Operators
System Maintenance Menu -> Configure System Settings -> Security Tab -> General Settings -> Operators
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.
This table lists all operators across all divisions that have been tagged with the same System ID.
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.
The information and actions include:
SYSTEM ID
The System ID defaults to the operator currently signed into the session and the Name and email address are displayed.
Each user is automatically assigned a unique 'System ID' that can link the same user across divisions.
Enter the System ID or enter the Operator Code if that code has only been used by a single 'System ID', or use the Operator Search window to view and search for operator records by name, code or by email address.
If the System ID match has multiple operator records with different email addresses the Multiple Email Addresses Found screen is triggered to select a single address for all operators with the same System ID.
NAME
The operator name is displayed for reference.
Names (descriptions) for the same operator can vary across divisions for the same System ID.
The email address is displayed for reference.
The same email address is assigned to all operators with the same System ID even thought the Names may be different.
If the System ID match has multiple operator records with different email addresses the Multiple Email Addresses Found screen is triggered to select a single address for all operators with this System ID.
Operator Record List for the System ID:
The resulting list of Operators displays the division, operator code, division name, disabled flag, operator name and email address for each record across divisions.
The record list can be resorted by any column in ascending or descending order, by clicking on the column heading.
Columns can also be dragged and dropped to temporarily reposition them as required.
Double click on an operator record to drill down to the Operator Codes details.
Security:
To select and view the details of an operator record in Operator Codes, the signed in operator must have a corresponding System ID operator code at the same Division as the target operator, that has Security Role permission to access the Security - Operators.
The Operator Security Report can be used to export a list of all operators with their security roles and their current SRM access information to a spreadsheet.
ACTIONS:
Additional actions provided by buttons on the Operators list screen include:
•Print an Operator List:
Click the REPORT button to generate a selected list of operators with division and location defaults as outlined in Operator Report.
•Clone an Operator:
Click the CLONE button 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.
•Add Record
Depending where the current focus is on the screen, the add button toggles between the following two add record utilities:
oAdd a New Operator:
Click the NEW OPERATOR button when focus is on the System ID field before populating the operator list, to create a new operator code in the Add a New Operator utility.
oAdd a New Division Login:
When focus is on a specific Operator record in the list, click the ADD DIVISION button to create a new login division record for that operator, as outlined in the Add a New Division action.
•Update or Delete an Existing Operator:
Select a record from the list by double-clicking on the appropriate record, or highlighting the record and then click the EDIT button to modify an operator a record as outlined in the Operators Codes.
Note: The operator must have Security Role permission for the Security - Operators at the Division of the selected operator record in order to access the Operator Codes details.
An operator record can be deleted once the Operators Codes record is accessed, by clicking the DELETED button.
•Combine Two Operator Records:
Select a record from the list by double-clicking on the appropriate record, or highlighting the record and then click the MERGE button to merge an operator a record with another record as outlined in the Merge Operators ID's.
•Manage Operator Texada Web Information:
Click the TEXADA WEB button to view and update the Texada Web setup for this System ID as outlined in the Texada Web Access.
Topic Keyword: GLOP01 (1695)