Help:Creating a new operation - Revision history

Admin at 01:32, 13 February 2020

2020-02-13T01:32:48Z

Pascal at 21:39, 3 January 2014

2014-01-03T21:39:54Z

Pascal: /* Step-by-step description */

2014-01-03T21:39:16Z

‎Step-by-step description

Pascal: /* Creating an operation record for the new operation */

2014-01-03T21:29:57Z

‎Creating an operation record for the new operation

Pascal: /* Creating an operation record for the new operation */

2014-01-03T21:28:45Z

‎Creating an operation record for the new operation

Pascal: /* Creating an operation record for the new operation */

2014-01-03T21:27:47Z

‎Creating an operation record for the new operation

Pascal at 21:16, 3 January 2014

2014-01-03T21:16:08Z

Pascal: /* Background */

2014-01-03T21:04:01Z

‎Background

Pascal: Created page with "NOTOC {{Requirements|UserLevel=Super user|Connectivity=Online only}} This document describes how to create a new operation in the InfoEx system. ==Background== Descripti..."

2014-01-03T20:58:35Z

Created page with "__NOTOC__ {{Requirements|UserLevel=Super user|Connectivity=Online only}} This document describes how to create a new operation in the InfoEx system. ==Background== Descripti..."

New page

__NOTOC__
{{Requirements|UserLevel=Super user|Connectivity=Online only}}

This document describes how to create a new operation in the InfoEx system.

==Background==
Description of general background relevant for the task described in this How-to page.

==Step-by-step description==

{|class="TblSteps"
|-
|class="StepNum" | 1.
|Description of first step.
|-
|class="StepNum" | 2.
|Description of second step.
|-
|class="StepNum" | 3.
|...
|}

==Related documents==
* Link to relate document 1
* Link to relate document 2

==Functionality tested by==
* Jan 3, 2014: Pascal Haegeli

[[Category:Super User]]
[[Category:Administration]]
[[Category:Version 3.4.0]]

@@ Line 37: / Line 37: @@
 |-
 |class="StepNum" | 4.
-|Click on the {{ButtonGrey|Add}} button to add the operation to the system and close the pop-up window. The new operation has now been created in the system and it shows up in the list of operations.
+|Click on the {{ButtonGrey|Add}} button to add the operation to the system and close the pop-up window. The new operation has now been created in the system and it shows up in the list of operations. For the international service go to the Data Sharings setting page for both the CAA and new operation and set up two way data sharing between the CAA and the new operation. Go to Operations Settings and configure the first tab settings as appropriate and set up Unit Preferences to all the first options in that tab.
 |-
 |class="StepNum" | 5.

@@ Line 40: / Line 40: @@
 |-
 |class="StepNum" | 5.
-|Completely log out of the InfoEx system.
+|Completely log out of the InfoEx system. The operation dropdown lists will include the new operation the next time you log in.
 |}

@@ Line 17: / Line 17: @@
 |-
 |class="StepNum" | 1.
 |[[File:OpMngPage.png|300px|thumb|right|Fig. 1: Operation management page]] Go to the admin menu (cog wheel) in the top right concern of the application next to your user name and select 'Manage Operations'. This will get you to the Operation Management page that lists all the operations that are in the InfoEx system (Fig. 1). Click on the header of any column to sort the table by the particular column.
 |-
-|class="StepNum" | 2.
+|class="StepNum" | 3.
 |[[File:AddingOp.png|300px|thumb|right|Fig. 2: Operation pop-up window]]Click on the [[File:ButtonAdd.png]] button above the top left corner of the operation list. This will open a smaller pop-up window with the title 'Add Operation' (Fig. 2).
 Add the required information into the pop-up window
@@ Line 33: / Line 36: @@
 *'''API key''' (optional):<br/>An API key is required for all operations who are submitting to the InfoEx from a third-party system via the API. It is a unique key that provides their system with operation administration privileges for their operation. Click on {{ButtonGrey|Gen Key}} (Generate Key) button to create a unique API key for this operation. See [[Help:Providing operators with necessary credentials for submitting to the InfoEx via the CAAML 3.0.3 API|Providing operators with necessary credentials for submitting to the InfoEx via the CAAML 3.0.3 API]] for more information.
 |-
-|class="StepNum" | 3.
+|class="StepNum" | 4.
 |Click on the {{ButtonGrey|Add}} button to add the operation to the system and close the pop-up window. The new operation has now been created in the system and it shows up in the list of operations.
 |-
-|class="StepNum" | 4.
+|class="StepNum" | 5.
 |Completely log out of the InfoEx system.
 |}

@@ Line 20: / Line 20: @@
 |-
 |class="StepNum" | 2.
-|[[File:AddingOp.png|300px|thumb|right|Fig. 2: Operation pop-up window]]Click on the [[File:ButtonAdd.png]] button above the top left corner of the operation list. This will open a smaller pop-up window with the title 'Add Operation'.
+|[[File:AddingOp.png|300px|thumb|right|Fig. 2: Operation pop-up window]]Click on the [[File:ButtonAdd.png]] button above the top left corner of the operation list. This will open a smaller pop-up window with the title 'Add Operation' (Fig. 2).
-|-
+Add the required information into the pop-up window
 *'''Name''' (required):<br/>Full name of the operation
 *'''Abbreviation''' (required):<br/>Abbreviation of the operation used in the InfoEx reports
@@ Line 29: / Line 27: @@
 **''Active'': Users associated with this operation have access to the functionality of the InfoEx application via this operation.
 **''Blocked'': Users associated with this operation do not have access to the functionality of the InfoEx application via this operation
 |}

@@ Line 70: / Line 70: @@
 ==Related documents==
-* Link to relate document 1
+* [[Help:Specifying the default sort order of operations for the tabular InfoEx report|Specifying the default sort order of operations for the tabular InfoEx report]]
-* Link to relate document 2
+* [[Help:Providing operators with necessary credentials for submitting to the InfoEx via the CAAML 3.0.3 API|Providing operators with necessary credentials for submitting to the InfoEx via the CAAML 3.0.3 API]]
 ==Functionality tested by==

@@ Line 47: / Line 47: @@
 |-
 |class="StepNum" | 1.
-|Description of first step.
+|Log into the InfoEx system with your super user account.
 |-
 |class="StepNum" | 2.
-|Description of second step.
+|Select the operation that you have just created from the dropdown list of available operations. You are now working in the InfoEx under the new operation.
 |-
 |class="StepNum" | 3.
-|...
+|Follow the instructions at [[Adding users to your operation]] for adding a user.
 |}
@@ Line 60: / Line 60: @@
 |-
 |class="StepNum" | 1.
-|Description of first step.
+|Log into the InfoEx system with your super user account.
 |-
 |class="StepNum" | 2.
-|Description of second step.
+|Select the operation that you have just created from the dropdown list of available operations. You are now working in the InfoEx under the new operation.
 |-
 |class="StepNum" | 3.
-|...
+|Follow the instructions at [[Adding locations to the location catalog]] for adding an operation area.
 |}

@@ Line 6: / Line 6: @@
 ==Background==
 Creating a new operation consists of three main tasks:
-* Creating an operation record for the new operation
+* [[#Creating an operation record for the new operation|Creating an operation record for the new operation]]
-* Adding at least one user with operation administration privileges to the new operation
+* [[#Adding at least one user with operation administration privileges to the new operation|Adding at least one user with operation administration privileges to the new operation]]
-* Adding an operation location for the new operation (optional)
+* [[#Adding an operation location for the new operation (optional)|Adding an operation location for the new operation (optional)]]
 ==Step-by-step description==
 {|class="TblSteps"
 |-

Help:Creating a new operation - Revision history

Admin at 01:32, 13 February 2020

Pascal at 21:39, 3 January 2014

Pascal: /* Step-by-step description */

Pascal: /* Creating an operation record for the new operation */

Pascal: /* Creating an operation record for the new operation */

Pascal: /* Creating an operation record for the new operation */

Pascal at 21:16, 3 January 2014

Pascal: /* Background */

Pascal: Created page with "__NOTOC__ {{Requirements|UserLevel=Super user|Connectivity=Online only}} This document describes how to create a new operation in the InfoEx system. ==Background== Descripti..."

Pascal: Created page with "NOTOC {{Requirements|UserLevel=Super user|Connectivity=Online only}} This document describes how to create a new operation in the InfoEx system. ==Background== Descripti..."