Maintain Operators |
PROIV Aurora Help |
This section describes the procedure for setting up an Operator record for an individual user of the system. The Operator record includes the user’s contact details, system logon information and their Security Class. The Security Class determines what they can see on the system, and when they can see it, as it is linked to a Security Profile.
For further information about the Menu Definition Workflow, see the Security and Menu Definition Workflow topic (Topic ID 810111) in Aurora's Full Help System
To create an Operator, follow these steps:
Click icon. The Menu screen appears.
Select the Security option.
Select the Maintain Operators option.
The Maintain Operators screen appears.
Click New .
Enter the contact details on the General tab.
Click Security tab and enter the logon details for the Operator.
Click Company/Divisions tab and enter the Co/Div details for the Operator. This tab is only displayed when you log on as the 'aurora' Operator.
Select the appropriate settings for the Operator, using the following table as a guide.
Fields |
Description |
Column Headers |
|
Status |
Displays a green tick and ‘Active’ if the Operator is active. Displays a red cross and ‘Inactive’ if the Operator is inactive. This is controlled by the Status radio group on the right hand side of the General tab .If set to Inactive, the user is prevented from logging on to the system. |
Operator ID |
Displays the Operator ID of the Operator. |
Name |
Displays the name of the Operator. |
Work Phone |
Displays the work phone number of the Operator. |
General Tab |
The tab enables you to enter details about the system user, including their name, and contact details. You can also specify whether the user is an active or inactive system user. |
Operator ID |
Enter the logon ID for the system user. The ID must be unique. A32 - Mandatory |
Salutation |
Enter the salutation used for the Operator. A6 – Non-Mandatory |
First Name |
Enter the first name of the Operator. A20 - Mandatory |
Middle Name |
Enter the middle name of the Operator if known. A20 - Non-Mandatory |
Last Name |
Enter the last name of the Operator. A20 - Mandatory |
Preferred Language |
Select a language from the drop-down list to assign a preferred language to the Operator. Please note that currently the PROIV Aurora Framework is not multilingual. The Multilingual functionality affects applications run via the PROIV Client if the Lexicon is enabled and translations are set up. Mandatory |
Work Phone |
Enter the work phone number of the Operator. A20 - Non-Mandatory |
Work Fax |
Enter the work fax number of the Operator. A20 - Non-Mandatory |
Home Phone |
Enter the home phone number of the Operator. A20 - Non-Mandatory |
Mobile Phone |
Enter the mobile phone number of the Operator. A20 - Non-Mandatory |
Primary e-mail |
Enter the primary email of the Operator. A40 - Non-Mandatory |
Secondary |
Enter the secondary email of the Operator. A40 - Non-Mandatory |
Status |
The Operator can be inactive or active in the system. |
Active |
Select to make the Operator active and able to log on to the system. |
Inactive |
Select to make the Operator inactive, which prevents the user from logging on to the system. |
Security Tab |
The tab enables you to assign an Operator Group to the Operator, which determines what Menu Options they can see, and when they can access the system. |
Password |
Enter the password for the Operator logon. A32 - Mandatory |
Expiry Date |
Enter the expiry date of the logon details. |
Logon Retries |
Set the number of logon attempts allowed before the user account is made inactive. Entries can be between 1 -999. N3 - Mandatory |
Security Question |
Enter a question that only the user knows the answer to. A40 - Mandatory |
Security Answer |
Enter the answer to the question posed in the Security Question field. |
Operator Group |
Select an Operator Group to assign to the Operator from the drop-down list. The Operator Group determines what they can see on the system, and when they can see it, as it is linked to a Security Profile. |
Illegal Attempts Allowed |
Set the number of attempts allowed to access functions that are unavailable to the user, before the account is made inactive. |
Super User |
Select to make the Operator a Super User. This means that they have access to every Menu Option associated with their Security Profile, rather than being limited to which items are enabled or disabled on the Maintain Security Profiles screen. However, they cannot access a Menu Option if it is not included on a menu linked with their Security Profile. They also do not have access to menus and options that they cannot navigate to from the Logon menu of their profile. |
CTRL Break Allowed |
Click the check box to allow the user to CTRL BREAK to a Kernel Prompt. |
Multi Logon Allowed |
Click the check box to allow the user to have one PROIV Aurora session and multiple PROIV Client sessions running concurrently. |
Company /Divisions Tab |
The Company/Divisions section lists all of the available Co/Divs. The Operator must be assigned to a Co/Div. Note: This tab is only displayed when you log on as the Admin operator. |
Column Headers |
|
Available |
Displays a green tick if the Co/Div is enabled. Displays a red cross if the Co/Div is disabled. |
Co/Div |
Displays the code of the Company/Division. |
Description |
Displays the description of the Company/Division. |
Enable/Disable |
Select the appropriate Company in the Company section and click the Enable . To deselect the Company, select the appropriate Company in the Company section and click the Disable . |
Default Company /Division |
Click drop-down list to display a list of Company/Divisions, select one to assign as the default for the Operator. Mandatory |
Buttons |
The on the toolbar are disabled or enabled depending on whether a change has occurred. For example if you amend an Operator, the Save and Cancel s are then enabled. |
Exit |
Click the Exit to close the Maintain Operators screen. |
Save |
Click the Save to save the Operator record. |
Cancel |
Click the Cancel to cancel any changes to the Operators. |
New |
Click the New to create a new Operator record. |
Delete |
Click the Delete to delete the selected Operator record. |
Click Save to save the details, or click the Cancel to cancel any changes.
Click Exit to exit the Maintain Operators screen.
Topic ID: 810108