Difference between revisions of "SOP-MES0034 Admin User Maintenance"

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<small>[[42Q Cloud-Based MES/MOMS|42Q Home]] &gt;[[Administration]] &gt; Admin User Maintenance</small><br>[[Image:42Q_Logo.jpg]]<br>
 
  
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<small>[[42Q_Cloud-Based_MES/MOMS|42Q Home]] >[[Administration|Administration]] > Admin User Maintenance</small><br/> &nbsp;
<center>'''Administration''' </center> <center>'''User Maintenance''' </center> <center>'''Version MES15 Portal 1.0''' </center> <center>'''Work Instruction''' </center>
 
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<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>
 
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''This edition applies to MES15 Portal 1.0 and all subsequent releases and modifications until otherwise indicated in new revisions.''  
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<center>'''Administration'''</center> <center>'''Admin User Maintenance'''</center> <center>'''Version MES 15.76'''</center> <center>'''Revision D1'''</center> <center>'''&nbsp;'''</center>
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&nbsp;
  
<br>
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== Administration  ==
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&nbsp;
  
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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&nbsp;
  
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.
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= <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"><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"><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></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> =
  
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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Administrative privileges in '''42Q''' are located in the '''Administration''' menu.
  
<br> '''Figure 1: User Sign-In'''
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Administrators are able to access privileges from one convenient location.
  
[[Image:42Q Log in Screen.jpg]]<br> <br>
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Privileges include:
  
'''Figure 2: Cirrus Welcome'''
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*User Maintenance
 +
*Plant Maintenance
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*Site Maintenance
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*Profile Maintenance
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*Generic Attribute Maintenance
  
[[Image:SOP-5-I-MES00032-C-Welcome-Administration.jpg]]<br> <br>
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Also located in the Administration menu heading are '''Shop Floor Control Administrator,''' '''Document Control, Traceability Administrator, Notification & Escalation, Meas Instance Admin''', and '''Label Engine''' '''Admin'''.
  
== User Maintenance  ==
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To access any of the '''Administration Portlet,''' the user must sign in to the Portal, and then select the Administration expandable heading located in the menu, on the left of the screen.&nbsp;
  
User Maintenance allows the administrator to add, edit, activate, deactivate, and delete users. Non-LDAP users can also change their passwords with the User Maintenance portlet.<br>
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&nbsp;
  
1. To access the User Maintenance page, navigate to '''Administration 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"><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"><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></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> =
  
All available users will be listed alphabetically.  
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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.
  
<br>  
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1. To access the User Maintenance page, navigate to '''Administration > User Maintenance'''.
  
'''Figure 3: User Maintenance'''
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All available users will be listed alphabetically.
  
[[Image:SOP-5-I-MES0034-C-User-Maintenance-1.jpg]]<br> <br>
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&nbsp;
  
=== Filter Users  ===
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'''Figure 1: User Maintenance'''
  
The Administrator has the option to filter the username results by '''Screen Name''', '''E-Mail''', '''Status''', or '''User Type'''.  
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[[File:AUM UserMaintenance.png|900px|AUM_UserMaintenance.png]]
  
1. To filter the users, enter desired information into the appropriate field and select '''Search'''.
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&nbsp;
  
<br> '''Figure 4: Filter Results'''
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&nbsp;
  
[[Image:SOP-5-I-MES0034-C-Filter-Results 1.jpg]]<br>  
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== <span class="mw-headline" id="Assign_User.2C_Filter_Users"><span class="mw-headline" id="Assign_User.2C_Filter_Users"><span class="mw-headline" id="Assign_User.2C_Filter_Users"><span class="mw-headline" id="Assign_User.2C_Filter_Users"><span class="mw-headline" id="Assign_User.2C_Filter_Users"><span class="mw-headline" id="Assign_User.2C_Filter_Users"><span class="mw-headline" id="Assign_User.2C_Filter_Users"><span class="mw-headline" id="Assign_User.2C_Filter_Users"><span class="mw-headline" id="Assign_User.2C_Filter_Users"><span class="mw-headline" id="Assign_User.2C_Filter_Users"><span class="mw-headline" id="Assign_User.2C_Filter_Users"><span class="mw-headline" id="Assign_User.2C_Filter_Users"><span class="mw-headline" id="Assign_User.2C_Filter_Users"><span class="mw-headline" id="Assign_User.2C_Filter_Users"><span class="mw-headline" id="Assign_User.2C_Filter_Users"><span class="mw-headline" id="Assign_User.2C_Filter_Users"><span class="mw-headline" id="Assign_User.2C_Filter_Users"><span class="mw-headline" id="Assign_User.2C_Filter_Users"><span class="mw-headline" id="Assign_User.2C_Filter_Users"><span class="mw-headline" id="Assign_User.2C_Filter_Users"><span class="mw-headline" id="Assign_User.2C_Filter_Users"><span class="mw-headline" id="Assign_User.2C_Filter_Users">Assign User, Filter Users</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
  
<br>
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The Administrator has the option to filter the username results by '''User ID''', '''Status''',&nbsp;'''User Name''', '''Authentication Type''', and&nbsp;'''E-Mail.'''
  
==== Add User  ====
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1. To filter the users, enter the desired information into the appropriate field and select '''Search'''.
  
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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<br/> '''Figure 2: Filter Results'''
  
The following form is to determine if the new user is a LDAP user or a&nbsp;Non-LDAP user. LDAP users have email accounts and can usually access ERP and/or Agile. Non-LDAP users do not have an email address or a system login account.  
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[[File:AUM FilterResults.png|900px|AUM_FilterResults.png]]
  
<br> '''Figure 5: Add User'''
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&nbsp;
  
[[Image:SOP-5-I-MES0034-C-Add-User_1.jpg]]<br>
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&nbsp;
  
<br>  
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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"><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"><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"><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></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></span></span></span></span></span> ==
  
<br> 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'''.  
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To add a user, select the '''Add''' button located at the left of the main screen above the user list.
  
<br>
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&nbsp;
  
NOTE: If uppercase characters are entered, the account will be created, but the user will not have access to the various functionalities.  
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<u>'''Note'''</u>: The following form is to determine if the new user is an '''Enterprise''' user or a '''Local''' user.
  
NOTE: The '''Plant''', '''Site''', '''Screen Name''', '''First Name, Last Name''', '''Email''', '''ERP Employee ID''', and '''Job Title''' will be filled according to the information that has been transferred from the Universal Login system.
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<br/> '''Figure 3: Add User'''
  
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.  
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[[File:AUM AddUser.png|500px|AUM_AddUser.png]]
  
<br>
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&nbsp;
  
'''Figure 6: Add User Information'''  
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<u>'''Note'''</u>:&nbsp;'''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.
  
[[Image:06 Admin User Maintenance Info.jpg|500px|06 Admin User Maintenance Info.jpg]]<br>
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&nbsp;
  
<br> <br>
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After selecting&nbsp;'''Enterprise''' or '''Local''', enter a valid username, all in lowercase, then select '''Next'''.
  
==== Edit User  ====
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&nbsp;
  
1. To edit a user, check the box to the left of the desired username, then select '''Edit'''.  
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'''<u>Note</u>: '''The fields will be filled in according to the information that has been transferred from the Universal Login system.
  
<br>
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&nbsp;
  
'''Figure 7: Edit User'''  
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'''Figure 4: Add User Information'''
  
'''[[Image:07 Admin User Maintenance Edit.jpg|500px|07 Admin User Maintenance Edit.jpg]]'''<br> <br>
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[[File:AUM AddUserInformation.jpg|500px|AUM_AddUserInformation.jpg]]
  
<br> <br> On the following screen, only the '''Labor Type''', '''Job Level''', '''Badge ID''', '''Department,''' and '''Telephone''' may be edited.
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&nbsp;
  
2. Enter the desired information, then select '''Save'''.
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#Select the '''Labor Type''' and '''Job Level''' from the drop-down lists:
  
==== Activate User  ====
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&nbsp;
  
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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&nbsp;'''Labor Type '''has the following options:
  
1. To activate a user, select the '''Inactive''' option in the '''Status''' drop down box at the top of the main screen.
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*Direct Labor
 +
*Indirect Labor
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*Crew Labor
  
2. Select the '''Search''' button on the right of the screen to filter results to only inactive users.
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'''Job Level '''has the following options:
  
3. In the Inactive user list, select the box to the left of the desired user, and then select '''Activate'''.
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*Exempt&nbsp;
 +
*Non-exempt&nbsp;
  
<br>
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&nbsp;
  
'''Figure 8: Activate User'''  
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#<span class="mw-headline" id="The_User.27s_Department_and_Telephone_are_optional.2C_then_select_the_Save_button.">The User's Department and Telephone are optional, then select the '''Save''' button.&nbsp;</span>
  
[[Image:SOP-5-I-MES0034-C-Activate-User.jpg]]<br> <br>
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&nbsp;
  
<br>
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'''Figure 5: Labor Type'''
  
==== Deactivate User  ====
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[[File:AUM LaborType.png|AUM_LaborType.png]]
  
1. To deactivate a user, select the check box to the left of the active user name and select '''Deactivate'''.
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&nbsp;
  
<br>
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'''Figure 6: Job Level'''
  
'''Figure 9: Deactivate User'''
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[[File:AUM JobLevel.png|AUM_JobLevel.png]]
  
[[Image:SOP-5-I-MES0034-C-Deactivate-User.jpg]]<br>
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&nbsp;
  
<br>
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&nbsp;
  
==== Delete User  ====
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== <span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User"><span class="mw-headline" id="Edit_User">Edit 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> ==
  
<br>Inactive users can be deleted from the inactive user screen.  
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To edit a user, check the box to the left of the desired username, then select S'''ave'''''<b>.</b>''
  
1. To delete a user, select the '''Inactive''' option in the '''Status''' drop down box at the top of the main screen.
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&nbsp;
  
2. Select the '''Search''' button on the right of the screen to filter results to only inactive users.
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'''Figure 7: Edit User'''
  
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.  
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[[File:AUM EditUser.png|600px|AUM_EditUser.png]]
  
<br>
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&nbsp;
  
'''Figure 10: Delete User'''  
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On the following screen, only the '''Labor Type''', '''Job Level''', '''Badge ID''', '''Department,''' and '''Telephone''' may be edited.
  
[[Image:SOP-5-I-MES0034-C-Delete-User.jpg]]<br>
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&nbsp;
  
<br> <br>
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2. Enter the desired information, then select '''Save'''.
  
==== Change Password<br>  ====
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&nbsp;
  
LDAP users must use the universal password change functionality to change their password every 60 days based upon the standard corporate password policy. Non-LDAP users must change their passwords using the Change Password funtionality in the User Maintenance portlet. Non-LDAP users must change their passwords every 90 days.<br>
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&nbsp;
  
<br>  
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== <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"><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"><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></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> ==
  
#To change a password using the Change Password functionality in the Cirrus portal, select the user from the Screen Name list and then select Change Password.
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If a user is inactive, he or she can be reactivated by selecting the '''Activate''' function in the User Maintenance portlet.
#The '''Change User Password '''form displays.
 
  
<br>
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&nbsp;
  
'''Figure 11: Change Non-LDAP Password'''  
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1. To activate a user, select the '''Inactive''' option in the '''Status''' drop-down box at the top of the main screen.
  
[[Image:SOP-5-I-MES0034-C-Change-Password.jpg]]<br>
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2. Select the '''Search''' button on the right of the screen to filter results to only inactive users.
  
<br>
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3. In the Inactive user list, select the box to the left of the desired user, and then select '''Activate'''.
  
#Enter a new password in the '''Password '''field and then confirm the new password in the '''Confirm Password '''field.
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&nbsp;
  
<br>
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'''Figure 8: Activate User'''
  
<u>NOTE:</u> There is not a standard format for the creation of passwords. Any phrase, number, or special character combination is acceptable.
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[[File:AUM ActivateUser.png|700px|AUM_ActivateUser.png]]<br/> &nbsp;
  
<br>
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&nbsp;
  
#Select '''Save''' to change the password, or '''Cancel''' to exit.
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== <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"><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"><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></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> ==
  
<br>
+
1. To deactivate a user, select the checkbox to the left of the active username and select '''Deactivate'''.
  
<u>NOTE:</u> Notification e-mails will be sent to supervisors (if assigned during the user set-up process) to allow a notice to change passwords before they expire.
+
&nbsp;
  
<br> <br> <br>
+
'''Figure 9: Deactivate User'''
  
== Document Revision History  ==
+
[[File:AUM DeactivateUser.png|900px|AUM_DeactivateUser.png]]
  
{| width="100%" cellspacing="0" cellpadding="4" border="2"
+
&nbsp;
|-
 
| bgcolor="#00FFFF" | <font color="#FFFFFF">Date</font>
 
| bgcolor="#00FFFF" | <font color="#FFFFFF">Author</font>
 
| bgcolor="#00FFFF" | <font color="#FFFFFF">Title</font>
 
| bgcolor="#00FFFF" | <font color="#FFFFFF">Version</font>
 
| bgcolor="#00FFFF" | <font color="#FFFFFF">Change Reference</font>
 
|-
 
| 14/02/14
 
| Ashley Martin
 
| Technical Writer
 
| v 1.0
 
| This is the first revision of the User Maintenance Work Instruction
 
|-
 
| 17/02/14
 
| Elaine Fonaro
 
| Technical Writer
 
| v 1.0
 
| General Review and Formatting
 
|-
 
| 10/07/15
 
| Ashley Martin
 
| Technical Writer
 
| v.1.0
 
| Updated Images
 
|-
 
| 03/04/16
 
| Elaine Fonaro
 
| Technical Writer
 
| v 1.0
 
| Updated Oracle occurrences to ERP
 
|}
 
  
[[Category:Uncategorized]]
+
&nbsp;
 +
 
 +
== <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"><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"><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></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> ==
 +
 
 +
<br/> Inactive users can be deleted from the inactive user screen.
 +
 
 +
&nbsp;
 +
 
 +
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.
 +
 
 +
&nbsp;
 +
 
 +
'''Figure 10: Delete User'''
 +
 
 +
[[File:AUM DeleteUser.png|900px|AUM_DeleteUser.png]]
 +
 
 +
&nbsp;
 +
 
 +
&nbsp;
 +
 
 +
== <span class="mw-headline" id="Change_Password"><span class="mw-headline" id="Change_Password"><span class="mw-headline" id="Change_Password"><span class="mw-headline" id="Change_Password"><span class="mw-headline" id="Change_Password"><span class="mw-headline" id="Change_Password"><span class="mw-headline" id="Change_Password"><span class="mw-headline" id="Change_Password"><span class="mw-headline" id="Change_Password"><span class="mw-headline" id="Change_Password"><span class="mw-headline" id="Change_Password"><span class="mw-headline" id="Change_Password"><span class="mw-headline" id="Change_Password"><span class="mw-headline" id="Change_Password"><span class="mw-headline" id="Change_Password"><span class="mw-headline" id="Change_Password"><span class="mw-headline" id="Change_Password"><span class="mw-headline" id="Change_Password"><span class="mw-headline" id="Change_Password"><span class="mw-headline" id="Change_Password"><span class="mw-headline" id="Change_Password"><span class="mw-headline" id="Change_Password"><span class="mw-headline" id="Change_Password"><span class="mw-headline" id="Change_Password"><span class="mw-headline" id="Change_Password"><span class="mw-headline" id="Change_Password">Change Password</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 class="mw-headline" id="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.">'''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.</span>
 +
 
 +
&nbsp;
 +
 
 +
#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.
 +
 
 +
&nbsp;
 +
 
 +
'''Figure 11: Change Local Password'''
 +
 
 +
[[File:AUM ChangeLocalPassword.png|900px|AUM_ChangeLocalPassword.png]]
 +
 
 +
&nbsp;
 +
 
 +
#Enter a new password, then confirm the new password and click '''Save.'''
 +
 
 +
&nbsp;
 +
 
 +
<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 users&nbsp;passwords.
 +
 
 +
&nbsp;
 +
 
 +
'''Figure 12: Enterprise Password'''
 +
 
 +
[[File:AUM EnterprisePassword.png|500px|AUM_EnterprisePassword.png]]
 +
 
 +
&nbsp;
 +
 
 +
----
 +
 
 +
&nbsp;

Latest revision as of 09:33, 23 April 2024

42Q Home >Administration > Admin User Maintenance
 

 

Administration
Admin User Maintenance
Version MES 15.76
Revision D1
 

 

 

 

 

Administration

Administrative privileges in 42Q are located in the Administration menu.

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 Label Engine Admin.

To access any of the Administration Portlet, the user must sign in to the Portal, and then select the Administration expandable heading located in the menu, on the left of the screen. 

 

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 1: User Maintenance

AUM_UserMaintenance.png

 

 

Assign User, Filter Users

The Administrator has the option to filter the username results by User ID, StatusUser Name, Authentication Type, and E-Mail.

1. To filter the users, enter the desired information into the appropriate field and select Search.


Figure 2: Filter Results

AUM_FilterResults.png

 

 

Add User

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 3: Add User

AUM_AddUser.png

 

NoteEnterprise 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.

 

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 4: Add User Information

AUM_AddUserInformation.jpg

 

  1. 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 

 

  1. The User's Department and Telephone are optional, then select the Save button. 

 

Figure 5: Labor Type

AUM_LaborType.png

 

Figure 6: Job Level

AUM_JobLevel.png

 

 

Edit User

To edit a user, check the box to the left of the desired username, then select Save.

 

Figure 7: Edit User

AUM_EditUser.png

 

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 8: Activate User

AUM_ActivateUser.png
 

 

Deactivate User

1. To deactivate a user, select the checkbox to the left of the active username and select Deactivate.

 

Figure 9: Deactivate User

AUM_DeactivateUser.png

 

 

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

AUM_DeleteUser.png

 

 

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.

 

  1. 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.
  2. The Change User Password form displays.

 

Figure 11: Change Local Password

AUM_ChangeLocalPassword.png

 

  1. 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 users passwords.

 

Figure 12: Enterprise Password

AUM_EnterprisePassword.png