Difference between revisions of "User Maintenance"

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''Add or deactivate accounts of users in Prams based on roles. You can also assign sites to specific users.''  
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''To use PRAMS system every you must have a account setup. Each user account is assigned a role that defines what they have access to. Setting up user accounts is straightforward but there are lots of options that you can manage using the User Maintenance process. ''  
 
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◄ [[Admin]]
 
◄ [[Admin]]
  
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Select Admin > User Maintenance to open the following window.  
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[[File:UserMaintenanceX3.png|center|border|800px]]
  
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[[File:Admin - User Maintenance.png|border|right|800px]]
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<br clear="all" />
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==== Where can I find it? ====
  
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To the left of the window you will be able to see each defined role and all users assigned to that role.
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You can find this process on the main menu under Admin | User Maintenance or by using the screen search at the top of the screen.
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At the bottom select the "Add New User" button and then enter the first and last name, then provide a username and assign a role for this person to be placed in.
 
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When that has been completed the User Setup will be shown.
 
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From here you can add the persons email and change the password they will use to login. Always make sure to save changes.
 
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The windows ID can be set up if many of the users will be in office, however the username and password are still required.
 
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You can also add notes about the persons account that need to be seen by the admins.
 
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When it comes to production entry or monthly closing its helpful to have a user aliased as the main analyst who can help when that person is out. This can be set with a start and end date as to control what months can be edited.
 
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There will be a list of routes displayed under the PumperX2 section. When check marked the route and its wells will be available to the user when in PumperX2. This is not to be confused with assigned sites.
 
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To the right or the route assignment there are View and Edit days. This controls how many days can be sen and modified when in Pumper. Its recommended to understand how the data is input for each pumper and set this up for them as different people may need different setups. Its also recommended that a analyst or admin has edit days set to 9999 as to capture the entire history of a site.
 
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The next tab, "View Assigned Sites" will show what sites have been applied to a user. This is done on the general tab of Site Maintenance. If a site needs to be assigned to multiple users mark sure the user also needing the site is aliased as the main person assigned to the site.
 
  
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==== How do I use it? ====
  
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You can use this process to add, edit or de-activate user accounts. The steps to accomplish those tasks are described briefly below but each section and the options for each are fully explained following that. You must have permission to use this process.
  
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To view the sites that the user you are currently viewing has been assigned you can click the 'Sites' link at the top of the page.
  
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==== Adding a user ====
  
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*Click the button at the bottom left of the screen labeled 'Add New User' to open the add user popup window.
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*Specify the users first name, last name, username, email address, and role.
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*Click the button labeled 'Create User' to create the user.
  
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==== Editing a user ====
  
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*Select the user from the list of users on the left side of the screen to view the users info.
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*Make the necessary changes.
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*Click the button at the top right of the screen labeled 'Save' to save your changes.
  
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==== Deactivating a user ====
  
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*Select the user from the list of users on the left side of the screen to view the users info.
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*Click the button in the Account Actions section labeled 'Deactivate Account'.
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*You will be prompted to confirm the deactivation. Click 'Deactivate Account' to deactivate the user account.
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*''Users are never deleted in PRAMS to maintain references in transactional data.''
  
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==== Select User Section ====
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:All users that have been created are visible in this section.
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:The users are ordered by role and then last name and first name alphabetically.
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:The number of users assigned to each role is shown to the role.
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:The list of inactive users is minimized by default but you can expand it to see the list of inactive users.
  
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==== User Account Section ====
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:The user account section has fields to manage the username and role for the user.
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:The username must be unique and must between 1 and 50 alphanumeric characters. 
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:A role must always be assigned to define what the user has access to within the system.
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:The date/time of the last time the user logged in to the system is shown below at the bottom of this section.
  
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==== Personal Info Section ====
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:The users first name, last name and email address are in this section.
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:All fields (first/last name, email address) are required.
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:The email address allows the user to be set up to receive automated reports and to perform password resets.
  
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==== Notes Section ====
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:Any notes about the user can be entered here.
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:Notes are limited to 255 characters.
  
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==== Account Actions Section ====
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:There are three buttons in this section that initiate actions on the users account.
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:The 'Change Password' button opens a popup window where you can update the users password.
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:The 'Reset Cards' button clears out any custom cards the user has set up on their home page and resets it back to the default cards.
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:The 'Deactivate Account' button deactivates the users account which prevents them from logging in and accessing any of the PRAMS processes. Note that user accounts are never deleted to prevent any transactional data that is tied to them from becoming orphaned. Think of it as putting them in purgatory.
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==== User Aliasing Section ====
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:Access to most monthly processing tasks is limited to the analyst user assigned to the site.
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:In order to allow other users to perform these tasks you can create an 'alias' to the user.
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:To create an alias click the 'Add' button in this section to open the Add User Alias popup window.
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:Specify the user you want to act as and a start date.
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:The start date is required and the end date is optional.
  
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==== Pumper Routes Section ====
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:Each well that is available in field data capture is assigned a route. To assign routes to a user check the box next to the routes in the display grid.
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:If no routes are specified the user will be unable to use any field data capture apps.
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:You can specify how many days back the user will see by default by altering the value in 'View Days'. This should be an integer value between 1 and 360 and defaults to 30.
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:You can specify how many days back the user is allowed to edit data in the field data capture apps. This also works in conjunction with specific permissions defined in [[user-role-management|User Role Management]] that may further limit the number of days the user is allowed to edit.
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:In the field data capture app a user has the ability to re-order the way sites are displayed. The button at the bottom right labeled 'Assign Order' will allow you to copy a route order list defined by one person to another.
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:If the sites assigned to a route have been substantially changed and a previously user defined route order is not working properly you can click the button labeled 'Clear Order' at the bottom right of the screen to reset the site list for the route to its default order.
  
  

Latest revision as of 18:39, 3 June 2026

To use PRAMS system every you must have a account setup. Each user account is assigned a role that defines what they have access to. Setting up user accounts is straightforward but there are lots of options that you can manage using the User Maintenance process.

◄ Admin

UserMaintenanceX3.png


Where can I find it?

You can find this process on the main menu under Admin | User Maintenance or by using the screen search at the top of the screen.

How do I use it?

You can use this process to add, edit or de-activate user accounts. The steps to accomplish those tasks are described briefly below but each section and the options for each are fully explained following that. You must have permission to use this process.

To view the sites that the user you are currently viewing has been assigned you can click the 'Sites' link at the top of the page.

Adding a user

  • Click the button at the bottom left of the screen labeled 'Add New User' to open the add user popup window.
  • Specify the users first name, last name, username, email address, and role.
  • Click the button labeled 'Create User' to create the user.

Editing a user

  • Select the user from the list of users on the left side of the screen to view the users info.
  • Make the necessary changes.
  • Click the button at the top right of the screen labeled 'Save' to save your changes.

Deactivating a user

  • Select the user from the list of users on the left side of the screen to view the users info.
  • Click the button in the Account Actions section labeled 'Deactivate Account'.
  • You will be prompted to confirm the deactivation. Click 'Deactivate Account' to deactivate the user account.
  • Users are never deleted in PRAMS to maintain references in transactional data.

Select User Section

All users that have been created are visible in this section.
The users are ordered by role and then last name and first name alphabetically.
The number of users assigned to each role is shown to the role.
The list of inactive users is minimized by default but you can expand it to see the list of inactive users.

User Account Section

The user account section has fields to manage the username and role for the user.
The username must be unique and must between 1 and 50 alphanumeric characters.
A role must always be assigned to define what the user has access to within the system.
The date/time of the last time the user logged in to the system is shown below at the bottom of this section.

Personal Info Section

The users first name, last name and email address are in this section.
All fields (first/last name, email address) are required.
The email address allows the user to be set up to receive automated reports and to perform password resets.

Notes Section

Any notes about the user can be entered here.
Notes are limited to 255 characters.

Account Actions Section

There are three buttons in this section that initiate actions on the users account.
The 'Change Password' button opens a popup window where you can update the users password.
The 'Reset Cards' button clears out any custom cards the user has set up on their home page and resets it back to the default cards.
The 'Deactivate Account' button deactivates the users account which prevents them from logging in and accessing any of the PRAMS processes. Note that user accounts are never deleted to prevent any transactional data that is tied to them from becoming orphaned. Think of it as putting them in purgatory.

User Aliasing Section

Access to most monthly processing tasks is limited to the analyst user assigned to the site.
In order to allow other users to perform these tasks you can create an 'alias' to the user.
To create an alias click the 'Add' button in this section to open the Add User Alias popup window.
Specify the user you want to act as and a start date.
The start date is required and the end date is optional.

Pumper Routes Section

Each well that is available in field data capture is assigned a route. To assign routes to a user check the box next to the routes in the display grid.
If no routes are specified the user will be unable to use any field data capture apps.
You can specify how many days back the user will see by default by altering the value in 'View Days'. This should be an integer value between 1 and 360 and defaults to 30.
You can specify how many days back the user is allowed to edit data in the field data capture apps. This also works in conjunction with specific permissions defined in User Role Management that may further limit the number of days the user is allowed to edit.
In the field data capture app a user has the ability to re-order the way sites are displayed. The button at the bottom right labeled 'Assign Order' will allow you to copy a route order list defined by one person to another.
If the sites assigned to a route have been substantially changed and a previously user defined route order is not working properly you can click the button labeled 'Clear Order' at the bottom right of the screen to reset the site list for the route to its default order.






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