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The Security Group drop-down list includes all security groups in Framework ECM. All users are assigned to a user group. Selection of a security group from the list will display a list of users that are specifically assigned to that group.

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Info
titleExample
A user who belongs to the Administration Staff group may only edit the jobs against which their name has been entered as an administrator.

Procedures

Creating A Framework User

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Field

Description

Staff

Staff member entity name. A user must be linked to a Staff Member entity. If the entity does not exist, it can be created from this dialog.

User Name

User name for the staff member to login to Framework applications.

Info
titleExample
: A
A common format for a login name is to use first initial and surname; such as tsmith, awilson, etc.


Name

Name that will represent the user when logged in to Framework applications.

Info
titleExample
: The
The name appears as the creator of Comments, Messages, or Alerts.


User Group

User group applied to the user.

Info
titleExample
: Administrator
Administrator, Management, Maintenance, Colour Selection, etc.


Reg/Div Restricted?

When set to Yes, the user's access in Reporting is modified to exclude Region/Divisions not allocated to them.

Reg/Div Super User?When set to Yes, Super User attributes are assigned to the user, but only for the Region/Divisions allocated to them.

Super User?

Is the user a super user?

  • No (Default) 
  • Yes 
Info
Note: Super
Super User status should only be applied to those responsible for system administration. All other users should be able to have security permission restrictions applied.


Override Grp Sec Level?

Does the user override the group security level? 

  • No (Default)
  • Yes

Level

Security Level applied to the user

Override Same Level?

Can the user edit a job belonging to another user in the same level as them? 

  • No (default)
  • Yes

Inactive?

Is the user inactive and able to log in?

  • No (default)
  • Yes

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Field

Description

Module

Default Framework ECM module opened when the user logs in.

Initial Licence

The licence that will be used when the user first logs in.

Info
titleExample
: If
If the user works predominantly in Work Flow areas, the Work Flow Management licence may be the most appropriate to allocate. Once the user accesses another licensed area of the system, such as Diary or Construction Logistics, they will automatically use one of those licences.


CRM Tools Group

Field

Description

Department

Department that will be allocated to a CRM record the user creates, such as a Comment or Alert.

Team

Team that will be allocated to a CRM record the user creates.

Method

Default method that will be applied to a CRM record the user creates.

Show Alerts?

Alerts created for a client, job or land record will be automatically displayed to the user?

  • No
  • Yes (default)

Show Follow Up?

Follow Ups created for a client, job or land record will be automatically displayed to the user?

  • No
  • Yes (default)

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Field

Description

Show Analysis?

Is the user set up to run work flow analysis tests?

  • No (default)
  • Yes
Note : Scheduling
Info
Scheduling of automatic tests is controlled by Preferences in the Security module.


Major Stage

Major Work flow stage of the jobs to be considered for the user's tests.

Minor Stage

Minor Work flow stage of the jobs to be considered for the user's tests.

Staff Role

Staff Role allocated to the jobs to be considered for the user's tests.

Staff Member

Staff Member allocated to the jobs to be considered for the user's tests.

Results To Include

Type of test to be applied for the user. These are based on elements such as whether the tasks are completed or not, due to be completed, or have exceeded the allowed duration.

Example: All
Info
titleExample
All Tests, All Completed Tests, All Incomplete Tests, Incomplete Tests Overdue, and All Future Tests.


Tests To Perform

Work flow tests are allocated to a staff member. Click the Tests To Perform drop-down button to select the staff member whose tests are to be considered for the user.

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