This page (revision-47) was last changed on 03-Mar-2023 15:32 by Kevin Higgs

This page was created on 26-Nov-2021 10:22 by Administrator

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Version Date Modified Size Author Changes ... Change note
47 03-Mar-2023 15:32 12 KB Kevin Higgs to previous
46 26-Nov-2021 10:22 12 KB kparrott to previous | to last
45 26-Nov-2021 10:22 12 KB kparrott to previous | to last
44 26-Nov-2021 10:22 12 KB jmyers to previous | to last
43 26-Nov-2021 10:22 12 KB jmyers to previous | to last EMAIL_ADDRESS ==> EMAIL_ADDRESS(Disambiguation)
42 26-Nov-2021 10:22 12 KB JMyers to previous | to last
41 26-Nov-2021 10:22 11 KB JMyers to previous | to last

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At line 6 added 6 lines
When a new USER is created/added, the initial password is assigned according to the rules on the [IMAR] form.
%%info once a new user is added to the system, it cannot be deleted from within the application.
User profiles are stamped on every record in the system when new records are added (CREATE_USER) or existing records are modified (CHANGE_USER). Even if the new user has not accessed the system, they cannot be deleted via the application.%%\\
At line 15 changed 2 lines
X User
X Description
* User
* Description
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The definition data for the Define User Procedure screen is stored in the [P2K_AM_USERS], [P2K_AM_EXECUTION_RIGHTS],[P2K_AM_PREFERENCE_VALUES], [P2K_AM_USER_ROLES], [P2K_AM_ACCESSORS], [P2K_AM_ACCESSOR_DETAILS] and [P2K_HR_IDENTITIES] table.
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;[User|]: This field provides the user's identification in the system.
;[Description|]: This field provides a description of the user; in many instances, this will be the user's full name.
;[Email|]:The user's email address is identified in this field. Many times this field will default in once you complete the Person Code field.
;[Person Code|]:This field provides the user's identity record.
;[Name|]: The user's full name will be provided in this field.
;[Create / Retrieve / Update / Delete Allowed |]:
The definition data for the Maintain User Profiles screen is stored in the [P2K_AM_USERS], [P2K_AM_EXECUTION_RIGHTS],[P2K_AM_PREFERENCE_VALUES], [P2K_AM_USER_ROLES], [P2K_AM_ACCESSORS], [P2K_AM_ACCESSOR_DETAILS] and [P2K_HR_IDENTITIES] table.
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;[User|USER_NAME]: This field provides the user's identification in the system.
;[Description|DESCRIPTION]: This field provides a description of the user; in many instances, this will be the user's full name.
;[Email|EMAIL_ADDRESS(Field)]:The user's email address is identified in this field. Many times this field will default in once you complete the Person Code field.
;[Person Code|PERSON_CODE]:This field provides the user's identity record.
;[Name|USER_NAME]: The user's full name will be provided in this field.
;[Create|CREATE_ALLOWED]/[Retrieve|RETRIEVE_ALLOWED]/[Update|UPDATE_ALLOWED]/[Delete Allowed|DELETE_ALLOWED]:These toggles identify the exact execution rights the user has to the function.
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This area provides information regarding the user’s access to.....
This area provides information regarding the user’s access to the application's legacy system.
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;[Access Start Date|] /[Access End Date|]:
These fields indicate the dates the user has/had access to the system.
;[Last Access On|]:
The last date the user accessed the system will be displayed here.
;[Logins to Date |]:
The current number of logins the user has made will be displayed here.
;[Password Changed By |]:
If the user’s password has been changed, this field will indicate who changed the password.
;[Password Changed On |]:
The date the password was changed will be displayed in this field.
;[Access Start Date|ACCESS_START_DATE] /[Access End Date|ACCESS_END_DATE]:These fields indicate the dates the user has/had access to the system.
;[Last Access On|LAST_ACCESSED_TIMESTOP]:The last date the user accessed the system will be displayed here.
;[Logins to Date|LOGINS_TO_DATE]:The current number of logins the user has made will be displayed here.
;[Password Changed By |PASSWORD_CHANGED_BY]:If the user’s password has been changed, this field will indicate who changed the password.
;[Password Changed On |PASSWORD_CHANGED_DATE]:The date the password was changed will be displayed in this field.
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;[Function|]: This field displays the function the user has execution rights to.
;[Function|FUNCTION_NAME]: This field displays the function the user has execution rights to.
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;[Create / Retrieve / Update / Delete Allowed |]:These toggles identify the exact execution rights the user has to the function.
;[Create|CREATE_ALLOWED]/[Retrieve|RETRIEVE_ALLOWED]/[Update|UPDATE_ALLOWED]/[Delete Allowed|DELETE_ALLOWED]:These toggles identify the exact execution rights the user has to the function.
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If there are special preferences you wish to assign to a user they would get added to this tab.+
;[Preference|]:
;[Priority|]:
;[Value|]:
If there are special [preferences|SYSTEM PREFERENCE] you wish to assign to a user they would get added to this tab.
;[Preference|PREFERENCE_CODE]:This field will provide a drop down list where there user may select the preference code they wish to add.
;[Priority|PREFERENCE_SEQUENCE]: Each preference added may be given a processing priority to determine which preference should be read first by the system.
;[Value|PREFERENCE_VALUE]:The appropriate value for the preference is indicated here.
At line 65 added 5 lines
Each user MUST be assigned the roles of
* [P2K_USER], which will allow them to access to Personality data
* At least one other role, which will allow them access to specific functions within the application and to see their employee information.
*If Self Service is used a WWW_% Role must also be assigned
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;[Seq # |]:
;[Seq #|ROLE_SEQUENCE]:If the user profile has been assigned more than one role, this field identifies the order in which the roles will be presented when the user logs in. All roles must have unique sequence numbers.
;:This is important as there is a direct correlation between the sequence number and the order in which the icons are displayed in the Self Service header.
;:The ‘WWW’ role with the lowest sequence number will be displayed furthest to the left whereas the role with the highest sequence number will be displayed furthest to the right.
;:The role with the highest sequence reflects the default module that the user will be in when they sign into Self Service.
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;[Role|]:This field allows you identify the role you wish to assign to the user.
;[Role|ROLE_NAME]:This field allows you identify the role you wish to assign to the user.
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;[Role Type|]:The role is categorized into a specific type in this field.
;[Role Type|ROLE_TYPE]:The role is categorized into a specific type in this field.
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;[Focus Role|]:Description: This field provides a short description of the role.
;[Focus Role|ROLE_NAME]: If the role indicated in the previous field is an execution role, the Focus Rule indicates which menu role will be used to allow access to the information.
;:For example, a company may want to grant every employee the Employee role, however, depending on their union, each employee should have access to only specific information within the system. To do this, each employee will also be given a focus rule customized for their employment type.
;[Description|DESCRIPTION]: This field provides a short description of the role.
;[Splash Menu|PREF_WEB_SPLASH]:This field allows the Administrator to assign a specific splash menu to a role.
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;[Access Start Date|]:The Access Start Date identifies the earliest date the user is allowed access, regardless of the access status.
;[Access End Date|]:The Access End Date identifies the latest date the user is allowed access, regardless of the Access Status.
;[Force Password Change on Next Login
This toggle allows the security administrator to force the user to change their password on their next login.
;[Set / Reset Password|]:This action button allows the security administrator to reset a user's password by automatically bringing up the appropriate Reset Password screen. When a password is reset, a new password is assigned, a new effective access detail record is created, the access status is changed back to "Active" and the failed attempts are erased.
;[Reactivate|]:This action button allows the security administrator to reactivate a user's access in the event it has been locked out or disabled. During reactivation, a new effective access detail record is created, the Access Status is changed back to "Active" and the Failed Attempts are erased.
;[Last Good Access|]:The last date the user accessed the system will be displayed here.
;[Logins to Date|]:The current number of logins the user has made will be displayed here.
;[Access Status|]:The Access Status field indicates whether the user can access the system during the time period of the chosen date sensitive record. This field is maintained by the system but can also be entered manually.
The allowed values are
Active - access is currently allowed (subject to the access start/end dates)
Disabled - access is currently disabled (must be activated manually)
Locked Out - user is currently locked out of the system (must be activated manually)
Pending - user has been created but password has not yet been assigned
Both the Access Start/End Dates and the Access Status are checked before a user is allowed to log in.
;[Failed Attempts|]:The system shows the number of failed login attempts that the user has had since the last good login during the time period of the chosen date sensitive record.
;[Password Has Been Set|]:The system indicates via a toggle whether a password exists for the time period of the chosen date sensitive record.
;[Access Start Date|ACCESS_START_DATE]:The Access Start Date identifies the earliest date the user is allowed access, regardless of the access status.
;[Access End Date|ACCESS_END_DATE]:The Access End Date identifies the latest date the user is allowed access, regardless of the Access Status.
;[Force Password Change on Next Login|FORCE_PASSWORD_CHANGE]:This toggle allows the security administrator to force the user to change their password on their next login.
;[Set / Reset Password|ACT_RESET_PASSWORD]:This action button allows the security administrator to reset a user's password by automatically bringing up the appropriate Reset Password screen. When a password is reset, a new password is assigned, a new effective access detail record is created, the access status is changed back to "Active" and the failed attempts are erased.
;[Reactivate|ACT_SET_ACTIVE]:This action button allows the security administrator to reactivate a user's access in the event it has been locked out or disabled. During reactivation, a new effective access detail record is created, the Access Status is changed back to "Active" and the Failed Attempts are erased.
;[Last Good Access|LAST_GOOD_ACCESS]:The last date the user accessed the system will be displayed here.
;[Logins to Date|LOGINS_TO_DATE]:The current number of logins the user has made will be displayed here.
;[Access Status|ACCESS_STATUS]:The Access Status field indicates whether the user can access the system during the time period of the chosen date sensitive record. This field is maintained by the system but can also be entered manually.
;:The allowed values are
|Active |access is currently allowed (subject to the access start/end dates)
|Disabled |access is currently disabled (must be activated manually)
|Locked Out |user is currently locked out of the system (must be activated manually)
|Pending |user has been created but password has not yet been assigned
;:Both the Access Start/End Dates and the Access Status are checked before a user is allowed to log in.
;[Failed Attempts|FAILED_ATTEMPTS]:The system shows the number of failed login attempts that the user has had since the last good login during the time period of the chosen date sensitive record.
;[Password Has Been Set|DRV_PASSWORD_SET]:The system indicates via a toggle whether a password exists for the time period of the chosen date sensitive record.
\\ \\
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!!Roles
You can add or move role grants on this tab or the ([IMUR]) (Assign Roles) function be used.
!!Identities tab
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;[Sequence|]:
;[Role|]:
;[Role Type|]:
;[Focus Role|]:
;[Description|]:
;[Splash Menu|]:
%%information The tab is linked to the [IEID]-Self Service tab and will dynamically list any employee tied to the User Profile. The User Profile displayed in the [IEID]-Self Service tab, if any, is the User Profile in IMUS that will have a list of employees displayed in the Identities tab.
At line 124 changed 8 lines
----
!!Identities
;[Person Code|]:
;[Last Name|]:
;[First Name|]:
;[Middle|]:
;[Entity|]:
;[Employment Info|]:
For example: When you are in IMUS and you are focused on a user (ie. PEGGYP), the Identities tab is blank, however, when you are in IMUS and focused on the Self Service wser (ie. SS EMPLOYEE), then the Identities tab would list employees using that profile if they are tied to it in [IEID].
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Thus, the [IEID] Self Service tab is dynamically linked to the IMUS Identities tab only if that employee is tied to the Self Service User Profile.%%
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;[Person Code|PERSON_CODE]:The person code associated to the user profile in focus.
;[Last Name|LAST_NAME]:The last name of the employee associated to the user profile.
;[First Name|FIRST_NAME]:The first name of the employee associated to the user profile.
;[Middle|MIDDLE_NAME]:The middle name of the employee associated to the user profile.
;[Entity|ENTITY_CODE]:The entity code the employee associated to the user profile is employed with.
;[Employment Info|EMPLOYMENT_INFO]:This field gives a short summary of the employee's employment. The field will display their employment status and their hire/termination date.
At line 136 changed 2 lines
[CLEANUP]
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![Notes|Edit:Internal.IMUS]
[{InsertPage page='Internal.IMUS' default='Click to create a new notes page'}]