Managing Users

Audience: System Administrators, User Managers

To create and maintain user records, navigate to System Manager | Security | Users. Check Include Inactive Accounts. You will be presented with a similar screen to below:

Note:

Before creating new user records, be sure to check Include Inactive Accounts and filter using the appropriate alphabetical letter and check to see that the User record does not already exist.

> Viewing or Modifying Existing Users

Select the appropriate alphabetical letter to locate the User record

Note:

Search using % as a wild card to reveal the full user list

Select the User Name or Logon Name to view the details. You will be presented with the User Details screen similar to below:

Modify the User record and select the Save icon.
To modify the User’s Password select the Password icon from the blue icon bar. You will be presented with the following screen:

Provide your encrypted password then enter the Users new Password confirming it in the Password Check field. You may also force the user to change their password when they next sign into EQMS by checking Force user to change password.
Select OK to change the User’s password or Cancel to reject the password change. You will be presented with an overlaid dialogue screen similar to this:

Select OK to continue

Important:

The Password is case sensitive and must be a minimum of 6 and a maximum of 12 characters in length and can be alphanumerical.

> Altering a User’s Variable Settings

To alter a User’s variable options select the User Settings icon from the blue icon bar in the User Details screen. You will be presented with the User Settings for User name screen similar to this:

Setting	Description
Action Closure	Automatic Notifications of Action Completion If you are the defined Change Manager or Finding Owner you will get an email when an associated action is closed
Change Closure	Automatic Notifications of Change Completion If you are the defined Change manager or Finding owner you will get an Email when a Change/Finding is auto closed
Auto Closure	Automatic Closure of Change Details No longer in use
Email Notifications	Send All System Notifications as Emails User will receive an Email along with a To Do list item for any notification massages sent by the system (Training Manager Notifications are sent regardless)
Email Alerts	Send Email Alerts for all Issued Actions User will receive an Emails alert along with a To Do list item for any Actions that require completing
Check-In/Check-Out Notifications	Receive notifications of Check-In/Check-Out where document owner. Document Manager will receive an email Notification along with a To Do list item when one of their Documents is checked out/in by another administrator

Choose the settings you wish to apply by ticking the check boxes under User Option. In most situations Email Notifications and Email Alerts will be set to True (Ticked)

These settings are enforced and remain unalterable by the User. If you wish to give the User permission to alter these settings then the corresponding check box must be set to True (ticked) under User Allowed to Change?

> Functional Transfer

Imporant:

Transferring functionality is a one way transfer. If you want to transfer the functionality back at a later date, the system will move all functionality from the other user back to the original user, including functions that were not part of the original transfer.

To transfer modular functionality, ownership and responsibilities from one User to another select the Functional Transfer icon from the blue icon bar in the User Details screen. You will be presented with the EQMS Functional Transfer screen similar to this:

Select which Functions you want to transfer by clicking on the corresponding check box. Select which User to transfer the Functionality to by expanding the User dropdown box or by selecting the Load User List icon located to the right of the Transfer selected areas to field. The User Selection List screen similar to this is displayed:

When you have made your selection click the GO button located far right of the Transfer selected areas to field. The following screen will be displayed:

Select OK to transfer the functionality or Cancel to reject the request.

The EQMS Functional Transfer screen will be displayed with the items transferred highlighted in red.

To close the EQMS Functional Transfer screen select the red X located top right of the screen.
The transferred functionality remains highlighted whenever you select the Transfer icon from a User Details and is correct for the date and time displayed.

Important:

This does not prevent the transferred functionality being selected for the same User at a later date.

info@qualsys.co.uk

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