Difference between revisions of "System"

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#Click the '''Profile''' field and select the profile value based on the person's position, i.e. TE for teacher, AD for administrator, CO for counselor, etc. As soon as you select the '''profile''', the new login and password information will be saved and placed in the list of logins.
 
#Click the '''Profile''' field and select the profile value based on the person's position, i.e. TE for teacher, AD for administrator, CO for counselor, etc. As soon as you select the '''profile''', the new login and password information will be saved and placed in the list of logins.
  
'''Definitions of Column Headers'''
+
*'''Definitions of Column Headers'''
'''District'''--District  
+
*'''District'''--District  
'''School'''--School
+
*'''School'''--School
'''Staff Name'''--Name of persons to which users and passwords have been assigned
+
*'''Staff Name'''--Name of persons to which users and passwords have been assigned
'''Staff ID'''--Local ID assigned through the Human Resources database
+
*'''Staff ID'''--Local ID assigned through the Human Resources database
'''Login'''--User assigned login
+
*'''Login'''--User assigned login
'''Password'''--User assigned password
+
*'''Password'''--User assigned password
'''Profile'''--User assigned profile
+
*'''Profile'''--User assigned profile
'''Category'''--Application level where permissions are required
+
*'''Category'''--Application level where permissions are required
'''C-Perm'''--Category level permission
+
*'''C-Perm'''--Category level permission
'''Program'''
+
*'''Program'''--Program level where permissions are required
 +
*'''P Perm'''--Program level permission
 +
*'''Action'''--Specific actions related to selected program
 +
*'''A Perm'''--Action level permission
 +
*'''Inactive'''--Inactive users are denied login access
  
  

Revision as of 16:03, 26 February 2013

Entry

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How to

User Management

How to

This program will allow you to create/edit logins and passwords for new users in your district. Standard permissions can be created for groups of users such as teachers, counselors, school administrators, and district administrators. After selecting a standard permission set for a user, you may add or remove permissions per user.

  1. Log in to WebPams
  2. Select System from the list of programs on the left of the screen.
  3. Under Entry select User Management to launch the program.


In the Setup Box

  1. Verify Year and District. Default values are determined by your security settings.
  2. Select the School for which new user names are needed.
  3. Select the Object Code. This will limit the list of persons based on contract records that exist in Human Resources and their position at the school. For example teachers would have an object code of 112, administrators would have an object code of 111.
  4. If you check the 'Include Master Schedule, teachers found in the master schedule that do not have a Human Resource contract record will be included in the list. This will allow for the creation of user names and passwords for Staff positions.
  5. Select one of the five bullet items. Your selection will determine how the system will generate/create user names.
    • Staff ID (School Number + Last 6 of Staff ID)
    • Staff ID (Last Two of School Number + Last 4 of Staff ID)
    • Name (1st initial of Given + Surname--Recommeded)
    • Name (1st initial of Given + Surname--Lower case)
    • Name (1st initial of Given & Middle + Surname--Lower case)))
  6. Click OK to move to the next screen.


To create a new user

  1. Click in the staff name field on the top blank line.
  2. A list of employees based on the setup box criteria will be displayed.
  3. Select the employee's name and the name will appear on the blank line along with a suggested login and password.
  4. You may edit the Login and password at this time or leave it as the generated info.
  5. Click the Profile field and select the profile value based on the person's position, i.e. TE for teacher, AD for administrator, CO for counselor, etc. As soon as you select the profile, the new login and password information will be saved and placed in the list of logins.
  • Definitions of Column Headers
  • District--District
  • School--School
  • Staff Name--Name of persons to which users and passwords have been assigned
  • Staff ID--Local ID assigned through the Human Resources database
  • Login--User assigned login
  • Password--User assigned password
  • Profile--User assigned profile
  • Category--Application level where permissions are required
  • C-Perm--Category level permission
  • Program--Program level where permissions are required
  • P Perm--Program level permission
  • Action--Specific actions related to selected program
  • A Perm--Action level permission
  • Inactive--Inactive users are denied login access


To change login and/or password

  1. Log in to WebPams and access the User Management system to change either the login or the password.
  2. To change the login, click on the login to be changed. A change login popup will appear. Type the new login and click the save button. If you decide that the login does not need to be changed, click the X to close the popup.
  3. The screen will refresh automatically and All of the original logins for this user will be updated.
  4. To change the password, click on the password to be changed. A change password popup will appear. You will have a choice to Save or Generate a new password.
    • Save allows you to manually enter the new password by typing the new password and clicking the save button.
    • Generate will automatically create a new password. Click the generate button and a new password will appear in the password field. Click the Save button.
  5. The screen will refresh automatically and All of the original passwords will be updated.


To change the profile of a user use the following steps.

  1. Log in to WebPams and access the User Management system to change either the profile of a user.
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