Presage/User Guide/Configuration Screen - Revision history

Uislamova at 19:36, 25 November 2015

2015-11-25T19:36:30Z

← Older revision		Revision as of 14:36, 25 November 2015
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	This screen is used as a reference. The buttons here are shortcuts to the rest of the tabs in the ''Configuration Screen''.		This screen is used as a reference. The buttons here are shortcuts to the rest of the tabs in the ''Configuration Screen''.

	[[File:Presage Configuration ConfDirectory.png~~\|thumb~~\|center\|600px]]		[[File:Presage Configuration ConfDirectory.png\|center\|600px]]

	==Connectivity Tab==		==Connectivity Tab==
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	Use ''Plants'' tab to add and delete plants.		Use ''Plants'' tab to add and delete plants.

	[[File:Presage Configuration Plants.png~~\|thumb~~\|center\|600px]]		[[File:Presage Configuration Plants.png\|center\|600px]]

	To add a plant, click '''New Plant'''. For ''Plant #'', select ''New'' from the drop-down list. If the new plant is private, check the box provided. With this option, users must log in to have access to the new plant.		To add a plant, click '''New Plant'''. For ''Plant #'', select ''New'' from the drop-down list. If the new plant is private, check the box provided. With this option, users must log in to have access to the new plant.
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	Use Groups tab to add, delete, and set permissions to groups.		Use Groups tab to add, delete, and set permissions to groups.

	[[File:Presage Configuration Groups.png~~\|thumb~~\|center\|600px]]		[[File:Presage Configuration Groups.png\|center\|600px]]

	To add a group, click '''Add Group'''. Type in group name in the pop-up box, then click '''OK'''. The new group will show up under ''Groups list''.		To add a group, click '''Add Group'''. Type in group name in the pop-up box, then click '''OK'''. The new group will show up under ''Groups list''.
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	To add a new user, click '''Add User'''. Enter login name and password, and re-enter password to confirm in the pop-up box. Click '''OK'''.		To add a new user, click '''Add User'''. Enter login name and password, and re-enter password to confirm in the pop-up box. Click '''OK'''.

	[[File:PresageAddNewUser.png~~\|thumb~~\|center\|600px]]		[[File:PresageAddNewUser.png\|center\|600px]]

	To inactivate users, simply uncheck the box next to the users' names. Check ''Hide Inactive'' box to take inactive users out of the users list. This option does not delete users’ names from the list, only hides them.		To inactivate users, simply uncheck the box next to the users' names. Check ''Hide Inactive'' box to take inactive users out of the users list. This option does not delete users’ names from the list, only hides them.
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	To change login password, go to the ''Basic'' tab and click '''Change Password'''. Enter password. Reenter password in the next box to confirm. Click '''OK'''.		To change login password, go to the ''Basic'' tab and click '''Change Password'''. Enter password. Reenter password in the next box to confirm. Click '''OK'''.

	[[File:PresageChangePassword.png~~\|thumb~~\|center\|600px]]		[[File:PresageChangePassword.png\|center\|600px]]

	==Permissions Sub-Tab==		==Permissions Sub-Tab==
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	Click '''Reset Changes''' to undo changes. Click '''Apply''' to save changes.		Click '''Reset Changes''' to undo changes. Click '''Apply''' to save changes.

	[[File:PresagePermissions.png~~\|thumb~~\|center]]		[[File:PresagePermissions.png\|center]]

	To change permissions for multiple categories at once, hold down the Ctrl key and select desired rows.		To change permissions for multiple categories at once, hold down the Ctrl key and select desired rows.

	[[File:PresagePermissionsMulti.png~~\|thumb~~\|center]]		[[File:PresagePermissionsMulti.png\|center]]

	The first button directly below the permissions list will update the number of rows selected. Click on the second button, a drop-down list with permission settings will appear. Make the desired selection, then click the updated '''Set # Selected To:''' button to left of it.		The first button directly below the permissions list will update the number of rows selected. Click on the second button, a drop-down list with permission settings will appear. Make the desired selection, then click the updated '''Set # Selected To:''' button to left of it.

	[[File:PresagePermissionButton.png~~\|thumb~~\|center]]		[[File:PresagePermissionButton.png\|center]]

	Click '''Reset Changes''' to undo changes. Click '''Apply''' to save changes.		Click '''Reset Changes''' to undo changes. Click '''Apply''' to save changes.
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	To assign users to groups, simply click on the user name, then select the group name(s). Click '''Apply'''.		To assign users to groups, simply click on the user name, then select the group name(s). Click '''Apply'''.

	[[File:PresageConfigUserGroup.png~~\|thumb~~\|center]]		[[File:PresageConfigUserGroup.png\|center]]


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	To assign users to plants, simply click on the user name, then select the plant name(s). Click '''Apply'''.		To assign users to plants, simply click on the user name, then select the plant name(s). Click '''Apply'''.

	[[File:PresageConfigUserPlant.png~~\|thumb~~\|center]]		[[File:PresageConfigUserPlant.png\|center]]


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	To add locations or make changes to the location hierarchy, first select the appropriate plant from the ''Plant'' drop-down list.		To add locations or make changes to the location hierarchy, first select the appropriate plant from the ''Plant'' drop-down list.

	[[File:Presage Configuration Locations.png~~\|thumb~~\|center]]		[[File:Presage Configuration Locations.png\|center]]


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	Note: Severity classes are assigned to product proximity and process zone combinations in the ''Analysis Management: Severity Classes'' screen.		Note: Severity classes are assigned to product proximity and process zone combinations in the ''Analysis Management: Severity Classes'' screen.

	[[File:Presage Configuration LocationInfo.png~~\|thumb~~\|center]]		[[File:Presage Configuration LocationInfo.png\|center]]


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	This page is for reference and to create, change, and delete shortcuts. For example, setting F5 key as a shortcut for opening the ''Analysis Management'' screen enables the user to press the F5 key (while the Presage Software is open) to open the screen instead of using the mouse to click on the ''Analysis Management'' under the ''Main Menu''. Any key can be used as a shortcut.		This page is for reference and to create, change, and delete shortcuts. For example, setting F5 key as a shortcut for opening the ''Analysis Management'' screen enables the user to press the F5 key (while the Presage Software is open) to open the screen instead of using the mouse to click on the ''Analysis Management'' under the ''Main Menu''. Any key can be used as a shortcut.

	[[File:Presage Configuration KeyShortcuts.png~~\|thumb~~\|center\|600px]]		[[File:Presage Configuration KeyShortcuts.png\|center\|600px]]

Uislamova at 19:35, 25 November 2015

2015-11-25T19:35:24Z

Uislamova: /* Plants Tab */

2015-11-02T18:44:55Z

Plants Tab

← Older revision		Revision as of 13:44, 2 November 2015
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	[[File:Presage Configuration Plants.png\|thumb\|center\|600px]]		[[File:Presage Configuration Plants.png\|thumb\|center\|600px]]

	To add a plant, click '''New Plant'''. For ''~~Plan~~ #'', select ''New'' from the drop-down list. If the new plant is private, check the box provided. With this option, users must log in to have access to the new plant.		To add a plant, click '''New Plant'''. For ''Plant #'', select ''New'' from the drop-down list. If the new plant is private, check the box provided. With this option, users must log in to have access to the new plant.

	The ''Display Code'' will appear in the ''Plant #'' drop-down list after the new plant has been created. Choose a unique code which will best identify the plant.		The ''Display Code'' will appear in the ''Plant #'' drop-down list after the new plant has been created. Choose a unique code which will best identify the plant.
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	''Company Name'' refers to the business name a particular plant is associated with. Fill in all information in the spaces provided.		''Company Name'' refers to the business name a particular plant is associated with. Fill in all information in the spaces provided.

	To delete a plant, choose the plant from the ''Plant #'' drop-down list then click '''Delete Plant'''.		To delete a plant, choose the plant from the ''Plant #'' drop-down list then click '''Delete Plant'''.

	==Groups Tab==		==Groups Tab==

Uislamova: /* Locations Tab */

2015-11-02T18:39:14Z

Locations Tab

← Older revision		Revision as of 13:39, 2 November 2015
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	Highlight an existing location from the ''Location Hierarchy'', fill out the ''Location Information'' for the new location. Fill out the ''Loc. Code'' and ''Description'', check the box if the new sight is testable, and select the appropriate product proximity and process zone from the drop-down lists. The ''Severity Class'' is filled automatically based on the process zone selected. Click on the arrow next to'''Insert''' and specify where in the hierarchy the new location belongs: parent or child of the location highlighted.		Highlight an existing location from the ''Location Hierarchy'', fill out the ''Location Information'' for the new location. Fill out the ''Loc. Code'' and ''Description'', check the box if the new sight is testable, and select the appropriate product proximity and process zone from the drop-down lists. The ''Severity Class'' is filled automatically based on the process zone selected. Click on the arrow next to '''Insert''' and specify where in the hierarchy the new location belongs: parent or child of the location highlighted.

	Note: Severity classes are assigned to product proximity and process zone combinations in the ''Analysis Management: Severity Classes'' screen.		Note: Severity classes are assigned to product proximity and process zone combinations in the ''Analysis Management: Severity Classes'' screen.

Uislamova: Created page with "==Configuration Screen== The Configuration Screen is used to configure a variety of different functions within Presage. ==Configuration Directory Tab== This screen is used as a ..."

2015-10-26T17:05:18Z

Created page with "==Configuration Screen== The Configuration Screen is used to configure a variety of different functions within Presage. ==Configuration Directory Tab== This screen is used as a ..."

New page

==Configuration Screen==
The Configuration Screen is used to configure a variety of different functions within Presage.

==Configuration Directory Tab==
This screen is used as a reference. The buttons here are shortcuts to the rest of the tabs in the ''Configuration Screen''.

[[File:Presage Configuration ConfDirectory.png|thumb|center|600px]]

==Connectivity Tab==
This tab will usually be filled out by Presage Support. When appropriate, fill out the information in the space provided and click '''Apply''' to save the changes.

==Plants Tab==
Use ''Plants'' tab to add and delete plants.

[[File:Presage Configuration Plants.png|thumb|center|600px]]

To add a plant, click '''New Plant'''. For ''Plan #'', select ''New'' from the drop-down list. If the new plant is private, check the box provided. With this option, users must log in to have access to the new plant.

The ''Display Code'' will appear in the ''Plant #'' drop-down list after the new plant has been created. Choose a unique code which will best identify the plant.

''Company Name'' refers to the business name a particular plant is associated with. Fill in all information in the spaces provided.

To delete a plant, choose the plant from the ''Plant #'' drop-down list then click '''Delete Plant'''.

==Groups Tab==
Use Groups tab to add, delete, and set permissions to groups.

[[File:Presage Configuration Groups.png|thumb|center|600px]]

To add a group, click '''Add Group'''. Type in group name in the pop-up box, then click '''OK'''. The new group will show up under ''Groups list''.

To delete a group, select the group name, then click '''Delete Group'''.

To set permissions to a group, select the group name, then select the permission setting from the drop-down list under ''Grant'' next to each category. If one permission level is appropriate for multiple categories, then select those categories while holding down the ''Ctrl'' key and select permission setting from the drop-down list next to '''Set # Selected To:''' on the lower portion of the screen. Click updated '''Set # Selected To:'''.

Click '''Apply''' on the very bottom of the page. To undo changes (before clicking '''Apply''') click '''Reset Changes'''.

==Users Tab==

Click the link below to watch VIDEO TUTORIAL for User's Configuration.

[http://www.youtube.com/watch?v=aHfa-HzwPRQ/ Add New User]

To add a new user, click '''Add User'''. Enter login name and password, and re-enter password to confirm in the pop-up box. Click '''OK'''.

[[File:PresageAddNewUser.png|thumb|center|600px]]

To inactivate users, simply uncheck the box next to the users' names. Check ''Hide Inactive'' box to take inactive users out of the users list. This option does not delete users’ names from the list, only hides them.

''Users'' tab has four sub-tabs: Basic, Permissions, Groups, and User Plants.

==Basic Sub-Tab==
To change login password, go to the ''Basic'' tab and click '''Change Password'''. Enter password. Reenter password in the next box to confirm. Click '''OK'''.

[[File:PresageChangePassword.png|thumb|center|600px]]

==Permissions Sub-Tab==
To set or change permissions for a user, click on ''Permissions'' sub-tab.

Click on the user's name to highlight it.

To change permission settings individually for each category, click on each row in the ''Grant'' column, a drop-down list of permission settings will occur. Make the desired selection.

Click '''Reset Changes''' to undo changes. Click '''Apply''' to save changes.

[[File:PresagePermissions.png|thumb|center|600px]]

To change permissions for multiple categories at once, hold down the Ctrl key and select desired rows.

[[File:PresagePermissionsMulti.png|thumb|center|600px]]

The first button directly below the permissions list will update the number of rows selected. Click on the second button, a drop-down list with permission settings will appear. Make the desired selection, then click the updated '''Set # Selected To:''' button to left of it.

[[File:PresagePermissionButton.png|thumb|center|600px]]

Click '''Reset Changes''' to undo changes. Click '''Apply''' to save changes.

==Groups Sub-Tab==
To assign users to groups, simply click on the user name, then select the group name(s). Click '''Apply'''.

[[File:PresageConfigUserGroup.png|thumb|center|600px]]

==User Plants Sub-Tab==
To assign users to plants, simply click on the user name, then select the plant name(s). Click '''Apply'''.

[[File:PresageConfigUserPlant.png|thumb|center|600px]]

==Printers Tab==
''Report Type'' drop-down list includes reports with various dimensions used by the plant. Select one.

''Printer Name'' is the printer name (identification code) used to print the report. Select the appropriate printer used for the report dimensions selected.

The ''Driver'' and ''Port'' information will be filled automatically.

Click '''Apply'''. To undo any changes made before clicking '''Apply''', use the '''Reset Changes''' button.

If there are multiple report types, follow the steps above to set appropriate Printer Name to other reports. Click '''Apply''' after each setting.

==Settings Tab==
This screen will be used initially to customize the software to the needs of the company. If need be, simply make changes by typing them into the ''Value'' column.

==Locations Tab==
To add locations or make changes to the location hierarchy, first select the appropriate plant from the ''Plant'' drop-down list.

[[File:Presage Configuration Locations.png|thumb|center|600px]]

Highlight an existing location from the ''Location Hierarchy'', fill out the ''Location Information'' for the new location. Fill out the ''Loc. Code'' and ''Description'', check the box if the new sight is testable, and select the appropriate product proximity and process zone from the drop-down lists. The ''Severity Class'' is filled automatically based on the process zone selected. Click on the arrow next to'''Insert''' and specify where in the hierarchy the new location belongs: parent or child of the location highlighted.

Note: Severity classes are assigned to product proximity and process zone combinations in the ''Analysis Management: Severity Classes'' screen.

[[File:Presage Configuration LocationInfo.png|thumb|center|600px]]

Use '''Load''' button to bring up the ''Location Information'' of the location selected from the ''Location Hierarchy''.

Use '''Cut''', '''Copy''', and '''Paste''' buttons to adjust the ''Location Hierarchy''. Select a location, click '''Cut'''. Click on the arrow next to the '''Paste''' button, specify if the cut location needs to be pasted below or above the location selected in the ''Location Hierarchy''.

To delete a location, select a location from the ''Location Hierarchy'' then click '''Delete'''.

Click on '''Update''' to see the changes under the ''Location Hierarchy''. This option does not save the changes made.

Click '''Apply''' to save changes. To undo a change (before clicking ''Apply'') use the '''Reset Changes''' button.

The pencil buttons next to the ''Product Proximity'' and ''Process Zone'' are shortcuts to the ''Severity Classes'' tab under the ''Analysis Management'' window. Changes to the product proximity, process zones, and severity class combinations can be made in this screen.

==Key Shortcuts Tab==
This page is for reference and to create, change, and delete shortcuts. For example, setting F5 key as a shortcut for opening the ''Analysis Management'' screen enables the user to press the F5 key (while the Presage Software is open) to open the screen instead of using the mouse to click on the ''Analysis Management'' under the ''Main Menu''. Any key can be used as a shortcut.

[[File:Presage Configuration KeyShortcuts.png|thumb|center|600px]]

To set a shortcut, select one of the options under the column ''Name'' and click '''Set'''. A new pop-up window comes up. Press the key to be used as a shortcut, then click '''OK'''.

To delete a shortcut, select the one of the options under the column ''Name'' and click '''Clear Key'''.

To use default shortcuts, select one of the options under ''Name'' and click '''Use Defaults'''.

For any changes made, click '''Apply''' to save. To undo changes (before clicking '''Apply'''), use the '''Reset Changes''' button.

==Work Order Types Tab==
Work order types can be created, edited, and assigned to a plant in this screen.

First pick a plant from the ''Plant:'' drop-down if your user is assigned to multiple plants.

[[File:Woconf.png|center]]

To create a new work order type, click on the field with ''<Enter Type Name>''. Type in what you would like to name the work order type.

The ''WO Count'' column is informational and nothing needs to be done to it.

Check the box under ''In Use @(Plant Code)'' to make this work order type visible to that plant.

Check the box under ''Due Date'' if this work order type will require a due date. ''Days Until Due'' is where you can specify a number for the number of days the due date will be after the date the work order is created. When a number is specified here, the Due Date is automatically filled in the ''Work Order'' screen for this type of work order.

Check "Samples Page'' if this work order type will be for data collection (versus a task management).

Choose to show the ''Product'' column OR ''Ingredient'' column OR neither. Selecting the ''Product'' will make that column appear in the ''Work Order'' screen with a pre-filled drop-down list of all products. Selecting ''Ingredient'' will do the same but with a list of all ingredients. Selecting ''None'' will hide the column.

Check ''Locations'' if you need to specify a location for the data collection.

Check ''Collection Data'' if you would like to see ''Performed On'', ''Performed By'', and ''Sampling Comments'' columns in the ''Work Order'' screen.

Check ''Testing Data'' if you would like to see ''Testing Began'', ''Testing Ended'', ''Tested By'', and ''Testing Comments'' columns in the ''Work Order'' screen.

Select an analysis from the ''Default Analysis'' drop-down list to auto-select this analysis when creating new samples in the ''Work Order'' screen.

Check ''Tasks Page'' if this work order type will be for task management (versus sample data collection).

To activate an existing global work order type to a certain plant, simply select the work order type then check the box under ''In Use @(Plant Code)''.

← Older revision		Revision as of 14:35, 25 November 2015
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	Click '''Reset Changes''' to undo changes. Click '''Apply''' to save changes.		Click '''Reset Changes''' to undo changes. Click '''Apply''' to save changes.

	[[File:PresagePermissions.png\|thumb\|center~~\|600px~~]]		[[File:PresagePermissions.png\|thumb\|center]]

	To change permissions for multiple categories at once, hold down the Ctrl key and select desired rows.		To change permissions for multiple categories at once, hold down the Ctrl key and select desired rows.

	[[File:PresagePermissionsMulti.png\|thumb\|center~~\|600px~~]]		[[File:PresagePermissionsMulti.png\|thumb\|center]]

	The first button directly below the permissions list will update the number of rows selected. Click on the second button, a drop-down list with permission settings will appear. Make the desired selection, then click the updated '''Set # Selected To:''' button to left of it.		The first button directly below the permissions list will update the number of rows selected. Click on the second button, a drop-down list with permission settings will appear. Make the desired selection, then click the updated '''Set # Selected To:''' button to left of it.

	[[File:PresagePermissionButton.png\|thumb\|center~~\|600px~~]]		[[File:PresagePermissionButton.png\|thumb\|center]]

	Click '''Reset Changes''' to undo changes. Click '''Apply''' to save changes.		Click '''Reset Changes''' to undo changes. Click '''Apply''' to save changes.
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	To assign users to groups, simply click on the user name, then select the group name(s). Click '''Apply'''.		To assign users to groups, simply click on the user name, then select the group name(s). Click '''Apply'''.

	[[File:PresageConfigUserGroup.png\|thumb\|center~~\|600px~~]]		[[File:PresageConfigUserGroup.png\|thumb\|center]]


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	To assign users to plants, simply click on the user name, then select the plant name(s). Click '''Apply'''.		To assign users to plants, simply click on the user name, then select the plant name(s). Click '''Apply'''.

	[[File:PresageConfigUserPlant.png\|thumb\|center~~\|600px~~]]		[[File:PresageConfigUserPlant.png\|thumb\|center]]


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	To add locations or make changes to the location hierarchy, first select the appropriate plant from the ''Plant'' drop-down list.		To add locations or make changes to the location hierarchy, first select the appropriate plant from the ''Plant'' drop-down list.

	[[File:Presage Configuration Locations.png\|thumb\|center~~\|600px~~]]		[[File:Presage Configuration Locations.png\|thumb\|center]]


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	Note: Severity classes are assigned to product proximity and process zone combinations in the ''Analysis Management: Severity Classes'' screen.		Note: Severity classes are assigned to product proximity and process zone combinations in the ''Analysis Management: Severity Classes'' screen.

	[[File:Presage Configuration LocationInfo.png\|thumb\|center~~\|600px~~]]		[[File:Presage Configuration LocationInfo.png\|thumb\|center]]