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The USERS - User Maintenance menu option provides you with the ability to maintain user accounts. This procedure allows you to specify which menu items or group of items that a user can access.
With this option, you can add, change, delete, inquire on, and list user account information. You can also reset passwords.
| Other |
| CHGLOC Change User Local |
| POSTITVIEWER View Post-Its |
| READIM Read Instant Message |
| NEWPASSWORD Change Your Password |
| KEYUSER Key User Access |
| USERS User Maintenance |
| SECKEY Security/Key/CODS User Inquiry |
| RESETPC Reset PC Configuration |
|
This chapter explains how to add, change, delete, inquire on, and list user account records.
9.1 Maintain Users Input Screen
After USERS is selected from the menu, the maintain users input screen
is displayed.
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Tucson Local UBC01444
User ID :
First Name :
Last Name :
Affiliate ID :
Aff Branch :
Phone Number :
Email Address :
Systems Access :
UBC Key User : For Entire Council:
Key User Aff's :
Security User : Override User:
May Resequence : Ref Hist/Skills: Restricted Skills OK:
Mass Data Rev : Restrict Mbr: Auto Update Callin:
F+----------------Option-----------------+Chg:
P| Reset a User Password |mit: SS Access:
| Add a User Account |
P| Change a User Account |
F| Delete a User Account |
C| Inquire on a User Account |tor: TRAIN Access:
| List Users |
| Maintain Multiple Affiliate Access |
| Maintain Key User Affiliates |
+---------------------------------------+
<ESC>=Exit Affiliate Maintain Users <F2>=Back <F1>=Help
|
9.2 User Account Maintenance Options
After the user account maintenance input screen is displayed, you are
asked for the maintenance option you want to perform.
+----------------Option-----------------+ | Reset a User Password | | Add a User Account | | Change a User Account | | Delete a User Account | | Inquire on a User Account |tor: | List Users | | Maintain Multiple Affiliate Access | | Maintain Key User Affiliates | +---------------------------------------+ |
The user account maintenance options are:
| Reset a User Password | reset a user's password so user can enter new password | |
| Add a User Account | add new user account records | |
| Change a User Account | change user account records | |
| Delete a User Account | delete user account records | |
| Inquire on a User Account | display information for a specific user account record | |
| List Users | create a list of affiliate users | |
| Maintain Multiple Affiliate Access | add, change, delete other affiliate access information | |
| Maintain Key User Affiliates | add, change, delete key user access information |
Select the appropriate maintenance option.
The following sections describe each of the user maintenance options.
9.2.1 Resetting User Passwords
+----------------Option-----------------+ | Reset a User Password | | Add a User Account | | Change a User Account | | Delete a User Account | | Inquire on a User Account | | List Users | | Maintain Multiple Affiliate Access | | Maintain Key User Affiliates | +---------------------------------------+ |
Select the "Reset a User Password" menu option to reset a user's password so they can enter a new password.
The following sections describe the prompts displayed when a user password is reset.
You are asked how you want to locate/access the user's account record.
+RES: Find User by+ | User Name | | User ID | +-----------------+ |
Select "User Name" if you want to access the user's record by entering the user name. If this option is selected, you will be asked for the user's first and last names.
Select "User ID" if you want to access the user's record by entering the user ID. If this option is selected, you will be asked for the user's ID.
After the user name or user ID is entered, the current data in the user record is displayed. For example:
User ID : AHEART First Name : ANDREW Last Name : HEART Affiliate ID : UBC01444 -- Tucson Local Aff Branch : NOTUCSON -- North Tucson Phone Number : (520) 555-4344 Email Address : [email protected] Systems Access : ULTRA,TRAINING,CODS UBC Key User : Yes For Entire Council: Yes Key User Aff's : Security User : No Override User: No May Resequence : No Ref Hist/Skills: Yes Restricted Skills OK: Yes Mass Data Rev : Yes Restrict Mbr: No Auto Update Callin: No F8 SSN/SIN : Access SSN/SIN Chg: Proc Emp Remit : SSN/SIN Emp Remit: SS Access: NONE Predefined Menu: Affiliate - All Processes Function Groups: CODS Access : UPDATE CODS Coordinator: Yes TRAIN Access: NONE +RESET User Password+ | Yes | | No | +-------------------+ <ESC>=Exit Affiliate Maintain Users <F2>=Back <F1>=Help |
You are asked if you want to reset this user's password.
+RESET User Password+ | Yes | | No | +-------------------+ |
Select "Yes" to actually reset this user's password.
Select "No" if you do NOT want to reset the password.
Press <ESC> to abort this reset procedure.
If "Yes", this user's password is reset, and they can enter a new password.
9.2.2 Maintain Multiple Affiliate Access
+----------------Option-----------------+ | Reset a User Password | | Add a User Account | | Change a User Account | | Delete a User Account | | Inquire on a User Account | | List Users | | Maintain Multiple Affiliate Access | | Maintain Key User Affiliates | +---------------------------------------+ |
Select the "Maintain Multiple Affiliate Access" option if you only want to update the other affiliate access information.
After this option is selected, you are asked for the user name or ID. The user's account information is displayed, and you can then add, change, delete or inquire on other affiliate access data.
Refer to Section 9.2.5, Other Affiliates Access Entry for detail entry information.
9.2.3 Maintain Key User Affiliates
+----------------Option-----------------+ | Reset a User Password | | Add a User Account | | Change a User Account | | Delete a User Account | | Inquire on a User Account | | List Users | | Maintain Multiple Affiliate Access | | Maintain Key User Affiliates | +---------------------------------------+ |
Select the "Maintain Key User Affiliates" option if you only want to update the key user access information.
After this option is selected, you are asked for the user name or ID. The user's account information is displayed, and you can then add, change, delete or inquire on key user data.
Refer to Section 9.2.6, Maintain Key User Affiliate Access for detail entry information.
9.2.4 Adding User Account Records
+----------------Option-----------------+ | Reset a User Password | | Add a User Account | | Change a User Account | | Delete a User Account | | Inquire on a User Account | | List Users | | Maintain Multiple Affiliate Access | | Maintain Key User Affiliates | +---------------------------------------+ |
Select the "Add a User Account" option to add new user account records.
The following sections describe the prompts displayed when a user account record is added.
You are asked for the affiliate ID of the user.
ADD: User's affiliate ID? ________ |
The affiliate ID is required. The affiliate must be active, and exist in the affiliate file.
You can enter the affiliate number which is a number from 1 to 99999, or enter the entire affiliate ID.
After the affiliate ID is entered, the affiliate name is displayed.
You are asked for the first name of the user.
ADD: First name? _______________ |
Enter the user's first name.
The first name can be up to 15 characters in length.
You are asked for the last name of the user.
ADD: Last name? _______________
Enter last name without special characters like '
|
Enter the user's last name using only alphabetical characters.
The last name can be up to 15 characters in length.
After the user's first and last names are entered, the procedure creates the user ID and displays it on the screen. For example:
User ID : JFROST First Name : JACK Last Name : FROST |
If the affiliate has branches, you are asked for the branch ID.
+----------------Branch ID----------------+ | NOTUCSON North Tucson | | SOTUCSON South Tucson | | MAIN_OFF Tucson Local - Main Office | +-----------------------------------------+ |
Select the appropriate branch ID from the menu.
You are asked for the telephone number of the user.
ADD: Phone? __________ |
Enter the user's telephone number.
Enter only digits. Do NOT enter dashes, spaces, etc. For example, if the phone number is "(520) 555-1234", enter "5205551234".
You are asked for the user's email address.
ADD: User's email address? __________________________________________________ |
The email address can be up to 50 characters in length.
The email address is NOT required.
You are asked which systems the user is to have access to.
+------------Has Access To------------+ | ULTRA ULTRA System | | TRAINING TRAINING System | | CODS CODS System | | JURISDICTION Jurisdiction Files | +-------------------------------------+ |
The user can have access to one or more systems.
Select the systems that the user can access.
Note: If the user can only access the CODS System, the entry procedure skips down to the CODS access prompt.
You are asked if this user is a UBC key user.
+ADD: Is this user a UBC Key User+ | Yes | | No | +--------------------------------+ |
Select "Yes" if the user is a UBC key user.
Select "No" if the user is NOT a key user.
If "Yes", you are asked if the user is a key user for the entire council.
+ADD: Is this user a Key User for the entire Council+ | Yes | | No | +---------------------------------------------------+ |
Select "Yes" if the user is a key user for the entire council.
Select "No" if the user is a key user for specific locals in the council.
If "No", at the end of this add procedure, you will be asked for the locals that this user is to be a key user for.
You are asked if this user is a UBC affiliate security user.
+ADD: Is this user a UBC Affiliate Security User+ | Yes | | No | +-----------------------------------------------+ |
Select "Yes" if the user is a UBC security user.
Select "No" if the user is NOT a security user.
The "Override user" prompt is only displayed for General Office users.
Override user is automatically set to "No" for all other users.
You are asked if this user is authorized to change member sequence numbers on out of work lists.
+ADD: Is this user authorized to change Out of Work List sequence numbers+ | Yes | | No | +------------------------------------------------------------------------+ |
Select "Yes" if this user can change work list sequence numbers.
Select "No" if this user can NOT change sequence numbers.
You are asked if this user is authorized to review referral history and skills information when doing a member inquiry.
+ADD: Show referral history and skills on Member Inquiry+ | Yes | | No | +-------------------------------------------------------+ |
Select "Yes" if this user can review referral history and skills.
Select "No" if this user can NOT review referral history and skills.
You are asked if this user is authorized to maintain restricted skill codes and assign them to the members.
ADD: User allowed to maintain restricted skill codes and assign them to members+ | Yes | | No | +------------------------------------------------------------------------------+ |
Select "Yes" if this user can maintain and assign restricted skill codes.
Select "No" if this user can NOT work with restricted skill codes.
You are asked if this user is authorized to access mass data review.
+ADD: Does this user have access to Mass Data Review+ | Yes | | No | +---------------------------------------------------+ |
Select "Yes" if this user can access mass data review.
Select "No" if this user can NOT access mass data review.
You are asked if this user can restrict members from contractors for referral.
+ADD: Can user restrict members from contractors for referral+ | Yes | | No | +------------------------------------------------------------+ |
Select "Yes" if this user can restrict members from contractors for referral.
Select "No" if this user can NOT restrict members from contractors.
You are asked if you want to automatically update the call in date when this user enters a member while they are in the "Out of Work Entry" procedure.
If "Yes", when this user runs the "Out of Work Entry" procedure and enters a member's name/ID, that member's call in date will automatically be updated to today's date.
+ADD: Auto Update Member Call In Date+ | Yes | | No | +------------------------------------+ Auto update member call in date when user enters member in Out of Work Entry? |
Select "Yes" to automatically update the member's call in date when the user is in the "Out of Work Entry" procedure.
Select "No" if you do not want to automatically update call in dates.
The member ID is the SSN/SIN number; the UBC ID is the ULTRA assigned number.
The following prompts are used to determine if a user will have access to a member's SSN/SIN (member ID) as well as the UBC ID in specific procedures. The SSN/SIN access codes are:
| GOOVER | denotes a General Office override user; they can always get both member ID (SSN/SIN) and UBC ID using "F8"; these users will also have access to several "restricted" General Office processes | |
| FULL | user can use "F8" to display both the member ID (SSN/SIN) and UBC ID in Member Maintenance and Member Inquiry; the SSN/SIN numbers will be displayed in the Employer Dues Entry process; user will have Member SSN/SIN Change presented to them on their menu | |
| READ | user can use "F8" to display both the member ID (SSN/SIN) and UBC ID in Member Inquiry and Member Maintenance | |
| READREMIT | user can use "F8" to display both the member ID (SSN/SIN) and UBC ID in Member Inquiry and Member Maintenance; the SSN/SIN numbers will be displayed in the Employer Dues Entry process | |
| REMIT | the SSN/SIN numbers will be displayed in the Employer Dues Entry process | |
| NONE | user will only have the UBC ID displayed and will have no display of the member ID (SSN/SIN) |
First, you are asked if this user gets to see the SSN/SIN (member ID) displayed when they press "F8" while in member inquiry and member maintenance.
+ADD: Does user get SSN/SIN displayed on F8 in Mbr Inquiry & Maintenance+ | Yes | | No | +-----------------------------------------------------------------------+ |
Select "Yes" if the user can see the SSN/SIN (member ID) displayed when in member inquiry and member maintenance and they press "F8".
Select "No" if the user does not get to see the SSN/SIN (member ID) displayed.
You are asked if this user has access to member SSN/SIN change.
+ADD: Does user have access to Member SSN/SIN Change+ | Yes | | No | +---------------------------------------------------+ |
Note: Currently, ULTRA allows a limit of users per local affiliate to have FULL access to SSN/SIN changes. Should you attempt to give FULL access to more than the allowed number of users, the following message is displayed.
+----------------------------------------------------------------------+
| This user would have FULL access to SSN/SIN. The affiliate |
| already has the limit of 1 FULL access users allowed. Current |
| FULL access users are: SBEE. |
| |
| Please re-answer questions for different access level assignment. |
+----------------------------------------------------------------------+
Press the RETURN key to continue
|
Select "Yes" if the user has access to Member SSN/SIN Change.
Select "No" if the user does not have access to SSN/SIN change.
If "Yes", the user's SSN/SIN access is set to "FULL", and no other access prompts are displayed.
If "No", you are asked if this user does employer dues remit entry.
+ADD: Does user process employer dues remit entry+ | Yes | | No | +------------------------------------------------+ |
Select "Yes" if the user processes employer dues remittances.
Select "No" if the user does not do employer dues remit entry.
If "No", the user's SSN/SIN access is set to "READ", and no other access prompts are displayed.
If "Yes", you are asked if the member's SSN/SIN (member ID) should be displayed when doing employer dues remit entry.
+ADD: Display member SSN/SIN in employer dues remit entry+ | Yes | | No | +--------------------------------------------------------+ |
Select "Yes" if the member's SSN/SIN (member ID) should be displayed during employer dues remit entry.
Select "No" if the SSN/SIN (member ID) is not to be displayed during remit entry.
If "Yes", the user's SSN/SIN access is set to "READREMIT".
If "No", the user's SSN/SIN access is set to "READ".
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