Maintain staff accounts (3.0.6)

These activities pertain to CCLAS EL version 3.0.6.

To search for staff accounts:

Click Staff in the CCLAS EL menu or run the Staff.exe application in the Exe folder to display the Staff Form. Where the MainListViewGrid Program Settings - STAFFAPP is enabled, then the list-view grid displays grid lines.

  1. Select the Staff » Staff codes node.
  2. If a query form is present in the bottom of the right-hand grid, then enter criteria and click the Query button to filter the content returned to the grid.
  3. Where the Properties main menu option is enabled, to further filter the grid content based on column criteria, select the Properties main menu option and filter data using column criteria. Refer to Using the Screen Interface.

To create a staff account:

  1. Click New to display the AddNew form.
  2. Enter the New code.
  3. Enter email address.
  4. Click OK to create the staff account or click Cancel to terminate the process.
    If you click OK, then the new user details properties open.
  5. Update other details, as required.
  6. In the Settings tab, no settings are displayed, just the actual settings. The access levels are shown in the Access tab. Authorised user can edit the access levels the following ways:
    1. Go to Set All Access Level on the upper right side of the screen and select the access level (Role Access, No Access, Read Only Access, Read Write Access, Full Access).
    2. The alternative is to configure each setting individually by going to its current access level and setting the preferred access level for the settings to which the staff member requires access.

    Note: Program settings are inherited from a staff role when the staff account is linked to one.

  7. Click Save to persist the changes, or click Cancel to not proceed.

To copy a staff account:

  1. Select the row containing the Staff Code in the list-view panel to make sure it is highlighted.

  2. Click Save As from the Staff menu or right-click and select Save As from the options to create the new staff account and copy all the staff settings from the existing staff account to the new staff account. This will open the created Staff Code to update more properties as required.

  3. Save and close the form when done.

Note: It is not recommended to copy CCLASMGR and save it as a user. CCLASMGR is a master setting for CCLAS that doubles as system administrator access. It is not intended to be used as regular staff login.

To review a staff account:

  1. Double-click a Staff Code to open the Staff Code form.

To update general details for a staff account:

  1. Double-click a Staff Code to open the Staff Code form and select the General tab.
  2. Enter the First name, Surname and Title.
  3. Click ... to locate and select an Image file for the staff member.
  4. Enter the Email, Telephone, Fax, Mobile and Other mobile, as required.
  5. To force the staff account to log in to CCLAS with a password, select Password required?.
  6. Select Account disabled where the staff account is disabled. This field is automatically selected by the system where the password is expired and the account is configured to become disabled upon this expiry, as follows. When a staff member attempts to log into a disabled staff account, an error message is returned: The specified staff account is disabled.
  7. Where a password is required, to enforce a periodic password change, select Force change password and enter the number of Days change password. The Expiry date displays accordingly. To disable the account on password expiry, select Disable on expiry.
  8. Where a password is not required, clear Force change password, click >> to open the New Password dialog box, and click Clear.

    Note: If the password is not cleared, it is still enforced even though Force change password is not selected.

  9. Select the Role from all staff accounts that are defined as a staff role, where applicable.
  10. Select the Section from all laboratory sections defined in the Setup application.
  11. Select the Supervisor from all other staff accounts.
  12. Select the reporting Group in which the staff member is included, from all staff groups.
  13. Click Save to persist the changes, or click Cancel to not proceed.

To change the staff account's password:

  1. To change the staff account's password, ensure that Force Change Password is checked.
    Once the user logs in, a New password dialog pops up.
  2. Either enter the Password and password Verification and click OK to apply the change, or click Cancel.

Note: Make sure to incorporate Expiry date and/or Days change password

To enter custom details for a staff account:

  1. Where the StaffUser.SCR screen file exists, select the User tab to open the custom form to update the custom details, as required.
  2. To change the interface colours for the staff member using the default script in the StaffUser.SCR file supplied with CCLAS:
    1. Double-click the row containing the colour theme to select it for CCLAS screens.

    2. To modify individual colours, click ... next to the form, input or label colour, select the colour from the grid, and click OK.

    3. Click Show Me to show the affect of the colour changes. The current colour settings are displayed in the Example section on the form.

    4. Click Preserve to add the current colour settings to the list of themes,
    5. Click Apply to apply the current colour settings as the default for the staff account. This copies the current CCLAS program settings for colour from the CCLASMGR staff account to the current staff account.
    6. Click Save to save all themes in the list to the CCLAS INI file, or click Cancel to not proceed.

To delete a staff account:

  1. Click Delete.