Basic Info

The Basic Info tab enables you to define identifying information about users and enable Web Modules to be launched from within the software.

Detail View Header

The field in the top section of this tab defines the data that displays.

User ID

Unique identifier of the user currently selected in the grid or that you are defining. This field has a list box. If the ID already exists, the name displays next to the ID. Maximum field length is 50 characters.

Detail View

The fields in the bottom section of this tab define basic information about the user and enable Web Modules to be launched from within the software. Unless otherwise indicated, these fields are required.

Name

Name of the user.

Phone

Telephone number of the user. Maximum field length is 30 characters. This field is optional.

New Password

This field is intended for use by system administrators in the event that a user forgets their password. A system administrator can give a user a new password by typing a temporary password into this field. When making a new password for another employee, be sure to enable the User must change password at next login option on the Security Options tab.

Note: All passwords are case sensitive moving forward. New passwords support mixed-case entries.

Email address

User’s e-mail address.

Associated employee ID

Identifier of the employee associated with the user ID. This field has a list box. The employee name displays to the right of the ID. If there is a check in the Require password for employee labor capture field on the Options tab of the Data -> Shop Activity -> Setup -> Options screen, when you enter this value in the Employee ID field on the Data -> Shop Activity -> Employee Labor Capture screen, you must also enter the user ID’s password to process data on that screen.

This field has a zoom button button to the Data -> Shop Activity -> Setup -> Employees -> Primary Information screen, which displays information regarding the specified employee.

Associated operator ID

Identifier of the operator associated with the user ID. This field has a list box. The operator name displays to the right of the ID.

This field has a zoom button button to the Data -> Equipment Units -> Setup -> Operators -> Primary Information screen, which displays information regarding the specified operator.

Session location ID

Identifier of the location at which the user is signed on. Used as the default for the first part of Work order ID fields (which specify the work order location) on the Data -> Shop Activity -> Work Order Center and Work Order -Short Form screens.

User currency ID

Identifier of the currency the logged-on employee uses. All cost fields use this currency, converted, if necessary, from the base currency. For example, if the Base currency ID field on the Currency/Sales Tax Setup tab of the Data -> Setup -> Options screen specifies US Dollars, but this field specifies Canadian Dollars, all screens accessed by the user associated with the user ID will display in Canadian dollars.

Currency IDs and conversion rates are defined on the Data -> Purchasing -> Setup -> Currency Exchange screen.

Report group ID

Identifier of the report group to which the user is assigned. This field is useful when groups of users frequently run a specific report from a specific screen. You can associate the report group with the screen and then assign those users to the report group, which will enable them to print the report using a Print button on the toolbar when the screen appears. This feature is particularly useful when different groups of users want different formats of the same report. Refer to multiple formats for reports.

Associated vendor ID

Identifier of the vendor associated with the user ID that has access to the applications specified in the Supported web applications field. This field has a list box. The vendor name displays to the right of the ID.

Vendor IDs are defined on the Basic Info tab of the Data -> Setup -> Organization Structure -> Vendors -> Primary Information screen.

External identifier

A unique identifier for a user. This is optional. On entry, this value must be a unique value not used by any other record.

FASuite InfoCenter URL

Note: This field affects the GUI application system only.

The general form of the URL of the main system website as set up when the asset management system was installed. Entering a URL here allows you to enable the web launch button on the GUI to launch the web portals. Once this launches the web portals, you must log in to access the system. If you have single sign-on enabled and set up, this action can open and log into the web portals under the user name you are currently logged in with.

A typical URL would look like http://webserver.company.com/appname where the following applies:

webserver: The name of the server used for the system application. Using an IP is not recommended, unless the server has a static IP assigned. Ask your system administrator for assistance as needed.
appname: The web alias you chose for the Application Name field when the website was set up.

Once this information is set up and entered here, to activate the InfoCenter icon on the toolbar, you must close and re-open the software.

Supported web applications

World Wide Web application (or applications) to which the user has access. Separate multiple applications with a semicolon. Maximum field length is 2,000 characters.