Difference between revisions of "Initial Program Configuration"
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===<u>'''Setup Automated Tasks'''</u>=== | ===<u>'''Setup Automated Tasks'''</u>=== | ||
| − | The original PRAMS Plus system allowed for two distinct types of automated processes, push reports and scheduler modules. In PRAMSX2 both of these are referred to as ‘tasks’ and are defined by the same process, ‘Manage Scheduled Tasks’. | + | The original PRAMS Plus system allowed for two distinct types of automated processes, push reports and scheduler modules. |
| − | No automated tasks will have been defined by the conversion process so you will need to recreate these tasks in PRAMSX2. | + | |
| + | In PRAMSX2 both of these are referred to as ‘tasks’ and are defined by the same process, ‘Manage Scheduled Tasks’. | ||
| + | |||
| + | No automated tasks will have been defined by the conversion process so you will need to recreate these tasks in PRAMSX2. | ||
| + | |||
===<u>'''Review Address Items'''</u>=== | ===<u>'''Review Address Items'''</u>=== | ||
| − | The ‘Address Book’ process is available in AnalystX2. Any address items, including address codes for purchasers or transporters should have been converted over during the conversion process. Double check that all agency codes have been brought over properly. | + | The ‘Address Book’ process is available in AnalystX2. Any address items, including address codes for purchasers or transporters should have been converted over during the conversion process. |
| + | |||
| + | Double check that all agency codes have been brought over properly. | ||
When reviewing or adding new address items pay attention to the lookup availability options as they control when an address record will be available in fields that use these items. Also be sure to include an email address whenever possible. | When reviewing or adding new address items pay attention to the lookup availability options as they control when an address record will be available in fields that use these items. Also be sure to include an email address whenever possible. | ||
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===<u>'''Downcodes'''</u>=== | ===<u>'''Downcodes'''</u>=== | ||
Downcodes are managed using the ‘Downcode Maintenance’ process in AnalystX2. | Downcodes are managed using the ‘Downcode Maintenance’ process in AnalystX2. | ||
| − | During the installation process a base set of downcodes will have been created and any during the conversion any existing downcodes will have been duplicated. You should review these and edit/add/remove the list of codes to meet your company’s requirements. | + | |
| + | During the installation process a base set of downcodes will have been created and any during the conversion any existing downcodes will have been duplicated. | ||
| + | |||
| + | You should review these and edit/add/remove the list of codes to meet your company’s requirements. | ||
| + | |||
Note if you delete a downcode that has been assigned to any production record you will be prompted to choose another existing code to assign to those records. | Note if you delete a downcode that has been assigned to any production record you will be prompted to choose another existing code to assign to those records. | ||
| + | |||
===<u>'''Partner Site Setup'''</u>=== | ===<u>'''Partner Site Setup'''</u>=== | ||
Managing the sites assigned to partners is done using the ‘Partner Sites’ process in AnalystX2. | Managing the sites assigned to partners is done using the ‘Partner Sites’ process in AnalystX2. | ||
| + | |||
The sites assigned to and address item and referred to as partner sites were not brought over as part of the conversion, so you will need to redefine these relationships. | The sites assigned to and address item and referred to as partner sites were not brought over as part of the conversion, so you will need to redefine these relationships. | ||
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| + | |||
| + | |||
| + | |||
| + | Copyright © {{CURRENTYEAR}} by PRAMS Plus LLC. All Rights Reserved. | ||
Latest revision as of 20:25, 17 January 2020
Follow these steps if you are configuring the system following a conversion of and pre-existing PRAMS Plus system.
If you are installing a new system without using the conversion process refer to the section ‘Initial Program Configuration (New Client Install)’.
In order to fully utilize the new features in the PRAMSX2 system step through each of the following categories and complete the configuration based on the descriptions and advice of your PRAMS support representative.
Some items may require prior internal discussion based on your companies requirements.
All processes are available from the main menu or can be run using the ‘Find a process’ field in the modules section of the screen.
We recommend running the original PRAMSanalyst process side by side with the new AnalystX2 process to allow you to review how you have defined things previously.
An administrative account will have been created by the installation process. The user ID for this account is ‘admin’ and the password is ‘admin’.
You should use this count to perform the initial configuration steps.
The ‘admin’ account cannot be removed and has full permission on all processes so once you have completed the initial configuration you should change the password for this account to be much more secure and limit knowledge of the password to only those who require it.
As a general rule you should not use this account for anything other than the initial configuration.
Contents
Define Roles
The PRAMSX2 system allows you to define explicit rules on what processes a user can access and to what extent they can use those processes by defining roles based on permissions with multiple levels of access.
Depending on the process type the permissions can be as simple as ‘allow access’ or ‘no access’ or have as many as 5 levels of access.
Careful consideration should be given what permissions should be given to each user based on how they will need to use the system and the appropriate roles constructed based on your company’s requirements.
There are five base roles will have been defined by default during the installation process. You are free to use these roles as is, but normally you will want to either modify them and/or create additional roles.
To manage the roles you will use the ‘User Role Management’ process within AnalystX2. You must access the system using the admin account or from a user who has permission to use this process.
Define Users
Anyone who will need to use the software in any form will need to have an account within the system and a role assigned to that account.
User accounts are managed using the ‘User Maintenance’ process.
During the conversion process any user accounts that existed on the original system will have been created within the PRAMSX2 system, using the same user ID and password.
All user accounts will be assigned the role selected during the conversion process so you should review each user account and assign an appropriate role.
Review Global Settings
There are a number of global options that can be specified based on your company’s needs. These are set in the ‘Global Settings’ process.
The default settings applied during the installation are normally sufficient for most users but you should review them to ensure that you understand each one.
Define Pumper Layouts
What items and the order they appear in PumperX2 are managed by defining layouts that are then assigned to sites.
If a site does not have a specific layout assigned to it all columns in the default order are displayed.
You should define your layouts based on the information you want to capture and order them in a way that allows for the most effective entry by the users who will be entering it.
This is done by using the ‘Pumper Layout Manager’ which can be accessed either from AnalystX2 or within PumperX2 if running in direct mode.
Review Daily Allocations Setups
During the conversion process any effective dated daily allocations that existed should have been recreated within PRAMSX2.
You should review each allocation to ensure that they are correct. This is done using the ‘Daily Allocation Setup’ process available in AnalystX2.
Review Monthly Allocation Setups
The existing PRAMS Plus system did not allow for effective dated monthly allocation setups so effective dated setups were attempted to be resolved from the existing transactional data.
In most cases the process is able to find the correct setups, but you should review them to ensure that they were properly converted. This is done using the ‘Monthly Allocation Setup’ process in AnalystX2.
Setup Automated Tasks
The original PRAMS Plus system allowed for two distinct types of automated processes, push reports and scheduler modules.
In PRAMSX2 both of these are referred to as ‘tasks’ and are defined by the same process, ‘Manage Scheduled Tasks’.
No automated tasks will have been defined by the conversion process so you will need to recreate these tasks in PRAMSX2.
Review Address Items
The ‘Address Book’ process is available in AnalystX2. Any address items, including address codes for purchasers or transporters should have been converted over during the conversion process.
Double check that all agency codes have been brought over properly.
When reviewing or adding new address items pay attention to the lookup availability options as they control when an address record will be available in fields that use these items. Also be sure to include an email address whenever possible.
Downcodes
Downcodes are managed using the ‘Downcode Maintenance’ process in AnalystX2.
During the installation process a base set of downcodes will have been created and any during the conversion any existing downcodes will have been duplicated.
You should review these and edit/add/remove the list of codes to meet your company’s requirements.
Note if you delete a downcode that has been assigned to any production record you will be prompted to choose another existing code to assign to those records.
Partner Site Setup
Managing the sites assigned to partners is done using the ‘Partner Sites’ process in AnalystX2.
The sites assigned to and address item and referred to as partner sites were not brought over as part of the conversion, so you will need to redefine these relationships.
Copyright © 2024 by PRAMS Plus LLC. All Rights Reserved.