
500-9041 v4.1
Welcome Report Control
Admin
Sys Config Tech-Ref
121
•
Select an individual user and click the
Form
toolbar-button to access that user's form;
•
Limit the list to show an individual user, or
groups of users (details to follow).
Tip:
You can use the scroll-bar at the bottom of the
window to view additional columns to the right.
Additional fields can be defined for users (such as
Position, Department, etc.). For details, refer to
"Custom Information Categories for Users".
Green or Yellow Rows in Grid View
: Partial panel
updates are indicated in the user list with special
colours: Yellow: Partial updates pending (some
panels have not been updated); Green: Data for the
user has been changed while partial updates were
pending (the user's settings at the panels will be
overwritten on next update).
Checking for Database Conflicts (esp. large
systems
): Differences between the software
database and settings entered locally through an
LCD keypad can be identified by selecting "Check
Database for Conflicts" from the
V
iew
menu. For
details, search for that topic in the index.
Limiting the List to Show Specific User(s)
Access the user-list (Grid view) as described
above. Then, right-click within a specific
column (such as "Name"), and select "
Filter
on Column
" from the pop-up menu. Now,
enter or select the desired criteria, and press
Enter
.
Tip:
You can search for user names
that begin with certain letter(s) by entering the
letter(s) and an asterisk (e.g., "
s
∗
").
To return the listing to include all users /
entrants, click
Refresh
from the toolbar, or
right-click within any column(s) that are
red
,
and select
Remove Column Filter
.
Adding a User/Entrant to the System
Select
Users
from the MyTools bar,
or
click
your site/account button in the tree, and select
Users
.
Multi-
Account
Systems: First select
[Account
Folders]
in the 'tree', and double-click the desired
account.
Then, use the
Grid
/
Form
toolbar-button to
select your preferred view-mode.
Forms view: Details for one user at a time;
Grid View: All defined users in a list.
Now, click
[+]
at the bottom of the form, or
right-click the form, and select
Add New
from
the pop-up menu.
Alternative: You can also select a blank/grey item from
the list (Forms view: bottom of the window). If no grey
ones are listed (or the form is blank), click
Filter
on the
toolbar, and re-check the listing.
Now, refer to the selection-descriptions for this
screen while entering and/or selecting your
desired settings.
Viewing or Changing Settings for a
User/Entrant
Select
Users
from the
MyTools bar,
or
click your
site / account button in the
tree, and select
Users
.
Multi-
Account
Systems:
First select
[Account Folders]
in the 'tree', and double-
click the desired account.
Then, use the
Grid
/
Form
toolbar-button to
select your preferred view-mode.
In 'Forms' view, select the desired User at the
bottom of the window.
Searching for a Specific User:
To search for a
specific card number, or for a person's first or last name
(or the 1
st
few characters): Click on the 'binoculars'
symbol, enter your search criteria, and click
[Find]
.
(Use the "
∗
" symbol for partial name searches--e.g.,
nam
∗
.)
(In Grid view, view and sort the list as desired.
Tip:
You can resize or maximize the window as desired, or
use the bottom scroll-bar to view additional columns.)
Then, refer to the selection-descriptions for this
screen while viewing or changing settings as
desired.
Deleting a User/Entrant
Before deleting User, check to ensure that they
are not assigned under
Fallback Users
.
This can be done by viewing the "Fallback Users" topic
in '
grid
' view, and checking the "Name" column for the
specific user. For details, refer to "Fall-Back Users...".
Alternatively, you can issue a 'Fallback User' report,
and check for the specific User in the listing.
For details, refer to the table of contents for the desired
'Reporting' topic(s).
Now, select
Users
from the MyTools bar,
or
click your site/account button in the tree, and
select
Users
.
Multi-
Account
Systems: First select
[Account
Sample screens
and selection-
descriptions
appear on the
following pages.
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