iSupport Case Management Project USEM – User Maintenance Design Specification Document
USEM – User Maintenance
January 05, 2016
USEM – User Maintenance
Table of Contents
1. INTRODUCTION ...... 1 2. SCREEN DETAILS ...... 2
Last Updated: January 05, 2016 USEM – User Maintenance
1. INTRODUCTION
The screen design solution document provides detailed information about a screen in iSupport Case Management Project. This document describes the complete functionality of the screen, and includes mock-up screen shots of the proposed screen layouts to augment the narrative.
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2. SCREEN DETAILS
SCREEN ID: USEM - User Maintenance
SCREEN DESCRIPTION: The USEM – User Maintenance Screen provides a means for the authorized workers to view, add and modify details of users who are going to access the system. Information that is stored on the USEM screen includes primary information, office location(s) and role assignment information.
SCREEN DESIGN:
VIEW A USER PROFILE
Primary Information Tab:
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Primary Information Tab:
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Profiles Tab:
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Primary Information Tab:
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Profiles Tab:
Page - 7 Last Updated: January 05, 2016 USEM – User Maintenance VIEW USERS ASSOCIATED WITH SUPV/MNGR
Page - 8 Last Updated: January 05, 2016 USEM – User Maintenance REASSIGN USERS ASSOCIATED WITH SUPV/MNGR
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SCREEN PROCESS:
The USEM Screen will support the following screen functions by authorized workers:
1. View a User Profile – this will allow all users to view the information regarding user details.
2. Add a User Profile – authorized workers will be able to add a user’s primary and profile information.
3. Modify a User Profile – authorized workers will be able to modify user information. Once the access date has been end-dated, no further modifications can be done to the selected user unless the access date is re-opened.
4. View Users Associated with Supv/Mngr – This screen function allows authorized users to view workers currently assigned to a particular supervisor or manager in a given office.
5. Reassign Users Associated with Supv/Mngr – This screen function allows authorized users to reassign one or more workers from the current supervisor or manager for a specific office/role combination to another supervisor or manager.
DATA MANAGEMENT:
INQUIRE MODE:
• When first accessed, the USEM screen will default to the View a User Profile screen function and Primary Information Tab will be displayed on the details section.
VIEW A USER PROFILE: • To inquire the authorized user must access the USEM screen and
• Enter the Surname of the worker/resource whose information is desired, in the Surname field and press
• Primary Information Tab: The Primary Information Tab displays general information on the selected user. • The Name section displays: Surname Given Name
• The User section displays: User ID (Single Sign On) – unique User ID for a given resource. The Title of the resource The Title on the system generated documents / forms for the selected user Page - 10 Last Updated: January 05, 2016 USEM – User Maintenance
The Organization – if the user is working for a private company E-mail – displays the email address of the selected resource The Begin Access Date – Date on which the user was first granted access to the System The End Access Date – Date on which the user access to has been terminated Attorney ID – The user Attorney ID Date Updated – the date that the User record was updated Updated By - worker who updated the User record
• Profiles Tab: The Profiles Tab displays the location and contact information for the selected resource. Specifically: • Surname – Surname of User • Given Name – Given name of User • Office – Office name • Work Phone – the work phone number of the selected resource • Effective Date – the effective date of the location assignment for the selected resource • End Date – the end date of the location assignment for the selected resource • Worker to be Assign - the user name that is to receive case assignment and alerts when the original user is end dated. The Worker to be Assign must have the same role as the role to which it is being assigned. • Case Count – current case load (if any) for user
Role –the role name assigned to the worker Supervisor – the supervisor assigned to the role Effective Date – the start date of the role End Date – the end date of the role Date Updated - the date that the role was updated Updated By - worker who updated the role
VIEW USERS ASSOCIATED WITH SUPV/MNGR SCREEN FUNCTION: The View Users Associated with Supv/Mngr screen function permits authorized users to view non end- dated workers currently assigned to a given supervisor or manager in a given office. • In the select filters, populate the required Office and Role fields to limit results to workers in a given office with the given non end-dated role. • Optionally, populate the Supv/Mngr field to limit results to workers in a given office with the given non end-dated role who are currently assigned to a particular supervisor or manager. • Click Find. • System populates the grid display ‘Current Supervisor / Manager, Worker and Case Count’ details to the entered select filters.
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ADD MODE:
ADD A USER PROFILE:
• To add a new resource in the system the authorized user must access the USEM screen and enter the Surname in the Surname field, Given Name in the Given Name field. • To add the Single Sign On, the authorized user must add the user’s assigned Single Sign On in the User ID (SSO) field. • To add a title to the resource, in the primary information tab, the authorized user can click on the icon next to the Title field. The system displays the list of available resource titles and the authorized user can select a title as applicable. • When the system displays a list of valid titles from which to choose, the list of titles include the resources’ working title – not the Role Title to which he/she is being assigned in the system. • To add a Title on Documents Generated, the authorized user can select the title of user on documents generated. • If the worker/resource works for a private company, the authorized user must enter the company name in the Organization field. • The authorized user must enter the date employment began for the worker/resource who is being added, in the Begin Access Date field. The authorized user can type the date or double-click in the field to display a calendar, from which to choose a date. • The End Access Date field is left blank when the resource is a new resource. The authorized user can type the date or double-click in the field to display a calendar, from which to choose a date. • The authorized user has the option of entering the Attorney ID. • The authorized user must enter an email address for the worker/resource. • Upon completing the data entry, the authorized user must click the Add icon on the menu bar to save the resource. • If the User ID (SSO) is not valid, an error message will appear and the profile will not be added.
MODIFY MODE:
MODIFY A USER PROFILE:
• The authorized user must click on ‘Modify’ after each tab is completed or an error message will appear. • Enter the Surname of the user/resource whose information is desired, in the Surname field and press
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• The authorized user must then provide a work phone number and the effective date. • Worker to be Assign– the user name that is to receive case assignment and alerts when the original user is end dated. The Worker to be Assign must have the same role as the role to which it is being assigned.
o When the user needs to have a role or entire profile end dated, the authorized user enters a Worker to be Assign name so that cases and alerts can be assigned. The name entered in the Worker to be Assign field must have the same role to which it is being assigned. • After selecting and assigning offices to the resource, for each office the authorized user must provide additional information on the resource such as Role - The authorized user must add the roles for the resource by clicking on the icon in the roles field for the list and selecting all relevant roles for the resource. Supervisor –enter the supervisor assigned to the role. This is a required field; therefore some managers or supervisors will be required to supervise themselves. Effective Date – the start date of the role. The authorized user can type the date or double-click in the field to display a calendar, from which to choose a date. End Date – the end date of the role. The authorized user can type the date or double- click in the field to display a calendar, from which to choose a date. • The authorized user can modify the fields, as necessary, on each of the tabs. • The supervisor field is a required field; therefore some managers or supervisors will be required to supervise themselves. • After entering all the information on the Profiles tab, the authorized user must click the Save icon to save changes.
REASSIGN USERS ASSOCIATED WITH SUPV/MNGR SCREEN FUNCTION: The Reassign Users Associated with Supv/Mngr screen function permits authorized users to reassign a single user or workers (non-end-dated) from the current supervisor or manager for a specific office/role (non-end-dated) combination to another supervisor or manager. • In the select filters, populate the required Office and Role fields to limit results to workers in a given office with the given non end-dated role.
• Optionally, populate the Supv/Mngr field to limit results to workers in a given office with the given non end-dated role who are currently assigned to a particular supervisor or manager.
• Click Find.
• System populate the grid display pursuant to the entered select filters, enables checkboxes in the Reassign column of the grid, and enables the required Reassigned to New Supervisor / Manager field below the grid.
o Enter or select a value to populate the Reassign to New Supervisor / Manager field to identify the supervisor or manager to whom the selected worker(s) in the grid are to be newly assigned – ending the previous supervisor assignment for the worker/role/office combination.
o A Reassign [all] check box option is provided for the user to select all workers visible on that page for a specific office/role (non-end-dated) combination. The selected workers will be reassigned to another supervisor or manager – ending the previous supervisor assignments for each worker/role/office combination.
• Click Save to commit the requested reassignment to the database. Page - 13 Last Updated: January 05, 2016 USEM – User Maintenance
• System automatically updates USEM screen to reflect the new supervisor assignment.
• Outstanding supervisor alerts assigned to the worker’s previous supervisor/manager are automatically reassigned to the new supervisor/manager.
LIST OF VALUES (LOV) and DROP DOWNS:
LOV or
FIELD NAME DROP REFM NAME VALUES # DOWN 1. Office LOV 2. Title LOV 3. Title on LOV Documents Generated 4. Role LOV 5. Supervisor LOV 6. Worker to be LOV Assign 7. Supv/Mngr LOV 8. Reassigned to LOV New Supervisor / Manager
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SCREEN ELEMENT MATRIX:
Required Edits for Inquire, Add, Optional Data Dictionary Screen Element Description UPDATE, Delete Size Display Lookup I A U D Edit I A U D Error SCREEN FUNCTIONS View A User Profile This screen function ------is used to view user information Add A User Profile This screen function ------is used to add an new user information Modify A User This screen function ------Profile is used to modify an existing user information View Users This screen function ------Associated with is used to view non Supv/Mngr end-dated workers currently assigned to a given supervisor or manager in a given office. Reassign Users This screen function ------Associated with is used to reassign a Supv/Mngr single user or workers (non end- dated) from the current supervisor or manager for a specific office/role (non end-dated) combination to another supervisor or manager.
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Required Edits for Inquire, Add, Optional Data Dictionary Screen Element Description UPDATE, Delete Size Display Lookup I A U D Edit I A U D Error SELECT FILTERS ( common for all the screen functions) User ID (SSO) This field is used to 30 O D O - INVALID VALUE Y - Y - E0085 VUSEM(ID_WORKER) enter the User ID for which the details need to viewed Surname This field can be 25 O D O - ENTER Y - Y - E0076 VUSEM(NAME_LAST) used to enter the REQUIRED Surname of the FIELDS worker/resource for Y - Y - E0085 which the details INVALID VALUE need to viewed NO VALUES IN Y - Y - E1061 SELECT FILTERS
EXCESSIVE Y - Y - E0087 ROWS Office This field is used to 36 O D O - INVALID VALUE Y - Y - E0085 VOFIC(CD_OFFICE) specify the office in LOV which the user will be EXCESSIVE Y - Y - E0087 assigned ROWS Primary Information Tab: ( common for all the screen functions) Surname This field can be 25 D R R - ENTER - Y Y - E0076 VUSEM(NAME_LAST) used to enter the REQUIRED Surname of the FIELDS worker/resource - Y Y - E0085 INVALID VALUE Given Name This field can be 20 D R R - ENTER - Y Y - E0076 VUSEM(NAME_FIRST) used to enter the REQUIRED Given Name of the FIELDS worker/resource INVALID VALUE - Y Y - E0085 User ID (SSO) The unique ID that is 30 D D D - ENTER - Y - - E0076 VUSEM(ID_WORKER) assigned to each REQUIRED FIELDS
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Required Edits for Inquire, Add, Optional Data Dictionary Screen Element Description UPDATE, Delete Size Display Lookup I A U D Edit I A U D Error user which will be the sign on user id Title A list of valid titles 75 D R R - ENTER - Y Y - E0076 VUSEM(CD_WORKER from which to REQUIRED _TITLE) LOV choose. The title FIELDS here denotes the user’s working title. INVALID VALUE - Y Y - E0085 The field will display the code and the description of the code Title on Documents This field allows the 75 D O O - INVALID VALUE - Y Y - E0085 VUSEM(CD_WORKER Generated user to customize a _SUB_TITLE) title that will appear LOV in documentation. Organization The name of the 25 D O O - INVALID VALUE - Y Y - E0085 VUSEM(NAME_ORGA external company NIZATION) that a worker/resource works for. E-mail This field will accept 100 D R R - ENTER - Y Y - E0076 VUSEM(ADDR_EMAIL) the email id of the REQUIRED resource FIELDS
INVALID VALUE - Y Y - E0085 Begin Access Date This field displays 10 D R R - ENTER - Y Y - E0076 VUSEM(DT_BEG_EMP the date on which the REQUIRED LOYMENT) Calendar user begins to FIELDS access the system INVALID DATE - Y Y - E0043
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Required Edits for Inquire, Add, Optional Data Dictionary Screen Element Description UPDATE, Delete Size Display Lookup I A U D Edit I A U D Error End Access Date This field displays 10 D O O - INVALID DATE - Y Y - E0043 VUSEM(DT_END_EMP the date on which the LOYMENT) Calendar access the system to the user ends. By CANNOT END- - - Y - E1313 default it will be high DATE USER dates BEFORE REASSIGNING CASE
END ACCESS - Y Y - E1038 DATE MUST BE GREATER THAN OR EQUAL TO BEGIN ACCESS DATE Attorney ID This field indicates 8 D O O - INVALID VALUE - Y Y - E0085 VUSEM(ID_BAR_COD the Attorney ID. E) Date Updated This field displays D - D ------VUSEM (TS_UPDATE) the date on which the user record was updated. Updated By This field displays D - D ------VUSEM the worker who (ID_WORKER_UPDAT updated the user E) record. Header Section (Profiles Tab- common for all the screen functions) Surname This field will display 25 D D D ------VUSEM(NAME_LAST) the Surname of the worker/resource Given Name This field will display 20 D D D ------VUSEM(NAME_FIRST) the Given Name of the worker/resource
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Required Edits for Inquire, Add, Optional Data Dictionary Screen Element Description UPDATE, Delete Size Display Lookup I A U D Edit I A U D Error Office This field is used to 36 D R R - ENTER - Y Y - E0076 VUASM(CD_OFFICE) specify the office in REQUIRED which the user will be FIELDS assigned INVALID VALUE - Y Y - E0085 Work Phone This field will specify 10 D R R - INVALID VALUE - Y Y - E0085 VUASM(NO_WORK_P the Work Phone HONE) number of the user in ENTER - Y Y - E0076 that office REQUIRED FIELDS
Effective Date This field will specify 10 D R R - ENTER - Y Y - E0076 VUASM(DT_EFFECTIV the date on which the REQUIRED E) Calendar user will be active on FIELDS the given office INVALID DATE - Y Y - E0043 End Date This field will specify 10 D O O - INVALID DATE - Y Y - E0043 VUASM(DT_EXPIRE) the date on which the Calendar user will be not be END DATE MUST - Y Y - E1105 active on the given BE GREATER office. By default, it THAN OR EQUAL will be high date TO BEGIN DATE Worker to be This field is used to 30 - D O - FIELD SHOULD BE - - Y - E0713 VUSEM(ID_WORKER) Assign assign the cases and EMPTY alerts to another user when the user was INVALID VALUE - - Y - E0085 end dated.
Case Count Current case load (if 10 - D D - - - - - VUSRL(NO_CASES_A any), for the user SSIGNED) Profiles Tab - Grid Section (common for all the screen functions)
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Required Edits for Inquire, Add, Optional Data Dictionary Screen Element Description UPDATE, Delete Size Display Lookup I A U D Edit I A U D Error Role This field will specify 30 D R R - ENTER - Y Y - E0076 VUSRL(ID_ROLE) the name of the role REQUIRED LOV assigned to the user FIELDS INVALID VALUE - Y Y - E0085
Supervisor This field will specify 100 D R R - ENTER - Y Y - E0076 VUSRL(ID_SUPERVIS the name of the REQUIRED OR) LOV supervisor for a FIELDS given user role on - Y Y - E0085 that office INVALID VALUE Effective Date This field will display 10 D R R - ENTER - Y Y - E0076 VUSRL(DT_EFFECTIV the date when the REQUIRED E) Calendar role is effective FIELDS - Y Y - E0043 INVALID DATE End Date This field will display 10 D O O - INVALID DATE - Y Y - E0043 VUSRL(DT_EXPIRE) the date when the Calendar role will not be END DATE MUST - Y Y - E1105 effective. By default, BE GREATER it will be high date THAN OR EQUAL TO BEGIN DATE Date Updated This field displays D - D ------VUSEM (TS_UPDATE) the date on which the user record was updated. Updated By This field displays D - D ------VUSEM the worker who (ID_WORKER_UPDAT updated the user E) record. Select Filters (View Users Associated with Supv/Mngr and Reassign Users Associated with Supv/Mngr screen functions) Office This field is used to 36 R - R - ENTER Y - Y - E0076 VUASM(CD_OFFICE) specify the office in REQUIRED which the worker(s) FIELDS is currently assigned Y - Y - E0085
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Required Edits for Inquire, Add, Optional Data Dictionary Screen Element Description UPDATE, Delete Size Display Lookup I A U D Edit I A U D Error INVALID VALUE Role This field will specify 30 R - R - ENTER Y - Y - E0076 VUSRL(ID_ROLE) the name of the role REQUIRED assigned to the FIELDS worker(s) INVALID VALUE Y - Y - E0085 Supv/Mngr This field is used to 67 O - O - INVALID VALUE Y - Y - E0085 VUSRL(ID_SUPERVIS select a user that OR) may be a supervisor or manager View Users Associated with Supv/Mngr (grid details) Current Supervisor This field displays 100 D - D ------VUSRL(ID_SUPERVIS / Manager the name of the OR) supervisor for a given user role for the worker Worker This field displays 100 D - D ------VUSEM(ID_WORKER) the name of the user within the given office for the given role Case Count This field will display 6 D - D ------VUSRL(NO_CASES_A the total number of SSIGNED) cases assigned to the user for the role/office combination Reassign Users Associated with Supv/Mngr (grid details) Reassign This column contains - - - O ------the checkbox to select the record to reassigned the user to another supervisor Current Supervisor This field is used to 67 - - D ------VUSRL(ID_SUPERVIS /Manager display the name of OR)
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Required Edits for Inquire, Add, Optional Data Dictionary Screen Element Description UPDATE, Delete Size Display Lookup I A U D Edit I A U D Error the supervisor to whom the user is currently assigned for the role/office combination Worker This field is used to 100 - - D ------VUSEM(ID_WORKER) display the name of the user within the given office for the given role Case Count This field will display 6 - - D ------VUSRL(NO_CASES_A the total number of SSIGNED) cases assigned to the user for the role/office combination Reassign to New This field is used to 67 - - R - ENTER Y - Y - E0076 VUSRL(ID_SUPERVIS Supervisor select the supervisor REQUIRED OR) /Manager to whom the user is FIELDS to be reassigned INVALID VALUE Y - Y - E0085
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