Adding Employees and setting up security - Revision history

Larson-rodger at 14:26, 4 May 2016

2016-05-04T14:26:16Z

Larson-rodger at 20:34, 3 May 2016

2016-05-03T20:34:08Z

Larson-rodger: /* Set up the General Information */

2016-05-02T18:14:51Z

‎Set up the General Information

Larson-rodger at 22:03, 21 April 2016

2016-04-21T22:03:04Z

Larson-rodger: /* Creating an Employee Record */

2016-04-21T21:54:31Z

‎Creating an Employee Record

Swartzell-Phil: /* Create a login for the employee */

2016-04-07T22:07:10Z

‎Create a login for the employee

Swartzell-Phil: /* Create a login for the employee */

2016-04-07T22:06:25Z

‎Create a login for the employee

Swartzell-Phil: /* Creating an Employee Record */

2016-04-07T21:59:07Z

‎Creating an Employee Record

Swartzell-Phil: /* Set up the general information */

2016-04-07T21:58:00Z

‎Set up the general information

Swartzell-Phil: /* Set up the general information */

2016-04-07T21:54:27Z

‎Set up the general information

@@ Line 61: / Line 61: @@
 |}
-=Create a Login for the Employee=
+=Security - Creating a Login for the Employee=
 {| class="wikitable" border="1"
 |-
@@ Line 77: / Line 77: @@
 *Assign appropriate '''Employee Roles'''
 **Employee Roles tell the system what the user should be allowed to do
-**'''Note:''' If a user is being assigned to any transport role, you MUST assigned a validation Phone Number.  The user will recieve a verification phone call on sign in.
+**'''Note:''' If a user is being assigned to any transport role, you MUST assigned a validation Phone Number.  The user will receive a verification phone call on sign in.
 **For a complete understanding of each role, please see the topic on [[Security Roles in FacilityFit]]
 [[File:createUserEmpty.png|1000px]]

@@ Line 61: / Line 61: @@
 |}
-==Create a Login for the Employee==
+=Create a Login for the Employee=
 {| class="wikitable" border="1"
 |-

@@ Line 17: / Line 17: @@
 |- style="vertical-align:top;"
 |<big>'''<font size="5">1</font>'''</big>
-|[[File:MenuEmployees.png]]
+|From the main menu, navigate to Employees
-From the main menu, navigate to Employees
+[[File:MenuEmployees.png]]
 |-
 |- style="vertical-align:top;"
 |<big>'''<font size="5">2</font>'''</big>
-|[[File:Add.png]]
+|On the top right of the screen, click '''Add'''.
 |-
 |- style="vertical-align:top;"
 |<big>'''<font size="5">3</font>'''</big>
-|[[File:createEmployees.png|1000px]]
+|You will be presented with the following screen.  You may click the image for a larger view.
-You will be presented with the following screen.  You may click the image for a larger view.
+[[File:createEmployees.png|1000px]]
 Enter all fields in '''Personal Information'''
-*Fields with a red outline are required to be entered before you may save the record
+*Fields with a red outline are required to be entered before you may save the record.
-*Fields without a red outline are not required but may be helpful
+*Fields without a red outline are not required but may be helpful.
 User must be assigned to at least one '''Campus'''. Even if you only have one campus at your facility.
-Optionally, you may also enter
+Optionally, you may also enter:
 *'''Job Responsibilities'''
 **Job Responsibilities control certain aspects of the system
@@ Line 45: / Line 46: @@
 *'''Contact Information'''
 **This is where the employees email address and phone numbers are stored. This email address is required for the '''Forgot Password''' feature to work.
-*'''Skills'''
+*'''Skills'''.
-**Skills do not have any functional impact on the system, but are here for your convenience and record keeping
+**Skills do not have any functional impact on the system, but are here for your convenience and record keeping.
-*User Administration is discussed in the "Create a login for the employee" section below
+*User Administration is discussed in the "Create a login for the employee" section below.
 |-
 |- style="vertical-align:top;"
 |<big>'''<font size="5">4</font>'''</big>
-|[[File:Save.png]]
+|Click '''Save'''.
-Click '''Save'''

@@ Line 10: / Line 10: @@
 ==Creating an Employee Record==
-====Set up the general information====
+====Set up the General Information====
 {| class="wikitable" border="1"
 |-
 !width="55px"|Step
 !width="1000px"|Description
 |- style="vertical-align:top;"
 |<big>'''<font size="5">1</font>'''</big>
 |[[File:MenuEmployees.png]]
-| From the main menu, navigate to Employees
 |-
@@ Line 25: / Line 25: @@
 |<big>'''<font size="5">2</font>'''</big>
 |[[File:Add.png]]
-| On the top right of the screen, click add
 |-
 |- style="vertical-align:top;"
 |<big>'''<font size="5">3</font>'''</big>
-|[[File:createEmployees.png|thumb]]
+|[[File:createEmployees.png|1000px]]
-|You will be presented with the following screen.  You may click the image for a larger view.
 Enter all fields in '''Personal Information'''
 *Fields with a red outline are required to be entered before you may save the record
@@ Line 51: / Line 53: @@
 |<big>'''<font size="5">4</font>'''</big>
 |[[File:Save.png]]
-|Click '''Save'''
+Click '''Save'''
 |}
-==Create a login for the employee==
+==Create a Login for the Employee==
 {| class="wikitable" border="1"
 |-
-| 1
+|- style="vertical-align:top;"
 | In the employee screen, find the section called '''User Administration'''
-| [[File:createUser.png]]
+[[File:createUser.png|1000px]]
 |-
 | 2
-| Click '''Create User'''
+|- style="vertical-align:top;"
 You will be presented with the following screen
 *Enter a '''Username''' and '''Password'''
@@ Line 71: / Line 76: @@
 **'''Note:''' If a user is being assigned to any transport role, you MUST assigned a validation Phone Number.  The user will recieve a verification phone call on sign in.
 **For a complete understanding of each role, please see the topic on [[Security Roles in FacilityFit]]
-|[[File:createUserEmpty.png]]
+[[File:createUserEmpty.png|1000px]]
 |-
 | 3
-| Click '''Save'''
+|- style="vertical-align:top;"
-|[[File:Save.png]]
+|<big>'''<font size="5">3</font>'''</big>
 |}

@@ Line 13: / Line 13: @@
 {| class="wikitable" border="1"
 |-
-| 1
+!width="55px"|Step
-| From the main menu, navigate to Employees
+!width="55px"|Button
 |[[File:MenuEmployees.png]]
 |-
-| 2
+|- style="vertical-align:top;"
-| On the top right of the screen, click add
+|<big>'''<font size="5">2</font>'''</big>
 |[[File:Add.png]]
 |-
-| 3
+|- style="vertical-align:top;"
-| You will be presented with the following screen.  You may click the image for a larger view.
+|<big>'''<font size="5">3</font>'''</big>
 Enter all fields in '''Personal Information'''
 *Fields with a red outline are required to be entered before you may save the record
@@ Line 29: / Line 38: @@
 Optionally, you may also enter
 *'''Job Responsibilities'''
-**Job Responsibilites control certain aspects of the system
+**Job Responsibilities control certain aspects of the system
 ***Transporter - only Transporters may be assigned to a Transport record. Also, this is required to use the Mobile Assignments application to update Transport records.
 ***Housekeeper - only Housekeepers may be assigned to a Bed Cleaning record.  Also, only Housekeepers may use the Mobile Assignments application to update Bed Cleaning records.
@@ Line 37: / Line 46: @@
 **Skills do not have any functional impact on the system, but are here for your convenience and record keeping
 *User Administration is discussed in the "Create a login for the employee" section below
-|[[File:createEmployees.png|thumb]]
 |-
-| 4
+|- style="vertical-align:top;"
-|Click '''Save'''
+|<big>'''<font size="5">4</font>'''</big>
 |[[File:Save.png]]
 |}

@@ Line 14: / Line 14: @@
 |-
 | 1
-| From the main menu, navigate to Employees [[File:MenuEmployees.png|right]]
+| From the main menu, navigate to Employees
 |-
 | 2
-| On the top right of the screen, click add [[File:Add.png|right]]
+| On the top right of the screen, click add
 |-
 | 3
 | You will be presented with the following screen
-[[File:/createEmployees.png]]
+|[[File:/createEmployees.png]]
-|}
+|-
-*Enter all fields in '''Personal Information'''
+|}
-**Fields with a red outline are required to be entered before you may save the record
-**Fields without a red outline are not required but may be helpful
-*User must be assigned to at least one '''Campus'''. Even if you only have one campus at your facility.
-*Optionally, you may also enter
-**'''Job Responsibilities'''
-***Job Responsibilites control certain aspects of the system
-****Transporter - only Transporters may be assigned to a Transport record. Also, this is required to use the Mobile Assignments application to update Transport records.
-****Housekeeper - only Housekeepers may be assigned to a Bed Cleaning record.  Also, only Housekeepers may use the Mobile Assignments application to update Bed Cleaning records.
-**'''Contact Information'''
-***This is where the employees email address and phone numbers are stored. This email address is required for the '''Forgot Password''' feature to work.
-**'''Skills'''
-***Skills do not have any functional impact on the system, but are here for your convenience and record keeping
-**User Administration is discussed in the "Create a login for the employee" section below
-*Click '''Save'''
-[[File:Save.png]]
 ==Create a login for the employee==