Tools Menu Items
Table of Contents
Tools
Security & Setup
Role Based Security
Role Based Security is a system where each user is assigned one or more Roles, and each Role is assigned one or more Permissions.
Users are not assigned Permissions directly, but only acquire them through their Role (or Roles); management of individual user Permissions becomes a matter of simply assigning appropriate Roles to the user's account. Each user in the system can be assigned one or many Roles depending on their job responsibilities.
The Roles List page displays Roles that have been created and the number of users that have been assigned to each Role.
Users with permission to this menu item would be responsible for managing security access for the district.
Please see Role Based Security for additional information on this module.
Menu Builder
Menu Builder is located under the Tools menu and Security and Setup. On the Roles page, you will see a listing of the Roles defined by your district. From this page you may view, add, edit and remove Roles. The Roles in Menu Builder define the menu items that will display for users assigned to that role when they sign into the system.
Users with permission to this menu item would be responsible for managing security access for the district.
Please see Menu Builder for additional information on this module.
Security Builder Menu
Security Builder is the program you will use to identify which products and programs a group of employees can access. You can also create override security access for individual employees.
When you select Security Builder from your menu system the new User Security page displays. This page exposes all User Securities in a grid view which also includes 'Employee Name', 'Employee No' and 'Status.' The top menu bar provides access to additional pages, including GL Security Templates, View Builder and Roles.
Users with permission to this menu item would be responsible for managing security access for the district.
Please see Security Builder for additional information on this module.
User Manager
On this page, you can add/change/delete user names and passwords used for .sql login (as opposed to Active Directory).
Users with permission to this menu item would be responsible for managing security access for the district.
Password
Profile Maintenance
The Profile Maintenance menu option allows Atrieve Staff and selected district super users access to web profiles used to configure the many different Atrieve Products. All Atrieve products are displayed in a single page that allows for easy searching for particular profiles using the web browser 'Find' feature. See Profile Maintenance for examples of the profiles contained in this menu option.
Profile Maintenance - Tabbed
The Profile Maintenance - Tabbed menu option allows Atrieve Staff and selected district super users access to web profiles used to configure the many different Atrieve Products. All Atrieve products are displayed in individual product tabs. See Profile Maintenance for examples of the profiles contained in this menu option.
Temporary User Accounts
Temporary User Accounts refers to the temporary credentials that are provided to a new hire so that they can access very specific pages/forms within Atrieve to enter the required data applicable to the hiring process.
Used by the Employee Onboarding and External Job Posting modules. Users with permissions to this menu item would be responsible for hiring new employees and sending new employee onboarding packages.
Account Maintenance
Displays a listing of temporary user accounts that have been issued including the Authentication ID, Emp No, Domain, Requested By and Requested Date. User can edit and delete temporary accounts from this page.
Please see Temporary Accounts Maintenance for additional information on this module.
Token Maintenance
Here you will be able to find information about the temporary user as well as the temporary account such as the expiry date for the token. The Token Maintenance search grid includes information on the Context (product), Token ID, Authorized and Enabled.
Please see Token Maintenance for additional information on this module.
Task Manager
Atrieve products requiring routing and approval, such as Leave Management or Employee Expense Web, will create tasks and/or emails to authorizers that are specified. These tasks are accessed with this application called Task Manager.
Users with permission to this menu item would be responsible for reviewing/approving tasks for any of the following products: Leave Management Web, Staffing Requisition Web, Schedule Entry Web, Invoice Entry Web, Employee Expense Web, HR Workflows, External Job Posting, Journal Entry Web, Occupational Health & Safety, PCard, Purchase Order, Requisition Web.
Please see Task Manager for additional information on this module.
Task Maintenance
The Task Maintenance user interface allows users complete control over tasks generated through various Atrieve web modules that utilize tasks and routing to facilitate work processes.
Task Maintenance utilizes the core Atrieve HR Mark Pending Tasks as Completed program with the added functionality allowing editing and deletion of tasks, all through an easy-to-use web interface.
The Task Maintenance user interface is particularly powerful because it allows those power users the ability to EDIT already-routed tasks on the fly. The following options are available for edit:
- Routed to Employee No.
- E-form Section
- Authorizer Code
- Task Status
Please see Task Maintenance for additional information on this module.
Task Override - Location
Task Reassign - Location
Task Override - District
Task Reassign - District
Task Undo
User Profile Maintenance
User Profile Maint - Tabbed
Location Authorizer Entry
Reporting & eForms
Dashboard Maintenance
Dashboard Designer
Dashboard Assignment
Dashboard Document Upload
eForm Maintenance
User Defined Section Designer
Predefined Section Designer
Predefined Section Copy
Section Export
Section Export Viewer
Section Import
Form Cache Refresher
Comment Maintenance
eForm Tester
System Tools
Workflows Builder
Document Service Menu
Document Migration
Document Upload Activity
This menu option contains information on uploaded documents and acts as an audit to provides information in a grid display of when a document was updated, the Application used to update the document, the activity or action such as add/update/delete, the filename, the user who completed the action, and additional metadata details. The default date retention for the filter used in this activity program is 365 days.
Cache Refresh Programs
.Net Cache Clearing
Form Cache Clearing
HR Cache Refresh
Internal Tools
Properties Manager
Database Testing
PO Web Service Test
Debug XML File Maintenance
Debug Viewer
Document Upload Selection
TMQ Tester
Shawn Testing
Shawn Ajax Testing
Randy Testing
Requisition Entry Web Test
RW Data Source Maint
Special Absence Report