Operator codes control security, functionality, and
identification for individual users.
An operator must be assigned a Security
Role that allows permission to the Security - Operators
in order to access this table.
Note: When the external 'Authentication' feature is enabled in the Texada Support Parameters this "Operators" processing is disabled and the operator is redirected the to the User Management Menu on Texada Web.
New System Operator Configuration:
Click the ADD button to setup new operators, or
the CLONE button to create a new operator based on
properties assigned to an existing operator.
Update the existing codes in Change mode.
Existing operator codes and names can be viewed in the drop-down
box on the Operator Code field.
Setting Global Security Permissions:
When a new company is created with new operators all permissions
can be activated globally for all operators using the SET
PERMISSIONS button and then permissions can be manually
modified in Security Roles by specific
role and feature as required.
This button is only visible if the operator currently signed into
the system has Assign All Role Permissions checked in the
Miscellaneous window of the Security
Roles, and the button is only enabled before an Operator
Code is selected in the screen.
Refer to a detailed explanation of this action below.
The prompts to update or add operator records to this table include:
This operator code can become the default sign in code for the
user's Operating System login name, eliminating the need for the
operator to manually enter his Operator code for each
session on the Logging on to Texada SRM
screen.
This information can be setup in Auto Login By
Login Name.
The default operator code can always be over-typed if
required.
Name Match:
In Add mode if the name entered for the new operator is an exact
match to a name assigned on another Operator Code at any
division, the Existing Operator with the Same
Name window is triggered and if this is the same person and the
associated existing operator record is selected in the window then
the same System ID will be assigned to the new operator.
If a record is not selected a new System ID is assigned to
this new operator.
An account could be disabled automatically if too many attempts
were made to sign in using an incorrect password as defined in
Password Controls or if a new account is not
accessed within the allotted time to update the Password.
Account access can also be controlled using Enable or Disable Operator Login.
Note: Be advised that once executed, this operation cannot be
undone.
Hence, prior to running this request, verify in the play
environment that the results obtained from running this operation
are as expected.
To send email to any cell phone, the format for most providers
is just the 'phone number @ the gateway provider'.
e.g. 5195551212@pcs.bell.com
Contact your cell phone provider for further setup details if
required.
If this 'From E-Mail Address' is blank, the operator's default email address is used.
Note: This feature does not apply to Gmail per DMARC regulations.
Note: There is no utility to delete or modify a System ID, so if a correction is required the operator record must be deleted and re-added.
Check this box if this operator is a Texada Web or
Rental Logic user and has been assigned an email
address.
The Employee# or Driver code
associated with this operator must be unique and cannot be
changed.
Texada Web Access cannot be enabled for more than one
operator record with the same System ID regardless of
division.
When the operator has access to use Texada Web a Switch to
Texada Web button is activated on the SRM Main Menu for easy access.
Leave this box unchecked if this operator is not a Texada Web or Rental Logic user.
Note: Specific Texada Web roles can be defined for an operator in the Miscellaneous window of the Security Role Permissions, including Driver, Mechanic, Dispatcher, etc.
This ID tag does NOT need to be a valid email address. It can
just be a name, code or initials.
This name or address can be unique if messages are private to a
specific operator or can be shared so that all operators with this
same ID tag will share the same mailbox.
If the mailbox is shared, the first operator to read the email has
control of it.
Check this box to send any Internal Messages sent from the SRM system to the operator's email instead of using the Internal Messaging system.
Uncheck this box if Internal Messages should always be sent to the Internal Messages ID.
Each operator can change his password from the Main Menu
by clicking on the SET PASSWORD button as outlined in
Set Operator Password.
The frequency that the operator password must be changed can be set
in the Password Controls.
When a password is expired an audit record is written to track the change in Audit Log Inquiry / Export.
Random Password Generator:
Click the Create icon beside the
Password field to cause the system to provide a random
password that will be much harder for a hacker to discover.
The suggested password must then be manually typed in and confirmed
to activated it for the operator.
The option is also provided from the Random Password pop-up to require the operator to change his password when he next logs in.
Enter a single division to limit the lookup for the operator to
customers assigned to this specific division, or select a division
from the window.
Type SEL to select a single Region for the customer lookup default.
Note: When Texada Web is enabled the Employee
Number is not accessible and must be unique to the operator by
System ID, and all division operator codes for the System
ID must use the same Employee#.
If Texada Web is not enabled on the operator, the employee
can be different on division records and a warning is triggered if
the employee# is already assigned to a different operator System
ID.
Employee Time Sheet Parameters:
Uncheck this box if this employee should NOT be prompted for the time when signing into and out of the software.
Check this box if this Operator is a manager, and requires access to Time Clock records across various stores or divisions in Time Clock Entries.
Check this box if this operator should only be permitted to add
new invoices, and should not be allowed to change existing unposted
invoices.
This control applies to current invoices generated from the
counter, back office, fast track, order entry, and cylinder
billing.
If an Operator signs into three different terminals and selects a different printer on each one, then each terminal would print to a different printer. The next time the Operator signs into SRM software, the default printer will be the last printer selected on the last terminal.
This is useful for accounting staff that have changing duties, and may need to print to the laser for reports & the check printer for checks etc. The printer last selected by the operator will be the printer used for the output.
Uncheck this box to have the printer selection determined by
whatever was selected for that terminal last. This is useful for
operators that primarily use common printers or terminals.
e.g. Staff that use the invoice printers on the counter want to use
the printer closest to the current terminal.
Uncheck this box to print invoices generated from Point Of Sale Invoices on your regular 8 1/2" x 11" or A4 invoice paper, or on the default slip printer if it has been setup in the Divisional Printing Parameters.
Check this box to assign a slip printer for this operator, to
print out invoices created from Point Of Sale
Invoices on blank paper using a 40 character serial slip
printer.
If the Slip Printer option is selected, the prompts in the window
are:
Uncheck this box for the standard method of prompting for sales item information, on the counter document entry programs including Contracts, Reservations, Cash Invoices & Miscellaneous Invoices.
Check this box to default the value and skip the
Description, R/S (Rental or Sale), and amount Unit
Price or Each fields, when entering sales items on
counter documents including Contracts, Reservations, and
Invoices.
The skipped field can still be accessed if required.
This operator flag can be set to default the print flag for
these reports to Excel or to standard print output.
This default can always be over-type when the report is
generated.
Note: Excel output does not respect the output options to View as PDF or Email Customer Docs as PDF options in the Printer Selection window, as Excel is not offered in PDF format.
To activate the over-ride check this box to give this operator
temporary authority to select any date for posting entries.
The date selected will be the date used, even if the period is
closed.
Uncheck this box if the operator can only make entries to the current period as defined in the Date Range Control.
Enter the security Category for this operator, or select one
from the drop-down list as setup in Inventory
Security Category.
If a code is not specifically assigned to an operator, the default
becomes "CO1" and the operator can then only view Rates,
Specifications, and Availability information in Inventory Inquiry and in Counter Worksheet.
Refer to MITS Dynamic Reporting Security & Overview for information on setting up the server access and the user controls for this reporting tool.
If no default screen is set for an operator, the standard menu screen index displays at login, or a custom default Company Menu can be defined in Applications Menu.
Refer to Application Menu Maintenance for information about defining customized menus.
Refer to Start-Up Operator Role Security for details.
The language for the operator can also be set in Associated Operators window in the Lexicon Setup.
Check this box if the Cash Drawer should automatically open for
this operator when payment is taken.
For details on this feature, refer to Cash
Drawers.
If it is the same Cash Drawer that should always open for this operator, select the appropriate Cash Drawer for drop-down list as set in Cash Drawers.
An employee purchasing limit per P.O. can be set at the operator
role level in the Role Parameters window of the Security Role Permissions.
This 'PO Approver' field defines which "Approver" the
employee reports to where this "Approver" has a higher buying limit
for his role.
If the initial "Approver's" limit is not high enough, then his
"Approver" would need to approve the P.O. moving up to the next
link in the approval chain. This will create a hierarchy of who
will approve the Purchase Order in the Purchase
Order Approvals utility.
Enter this purchasing employee's 'PO Approver' to be
notified when this employee creates a Purchase
Order where the PO total exceeds the PO limit set for the
purchaser's role, or select one from the PO
Approver - Operator Search window.
This becomes the "Approver" that is alerted when a P.O. is
submitted by this purchaser, however any "Approver" with an
allowable limit can approve/reject the P.O. Then the new "Approver"
becomes responsible for the P.O. processing.
If a user has multiple operator records (e.g. for multiple
divisions but one System Id), the same Approver would apply to all
operator records having the same System ID.
If the operator names are different for the same System ID but at
different divisions then the Name of the Requester and also of the
Approver on reports and screens will be the name assigned in the
first Operator Codes record for that System
ID.
If a user changes the PO Approver, a warning with confirmation is triggered to update on all divisional operator records.
The current 'PO Approver' is reflected with the Status of Approval on the Purchase Order Approval Report.
Uncheck this box for everyone except the main or administrator
operator.
Development Utilities enable the Texada Support and the key
operator to access the SRM programs internally. Due to their
nature, these programs are not suitable for your counter or
operations staff.
For operators with access to the development utilities, the COMMAND LINE button is accessible from the main menu, as outlined in Command Line.
ACTIONS:
Additional actions provided by buttons on
the Operators screen include:
Delete an Operator:
To remove an operator code from the company, click on the
DELETE button at the bottom of the screen, then enter
the Operator Code to be deleted, or select it from the window.
Confirmation is required complete the deletion.
Clone an Operator:
Click the CLONE button when the focus is still in the
Operator Code field to create a new operator with a new
code, new name, and new email address but copy the all the other
properties and configuration settings from an existing operator, as
outlined in Copy Operator Information.
Security roles will also be copied.
Any required changes to the operator settings can then be made
manually.
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