Spans&Layers User Guide Tool Admin V1.0
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Spans & Layers User Guide v1.0 Tool Admin Aug 10th 2016 Document Version 1.0 I of II Application Version Updated By Date Description Rachel Wang 8/10/16 Initial Table of Contents 1. Application Overview ............................................................................... 1 Get Started ......................................................................................................... 1 Login................................................................................................................... 1 2. Manage Projects ...................................................................................... 3 View Projects ...................................................................................................... 3 2.1.1. Project List ............................................................................................. 3 2.1.2. Project Search ......................................................................................... 4 Create New ......................................................................................................... 4 2.2.1. Create New Projects ............................................................................... 4 2.2.2. Create Users for a Project ....................................................................... 5 Edit Projects ....................................................................................................... 6 2.3.1. Edit Projects’ Basic Info ......................................................................... 7 2.3.2. Edit Projects’ User Info .......................................................................... 7 Delete Projects ................................................................................................... 8 3. Manage Users .......................................................................................... 9 View users .......................................................................................................... 9 3.1.1. List Users ................................................................................................ 9 3.1.2. Search User............................................................................................. 9 Create Users ..................................................................................................... 10 Edit Users ......................................................................................................... 10 3.3.1. Edit User Info ........................................................................................ 11 3.3.2. Reset Password..................................................................................... 12 Delete Users ..................................................................................................... 12 II of II 1. Application Overview Get Started Before you can log in to Admin tool, your Subscription Administrator must grant you the Tool Admin authorization. Your Subscription Administrator will then notify you of your login information consisting of : Username The Username is in email address format for external users, and is not case- sensitive. The Username is the same as GEID for internal users, and is case-sensitive. Password The Password is case-sensitive , and will be sent to external users via a separate Email The Password is the same as GEID password for internal users, and is case-sensitive. Login Enter the URL for your admin tool instance into your web browser. You will be presented with the login screen. Enter your username and password, select Login. 1 of 13 You will be presented with the Project List Screen. 2 of 13 2. Manage Projects Tool admins have the authorization to manage all the existing projects, which includes: View, Add, Edit, Delete View Projects 2.1.1. Project List The admin tool opens in Project Lists View by default. The list view can also be accessed by clicking on the Manage Projects tab Manage Projects Project Code – The project code is created by system automatically, it is the primary key and no duplicate values permitted. This is a mandatory field. WBS Code – The WBS code is a custom field. As with outline numbers, each level of a custom WBS code represents an outline level in the task list. You can use a unique format for each level of the code, and each level is listed in the code according to the hierarchy of tasks, summary tasks, and subtasks. Client –The name of the client of a project. Project Name – The name of the project. This is a mandatory field. Member Firm – The PwC entity that a project subjection to. Created – The creation date of the projects. This is a mandatory field. Status – Active: Current in-flight projects. Closed: Projects that are not accessible by front-end users. Deleted: Deleted projects, not visible from the screen. All the associated users, data, project are deleted and not revocable. Actions – Edit: Edit the properties of existing project. Delete: Delete the selected existing project. 3 of 13 2.1.2. Project Search Type in the key words in the search box, and press GO. The methodology is a fuzzy search, and is not case-sensitive E.g.: Type SPAN in the search box, system will list down all the records with SPAN in any of the field. Search Box Create New 2.2.1. Create New Projects The project code generated by the system while creating a new project will be used in application login page. Create New Projects In the Create New Project screen, tool admin need to type in the corresponding information. Fields attached with a red asterisk are mandatory. 4 of 13 2.2.2. Create Users for a Project Add/Edit Users function is to grant user access to the new project. Add Users Add External Users: Select an Existing User – Type the user’s name or user’s Email address, and select one from the drop down list. Add New User – Enter the user’s information, choose the user role, and click Add user Add User 5 of 13 Add Internal Users: Select an Existing User – Type the user’s name or user’s Email address, and select one from the drop down list. Add New User – Tick on the check box PwC Users. Enter the user’s GUID, choose the user role, and click on Add user. Internal User Edit Projects Admin Tool support altering information for existing projects. The control icon locates at the Action column as specified in below sample screen. Edit Project 6 of 13 2.3.1. Edit Projects’ Basic Info The Basic project info are presented in a pop up, which allows admins to update the content within it. Users attached to the project will receive an Email notification for project related updates. Cancel – Cancel the current update and return to Project Lists screen. Continue – Apply the updates which already made in this screen, and shows a SUCCESSFUL message after system saving, then auto redirects to the Project Lists screen. Cancel 2.3.2. Edit Projects’ User Info The icons for all the existing authorized users are listed at the bottom of Edit Project. User updation will NOT trigger Email notify. Click on the user icon, there will be a pop up to Update User. User + to add a new user to this project. Details please refer to 2.2.2 Create Users for a Project. 7 of 13 User icon Continue Basic Info Update: Basic user info is not editable. All marked in gray. Role reassign: User Role can be updated by selecting a new role from the dropdown list. Remove User: Tick the check box to remove user from this project Clicks on Submit Updates to apply the changes, and return to the Edit Project Screen. Role Update Remove Delete Projects Tool Admin can delete projects which are no longer in use. System will send an Email to inform all the users in this project after deletion. Delete Project A pop-up screen will ask for a delete confirmation. Cancel – Cancel the deletion. Continue – Apply the deletion. System redirects to Project List screen after the delete confirmation, and a successful notice in a pop-up. 8 of 13 3. Manage Users Tool admins have the authorization to manage users, which includes: View, Add, Edit and Delete. View users 3.1.1. List Users The List Users screen will be presented as the default page of Manage Users. Manage Users User Name – Name of the user Email Address – Email address of the user Project Assigned & Roles – All the available projects are listed down here, with a format of: Project Name1 (Role1), Project Name2 (Role2) …… Date Added – Creation Date of a the user Actions – Edit: Update an existing user. Delete: Delete an existing user. 3.1.2. Search User Type in the key words in the search box, and press GO. It is a fuzzy search, and is not case-sensitive E.g.: Type first in the search box, system will list down all the records with first in any of the field. Search Box 9 of 13 Create Users Users can be added to the system first without assigning to any project. Add Users Add External Users: Type in all the mandatory fields, and click on Add User. A successful message showed at the top of current screen if no error encountered, and screen remains. A project notify Email as well as an initial password Email will be sent automatically. Add Internal Users: Tick the check box PwC Users, and enter GUID. Only PwC users can be set as a Tool Admin. If Set as Tool Admin got selected, current user will be created as a tool admin. After clicking Add User, a successful message will be showed at the top of current screen if no error encountered, and screen remains. Set as Tool Admin A project notify Email will be sent automatically. Edit Users Tool admin can change the role of an existing user via the first icon of Action column. Edit Users 10 of 13 3.3.1. Edit User Info Update external user’s info: Fields marked in gray (Email) cannot be changed. There will be a pop-up asking for a confirmation after pressing Submit updates. A successful message will be showed at the top of current screen if no error encountered, and screen remains. Remove from a project The cross in front of the project name will drop the user & project connection. Update internal user’s info: Projects removal and tool admin authorization grant are permitted for internal users. A successful message will be showed at the top of current screen if no error encountered, and screen remains. Tool Admin Authorization 11 of 13 3.3.2. Reset Password Only external users can retrieve their password by ticking Reset Password. A new password notification mail will be sent to the address after Submit updates. Reset Password Delete Users Two different entrances are designed for delete function. One is from the User List screen, the other is from the Update User screen. Delete from User List screen Delete User Delete from Update User screen Delete User 12 of 13 Pop-up the confirm screen. Cancel: Quit delete Continue: Apply deletion. If any project attached to the user, the deletion will also affects the user list in Manage Project screen. 13 of 13
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