > Admin Site Maintenance</small>
  
 
&nbsp;
 
&nbsp;
Line 7: Line 7:
  
 
&nbsp;
 
&nbsp;
<center>'''Administration'''</center> <center>'''Site Maintenance'''</center> <center>'''Version MES15 Portal 1.0'''</center> <center>'''Work Instruction'''</center>  
+
<center>'''Administration'''</center> <center>'''Site Maintenance'''</center> <center>'''Version MES15.76'''</center> <center>'''Revision D1'''</center> <center>&nbsp;</center>  
 
&nbsp;
 
&nbsp;
<center>This Work Instruction is 42Q's corporate standard.</center> <center>This document is under revision control. The latest revision is located on Intranet.</center> <center>Once printed it is an uncontrolled copy. All alterations to this work instruction require approval.</center> <center>Contact the IT Global Education and Training Department to submit suggested alterations and or updates.</center>  
+
<center>&nbsp;</center>
<br/> ''This edition applies to MES15 Portal 1.0 and all subsequent releases and modifications until otherwise indicated in new revisions.''
+
== <span class="mw-headline" id="Administration"><span class="mw-headline" id="Administration"><span class="mw-headline" id="Administration"><span class="mw-headline" id="Administration"><span class="mw-headline" id="Administration"><span class="mw-headline" id="Administration"><span class="mw-headline" id="Administration"><span class="mw-headline" id="Administration"><span class="mw-headline" id="Administration"><span class="mw-headline" id="Administration"><span class="mw-headline" id="Administration"><span class="mw-headline" id="Administration"><span class="mw-headline" id="Administration"><span class="mw-headline" id="Administration"><span class="mw-headline" id="Administration"><span class="mw-headline" id="Administration"><span class="mw-headline" id="Administration"><span class="mw-headline" id="Administration"><span class="mw-headline" id="Administration">Administration</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
  
&nbsp;
+
Administrative privileges in&nbsp;'''42Q'''&nbsp;are located in the '''Administration''' menu heading. With the portal, Administrators are able to access privileges from one convenient location.
 
 
== Administration ==
 
 
 
Administrative privileges for the 42Q 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 42Q 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 42Q Portal and then select the Administration expandable heading located in the menu on the left of the screen.
+
Privileges include:
  
&nbsp;
+
*User Maintenance
 +
*Plant Maintenance
 +
*Site Maintenance
 +
*Profile Maintenance
 +
*Generic Attribute Maintenance.
  
'''Figure 1: User Sign-In'''
+
Also located in the&nbsp;'''Administration'''&nbsp;menu heading are&nbsp;'''&nbsp;Shop Floor Control Administrator,'''&nbsp;'''Document Control''',&nbsp;'''Traceability'''&nbsp;'''Administrator''', and&nbsp;'''LE Administration'''
  
[[File:Site Maint01.jpg|700px|Site Maint01.jpg]]
+
This SOP is intended to guide administrators on how to manage and maintain&nbsp;42Q Portal, as well as to provide specific user groups a common sense of portal operation.
 
 
&nbsp;
 
 
 
<br/> '''Figure 2: 42Q Welcome'''
 
 
 
[[File:Site Maint02.jpg|700px|Site Maint02.jpg]]
 
 
 
&nbsp;
 
  
&nbsp;
+
To access any of the '''Administration''' functionalities, the user must '''sign in&nbsp;'''to&nbsp;42Q&nbsp;and then select the Administration expandable heading located in the menu on the left of the screen.
  
 
&nbsp;
 
&nbsp;
  
== Site Maintenance ==
+
== <span class="mw-headline" id="Site_Maintenance"><span class="mw-headline" id="Site_Maintenance"><span class="mw-headline" id="Site_Maintenance"><span class="mw-headline" id="Site_Maintenance"><span class="mw-headline" id="Site_Maintenance"><span class="mw-headline" id="Site_Maintenance"><span class="mw-headline" id="Site_Maintenance"><span class="mw-headline" id="Site_Maintenance"><span class="mw-headline" id="Site_Maintenance"><span class="mw-headline" id="Site_Maintenance"><span class="mw-headline" id="Site_Maintenance"><span class="mw-headline" id="Site_Maintenance"><span class="mw-headline" id="Site_Maintenance"><span class="mw-headline" id="Site_Maintenance"><span class="mw-headline" id="Site_Maintenance"><span class="mw-headline" id="Site_Maintenance"><span class="mw-headline" id="Site_Maintenance"><span class="mw-headline" id="Site_Maintenance"><span class="mw-headline" id="Site_Maintenance">Site Maintenance</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
  
 
This section covers&nbsp;how to perform '''Site Maintenance''' in the 42Q Portal, including how to assign a user to the site.
 
This section covers&nbsp;how to perform '''Site Maintenance''' in the 42Q Portal, including how to assign a user to the site.
Line 48: Line 38:
 
&nbsp;
 
&nbsp;
  
'''Figure 3: Site Maintenance'''
+
'''Figure 1: Site Maintenance'''
  
[[File:Site Maint03.jpg|700px|Site Maint03.jpg]]
+
[[File:ASM Site Maintenance.png|900px|ASM Site Maintenance.png]]
  
 
&nbsp;
 
&nbsp;
Line 56: Line 46:
 
&nbsp;
 
&nbsp;
  
=== Filter ===
+
=== <span class="mw-headline" id="Filter_User"><span class="mw-headline" id="Filter_User"><span class="mw-headline" id="Filter_User"><span class="mw-headline" id="Filter_User"><span class="mw-headline" id="Filter_User"><span class="mw-headline" id="Filter_User"><span class="mw-headline" id="Filter_User"><span class="mw-headline" id="Filter_User"><span class="mw-headline" id="Filter_User"><span class="mw-headline" id="Filter_User"><span class="mw-headline" id="Filter_User"><span class="mw-headline" id="Filter_User"><span class="mw-headline" id="Filter_User"><span class="mw-headline" id="Filter_User"><span class="mw-headline" id="Filter_User"><span class="mw-headline" id="Filter_User"><span class="mw-headline" id="Filter_User"><span class="mw-headline" id="Filter_User"><span class="mw-headline" id="Filter_User"><span class="mw-headline" id="Filter"><span class="mw-headline" id="Filter"><span class="mw-headline" id="Filter"><span class="mw-headline" id="Filter"><span class="mw-headline" id="Filter"><span class="mw-headline" id="Filter"><span class="mw-headline" id="Filter">Filter User</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ===
  
 
1. To filter, enter the desired site name in the '''Name''' field located on the right of the Site Maintenance main page.
 
1. To filter, enter the desired site name in the '''Name''' field located on the right of the Site Maintenance main page.
Line 64: Line 54:
 
&nbsp;
 
&nbsp;
  
'''Figure 4: Filter&nbsp;'''
+
'''Figure 2: Filter Users'''
  
'''[[File:04 Admin Site Maintenance Filter.jpg|700px|04 Admin Site Maintenance Filter.jpg]]'''
+
[[File:ASM Filter Users.png|900px|ASM Filter Users.png]]
 
 
&nbsp;
 
  
 
&nbsp;
 
&nbsp;
Line 74: Line 62:
 
&nbsp;
 
&nbsp;
  
=== Assign User ===
+
=== <span class="mw-headline" id="Assign_User"><span class="mw-headline" id="Assign_User"><span class="mw-headline" id="Assign_User"><span class="mw-headline" id="Assign_User"><span class="mw-headline" id="Assign_User"><span class="mw-headline" id="Assign_User"><span class="mw-headline" id="Assign_User"><span class="mw-headline" id="Assign_User"><span class="mw-headline" id="Assign_User"><span class="mw-headline" id="Assign_User"><span class="mw-headline" id="Assign_User"><span class="mw-headline" id="Assign_User"><span class="mw-headline" id="Assign_User"><span class="mw-headline" id="Assign_User"><span class="mw-headline" id="Assign_User"><span class="mw-headline" id="Assign_User"><span class="mw-headline" id="Assign_User"><span class="mw-headline" id="Assign_User"><span class="mw-headline" id="Assign_User"><span class="mw-headline" id="Assign_User"><span class="mw-headline" id="Assign_User"><span class="mw-headline" id="Assign_User"><span class="mw-headline" id="Assign_User"><span class="mw-headline" id="Assign_User"><span class="mw-headline" id="Assign_User"><span class="mw-headline" id="Assign_User"><span class="mw-headline" id="Assign_User">Assign User</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ===
  
 
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.
Line 80: Line 68:
 
&nbsp;
 
&nbsp;
  
'''Figure 5: Assign User'''
+
'''Figure 3: Assign User'''
  
'''[[File:05 Admin Site Maintenance Assign User.jpg|700px|05 Admin Site Maintenance Assign User.jpg]]'''
+
[[File:ASM Assign User.png|900px|ASM Assign User.png]]
  
 
&nbsp;
 
&nbsp;
Line 88: Line 76:
 
<br/> 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.
 
<br/> 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.
+
Notice that all current users are selected and all available users are not. All current users can only be updated on the site. All available users can be assigned to the site.
 
 
To find the correct user, enter the user name in the format
 
<nowiki>[firstname_lastname</nowiki>
 
<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&nbsp;<nowiki>firstname_lastname</nowiki>&nbsp;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.
 +
&nbsp;
 +
'''Figure 4: Current/Available Users'''
  
&nbsp;
+
[[File:ASM Current-Available Users.png|900px|ASM Current-Available Users.png]]
  
'''Figure 6: Current/ Available Users'''
+
<br/> 2.&nbsp;To move a current user to the Available Users tab, deselect the checkbox to the left of the user name, then select the '''Update''' button located above the list. This will allow the user to move to the Available Users list and off of the site.
 
 
'''[[File:06 Admin Site Maintenance Users.jpg|700px|06 Admin Site Maintenance Users.jpg]]'''
 
  
 
&nbsp;
 
&nbsp;
  
<br/> 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.
+
<u>'''Note:'''</u>&nbsp;Deselecting the user in the Current Users tab will not necessarily move the user to the Available Users list.<br/> There is a switch (an environment level configuration) in the back end that works as follows:<br/> '''Switch OFF:''' It only displays the available user who has access to other sites that the logged user also has access to. The switch is set to OFF by default.<br/> '''Switch ON:''' Displays all the platform's available users.
  
 
&nbsp;
 
&nbsp;
  
'''Figure 7: Update User'''
+
'''Figure 5: Update User'''
  
[[File:07 Admin Site Maintenance Update User.jpg|700px|07 Admin Site Maintenance Update User.jpg]]
+
[[File:ASM Update User.png|900px|ASM Update User.png]]
  
 
&nbsp;
 
&nbsp;
Line 120: Line 104:
 
&nbsp;
 
&nbsp;
  
'''Figure 8: Assign Available User'''
+
'''Figure 6: Assign Available User'''
  
[[File:08 Admin Site Maintenance Assign.jpg|700px|08 Admin Site Maintenance Assign.jpg]]
+
[[File:ASM Assign Available User.png|900px|ASM Assign Available User.png]]
 +
 
 +
----
  
 
&nbsp;
 
&nbsp;
 
 
== Document Revision History ==
 
 
{| border="2" cellpadding="4" cellspacing="0" width="100%"
 
|-
 
| align="center" bgcolor="#00FFFF" | <font color="#FFFFFF">Date</font>
 
| align="center" bgcolor="#00FFFF" | <font color="#FFFFFF">Author</font>
 
| align="center" bgcolor="#00FFFF" | <font color="#FFFFFF">Title</font>
 
| align="center" bgcolor="#00FFFF" | <font color="#FFFFFF">Version</font>
 
| align="center" bgcolor="#00FFFF" | <font color="#FFFFFF">Change Reference</font>
 
|-
 
| 17/02/14
 
| Ashley Martin
 
| Technical Writer
 
| v 1.0
 
| This is the first revision of the SIte Maintenance User Guide.
 
|-
 
| 24/02/14
 
| Elaine Fonaro
 
| Technical Writer
 
| v 1.0
 
| Formatting for WIKI
 
|-
 
| 04/28/16
 
| Elaine Fonaro
 
| Technical Writer
 
| v 1.0
 
| Converted to 42Q
 
|-
 
| 07/28/16
 
| Molly Kitts
 
| Technical Writer Intern
 
| v 1.0
 
| Converted to Google Doc
 
|-
 
| 10/14/16
 
| Benjamin Cavanaugh
 
| Technical Writer
 
| v 1.0
 
| Minor editing
 
|-
 
| 03/22/18
 
| Elaine Fonaro
 
| Technical Writer
 
| v 1.0
 
| Applied new Template for format.
 
|}
 
 
<br/> &nbsp;
 

Latest revision as of 22:13, 2 March 2023

42Q Home > Administration > Admin Site Maintenance

 

 

 

Administration
Site Maintenance
Version MES15.76
Revision D1
 

 

 

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 ControlTraceability Administrator, and LE Administration

This SOP is intended to guide administrators on how to manage and maintain 42Q 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 in to 42Q and then select the Administration expandable heading located in the menu on the left of the screen.

 

Site Maintenance

This section covers how to perform Site Maintenance in the 42Q Portal, including how to assign a user to the site.

1. To access the Site Maintenance page, navigate to Administration Site Maintenance.

 

Figure 1: Site Maintenance

ASM Site Maintenance.png

 

 

Filter User

1. To filter, enter the desired site name in the Name field located on the right of the Site Maintenance main page.

2. Select Search to locate the desired user.

 

Figure 2: Filter Users

ASM Filter Users.png

 

 

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 3: Assign User

ASM Assign User.png

 


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 on 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 4: Current/Available Users

ASM Current-Available Users.png


2. To move a current user to the Available Users tab, deselect the checkbox to the left of the user name, then select the Update button located above the list. This will allow the user to move to the Available Users list and off of the site.

 

Note: Deselecting the user in the Current Users tab will not necessarily move the user to the Available Users list.
There is a switch (an environment level configuration) in the back end that works as follows:
Switch OFF: It only displays the available user who has access to other sites that the logged user also has access to. The switch is set to OFF by default.
Switch ON: Displays all the platform's available users.

 

Figure 5: Update User

ASM Update User.png

 

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 6: Assign Available User

ASM Assign Available User.png