INFO Tab Page

 

Xytech Standard Web User Application – Info Tab Page

 

The Info tab page is used to set up basic information related to the current Web user record, including linking the user to a specific WEB CUSTOMER via the Owner Customer No Field.

 

FIELD DEFINITIONS

 

Web User No

This field reads “Next” on new records indicating the system will assign the next available Web user number when the record is first saved. Once the record is saved, the system displays the automatically assigned number value in this read-only field.

 

 

Owner Customer No

You must associate one Web customer record in this field to each Web user record you create.

Manually enter the Web customer record ID number of the appropriate customer or group or use the Lookup icon  to the right of the field for help in locating one.

NOTE

Values for this field are set up in the WEB CUSTOMER APPLICATION.

 

 

Impersonate User (Customer)

You must associate one standard customer to each Web user record you create.

Manually enter the contact record ID number of the appropriate customer or use the Lookup icon  to the right of the field for help in locating one. Once you select a contact, the company name appears in the read-only field to the right.

 

 

User Name

Manually enter the name of the current Web user in this required field.

 

 

User ID

Manually enter a unique user ID value for the current Web user. This value will be used to log into the Service Request Web Module along with the User Password field value.

 

 

User Password

Manually enter a password value for the current Web user. This value will be used to log into the Service Request Web module along with the User ID field value.

 

 

User E-Mail

Manually enter the e-mail address for the current Web user. This address will default when the user creates new service requests.

 

 

Menu Group

Use this field’s drop-down list to select a WEB MENU. This will assign the current Web user to a group that determines which applications / options are available to the Web user when accessing the WebView Module or other Xytech Systems Web-accessible features.

If you do not establish a value in this field, the Web user will be able to log into the WebView / Service Request Module but not have access to anything on the Main Menu Page.

 

 

First View in IM

Use this field’s drop-down list to control whether the ISSUE MANAGEMENT WEB INTERFACE will take a Web user to a list of all sessions for the asset (Sessions) or all issues for all sessions (Issues) for the asset when the issue sessions link is clicked from the results of an asset search.

 

 

Columns to Show in IM

Manually enter the Web column set record ID number that you want to use when the current Web user logs into the ISSUE MANAGEMENT WEB INTERFACE or use the Lookup icon  to the right of the field for help in locating one.

The WEB COLUMN SET MAINTENANCE APPLICATION maintains records that, when assigned to this field, define which fields the Web users will see in the IM Web interface when accessing issue sessions.

 

 

Active

This field controls whether the current Web user is active or not. Inactive Web users may not log in to create service requests.

 

 

Administrator

This field controls whether the current Web user has administrator access to the Service Request Web module. If this field is unchecked, the user will not see the Admin menu option in the Service Request Web module.

Administrators can create new or manage existing Web users for the Web customer. Also, they can view and edit all service requests regardless of the job assigned to the request or the user who made the request.

 

 

Use Sys User Credentials

This field controls whether or not you will be able to access certain features of the WebView Module using a single login.

When this field is checked, the User Password Field will be disabled and you will be required to enter a User ID Field value that matches a user (i.e.,"sys_user") login. When logging into WebView, that user is logged in as the "sys_user," allowing the user to access basic WebView functionality: e.g., Schedule Book, Time Card, MetaVault Search.

When accessing the Service Request Web Module, the user will also be allowed and will not be required to be associated to a customer record. (Please note, the user must still be associated with a WEB customer.) When accessing the Service Request Web Module, the "sys_user" credentials will be used (user ID and password). (The Impersonate User Field functionality remains in place.)

When logging into WebView, the corplogo.jpg (customer's logo) is the logo displayed on the Web page versus the Xytech Systems logo (LogoXY.jpg).

 

 

SR Allow Asset List

This field controls whether the current Web user can save asset lists in the Service Request Web Module. If this field is unchecked, the current user will not be allowed to save asset lists.

 

 

See All SRs for Jobs

The functionality of this field will only be available if the current Web user has been assigned job records on the JOBS TAB PAGE.

This field controls whether the current Web user will be able to see and edit in the Service Request Web Module all the open service requests linked to the job records on the JOBS TAB PAGE of this application regardless of who created the service requests. The service requests will be visible even if a job has been closed or cancelled, but no new service requests may be added to these types of jobs.

NOTE

Administrators can view and edit all service requests regardless of the job assigned to the request or the user who made the request.

 

 

Approval Status

If you select a SERVICE REQUEST STATUS value in this field, the current Web user will be able to approve service requests that have been assigned statuses with status types of Not Submitted or Submitted.

 

 

Access Class

Use this field’s drop-down list to limit access of the current Web user to only see and/or use those media assets that are allowed based on the defined customers, element types, inventory types, and/or title control types of the selected access class.

NOTE

Values for this field’s drop-down list are set up in the LIBRARY ACCESS SETUP WINDOW.

 

 

Division

This field is only available if you are using the Divisions functionality.

Use this field’s drop-down list to select an appropriate division that will be automatically assigned to new service requests created by the current Web user.

 

STANDARD BUTTONS

Save & Close

Closes the window and saves any unsaved changes to the current record.

 

 

Cancel

Closes the window and disregards any unsaved changes to the current record.

 

 

Save

This button saves the current record.

 

 

Attachment

This button opens the ATTACHMENTS WINDOW so that you can link one or more files to the current record. If attachments have already been linked to the record, the number of attached files will be listed in the button.

 

 

Navigation Buttons

When the current record is opened via a search list, a set of navigation buttons will appear that allow you to navigate to (open) the next, previous, first, or last record in the list without leaving the window. Refer to the APPLICATION MAINTENANCE WINDOW – BUTTONS AND TOOLS topic for more details.

 

 

Actions

This button accesses the standard list of Actions items, which include the ability to save, refresh, duplicate, and delete the current record. For details on the standard Actions Button menu commands, refer to the APPLICATION MAINTENANCE WINDOW BUTTONS AND TOOLS topic.