User Profile
Each user must have a User Profile record. The User Profile will contain information regarding how the iMaint software will function specifically for that user along with some personal information and settings. The user will have access to view and manage specific personal settings through the iMaint Client application. These settings can be viewed through the Configuration and User Profile window off the navigation tree under the Utilities tab. Fields that are managed and maintained only by the Administrators are "read only" when accessed through the iMaint Client application.
Show Pay Rates
Within iMaint, pay rates will be hidden for resources that are not contractors (not craft pay rates and not site pay rates). Actual pay rates will be hidden within the Work Order module as well. Estimated values are not hidden at this time because Work Order estimates are for Craft rates, not for individual employee rates. iMaint will hide labor pay rates system wide, including but not limited to Reporting, Procedures, Schedules, Work Orders, and Purchasing. Since internal labor is typically not purchased or received, as contracted labor is, pay rates for Contracted Labor are not hidden in the Purchasing functions. However if the Contracted Labor is an Internal Resource, pay rates will be hidden.
When creating a user profile, the default is to hide all pay rates. You will have to set individual up to see pay rates, on the User Profile Information tab. Each User Profile in Security can be marked so that pay rates are displayed or hidden throughout the system, including reports.
Labor/Pay Rates on Reports
If a user, that is not permitted to view pay rates, tries to print a report, such as the Work Order Format Management report, the pay rate values will display as blanks.
If you need to print a report that displays pay rates, you must belong to the Security Group called Show Pay Rates. Beginning with iMaint 3.0, anyone who is permitted to view labor/pay rates on reports must belong to this Security Group, for the values to display.
Field |
Description |
User ID |
This should be a unique ID assigned to a user. You may not change the user ID. Duplicate User ID's are not allowed within the same database. |
Status ID |
The Security Administrator or System Administrator has the ability to assign a status code to each user. These codes are used to track active and inactive users since you may not delete or change a User ID. Inactive users can be hidden from lookups. |
User Name |
Populate this field with the employee's full name. |
Password Change Frequency |
If the box for 'Change Password' is checked then the Administrator may set the Password Change Frequency to make the user change their password at the set intervals. The user will be prompted to change their password after the set duration has expired. Frequency is in days. |
Change Password |
If this box is checked the user must change their password. This box is used in conjunction with the Change Password Frequency to prompt the user to change their password after the set duration has expired. |
Apply to iSysadmin |
This check box is only enabled for the iSysadmin User Profile. It will default set to True, but if you set this check box to False then the iSysadmin profile will be exempt from the password change rules. For a company with multiple sites on one single server, all iSysadmin profiles must either be set to True or False, All Sites must be the same, iSysadmin cannot be enabled for the password rules in one site and disabled in another. |
Inactivity Limit |
After the set amount of time has passed, without the user taking any action, the user will be prompted to enter their password again. iMaint inactivity is defined as no saved records, no opening and closing of forms and no new views. This number should be defined in minutes. 0 means this setting is disabled. The maximum amount is 37200 minutes. |
Password Locked Out |
If this box is check the user is not able to log into iMaint. |
Account Disabled |
This is only visible if the Site option to Use Password Reset is enabled. This field is display only and will be set to true if a user resets their password from the login screen. Once a user logins and has changed their password this field is reset back to false. |
Mobile User ID |
This is the ID of the Mobile user and will not be available unless Mobile has been installed at the Site level and the Mobile User check box is selected. |
Email Address |
The user's personal email account. When email is configured, and the Site setting is enabled, iMaint will use this email address to send a temporary, random password to the user when they click on Forgot Password on the login form. |
Navigation Tree ID |
Different navigation trees may be created and applied to different users. iMaint has the ability to create custom navigation trees for use with the iMaint Client application. The Administrator may choose to remove certain tabs from a custom navigation tree and assign it as the default for a specific user. This will restrict the user from entering the removed section of the navigation trees but the user will still have access to that area through other areas of the software. In this care the Administrator will need to revoke the user's group access using the permissions tab. |
Phone Number |
The user's work phone number. |
My Dashboard |
Each User Profile has the option to display a specified dashboard on the iMaint Navigation Menu. You must have Dashboard installed and licensed. |
Prompt Before Save |
Before the user leaves a data entry form, you may set their profile to:
|
Show Labor Pay Rates |
Pay Rates are hidden throughout the system, including reports. If this box is checked the user will have the ability to see all labor resource pay rates, calculated pay values and totals that contain one or more pay rates. You must also belong to the Pay Rates Security Group before these rates will display on reports. |
Prompt Before Delete |
The user will be prompted to make sure they wish to delete before any item in the system is deleted when this box is checked. |
Enable ID Rename |
If this box is checked the user will have the ability to rename any item system wide. Leave this box unchecked if you do not want the user to rename items within the iMaint system. |
My Filters Only |
This check box defaults to False, However, if set to True, this check box will disable you from viewing others publicly saved filters. For example, when creating a filter on the Work Order form you may choose to save it and mark it as public for all to use or private for only you to access. If this check box was marked True, then you would not be able to see any filters other users created and marked as public. If left unchecked, you will be able to see all your saved filters along with everyone's public filters. |
Detect Touchscreen |
When a user logs into iMaint, if this checkbox is enabled, iMaint can detect the user is on a touchscreen device and will use the tile navigation menu. This field defaults to enabled. If you disable this field iMaint will launch the traditional navigation tree, even for touchscreen devices. This setting will define the auto detect function for this user profile across all sites to which the user has permissions. |
Last Modified |
The system will assign a date and time each time the record is modified. |
Work Order Print Format |
This is the name or ID of the print format that will be used each time the user prints a work order. |
Comments |
These are comments related to the user. |
More - User Configuration at the Workstation Level
Clicking on the ’More’ button will bring you to the detailed user profile configuration screen, where you can add additional information specific to the user. On this form, you have a Primary and Work Request tab. Use the Primary tab to set User ID, User Name, and Language Selection. The Work Request Tab has the following fields:
Field |
Description |
Check Interval |
The number of minutes to wait between checks for new work requests. This field defaults to '1' - the minimum number of minutes, but accepts numbers from 1 to 999. |
Alert Method |
The type of audio alert a user will hear. Using the Request Alert window a pc and user must have a sound card and speakers and/or headphones Computers without a sound card should have this option set to 'Beep', sounding the internal computer speaker. The number of beeps corresponds to the to the alert level (3 beeps = alert level 3). |
Audio Alert 1 |
A checkbox indicating if an audio alert should play when an Alert Level 1 occurs. Level 1 alerts play when new work requests are found. This checkbox defaults to checked (play alert). |
Audio Alert 2 |
A checkbox indicating if an audio alert should play when an Alert Level 2 occurs. Level 2 alerts play when the number of work requests has gone up, but not down over the last specified number of checks for requests. This checkbox defaults to checked (play alert). |
Audio Alert 3 |
A checkbox indicating if an audio alert should play when an Alert Level 3 occurs. Level 3 alerts play whenever new work requests are found which are designated 'Emergency'. This checkbox defaults to checked (play alert). |
Repeat Alert |
By default, once an alert level has sounded, the same or lower alert level will not sound until after the user presses the Review Request button or closes and reopens the window. If checked, the window will repeat the highest alert level detected to draw more attention to the alert. This checkbox default to unchecked (do not repeat alert). |
Level 2 Alert |
The number of minutes in which the total number of current work requests has not decreased. This indicates that requests are coming in, but no action is being taken on them. This is a reminder that requests have not been processed in a timely manner and creates a Level 2 condition. This field defaults to 60 minutes, but accepts numerical values from 1 to 999 minutes. |
Restore Alert Window |
If checked, the Alert Window will be restored to normal size and moved to the front of all non-modal windows when a new alert is received. if unchecked, the alert sound is made, but the window state does not change. The window state does not change if a modal window is currently open. |
Access the User Profile Personal Settings under the More button. Or move to the User Profile Work Flow settings.
Creating a New User
From the User Management tab, click New on the ribbon. Navigate to the New subtab and fill in the User ID and password. Passwords are case sensitive.
Use Default Site Profile, which is iSysAdmin, is marked as the default setting to use when creating a new profile, This will copy all the settings on the User Profile Information and User Profile Work Flow tabs to your new profile record. Remember, since the default profile is iSysAdmin, you will need to edit the information on both the User Profile Information and User Profile Work Flow tabs to give the new profile the appropriate security settings.
If you wish to use another profile as a template, click on Copy Profile from Default Site. A new grid will display for you to select which users you prefer to copy.
Click on Save to complete the profile. Make any necessary changes to the User Profile Information and User Profile Work Flow tabs, then assign your new user to a Group to finish giving them the appropriate permissions. You may use the Site Transfer tab to copy your new user to another Site if applicable. And when you need to change their default Site, or remove their login from a site, or all sites use the Modify/Delete tab.