File - General settings

How do I set up multiple users?

The Patrol Management System has simple but powerful user management features. Only one administrator exists and cannot be deleted. Additional users may be inserted, each with their own customizable access profile.

Standalone
The standalone version operates on local data, and only a user name and password are needed to gain access.

Network
The network version operates on remote data, and therefore requires the mandatory username and password, as well as an optional database username and database password.

The database username and database password are only needed if the database server is a secure server, these details may be obtained from the database administrator, and are used to log into the remote database network server when accessing data.

To manage users, select the File|Users menu option. (This menu option is only available if the logged in user has the necessary permission in their user profile).

• To insert a new user, click the Insert button and enter the user details. Click the OK button to save the new user, or the Cancel button to cancel the insert.
• To edit a user, click the Edit button and edit the user details as desired. Click the OK button to save the edited details, or the Cancel button to cancel the edit.
• To delete a user, click the Delete button.

User Details

Application
These settings are mandatory for Standalone and Network versions.

• Full Name The user's first and last name.
• User Name The user's username, used to access the application.
• Password The user's password, used to access the application.
• Confirm Password Re-type the password here to confirm it.

Database
These settings are only required for the Network version.

• User Name The user's username, used to access the database network server.
• Password The user's password, used to access the database network server.
• Confirm Password Re-type the password here to confirm it.

While editing/inserting a user, a fully customizable access profile can be setup, dictating the features available to this user.

General
Setting this option allows the user to access the Settings module.

Users
Setting these options allow the user to View, Edit, Insert, Delete and Print/Export other users.

Audit Trail
Setting these options allow the user to View and Print/Export the Audit Trail.

License
Setting these options allow the user to View license settings and Renew or Request a new license.

Database Settings
Setting these options allow the user to View and Modify Database Settings, as well as Compact, Backup, Restore and Purge the database.

General
Setting this option allows the user to Print/Export data.

Clients
Setting these options allow the user to View, Insert, Edit and Delete Clients.

Contacts
Setting these options allow the user to View, Insert, Edit and Delete Contacts.

Employees
Setting these options allow the user to View, Insert, Edit and Delete Employees.

Shifts
Setting these options allow the user to View, Insert, Edit and Delete Shifts.

Regions
Setting these options allow the user to View, Insert, Edit and Delete Regions.

Sites
Setting these options allow the user to View, Insert, Edit and Delete Sites.

Checkpoints
Setting these options allow the user to View, Insert, Edit and Delete Checkpoints.

Recorders
Setting these options allow the user to View, Insert, Edit and Delete Recorders.

Wallets
Setting these options allow the user to View, Insert, Edit and Delete Wallets.

Incidents
Setting these options allow the user to View, Insert, Edit and Delete Incidents.

Settings
Setting these options allow the user to View and Modify Download Settings.

Comport
Setting these options allow the user to Search and Test for a downloader attached to a comport.

Actions
Setting these options allow the user to read in a tag, set a recorder serial number, download a recorder, read recorder information and reset a recorder.

Download Service
Setting these options allow the user to Start and Stop the Download Service.

Settings
Setting these options allow the user to View and Modify Import Settings.

Actions
Setting this option allows the user to import data files.

Import Service
Setting this option runs the Import Service for this user at startup.

Imports
Setting these options allow the user to View and Print/Export Imports, and Assign Unknowns.

Settings
Setting these options allow the user to View and Modify export settings.

Export Service
Setting this option runs the Export service for this user at startup, provided the export service is configured to run.

Settings
Setting these options allow the user to View and Modify Issue Settings.

Actions
Setting this option allows the user to import issue files.

Import Service
Setting this option runs the Issue Service for this user at startup.

Issues
Setting these options allow the user to View, Insert, Edit, Resolve and Print/Export Issues.

Settings
Setting these options allow the user to View and Modify email settings.

Email
Setting this option runs the Email service for this user at startup, provided the email service is configured to run.

Settings
Setting these options allow the user to View and Modify report settings.

Activity Reports
Setting these options allow the user to View and Print/Export Activity Reports, as well as gain access to Checkpoint Activity, Employee Activity, Incident Activity and Shock Activity reports.

Missed Visit Reports
Setting these options allow the user to View and Print/Export Activity Reports, as well as gain access to Missed Checkpoint Visit, Missed Site Visit, Missed Patrol Tour Visit reports and allow Schedule Editing, Scheduler Settings Editing and Starting/Stopping of the Missed Visit Scheduler.

Interval Reports
Setting these options allow the user to View and Print/Export Interval Reports, and gain access to the Checkpoint Interval report.

Consolidated Reports
Setting these options allow the user to View and Print/Export Consolidated Reports, and gain access to the Missed Checkpoint/Incident Summary and Missed Checkpoints/Incident Summary reports.

Exceptions
Setting these options will allow the user to View, Dismiss, Escalate and Edit Exceptions.