[Ils-source] r1467 - trunk/styles/Default_Horizontal/help
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Wed May 18 15:09:09 MST 2016
Author: scribe
Date: 2016-05-18 15:09:09 -0700 (Wed, 18 May 2016)
New Revision: 1467
Modified:
trunk/styles/Default_Horizontal/help/admin_userprofile.jsp
Log:
committing manual changes in style folder which include updates from 1.80.6
Modified: trunk/styles/Default_Horizontal/help/admin_userprofile.jsp
===================================================================
--- trunk/styles/Default_Horizontal/help/admin_userprofile.jsp 2016-05-18 21:59:45 UTC (rev 1466)
+++ trunk/styles/Default_Horizontal/help/admin_userprofile.jsp 2016-05-18 22:09:09 UTC (rev 1467)
@@ -11,78 +11,97 @@
<table width="600" border="0" cellpadding="0">
<tr>
<td valign="top" scope="col"><h1><strong>User Profile Management</strong></h1>
- <p>The User Profile management page allows you to search user profiles, view your personal Profile, Add new User Profiles, or Edit existing profiles. </p>
- <p><img src="images/user_profile_management.jpg" alt="User Profile Management" width="546" height="325" /><br />
+ <p>The User Profile Management page allows you to Search, Add, and Edit existing user profiles. </p>
+ <p><img src="images/user_profile_management.jpg" alt="User Profile Management" width="600" height="275" /><br />
</p>
<h2>Search</h2>
- <p>Search all profiles by clicking <img src="images/search2.jpg" alt="Search" width="98" height="14" /><strong>Search</strong></p>
+ <p>Search all profiles by clicking <img src="images/search_btn.jpg" alt="Search" width="98" height="14" /></p>
<p>The following fields are available to filter your search:</p>
<ul>
- <li>Workgroup</li>
- <li>Role</li>
- <li>Access Level (Administrator, Manager, or User)</li>
- <li>Employee Last Name</li>
- <li>Employee ID</li>
- <li>Status (Active or Inactive)</li>
- <li>Hire Date</li>
+ <li><strong>Workgroup(s)</strong> - Select the Workgroups you wish to filter by. To view all, leave field blank.</li>
+ <li><strong>Role(s)</strong> - Select the Roles you wish to filter by. To view all, leave field blank.</li>
+ <li><strong>Access Level</strong> – By Administrator, Manager, or User</li>
+ <li><strong>Employee (Last Name)</strong></li>
+ <li><strong>Employee ID</strong></li>
+ <li><strong>Status</strong> – Active or Inactive</li>
+ <li><strong>Hire Date</strong> – Date range for which the Hire Date field is filled</li>
</ul>
- <p>By selecting any or all of these fields, you will be able to filter your search. Selecting more than one parameter will narrow your search. Once the Search results are returned, they will be listed in the <strong>Search Results</strong> table at the bottom of the page. </p>
- <p><img src="images/user_profiles_search_results.jpg" alt="Search Results" width="590" height="282" /></p>
- <p>Click on any of the table headers to sort these results. The table headers are Last (Name), First (Name), Workgroup and Role. </p>
- <p>To review or edit a specific users’ profile, click on the checkbox next to their Last Name. From the pull-down menu, select “Edit”, then click <strong>Perform Action</strong>.</p>
- <p><img src="images/edit.jpg" alt="Edit" width="266" height="32" /></p>
- <h2>My Profile </h2>
- <p>Your <strong>User Profile</strong> contains all of the information about you in the system. You can change your password by typing in a new password in the <strong>Password</strong> and <strong>Confirm Password</strong> fields and click on <strong>Save</strong> at the bottom of the screen. You cannot change any of the grayed back information contained in the remaining fields. Contact the system administrator if the system contains information about you that is incorrect.</p>
- <p><img src="images/admin_profile.jpg" width="601" height="485" /></p>
- <h2>Add New Profile </h2>
- <p>Add a new user profile by clicking <img src="images/add_new_profile.jpg" alt="Add New Profile" width="98" height="14" /></p>
+ <p>Selecting more than one parameter will narrow your search in more detail. Once the Search is returned the <strong>Search Results</strong> will be displayed in a table at the bottom of the page.</p>
+ <p><img src="images/user_profiles_search_results.jpg" alt="Search Results" width="600" height="220" /></p>
+ <p>The column headings are: Last, First, Employee ID, Workgroup, and Role. Click on the column headings to sort the results alphabetically.</p>
+ <p>To review or edit a specific users’ profile, click on the checkbox next to their Last Name. From the pull-down menu, select “Edit”, then click <strong>Perform Action</strong>.</p>
+ <p><img src="images/edit.jpg" alt="Edit" width="245" height="25" /></p>
+ <h2>My Profile</h2>
+ <p>You may edit your user profile directly by clicking <img src="images/my_profile_btn.jpg" alt="Add New Profile" width="98" height="14" /></p>
+ <h2>Add New Profile</h2>
+ <p>Add a new user profile by clicking <img src="images/add_new_profile_btn.jpg" alt="Add New Profile" width="98" height="14" /></p>
+ <p>An empty Profile For window will open.</p>
+ <p><img src="images/admin_profile.jpg" width="600" height="550" /></p>
<p>When adding a new User Profile, the following fields are available:</p>
<ul>
- <li>Employee ID (Required) – Must be a unique alpha/numeric entry.</li>
- <li>Password (Required) – The default password is “<%=Utils.getSysConfig(session).getProperty("DefaultPasswd", "changeme")%>”</li>
- <li>Hire Date</li>
- <li>Termination Date</li>
- <li>Status – Active or Inactive</li>
- <li>Access Security Level (Required)</li>
- <li>Override IP Address Restriction</li>
- <li>Role (Required)</li>
- <li>Workgroup (Required)</li>
- <li>First Name (Required)</li>
- <li>Last Name (Required)</li>
- <li>Address 1</li>
- <li>Address 2</li>
- <li>City/Province</li>
- <li>State</li>
- <li>Zip</li>
- <li>Country</li>
- <li>Email</li>
- <li>Phone</li>
+ <li><strong>Employee ID </strong><font color="red";>(Required)</font> – Must be a unique alpha / numeric value</li>
+ <li><strong>Password </strong><font color="red";>(Required)</font> – The default password is “<%=Utils.getSysConfig(session).getProperty("DefaultPasswd", "changeme")%>”</li>
+ <li><strong>Confirm Password </strong><font color="red";>(Required)</font> – The default password is “<%=Utils.getSysConfig(session).getProperty("DefaultPasswd", "changeme")%>”</li>
+ <li><strong>Hire Date</strong> – Date in which the employee was hired</li>
+ <li><strong>Termination Date</strong> – Date in which the employee was terminated</li>
+ <li><strong>Status</strong> – Active or Inactive. Defaults to Active</li>
+ <li><strong>Access Security Level </strong><font color="red";>(Required)</font> – User, Manager, Administrator. Defaults to User</li>
+ <li><strong>Override ID Check At Login</strong> – When active, this profile will ignore the ID Check at Login</li>
+ <li><strong>Override IP Address Restriction</strong> – When active, this profile will ignore all Course IP Restriction settings</li>
+ <li><strong>Role(s) </strong><font color="red";>(Required)</font> - Every user profile must occupy at least one Role.</li>
+ <li><strong>Workgroup(s) </strong><font color="red";>(Required)</font> - Every user profile must occupy at least one Workgroup.</li>
+ <li><strong>First Name </strong><font color="red";>(Required)</font></li>
+ <li><strong>Middle Name</strong></li>
+ <li><strong>Last Name </strong><font color="red";>(Required)</font></li>
+ <li><strong>Suffix</strong></li>
+ <li><strong>Address 1</strong></li>
+ <li><strong>Address 2</strong></li>
+ <li><strong>City/Province</strong></li>
+ <li><strong>State</strong></li>
+ <li><strong>Zip</strong></li>
+ <li><strong>Country</strong></li>
+ <li><strong>Email</strong> – Email is required if automatic notifications are desired for this user</li>
+ <li><strong>Phone</strong></li>
</ul>
- <p><br />
- Once you have filled in the applicable fields, click <img src="images/save_but.jpg" alt="Save" width="63" height="14" /> </p>
- <p>If the new user profile has an <strong>Access Security Level</strong> of a “Manager”, then 2 additional panels will appear:</p>
+ <p>Once you have filled in the applicable fields, click <img src="images/save_btn.jpg" alt="Save" width="63" height="14" /> </p>
+ <p>If the new user profile has an <strong>Access Security Level</strong> of a “Manager”, then two additional panels will appear:</p>
<ul>
- <li>Manager Privileges</li>
- <li>Workgroups Managed </li>
+ <li>Manager Privileges</li>
+ <li>Workgroups Managed </li>
</ul>
<h2>Manager Privileges</h2>
- <p>The Manager Privileges panel allows Administrators to provide a manager access to selected administrative menu options.</p>
- <p><img src="images/manager_privileges.jpg" alt="Manager Privileges" width="590" height="244" /></p>
- <p>Select the <strong>Menu Items Authorized</strong> for the Manager by clicking on the checkboxes beside the menu item names. Then, click <img src="images/save2.jpg" alt="Save" width="66" height="26" /></p>
+ <p>The Manager Privileges panel allows you to customize a manager's profile permissions to selected administrative menu options.</p>
+ <p><img src="images/manager_privileges.jpg" alt="Manager Privileges" width="600" height="220" /></p>
+ <p>Select the <strong>Menu Items Authorized</strong> for the Manager by clicking on the checkboxes beside the menu item names. </p>
+ <p>Then, click <img src="images/save_btn2.jpg" alt="Save" width="63" height="25" />. The following permissions are availible:</p>
+ <ul>
+ <li><strong>Course Management</strong> - Enable access to Course Management</li>
+ <li><strong>Workgroup Management</strong> - Enable access to Workgroup Management</li>
+ <li><strong>Role Management</strong> - Enable access to Role Management</li>
+ <li><strong>Student Records</strong> - Enable access to Student Records & Summary Reports</li>
+ <ul><li><strong>Allow Manual Override - Course Completion</strong> - Enable manager to use the "Force Pass" button in Student Records</li></ul>
+ <li><strong>User Profile Management</strong> - Enable Access to User Profile Management</li>
+ <ul><li><strong>Search / View Profiles</strong> - Enable permissions to search and view profiles in User Profile Management</li>
+ <li><strong>Add New User</strong> - Enable permissionsto add new user profiles</li>
+ <li><strong>Add New Managers</strong> - Enable permissions to add new manager profiles</li>
+ <li><strong>Modify Exsisting Users</strong> - Enable permissions to modify exsisting user profiles</li></ul>
+ <li><strong>System Management</strong> - Enable access to System Management</li>
+ <li><strong>Utilities</strong> - Enable access to Utilities</li>
+ </ul>
<h2>Manager Privileges Presets</h2>
- <p>You can create and save your own Presets for Manager Privileges.</p>
- <p><img src="images/manage_presets.jpg" alt="Manage Presets" width="322" height="35" /><br />
- Click the<strong> Manage Presets</strong> button to create new presets or to modify or delete existing presets. </p>
- <p><img src="images/security_preset_management.jpg" alt="Security Presets" width="590" height="437" /></p>
+ <p>You can create and save your own custom Presets for Manager Privileges. Saved Manager Presets will appear in the [ Preset Permissions ] drop down.</p>
+ <p><img src="images/manage_presets.jpg" alt="Manage Presets" width="289" height="23" />
+ <p>Click the<strong> Manage Presets</strong> button to create new presets or to modify or delete existing presets.</p>
+ <p><img src="images/security_preset_management.jpg" alt="Security Presets" width="600" height="375" /></p>
<h2>To create a new Preset</h2>
- <p>Fill in the <strong>Preset Name</strong> field and select the <strong>Menu Items Authorized</strong> for the Preset by clicking on the checkboxes beside the menu item names. Then, click <img src="images/saveasnew.jpg" alt="Save as New" width="112" height="23" /></p>
- <h2>To delete a Preset<strong> </strong></h2>
- <p>Select a preset from the <strong>Existing Presets</strong> panel, and then click <img src="images/preset_delete.jpg" alt="Delete" width="74" height="24" /></p>
+ <p>Fill in the <strong>Preset Name</strong> field and select the <strong>Menu Items Authorized</strong> for the Preset by clicking on the checkboxes beside the menu item names. Then, click <img src="images/saveasnew_btn.jpg" alt="Save as New" width="99" height="22" /></p>
+ <h2>To delete a Preset</h2>
+<p>Check the box next to a preset from the <strong>Existing Presets</strong> panel, and then click <img src="images/preset_delete_btn.jpg" alt="Delete" width="71" height="25" /></p>
<h2>Workgroups Managed</h2>
- <p>Workgroups can be assigned to managers by clicking on the appropriate checkbox next to the Workgroup Name. Managers will only be able to view users in the workgroups assigned to them. For example, when searching student records, the manager will only be able to view users in workgroups assigned to them in this panel. </p>
- <p><img src="images/workgroups_managed.jpg" alt="Workgroups Managed" width="590" height="168" /></p></td>
+ <p>Managers will only be able to view users in the workgroups they manage. Workgroups can be assigned to a manager by clicking on the checkbox next to the Workgroup Name. For example, when viewing Student Records, the manager will only be able to view users in workgroups they manage, assigned via this panel. </p>
+ <p><img src="images/workgroups_managed.jpg" alt="Workgroups Managed" width="600" height="150" /></p></td>
</tr>
</table>
-<p> Then click <img src="images/save2.jpg" alt="Save" width="66" height="26" />in the Workgroups Managed box. </p>
+<p>Select the workgroups you wish the manager to manage then click <img src="images/save_btn2.jpg" alt="Save" width="63" height="25" /> in the Workgroups Managed box.</p>
</body>
</html>
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