Difference between revisions of "SOP-42Q-MES0071 Employee Validation Maintenance"

Revision as of 18:35, 6 March 2014

SFDC Configuration Employee Validation Version MES15 Portal 1.0 Work Instruction

This Work Instruction is Sanmina's corporate standard. This document is under revision control. The latest revision is located on SanminaNet. Once printed it is an uncontrolled copy. All alterations to this work instruction require approval. Contact the IT Global Education and Training Department to submit suggested alterations and or updates.

This edition applies to MES15 Portal 1.0 Application and all subsequent releases and modifications until otherwise indicated in new revisions.'

Employee Validation Setup

This edition applies to MES15 Portal 1.0 (Employee Validation Module) and all subsequent releases and modifications until otherwise indicated in new revisions.

This module is responsible for creating trainings that operators should perform to work in manufacturing processes. The whole operator control (registration and information maintenance) and trainings and certificates required for the operators work in shop floor (mainly in medical plants) will be administered by this feature.

Employee Validation is a manual input module that allows individuals working on the employee other than those creating a new configuration and maintaining an existing one.

It provides a method of creating employee / password / training records that can be administered by non-SFDC personnel, and provides a method of identifying specific processes that must be controlled.

It will still support the traditional login methods for data collectors without controlled processes.

Employee Validation is accessed using two paths:

1. Shop Floor Control > Configuration > Employee Validation

2. Quality > Employee Validation.

NOTE: Process Maintenance and Group Maintenance sub-modules are available only through path 1. Certificate Maintenance, Class Maintenance, and Employee Maintenance sub-modules are available only through path 2. This difference in accessibility applies even though the main page for both paths looks the same.

Figure 1: MES Modules

SOP-5-I-MDS0023-C-MDS Employee Validation 01.jpg

The Employee Validation Maintenance page is displayed as follows:

Figure 2: Employee Validation Maintenance

SOP-5-I-MDS0023-C-MDS Employee Validation 02.jpg

Employee Validation is composed by sub-modules and these work instructions will help users to understand each one.

Employee Maintenance
EV Process Maintenance
Process Group Maintenance
Certificate Maintenance
Class Maintenance

Employee Maintenance

To access Employee Maintenance, navigate to Quality > Employee Validation and click on Employee Maintenance in the employee validation main page.

Listing employees

The Employee List displays all employee names, type, and number. The user may search the list by entering data in the filter fields, edit employees, or delete employees.

Figure 3: Employee Maintenance Page

File:SOP-5-I-MDS0023-C-MDS Employee Validation 03.jpg

This is the main Employee Validation maintenance page and the users are able to perform searches, sort, add, edit, delete, import and print/export employees.

Performing Searches

For searches, the following filtering capabilities are provided: Employee #, Employee Name, Employee Type, Employee Group, Certificate, Process and the Active/Show Expired flags.

1. Perform a search by using one or more of the filtering options provided and select Filter. The results are then displayed in the Employee list.

Figure 4: List and Search Employees

File:SOP-5-I-MDS0023-C-MDS Employee Validation 04.jpg

NOTE: It is possible to list only the active employees by checking the Active box.

Adding Employee

This portlet allows adding employees in the application. Employee records can be added individually. Also, a user may import a number of records.

1. To Add Employees, select Add from the Employee Maintenance main page. A pop-up appears that allows the user to enter the information of an employee:

Figure 5: Adding Employee

File:SOP-5-I-MDS0023-C-MDS Employee Validation 05.jpg

2. Complete the mandatory fields: First Name, Last Name, Password, Password Confirmation, and Employee#.

3. Select an Employee Type from the drop-down box:

Trainers refers to the type of personnel used to create a class. Someone has to be a designated trainer in order to create a class in EV. They are also the people typically holding classes and performing any hands on training.
Operators refers the production personnel who perform work. They require certification to perform a process.
Supervisors refers to superusers who can scan serial numbers through any process without having the actual certification, but are nevertheless required to be in EV and have at least one certificate.
Debug/Rework refers to the production personnel who perform work with debug/rework roles.

4. Assign the new employee with at least one group (see instructions below).

5. Select Ok. (The user is given the option add an employee picture at this time.)

Assigning Employees to Groups

An employee should be assigned to at least one group. Follow the instructions below to assign users to a group.

1. To assign Employees to groups, click Add in the employee pop-up window. The employee group pop-up window appears.

2. From the group list in the pop-up, check the box of the groups to assign to the employee.

3. Select Ok to complete the assignment, or Close to cancel.

Figure 6: Assigning an Employee to a Group

File:SOP-5-I-MDS0023-C-MDS Employee Validation 06.jpg

Importing Employees

The Import portlet allows employees to be imported to the system en masse using a CSV spreadsheet.

1. To import employees, click on Import in the Employee Maintenance main page. The import employee pop-up window is displayed.

Figure 7: Import Employees

File:SOP-5-I-MDS0023-C-MDS Employee Validation 07.jpg

NOTE: If Skip when exists is selected, the user will not be updated if already existing in the system.

2. The user may import a local spreadsheet by clicking Select and uploading the file. If a local spreadsheet has not yet been created or is not otherwise available, the user may select Get Template to download a CSV file that is organized so that the user can immediately enter the information correctly. Once the spreadsheet is created, the user can then import it using the Select feature.

3. Once a CSV has been selected for import, click Ok to proceed with the import (or click Close to cancel). A popup appears showing the import results.

Figure 8: Import Employees Results Pop-up

SOP-5-I-MDS0023-C-MDS Employee Validation 08.jpg

Print Filtered Employees

1. To print a list of employees in the search results, click on Print Filtered Employees button. A PDF report is generated with classes, certificates, and processes, which the user can then print or save.

Figure 9: Exporting Employees

SOP-5-I-MDS0023-C-MDS Employee Validation 09.jpg

Editing Employees Information

Figure 10: Editing Employee Information

File:SOP-5-I-MDS0023-C-MDS Employee Validation 10.jpg

It is possible to edit the employee information by selecting the employee and clicking Edit.

The steps to edit employees are the same as that for adding employees. See the Add Employee section above for more information.

Deleting Employees Information

Delete an employee by selecting the employee and selecting Delete.

Figure 11: Deleting Employees

File:SOP-5-I-MDS0023-C-MDS Employee Validation 11.jpg

NOTE: The deleted employees will also be removed from classes. The portlet does not allow removing a trainer that is assigned to a class.

Process Maintenance

Processes are created in the SFDC Maintenance module. In EV, the user is able to add these processes. The added processes are those that EV will download to SFDC and check for Classes. In this step the user is able to add, edit, remove, and re-add processes and process groups that will be managed inside the Employee Validation Module.

To access the EV Processes Maintenance, navigate to Shop Floor Control > Configuration > Employee Validation and select EV Process Maintenance from the main page. The Process list main page is displayed.

Listing Process

Figure 12: Processes List

File:SOP-5-I-MDS0023-C-MDS Employee Validation 12.jpg

1. To search, type the process name into the Filter field. Search results are generated as the user enters letters into the field.

Adding Processes

Figure 13: Add Process List

File:SOP-5-I-MDS0023-C-MDS Employee Validation 13.jpg

The available processes are displayed to be added in EV.

1. To define the processes to be controlled by EV, double-click a process on the left-hand side of the page. The selected processes are moved to the process list on the right-hand side of the page and are highlighted in yellow.

2. If preferred, move all processes over by selecting Save All Processes.

3. Select Save to update or Reset to cancel.

NOTE: If there are multiple processes that are to be controlled by Employee Validation, yet fall into the same certification, these processes can be grouped together by defining a process group. Click on the Process Group Maintenance module. See the Process Group Maintenance section for specific instructions on how to create process groups.

Editing Processes

To Edit (Enable and Disable) Processes, follow the steps below.

Figure 14: Edit Processes

File:SOP-5-I-MDS0023-C-MDS Employee Validation 14.jpg

1. Select the processes to be updated and click the Enable/Disable icon.

2. Click on Yes to complete the action or No to cancel.

NOTE: The process will be disabled when it is not used, but it can be used anytime by enabling it.

Removing Processes

To remove a process, select the process and select the Remove button.

Figure 15: Remove Processes

File:SOP-5-I-MDS0023-C-MDS Employee Validation 15.jpg

NOTE: Users cannot remove any processes that have assigned certificates.

Undo a Delete

1. To undo a deletion of a process, select the Undo Delete icon. The selected process will change the color and continue displaying in the list.

Figure 16: Undo Delete Processes

File:SOP-5-I-MDS0023-C-MDS Employee Validation 16.jpg

2. Select Yes to complete the action, or No to cancel.

Process Group Maintenance

To access the Process Group Maintenance, navigate to Shop Floor > Configuration > Employee Validation, and click on Process Group Maintenance from the main menu.

Adding Process Groups

To add process groups, follow the steps below:

Figure 17: Add Process Groups

File:SOP-5-I-MDS0023-C-MDS Employee Validation 17.jpg

1. To add process groups, select the Add icon, enter the Process Group Name, and select the processes to be added into the process group. The selected Process Group will be displayed in yellow. Selecting the process group, the user can see all assigned processes.

NOTE: Every time that a new process group is created, the user must associate at least one process to it.

Selecting a process group, the user can see all assigned processes.

2. Select Save to add the process group, or Close to cancel.

Editing Process Group Name

Figure 18: Edit Process Groups

File:SOP-5-I-MDS0023-C-MDS Employee Validation 18.jpg

1. To edit a process group name, select the process group and select the Edit icon.

Only the process group name can be updated. Update the name and select Save to complete the action. To cancel, select Close.

Editing Process Group Status

Figure 19: Change Process Group

File:SOP-5-I-MDS0023-C-MDS Employee Validation 19.jpg

1. To change the process group status, in the Process Groups list check the box of a group and select the Edit icon.

NOTE: The updated Process Group is displayed in red:

2. Select Yes to complete the edit, or No to cancel.

Removing Process Group

Figure 20: Remove Process Group

File:SOP-5-I-MDS0023-C-MDS Employee Validation 20.jpg

1. To Remove Process Group from list, select the process group and select Remove.

NOTE: Users cannot remove process groups with assigned certificates.

Undo Delete Process Group

Figure 21: Undo Delete Process

File:SOP-5-I-MDS0023-C-MDS Employee Validation 21.jpg

1. To undo delete a process group, select the Undo Delete icon. The selected process group color will be changed and continue displaying in the list.

2. Select Yes to delete, or No to cancel.

Process Maintenance

Searching Process

Figure 22: Filter Processes

File:SOP-5-I-MDS0023-C-MDS Employee Validation 22.jpg

1. To filter processes already assigned to a Process Group, enter the process name in the Filter field. The process displays with the respective assigned process group.

Adding Process

Figure 23: Add Process

File:SOP-5-I-MDS0023-C-MDS Employee Validation 23.jpg

1. To Add Process, check the box of the group from the Process Groups list and select the Add Process icon on the right-hand side. The available processes are displayed.

2. Select the process and click Save. The selected processes will be displayed in the Processes list. This action could be affecting existing Certificates and the user is able to update it.

NOTE: A process can only belong to a single Process Group.

Removing Process

Figure 24: Remove Process

File:SOP-5-I-MDS0023-C-MDS Employee Validation 24.jpg

1. To remove a process, check the box of the process group, then check the box of the process to be removed, and click the Remove Process icon.

If the update on the process group affects existing certificates, the user is alerted and has the option to change the certificate before saving the change.

2. Click Save to finish the removal, or click Close to cancel.

Certificate Maintenance

To access the Certificates Maintenance, navigate to Quality > Employee Validation and select Certificate Maintenance from the Employee Validation main page. The main certificate maintenance page displays.

Certificate List

Figure 25: Certificate List

SOP-5-I-MDS0023-C-MDS Employee Validation 25.jpg

Adding Certificates

1. To add certificates and associate processes and process groups or parts/families to certificates, click on Add Certificate in the Certificate List page. The Certificate Maintenance screen displays.

Figure 26: Add Certificate

File:SOP-5-I-MDS0023-C-MDS Employee Validation 26.jpg

1. Complete the fields with the appropriate information:

Certificate Name: The name of the new certificate.
Pilgrim Role: Used to assign a certificate to a Pilgrim role. It was created to maintain a list of the roles in Pilgrim that require training for EV purposes and are linked to the EV certificates assigned to the respective roles.
Life Span: The number of days a certificate is valid.
Grace Period: The number of days allowed after expiration (cannot be greater than 30).

2. Click on Ok to confirm. The new certificate must display in the Certificate list.

3. Click on the Add Process / Process Group tab to define the process or group that is assigned to the certificate (see the expanded instructions below).

Adding Process/Process Group to the certificate:

Figure 27: Certificate X Process/Process Group

File:SOP-5-I-MDS0023-C-MDS Employee Validation 27.jpg

Use the Process/Process Group tab to define the process or group that is assigned to the certificate.

1. Select the Process Groups check box to add process groups available in the list. Do the same steps to Processes and click on the Add button. The inserted process/process group is displayed in the Process/Process Group tab.

NOTE: You cannot create a certificate without having at least one process or group assigned.

Figure 28: Certificate Maintenance Process/Process Group Tab

File:SOP-5-I-MDS0023-C-MDS Employee Validation 28.jpg

2. To add a process to the process groups, select Add Process. The added processes/process groups are shown highlighted.

Creating generic certificates:

If multi-pass device numbers are used in SFDC, then it is recommended to create a generic certificate and assign some process to it. The process does not have to exist in any route. An example would be SFDC Training for the process. The process is not used for any locations or in any route. The process is controlled by Employee Validation and a generic certificate is created for this process.

All employee numbers are assigned to this certificate/process. The reason for this is to allow any employee to log into a device number that has one or more EV controlled processes. Without a generic certificate/process, employees would not be able to log into the device number to perform the non-EV controlled processes that are assigned to the multi-pass device number. Employee validation ensures that serial numbers that are at a controlled process and can only be scanned by employees that have the necessary certification for the controlled process. Without the generic certificate/process, non-certified employees will not be able to log into multi-pass device numbers.

Remove a 'Certificate 'Process/Process Group:

Figure 29: Remove Process Group

File:SOP-5-I-MDS0023-C-MDS Employee Validation 29.jpg

1. Click the process/process group to select it and click on Remove Selected button. The removed process/process group displays in dark gray in the list.

2. To undo, select it from list and click on Undo.

Adding Part Number/Part Family/Customer Code to Certificates:

Figure 30: Part Number/Part Family/Customer Code Tab

File:SOP-5-I-MDS0023-C-MDS Employee Validation 30.jpg

Users can also add Part Numbers/Family and Customer Codes to the Certificate by using the portlets under the Part Number/Part Family/Customer Code tab. The steps to add, remove, and undo remove are the same as described above for Process and Process Group.

Figure 31: Customer Code

File:SOP-5-I-MDS0023-C-MDS Employee Validation 31.jpg

1. To add customer code, select the items in the list and click on Ok.

Figure 32: Part Family

File:SOP-5-I-MDS0023-C-MDS Employee Validation 32.jpg

1. To add part numbers/family, select the items in the list and click Ok when finished, or Close to cancel.

Editing Certificates

1. To edit certificates, select the certificate in the Certificate List and follow the same instructions to Add Certificates: update the mandatory fields and click on Ok to commit the change.

Figure 33: Certificate Maintenance

File:SOP-5-I-MDS0023-C-MDS Employee Validation 33.jpg

NOTE: Every time the user adds a new process to a certificate, the application creates a new instance of that certificate. All classes created before the certificate changes will be linked to the old certificate instance.

Consider the following scenario:

1- Create Certificate CERT with process A and B.

2- Create a Class for CERT with employees Thomas and Keith.

3- Edit CERT and add the new process C.

On this example the employees Thomas and Keith will be trained only on the processes A and B. If the certificate is changed, they will need to be trained on process C as well; therefore, another class will need to be created for the same CERT.

Figure 34: Certificate Instances

File:SOP-5-I-MDS0023-C-MDS Employee Validation 34.jpg

In the Certificate List, processes that are listed as a gold star represents the last update, while silver stars are the old processes that are assigned to the classes already created.

Removing Certificates

To remove certificates from the list, follow the steps below:

1. Select the certificate to be removed.

2. Select Remove Certificate. A pop-up message displays to confirm the certificate removal.

3. Select Yes to confirm, select No to cancel.

Figure 35: Remove Certificate from List

File:SOP-5-I-MDS0023-C-MDS Employee Validation 35.jpg

NOTE: Certificates already assigned with classes cannot be removed.

Class Maintenance

To access the Class Maintenance, navigate to Quality > Employee Validation and select Class Maintenance from the Employee Validation main page. The Class Maintenance main page is displayed.

Figure 36: Class Maintenance

File:SOP-5-I-MDS0023-C-MDS Employee Validation 36.jpg

The user is able to add, copy, or edit classes and perform searches from the main class page.

Adding Classes

Figure 37: Add Class

SOP-5-I-MDS0023-C-MDS Employee Validation 37.jpg

1. Click on Add Class in the Menu bar. The Class Maintenance page displays.

Figure 38: Class Maintenance

SOP-5-I-MDS0023-C-MDS Employee Validation 38.jpg

2. Select the trainer, the certificate and the date for training from the drop-down list. When the certificate is selected, the Grace Period and Training Expiration Date will automatically be filled.

3. Next, select Add Employee from the Class Maintenance page. The Find Employees pop-up appears.

NOTE: The class must have at least one assigned certificate.

Figure 39: Add Employees

SOP-5-I-MDS0023-C-MDS Employee Validation 39.jpg

4. Select employees from the list and click Ok to add the employees, or Close to cancel the action.

Adding Employee Groups

1. To add employee groups, Click on Add Group from the Class Maintenance page. The Find Groups pop-up displays to find groups.

2. Select a group and click on Ok to add the employee group, or Close to cancel. Both groups and employees will be displayed in the employees list.

Figure 40: Add Employees Groups

File:SOP-5-I-MDS0023-C-MDS Employee Validation 40.jpg

NOTE: The add employees by group is a way to make adding employees fast and EV does not store group information (i.e., if the selected group has a new employee added in the future, he or she will not be added to the class).

Editing Classes

To Edit Classes, select the class to be edited and click on Edit icon. Follow the same steps performed to add classes. Click Ok to complete the changes, or Close to cancel.

Figure 41: Editing Classes

File:SOP-5-I-MDS0023-C-MDS Employee Validation 41.jpg

NOTE: Classes cannot be deleted.

SFDC setup to enable Employee Validation

After completing the configuration of Employee Validation, the configuration must be downloaded to the SFDC PC in order to take effect.

To download the Employee Validation configuration, perform an emvdnld on the SFDC PC. Refer to the SFDC Operations manual for additional information. Two OPTIONS lines (OPTIONS EMPVAL VALIDATION=YES and OPTIONS EMPVAL_PROD PRODUCT=pbm) must be enabled in the Setup Data Editor, and downloaded to the SFDC PC in order for the configuration to actually take effect. Refer to the Employee Validation section in the SFDC Operations manual for details for all the required configuration for Employee Validation in the Setup Data Editor.

Revision Log

Date	Author	Title	Version	Change Reference
08/07/13	Elaine Fonaro	Technical Writer	v 1.0	This is the first revision of MDS User’s Guide
02/06/2014	Dane Parker	Technical Writer	V 1.0	Accuracy and new images added
02/25/2014	Elaine Fonaro	Technical Writer	V1.0	Review and Formatting

@@ Line 1: / Line 1: @@
-== Certificate Maintenance  ==
+[[File:sanmina_logo.png|130px]]
-The next step to configuring Employee Validation is to create certificates. To access the Certificate Maintenance, navigate to '''Quality &gt; Employee Validation &gt; Certificate Maintenance'''.
-The main certificate maintenance page is displayed.
+<center>'''SFDC Configuration''' </center>
-=== Certificate List  ===
+<center>'''Employee Validation''' </center>
-[[Image:SOP-5-I-MDS0023-C-MDS Employee Validation WIKI 27.png|644x345px|SOP-5-I-MDS0023-C-MDS Employee Validation WIKI 27.png]]
+<center>'''Version MES15 Portal 1.0''' </center>
-The image above shows the Certificate Maintenance page. (Note that certificates are denoted by the&nbsp;[[Image:Certificate Icon.jpg]] icon. Underneath certificates are the process/process assigned to them, denoted by the&nbsp;[[Image:Gold Star EV.jpg]] and&nbsp;[[Image:Silver Star EV.jpg]] icons. Gold stars represents the last update. Silver starts represent old instances that are associated with classes already created.)
+<center>'''Work Instruction''' </center>
-=== Adding Certificates  ===
-To add certificates and assign processes and process groups or part/family to Certificates, click '''Add Certificate'''.
+<center>This Work Instruction is Sanmina's corporate standard.</center>
-<br>
+<center>This document is under revision control. The latest revision is located on SanminaNet.</center>
-[[Image:SOP-5-I-MDS0023-C-MDS Employee Validation WIKI 28.png|600x345px|SOP-5-I-MDS0023-C-MDS Employee Validation WIKI 28.png]]
+<center>Once printed it is an uncontrolled copy. All alterations to this work instruction require approval.</center>
-The '''Certificate Maintenance''' screen displays:<br>
+<center>Contact the IT Global Education and Training Department to submit suggested alterations and or updates.</center>
-Complete the fields:
+''This edition applies to MES15 Portal 1.0 Application and all subsequent releases and modifications until otherwise indicated in new revisions.'
-*'''Certificate Name''': The name of the new certificate (''required'')
-*'''Pilgrim Role''': this field is used to associate the Certificate to a Pilgrim role. It was created to maintain a list of the <nowiki>’</nowiki>Roles<nowiki>’</nowiki> in Pilgrim that require training for EV purposes, linked to the EV certificate associated with that role.
-*'''Life Span''': Number of days the certificate is valid (''required'')
-*'''Grace Period''': Number of days allowed after expiration (cannot be grater than 30)
-*Click '''Ok''' to confirm. The new certificate must display in the Certificate list.
-*Click the '''Add Process / Process Group''' button to define the process (es) and/or groups that are associated to the certificate.
-<br> '''Adding Process/Process Group to a certificate:'''
+==Employee Validation Setup==
-Adding (or assigning) a process or group to a certificate is a necessary, as a certificate cannot be created without having at least one process or process group assigned to it. To add a process group,<br>
+This edition applies to MES15 Portal 1.0 (Employee Validation Module) and all subsequent releases and modifications until otherwise indicated in new revisions.
-#From the Process/Process Group tab, click '''Add Process Group'''.
+This module is responsible for creating trainings that operators should perform to work in manufacturing processes. The whole operator control (registration and information maintenance) and trainings and certificates required for the operators work in shop floor (mainly in medical plants) will be administered by this feature.
-#In the Process Group popup window, check the appropriate boxes and click '''OK'''.
-#The inserted process/process group is displayed in the Process Group tab.
-<br> <br>
+Employee Validation is a manual input module that allows individuals working on the employee other than those creating a new configuration and maintaining an existing one.
-[[Image:SOP-5-I-MDS0023-C-MDS Employee Validation WIKI 30.png|568x345px|SOP-5-I-MDS0023-C-MDS Employee Validation WIKI 30.png]]
+It provides a method of creating employee / password / training records that can be administered by non-SFDC personnel, and provides a method of identifying specific processes that must be controlled.
-To add a Process,
+It will still support the traditional login methods for data collectors without controlled processes.
-#From the Process/Process Group tab, click on '''Add Process'''.
+Employee Validation is accessed using two paths:
-#Check the box of the process to assign to the certificate, and click '''OK'''.
-<br>
+. '''Shop Floor Control <nowiki>></nowiki> Configuration  <nowiki>></nowiki> Employee Validation'''
-'''Creating generic certificates:'''
+. '''Quality <nowiki>></nowiki> Employee Validation'''.
-If multi-pass device numbers are used in SFDC, then it is recommended to create a generic certificate and assign some process to it. The process does not have to exist in any route. An example would be SFDC Training for the process. The process is not used for any locations or in any route. The process is controlled by Employee Validation and a generic certificate is created for this process.
+NOTE: Process Maintenance and Group Maintenance sub-modules are available only through path 1. Certificate Maintenance, Class Maintenance, and Employee Maintenance sub-modules are available only through path 2. This difference in accessibility applies even though the main page for both paths looks the same.
-All employee numbers are associated to this certificate/process. The reason for this is to allow any employee to log into a device number that has one or more EV controlled processes. Without a generic certificate/process, employees would not be able to log into the device number to perform the non-EV controlled processes that are assigned to the multi-pass device number. Employee validation insures that serial numbers that are at a controlled process can only be scanned by employees that have the necessary certification for the controlled process. Without the generic certificate/process, non certified employees will not be able to log into multi-pass device numbers.
+----
+'''Figure 1: MES Modules'''
+[[Image:SOP-5-I-MDS0023-C-MDS_Employee_Validation_01.jpg|framed|none]]
+The Employee Validation Maintenance page is displayed as follows:
+'''Figure 2: Employee Validation Maintenance'''
+[[Image:SOP-5-I-MDS0023-C-MDS_Employee_Validation_02.jpg|framed|none]]
+----
+Employee Validation is composed by sub-modules and these work instructions will help users to understand each one.
+* '''Employee Maintenance'''
+* '''EV Process Maintenance'''
+* '''Process Group Maintenance'''
+* '''Certificate Maintenance'''
+* '''Class Maintenance'''
+===Employee Maintenance===
+To access Employee Maintenance, navigate to '''Quality <nowiki>></nowiki> Employee Validation''' and click on '''Employee Maintenance''' in the employee validation main page.
+====Listing employees====
+The Employee List displays all employee names, type, and number. The user may search the list by entering data in the filter fields, edit employees, or delete employees.
+'''Figure 3: Employee Maintenance Page'''
+[[Image:SOP-5-I-MDS0023-C-MDS_Employee_Validation_03.jpg|framed|none]]
+This is the main Employee Validation maintenance page and the users are able to perform searches, sort, add, edit, delete, import and print/export employees.
+====Performing Searches====
+For searches, the following filtering capabilities are provided: '''Employee #, Employee Name, Employee Type, Employee Group, Certificate, Process and the Active/Show Expired flags'''.
+. Perform a search by using one or more of the filtering options provided and select '''Filter'''. The results are then displayed in the Employee list.
+'''Figure 4: List and Search Employees'''
+[[Image:SOP-5-I-MDS0023-C-MDS_Employee_Validation_04.jpg|framed|none]]
+NOTE: It is possible to list only the active employees by checking the '''Active''' box.
+----
+====Adding Employee====
+This portlet allows adding employees in the application. Employee records can be added individually. Also, a user may import a number of records.
+. To '''Add Employees''', select '''Add '''from the Employee Maintenance main page. A pop-up appears that allows the user to enter the information of an employee:
+'''Figure 5: Adding Employee'''
+[[Image:SOP-5-I-MDS0023-C-MDS_Employee_Validation_05.jpg|framed|none]]
+. Complete the mandatory fields:''' First Name''', '''Last Name''',''' Password''', '''Password Confirmation''', and  '''Employee#'''.
+. Select an '''Employee Type''' from the drop-down box:
+* '''Trainers''' refers to the type of personnel used to create a class.  Someone has to be a designated trainer in order to create a class in EV. They are also the people typically holding classes and performing any hands on training.
+* '''Operators''' refers the production personnel who perform work. They require certification to perform a process.
+* '''Supervisors''' refers to superusers who can scan serial numbers through any process without having the actual certification, but are nevertheless required to be in EV and have at least one certificate.
+* '''Debug/Rework '''refers to the production personnel who perform work with debug/rework roles.
+. Assign the new employee with at least one group (see instructions below).
+. Select '''Ok'''.''' ('''The user is given the option add an employee picture at this time.)
+=====Assigning Employees to Groups=====
+An employee should be assigned to at least one group. Follow the instructions below to assign users to a group.
+. To assign''' Employees''' to groups, click '''Add''' in the employee pop-up window. The employee group pop-up window appears.
+. From the group list in the pop-up, check the box of the groups to assign to the employee.
+. Select '''Ok '''to complete the assignment, or '''Close''' to cancel.
+'''Figure 6: Assigning an Employee to a Group'''
+[[Image:SOP-5-I-MDS0023-C-MDS_Employee_Validation_06.jpg|framed|none]]
+====Importing Employees====
+The Import portlet allows employees to be imported to the system en masse using a CSV spreadsheet.
+. To import employees, click on '''Import '''in the Employee Maintenance main page. The import employee pop-up window is displayed.
+'''Figure 7: Import Employees'''
+[[Image:SOP-5-I-MDS0023-C-MDS_Employee_Validation_07.jpg|framed|none]]
+NOTE: If '''Skip when exists''' is selected, the user will not be updated if already existing in the system.
+. The user may import a local spreadsheet by clicking '''Select''' and uploading the file. If a local spreadsheet has not yet been created or is not otherwise available, the user may select '''Get Template''' to download a CSV file that is organized so that the user can immediately enter the information correctly. Once the spreadsheet is created, the user can then import it using the Select feature.
+. Once a CSV has been selected for import, click '''Ok''' to proceed with the import (or click '''Close''' to cancel). A popup appears showing the import results.
+----
+'''Figure 8: Import Employees Results Pop-up'''
+[[Image:SOP-5-I-MDS0023-C-MDS_Employee_Validation_08.jpg|framed|none]]
+====Print Filtered Employees====
+. To print a list of employees in the search results, click on '''Print Filtered Employees''' button. A PDF report is generated with classes, certificates, and processes, which the user can then print or save.
+'''Figure 9: Exporting Employees'''
+[[Image:SOP-5-I-MDS0023-C-MDS_Employee_Validation_09.jpg|framed|none]]
+----
+====Editing Employees Information====
+'''Figure 10: Editing Employee Information'''
+[[Image:SOP-5-I-MDS0023-C-MDS_Employee_Validation_10.jpg|framed|none]]
+It is possible to edit the employee information by selecting the employee and clicking '''Edit'''.
+The steps to edit employees are the same as that for adding employees. See the Add Employee''' '''section above for more information.
+====Deleting Employees Information====
+Delete an employee by selecting the employee and selecting '''Delete'''.
+'''<br>Figure 11: Deleting Employees'''
+'''
+[[Image:SOP-5-I-MDS0023-C-MDS_Employee_Validation_11.jpg|framed|none]]
+'''
+NOTE: The deleted employees will also be removed from classes. The portlet does not allow removing a trainer that is assigned to a class.
+----
+===Process Maintenance===
+Processes are created in the SFDC Maintenance module. In EV, the user is able to add these''' '''processes. The added processes are those that EV will download to SFDC and check for Classes. In this step the user is able to add, edit, remove, and re-add processes and process groups that will be managed inside the '''Employee Validation Module'''.
+{|border="0" cellspacing="2" width="100%"
+|To access the EV Processes Maintenance, navigate to '''Shop Floor Control <nowiki>></nowiki> Configuration <nowiki>></nowiki> Employee Validation''' and select EV Process Maintenance from the main page. The Process list main page is displayed.
+|&nbsp;
+|}
+====Listing Process====
+'''Figure 12: Processes List'''
+[[Image:SOP-5-I-MDS0023-C-MDS_Employee_Validation_12.jpg|framed|none]]
+. To search, type the process name into the '''Filter''' field. Search results are generated as the user enters letters into the field.
+----
+====Adding Processes====
+'''Figure 13: Add Process List'''
+[[Image:SOP-5-I-MDS0023-C-MDS_Employee_Validation_13.jpg|framed|none]]
+The available processes are displayed to be added in EV.
-<br>
+. To define the processes to be controlled by EV, double-click a process on the left-hand side of the page. The selected processes are moved to the process list on the right-hand side of the page and are highlighted in yellow.
-'''To Remove Certificate Process/Process Group:'''
+. If preferred, move all processes over by selecting '''Save All Processes'''.
-<br>
+. Select '''Save''' to update or '''Reset''' to cancel.
-[[Image:SOP-5-I-MDS0023-C-MDS Employee Validation WIKI 31.png]]
+NOTE: If there are multiple processes that are to be controlled by Employee Validation, yet fall into the same certification, these processes can be grouped together by defining a process group. Click on the '''Process Group Maintenance '''module.  See the Process Group Maintenance section for specific instructions on how to create process groups.
+----
-Click the process/process group to select it and click on '''Remove Selected''' button. The removed process/process group displays in dark gray in the list. To undo, select it again from list and click '''Undo'''. <br>
+====Editing Processes====
-<br> '''Adding Part Number/Part Family/Customer Code to the certificates:'''
+To '''Edit (Enable and Disable) Processes''', follow the steps below.
-<br>
+'''Figure 14: Edit Processes'''
-[[Image:SOP-5-I-MDS0023-C-MDS Employee Validation WIKI 32.png|455x367px|SOP-5-I-MDS0023-C-MDS Employee Validation WIKI 32.png]] In addition, users can add Part Numbers/Family and Customer Codes to the Certificate. The rules to add, remove and undo remove are the same described for Process and Process Group.
+[[Image:SOP-5-I-MDS0023-C-MDS_Employee_Validation_14.jpg|framed|none]]
-<br>
+. Select the processes to be updated and click the '''Enable/Disable''' icon.
-[[Image:SOP-5-I-MDS0023-C-MDS Employee Validation WIKI 33.png]]
+. Click on '''Yes '''to complete the action or '''No''' to cancel.
-To add customer code, select the item (s) in the list and click on '''OK'''.
+NOTE: The process will be disabled when it is not used, but it can be used anytime by enabling it.
-<br>
+----
-[[Image:SOP-5-I-MDS0023-C-MDS Employee Validation WIKI 34.png]]
+====Removing Processes====
-To add part numbers/family, select the item (s) in the list and click on '''OK'''.
+To remove a process, select the process and select the''' Remove''' button.
-=== Editing Certificates  ===
+'''Figure 15: Remove Processes'''
-To '''Edit Certificates''', select the certificate in the Certificate List and follow the same instructions to Add Certificates: update the mandatory fields and click on '''OK''' to commit the change. <br>
+[[Image:SOP-5-I-MDS0023-C-MDS_Employee_Validation_15.jpg|framed|none]]
-[[Image:SOP-5-I-MDS0023-C-MDS Employee Validation WIKI 35.png|603x345px|SOP-5-I-MDS0023-C-MDS Employee Validation WIKI 35.png]]
+NOTE: Users cannot remove any processes that have assigned certificates.
-<br>'''NOTE''': Every time the user adds a new Process on the Certificate, the application creates a new instance of that Certificate. All classes created before the Certificate changes will be linked to the old Certificate instance.
+----
-Consider the following example:
+====Undo a Delete====
+. To''' '''undo a deletion of a process, select the '''Undo Delete''' icon. The selected process will change the color and continue displaying in the list.
-- Create Certificate CERT with process "A" and "B";
+'''Figure 16: Undo Delete Processes'''
-- Create a Class for CERT with employee Thomas and Keith;
+[[Image:SOP-5-I-MDS0023-C-MDS_Employee_Validation_16.jpg|framed|none]]
-- Edit CERT and add the new Process "C";
+. Select '''Yes''' to complete the action, or '''No''' to cancel.
-<br>
+----
-On this example the employees Thomas and Keith will be trained only on the processes "A" and "B". If the certificate is changed, they need to be trained on "C", therefore another class will need to be created for the same CERT.
+===Process Group Maintenance===
+To''' '''access the''' Process Group Maintenance''', navigate to '''Shop''' '''Floor <nowiki>></nowiki> Configuration <nowiki>></nowiki> Employee Validation''', and click on '''Process Group Maintenance '''from the main menu.
-<br>
+====Adding Process Groups====
+To add process groups, follow the steps below:
+'''Figure 17: Add Process Groups'''
+[[Image:SOP-5-I-MDS0023-C-MDS_Employee_Validation_17.jpg|framed|none]]
+. To''' '''add process groups, select the '''Add '''icon, enter the '''Process Group Name,''' and select the processes to be added into the process group. The selected Process Group will be displayed in yellow. Selecting the process group, the user can see all assigned processes.
+NOTE: Every time that a new process group is created, the user must associate at least one process to it.
+Selecting a process group, the user can see all assigned processes.
+. Select '''Save''' to add the process group, or '''Close''' to cancel.
+----
+====Editing Process Group Name====
+'''Figure 18: Edit Process Groups'''
+[[Image:SOP-5-I-MDS0023-C-MDS_Employee_Validation_18.jpg|framed|none]]
+. To edit a process group name, select the process group and select the '''Edit''' icon.
+Only the process group name can be updated. Update the name and select '''Save''' to complete the action. To cancel, select '''Close'''.
+----
+====Editing Process Group Status====
+'''Figure 19: Change Process Group'''
+[[Image:SOP-5-I-MDS0023-C-MDS_Employee_Validation_19.jpg|framed|none]]
+. To change the process group status''',''' in the Process Groups list check the box of a group and select the '''Edit''' icon.
+NOTE: The updated Process Group is displayed in red:
+. Select''' Yes '''to complete the edit, or '''No''' to cancel.
+====Removing Process Group====
+'''Figure 20: Remove Process Group'''
-=== Removing Certificates  ===
+[[Image:SOP-5-I-MDS0023-C-MDS_Employee_Validation_20.jpg|framed|none]]
-To '''Remove''' '''Certificates''' from the list, follow the steps below:
+. To '''Remove Process Group''' from list, select the process group and select '''Remove'''.
-. Select the certificate to be removed;
+NOTE: Users cannot remove process groups with assigned certificates.
-. Click on '''Remove Certificate''' button. A popup message displays to confirm the certificate removal.
+====Undo Delete Process Group====
+'''Figure 21: Undo Delete Process'''
-. Click on '''Yes''' to confirm or click on '''No''' to cancel.
+[[Image:SOP-5-I-MDS0023-C-MDS_Employee_Validation_21.jpg|framed|none]]
-[[Image:SOP-5-I-MDS0023-C-MDS Employee Validation WIKI 37.png|frame|none|SOP-5-I-MDS0023-C-MDS Employee Validation WIKI 37.png]]
+. To undo delete a process group, select the''' Undo Delete''' icon. The selected process group color will be changed and continue displaying in the list.
-'''NOTE''': Certificates already associated with classes can not be removed.
+. Select '''Yes''' to delete, or '''No''' to cancel.
 ----
-<br>
+'''Process Maintenance'''
+====Searching Process====
+'''Figure 22: Filter Processes'''
+[[Image:SOP-5-I-MDS0023-C-MDS_Employee_Validation_22.jpg|framed|none]]
+. To filter''' '''processes already assigned to a Process Group, enter the process name in the '''Filter '''field. The process displays with the respective assigned process group.
+====Adding Process====
+'''Figure 23: Add Process'''
+[[Image:SOP-5-I-MDS0023-C-MDS_Employee_Validation_23.jpg|framed|none]]
+. To '''Add Process''', check the box of the group from the Process Groups list and select the '''Add Process''' icon on the right-hand side. The available processes are displayed.
+. Select the process and click '''Save'''. The selected processes will be displayed in the Processes list. This action could be affecting existing Certificates and the user is able to update it.
+NOTE: A process can only belong to a single Process Group.
+====Removing Process====
+'''Figure 24: Remove Process'''
+[[Image:SOP-5-I-MDS0023-C-MDS_Employee_Validation_24.jpg|framed|none]]
+. To remove a process, check the box of the process group, then check the box of the process to be removed, and click the '''Remove Process''' icon.
-== Class Maintenance  ==
+If the update on the process group affects existing certificates, the user is alerted and has the option to change the certificate before saving the change.
-To access the '''Class Maintenance''' page, navigate to '''Quality &gt; Employee Validation &gt; Class Maintenance'''. The user is able to add, copy, or edit classes and perform searches from the main class page.
+. Click '''Save''' to finish the removal, or click '''Close''' to cancel.
-=== Adding Classes  ===
+===Certificate Maintenance===
+To''' '''access the''' '''Certificates Maintenance, navigate to '''Quality <nowiki>></nowiki> Employee Validation''' and select '''Certificate Maintenance''' from the Employee Validation main page. The main certificate maintenance page displays.
-[[Image:SOP-5-I-MDS0023-C-MDS Employee Validation WIKI 39.png|600x148px|SOP-5-I-MDS0023-C-MDS Employee Validation WIKI 39.png]]
+====Certificate List====
+'''Figure 25: Certificate List'''
-. Click on '''Add Class''' in the Menu bar. The Class Maintenance page displays:
+[[Image:SOP-5-I-MDS0023-C-MDS_Employee_Validation_25.jpg|framed|none]]
-<br>
+----
-[[Image:SOP-5-I-MDS0023-C-MDS Employee Validation WIKI 40.png|600x345px|SOP-5-I-MDS0023-C-MDS Employee Validation WIKI 40.png]]
+====Adding Certificates====
-<br>
+. To''' '''add certificates and associate processes and process groups or parts/families to certificates, click on '''Add Certificate''' in the Certificate List page. The '''Certificate Maintenance''' screen displays.
-. Select the trainer, the certificate and the date for training from the drop down list. Upon selecting the certificate, the Grace Period and Training Expiration Date will be automatically generated.
+'''Figure 26: Add Certificate'''
-. Now add the employees who will be taking the class, by clicking '''Add Employee'''.
+[[Image:SOP-5-I-MDS0023-C-MDS_Employee_Validation_26.jpg|framed|none]]
-'''NOTE''': The class must have at least one associated certificate.
+. Complete the fields with the appropriate information:
-<br>
+* '''Certificate Name''': The name of the new certificate.
+* '''Pilgrim Role''': Used to assign a certificate to a Pilgrim role. It was created to maintain a list of the roles in Pilgrim that require training for EV purposes and are linked to the EV certificates assigned to the respective roles.
+* '''Life Span''': The number of days a certificate is valid.
+* '''Grace Period''': The number of days allowed after expiration (cannot be greater than 30).
+. Click on '''Ok''' to confirm. The new certificate must display in the Certificate list.
-[[Image:SOP-5-I-MDS0023-C-MDS Employee Validation WIKI 41.png|419x345px|SOP-5-I-MDS0023-C-MDS Employee Validation WIKI 41.png]] <br>
+. Click on the A'''dd Process / Process Group''' tab to define the process or group that is assigned to the certificate (see the expanded instructions below).
-. Select the Employee(s) and click on '''OK''' to commit the inclusion.
+----
-<br>
+'''Adding Process/Process Group to the certificate:'''
-[[Image:SOP-5-I-MDS0023-C-MDS Employee Validation WIKI 42.png|420x345px|SOP-5-I-MDS0023-C-MDS Employee Validation WIKI 42.png]]
+'''Figure 27: Certificate X Process/Process Group'''
-<br>
+[[Image:SOP-5-I-MDS0023-C-MDS_Employee_Validation_27.jpg|framed|none]]
-To add employee groups:
+Use the Process/Process Group tab to define the process or group that is assigned to the certificate.
-. Click '''Add Group'''. The '''Find Groups''' popup displays to find Groups.
+. Select the''' Process Groups '''check box to add process groups available in the list. Do the same steps to Processes and click on the '''Add '''button. The inserted process/process group is displayed in the Process/Process Group tab.
-. Select the Group (s) and click on '''OK''' to commit the inclusion.
+NOTE:  You cannot create a certificate without having at least one process or group assigned.
-The groups or employees are now displayed in the Employees list.
+----
-'''NOTE''': The add Employees by group is a way to make adding employees fast and EV does not store group information, i.e. if the selected group has a new employee added in the future, he/she won<nowiki>’</nowiki>t be added to the class.
+'''Figure 28: Certificate Maintenance Process/Process Group Tab'''
-<br>
+[[Image:SOP-5-I-MDS0023-C-MDS_Employee_Validation_28.jpg|framed|none]]
-=== Editing Classes  ===
+. To add a process to the process groups, select '''Add Process'''. The added processes/process groups are shown highlighted.
-To '''Edit Classes''', select the class to be edited and click on '''Edit''' icon. Follow the same steps performed to add classes. Click on '''Ok '''button to commit the changes.
+'''Creating generic certificates:'''
-'''NOTE''': Classes cannot be deleted.
+If multi-pass device numbers are used in SFDC, then it is recommended to create a generic certificate and assign some process to it.  The process does not have to exist in any route.  An example would be SFDC Training for the process.  The process is not used for any locations or in any route.  The process is controlled by Employee Validation and a generic certificate is created for this process.
-== Employee Maintenance  ==
+All employee numbers are assigned to this certificate/process. The reason for this is to allow any employee to log into a device number that has one or more EV controlled processes. Without a generic certificate/process, employees would not be able to log into the device number to perform the non-EV controlled processes that are assigned to the multi-pass device number.  Employee validation ensures that serial numbers that are at a controlled process and can only be scanned by employees that have the necessary certification for the controlled process.  Without the generic certificate/process, non-certified employees will not be able to log into multi-pass device numbers.
-To access Employee Maintenance, click on '''Employee Maintenance''' in the employee validation main page.<br>
+'''Remove a ''''''Certificate ''''''Process/Process Group''':
-=== Employee Maintenance Main Page ===
+----
-The main page provides a list of employee information by Employee Name, Employee Number, and Employee Type. From the main page, users can search, add, edit, delete, and import employees.
+'''Figure 29: Remove Process Group'''
-<br>
+[[Image:SOP-5-I-MDS0023-C-MDS_Employee_Validation_29.jpg|framed|none]]
+. Click the process/process group to select it and click on '''Remove Selected '''button. The removed process/process group displays in dark gray in the list.
-[[Image:SOP-5-I-MDS0023-C-MDS Employee Validation WIKI 03.png|frame|none|SOP-5-I-MDS0023-C-MDS Employee Validation WIKI 03.png]]
+. To undo, select it from list and click on '''Undo'''.
-<br>
+----
-=== Performing Searches  ===
+'''Adding Part Number/Part Family/Customer Code to Certificates:'''
-It is possible to search the database using the fields provided (e.g., Employee #, Employee Name, Employee Type). When performing a search, enter employee information into the appropriate field(s) and click '''Filter'''.
+'''Figure 30: Part Number/Part Family/Customer Code Tab'''
+[[Image:SOP-5-I-MDS0023-C-MDS_Employee_Validation_30.jpg|framed|none]]
 <br>
+Users can also add Part Numbers/Family and Customer Codes to the Certificate by using the portlets under the '''Part Number/Part Family/Customer Code '''tab. The steps to add, remove, and undo remove are the same as described above for Process and Process Group.
-[[Image:SOP-5-I-MDS0023-C-MDS Employee Validation WIKI 04.png|frame|none|SOP-5-I-MDS0023-C-MDS Employee Validation WIKI 04.png]]
+'''Figure 31: Customer Code'''
-The search result(s) is displayed in the Employee list.
+[[Image:SOP-5-I-MDS0023-C-MDS_Employee_Validation_31.jpg|framed|none]]
-'''Note''': It is possible to list only the active employees by checking the '''Active'''&nbsp;box.
+. To add customer code, select the items in the list and click on '''Ok'''.
-=== Adding Employee  ===
+----
+'''Figure 32: Part Family'''
+[[Image:SOP-5-I-MDS0023-C-MDS_Employee_Validation_32.jpg|framed|none]]
+. To add part numbers/family, select the items in the list and click '''Ok '''when finished, or '''Close''' to cancel.
+====Editing Certificates====
-To add an employee record,
+. To edit certificates, select the certificate in the Certificate List and follow the same instructions to Add Certificates: update the mandatory fields and click on '''Ok''' to commit the change.
-#Click '''Add'''. Alternatively, a number of records can be imported using the Import function (see below).<br>
+'''Figure 33: Certificate Maintenance'''
-#Complete all mandatory fields in the Employee Validation Maintenance popup:'''"First Name"''', '''"Last Name"''','''"Password"''', '''"Password Confirmation"''', '''"Employee#"''', '''"Employee Type"''' (operator, supervisor or trainer).<br>
-*'''Trainers''' are the people used to create a class. Someone has to be a designated trainer, in order to create a class in EV. They are also the people typically holding "classes" and performing any hands on training.
+[[Image:SOP-5-I-MDS0023-C-MDS_Employee_Validation_33.jpg|framed|none]]
-*'''Operators''' are the production folks who perform work. They either have the certification to perform a job or not. That is the EV control for processes.
-*'''Supervisors''' are required to be in EV and have at least 1 certificate. They do not necessarily have to be in every certificate in order to be able to scan serial numbers through the processes. Effectively, they are "superusers" which can scan serial numbers through any process, without having the actual certification. They just must have 1 certification for something.
-*'''Debug/Rework '''are the production folks who perform work with debug/rework roles;
-<br>
+<br>NOTE: Every time the user adds a new process to a certificate, the application creates a new instance of that certificate. All classes created before the certificate changes will be linked to the old certificate instance.
-<br>
+Consider the following scenario:
-[[Image:SOP-5-I-MDS0023-C-MDS Employee Validation WIKI 06.png|frame|none]]
+- Create Certificate CERT with process A and B.
-After Employee records have been created, each employee should be associated to at least one Group.
+- Create a Class for CERT with employees Thomas and Keith.
-The user can upload an employee image by clicking '''Change Picture'''. This will open an explorer browser the user can use to select an image. Once an acceptable image is located, select the image and click '''Open'''.&nbsp;<br>
+- Edit CERT and add the new process C.
+On this example the employees Thomas and Keith will be trained only on the processes A and B. If the certificate is changed, they will need to be trained on process C as well; therefore, another class will need to be created for the same CERT.
-'''Group Maintenance:'''
+'''Figure 34: Certificate Instances'''
-To add, edit, delete and undo groups, go to group maintenance;
+[[Image:SOP-5-I-MDS0023-C-MDS_Employee_Validation_34.jpg|framed|none]]
-#Click on '''Add&nbsp;'''under the group tab to open Groups Maintenance.<br>
+In the Certificate List''', '''processes that are listed as a''' '''gold star represents the last update, while''' '''silver stars''' '''are the old processes that are assigned to the classes already created.
-#Add the user to a group by checking a group listed in the Group Maintenance screen. Or add them to a new group by clicking '''Add '''in the ''Group Mainenance'' screen and naming a new group.<br>
-<font color="#FF0000">[[Image:SOP-5-I-MDS0023-C-MDS Employee Validation WIKI 07.png|frame|none]] </font>
+====Removing Certificates====
-<br>
+To remove certificates from the list, follow the steps below:
-=== Importing Employees  ===
+. Select the certificate to be removed.
-To Import Employees from a CSV file, click on '''Import'''.
+. Select '''Remove Certificate'''. A pop-up message displays to confirm the certificate removal.
-'''Figure 9: Import Employees'''
+. Select''' Yes''' to confirm, select '''No''' to cancel.
-[[Image:SOP-5-I-MDS0023-C-MDS Employee Validation WIKI 09.png|frame|none|SOP-5-I-MDS0023-C-MDS Employee Validation WIKI 09.png]]
+'''Figure 35: Remove Certificate from List'''
-The Import employee is displayed.
+[[Image:SOP-5-I-MDS0023-C-MDS_Employee_Validation_35.jpg|framed|none]]
-'''Note''': Selecting '''Skip when exists''', the user will not be updated.
+NOTE: Certificates already assigned with classes cannot be removed.
-This functionality allows importing employees in mass.
+===Class Maintenance===
-The format of the .csv file for importing Employee records is:
+To''' '''access the''' '''Class Maintenance, navigate to '''Quality <nowiki>></nowiki> Employee Validation''' and select '''Class Maintenance''' from the Employee Validation main page.  The Class Maintenance main page is displayed.
-{| width="85%" cellspacing="0" cellpadding="4" border="2"
+'''Figure 36: Class Maintenance'''
-|-
-| '''First Name'''
-| '''Last Name'''
-| '''Password'''
-| '''Employee #'''
-| '''Employee Type'''
-|-
-| Character
-| Character
-| Character
-| Character
-| Character
-|}
-After creating the spreadsheet, follow the steps below to import:
+[[Image:SOP-5-I-MDS0023-C-MDS_Employee_Validation_36.jpg|framed|none]]
-*Go to&nbsp;'''Employee Maintenance '''page and click on '''Import'''&nbsp;button.
+The user is able to add, copy, or edit classes and perform searches from the main class page.
-*Select&nbsp;the .CSV file already created.
-*Click on "'''OK'''" button.
-The'''Import Employee Results''' page with the import results is displayed:
+----
-'''Figure 10: Import Employees'''
+====Adding Classes====
-[[Image:SOP-5-I-MDS0023-C-MDS Employee Validation WIKI 10.png|frame|none|SOP-5-I-MDS0023-C-MDS Employee Validation WIKI 10.png]]
+'''Figure 37: Add Class'''
-*Click on "'''Close'''" button.
+[[Image:SOP-5-I-MDS0023-C-MDS_Employee_Validation_37.jpg|framed|none]]
-After the import process, a report is displayed with the employees successfully imported and with those who failed.
+. Click on '''Add Class''' in the Menu bar. The Class Maintenance page displays.
-=== Print Filtered Employees  ===
+'''Figure 38: Class Maintenance'''
-To Print Filtered Employees list, click on '''Print Filtered Employees''' button.
+[[Image:SOP-5-I-MDS0023-C-MDS_Employee_Validation_38.jpg|framed|none]]
-<br>
+. Select the trainer, the certificate and the date for training from the drop-down list. When the certificate is selected, the Grace Period and Training Expiration Date will automatically be filled.
-[[Image:SOP-5-I-MDS0023-C-MDS Employee Validation WIKI 11.png|frame|none|SOP-5-I-MDS0023-C-MDS Employee Validation WIKI 11.png]]
+. Next, select '''Add Employee''' from the Class Maintenance page. The Find Employees pop-up appears.
-A .pdf report is generated with classes, certificates and processes. The user can save it and print.
+NOTE: The class must have at least one assigned certificate.
-=== Editing Employees Information  ===
+'''Figure 39: Add Employees'''
+[[Image:SOP-5-I-MDS0023-C-MDS_Employee_Validation_39.jpg|framed|none]]
 <br>
-[[Image:SOP-5-I-MDS0023-C-MDS Employee Validation WIKI 12.png|frame|none|SOP-5-I-MDS0023-C-MDS Employee Validation WIKI 12.png]]
+. Select employees from the list and click '''Ok''' to add the employees, or '''Close''' to cancel the action.
-It is possible to '''edit''' the employee information by selecting the employee and clicking on '''Edit''' button.
+'''Adding Employee Groups'''
-The steps to edit employees are the same as Add Employees. See '''''Add Employee'' '''section for more information.
+. To add employee groups, Click on '''Add Group''' from the Class Maintenance page. The '''Find Groups''' pop-up displays to find groups.
-=== Deleting Employees Information  ===
+. Select a group and click on '''Ok '''to add the employee group, or '''Close''' to cancel. Both groups and employees will be displayed in the employees list.
-'''Delete''' the employee by selecting the employee and clicking on '''Delete''' button.
+----
+'''Figure 40: Add Employees Groups'''
+[[Image:SOP-5-I-MDS0023-C-MDS_Employee_Validation_40.jpg|framed|none]]
+NOTE: The add employees by group is a way to make adding employees fast and EV does not store group information (i.e., if the selected group has a new employee added in the future, he or she will not be added to the class).
+----
+====Editing Classes====
+To '''Edit Classes''', select the class to be edited and click on '''Edit''' icon. Follow the same steps performed to add classes. Click '''Ok '''to complete the changes, or '''Close''' to cancel.
+'''Figure 41: Editing Classes'''
+[[Image:SOP-5-I-MDS0023-C-MDS_Employee_Validation_41.jpg|framed|none]]
+NOTE:  Classes cannot be deleted.
+===SFDC setup to enable Employee Validation===
+After completing the configuration of Employee Validation, the configuration must be downloaded to the SFDC PC in order to take effect.
+To download the Employee Validation configuration, perform an emvdnld on the SFDC PC. Refer to the SFDC Operations manual for additional information.  Two OPTIONS lines (OPTIONS EMPVAL VALIDATION=YES and OPTIONS EMPVAL_PROD PRODUCT=pbm) must be enabled in the Setup Data Editor, and downloaded to the SFDC PC in order for the configuration to actually take effect. Refer to the Employee Validation section in the SFDC Operations manual for details for all the required configuration for Employee Validation in the Setup Data Editor.
+==Revision Log==
-'''<br><br>'''
+{|border="2" cellspacing="0" cellpadding="4" width="100%" align="left"
+|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>
-[[Image:SOP-5-I-MDS0023-C-MDS Employee Validation WIKI 13.png|frame|none|SOP-5-I-MDS0023-C-MDS Employee Validation WIKI 13.png]]
+|-
+|08/07/13
+|Elaine Fonaro
+|Technical Writer
+|v 1.0
+|This is the first revision of MDS User<nowiki>’</nowiki>s Guide
-'''NOTE''':
+|-
+|02/06/2014
+|Dane Parker
+|Technical Writer
+|V 1.0
+|Accuracy and new images added
+|-
+|02/25/2014
+|Elaine Fonaro
+|Technical Writer
+|V1.0
+|Review and Formatting
-. The deleted employees will be removed from classes also.
+|}<br clear="all">
-. The application does not allow removing a Trainer that is assigned to a class.
+[[category:uncategorized]]