Troubleshooting Form Security Access - Revision history

Philip Lacey at 22:16, 9 November 2014

2014-11-09T22:16:33Z

Philip Lacey at 22:17, 27 March 2014

2014-03-27T22:17:42Z

Philip Lacey at 01:41, 22 March 2014

2014-03-22T01:41:10Z

Louise Ashton at 12:40, 5 November 2013

2013-11-05T12:40:48Z

Louise Ashton at 12:38, 5 November 2013

2013-11-05T12:38:51Z

Louise Ashton at 12:38, 5 November 2013

2013-11-05T12:38:05Z

Louise Ashton at 12:35, 5 November 2013

2013-11-05T12:35:28Z

Louise Ashton at 12:34, 5 November 2013

2013-11-05T12:34:32Z

Louise Ashton at 12:28, 5 November 2013

2013-11-05T12:28:10Z

Louise Ashton at 12:20, 16 October 2013

2013-10-16T12:20:20Z

@@ Line 89: / Line 89: @@
 [[Category:Module Specific:Form Management]]
 [[Category:Module Specific:System Access Management]]
-[[Category:Topic:Trouble Shooting]]
+[[Category:Topic:Support]]
 [[Category:Topic:Outbound]]

← Older revision		Revision as of 22:17, 27 March 2014
Line 90:		Line 90:
	[[Category:Module Specific:System Access Management]]		[[Category:Module Specific:System Access Management]]
	[[Category:Topic:Trouble Shooting]]		[[Category:Topic:Trouble Shooting]]
		+	[[Category:Topic:Outbound]]

← Older revision		Revision as of 01:41, 22 March 2014
Line 85:		Line 85:
	If the user still can’t see the campaign please contact BE support. We're here to help.		If the user still can’t see the campaign please contact BE support. We're here to help.

−	[[Category:~~Troubleshooting~~]]	+
		+
		+	[[Category:Module Specific:Form Management]]
		+	[[Category:Module Specific:System Access Management]]
		+	[[Category:Topic:Trouble Shooting]]

@@ Line 64: / Line 64: @@
 == Control Bar Links ==
-Manually at this stage you should be able to navigate to the form manually from the Main Menu.  As more and more Control Bar links are created on your system to speed up access, sometimes the user may not have been granted access to these Control Bar links.
+Control Bar links are used to speed up access to a particular point in the system but sometimes the user may not have been granted access to these links.
 == Last resort ==
-If at this point the user still cannot see the campaign please contact BE support.  We're always here to help.
+If the user still can’t see the campaign please contact BE support. We're here to help.
 [[Category:Troubleshooting]]

@@ Line 33: / Line 33: @@
 The steps to troubleshoot campaign access are:
 '''Is the form in date?'''
 Most commonly the form has run past its end date. Check this as follows:
 Main Menu > Form Management > Primary Management > Form - Edit > Select the form
 Check that the dates are in range.
 '''Is the form active?'''
 In the same section, check in the Advanced Options subsection. Is Active is set to True
 '''Is the form inbound, outbound or blended?'''
 If the form is Inbound it will only be visible in the Inbound Contact module. If the Form is Outbound it will only be visible in the Outbound Contact module. If it is designated as Blended it will be visible in both.
 '''Has the user been granted access permission to the form?'''
 If the user is new to the system they need to be granted access to the form.
 Main Menu > Form Management > Form - Security Access > Form - Profile access to a form
 Choose your form and check that the user is listed. If the user is not listed they can be easily added using
 Main Menu > Form Management > Form - Security Access > Form - Single - Add - User to Form

@@ Line 29: / Line 29: @@
 == Security Access ==
-The steps to troubleshoot campaign access are :
+'''Is the form in date?'''
 == Control Bar Links ==

@@ Line 22: / Line 22: @@
 When the user has logged in, can they see the appropriate module from the module list on the left hand side?
 Access to modules is managed as above in the SAM module.
 When the user accesses a module can they see and open the appropriate subsection?

@@ Line 11: / Line 11: @@
 == Functional Access ==
-When trying to troubleshoot access to a form, test or QA program, the following steps may be useful in identifying where the issues lies.
+When troubleshooting access to a form, test or QA program, the following steps may be useful in identifying where the issue lies.
-If the user can get to the listing screen where the campaign should be and the campaign is not there, there are a further few administrative trouble shooting steps to take.
+'''Can the user log in?'''
 == Security Access ==

@@ Line 1: / Line 1: @@
-In order for a user to access a form, they must have been granted functional and content access.
+In order for a user to access a form, they must be granted functional and content access.
-From time to time users can find themselves unable to access a form, case portfolio or quality program. In this case as the system champion you need to do a little troubleshooting to figure out why they can't see the form.  This page should help.
+From time to time users can find themselves unable to access a form or function, case portfolio or quality program and you may need to do a little troubleshooting to figure out why they can't see the form.
-Just as an aside.  If you "Add a User" then the user will have to have their security set up explicitly every time.  If you "Copy a user", you copy the user AND all their security permissions, which can save hours of headache and setup.  This nugget might be useful for the next user you create.
+Note; If you Add a User you need to set up individual security parameters. If you Copy a user, you copy the user and all their security permissions.

@@ Line 1: / Line 1: @@
-In order for a user to access a campaign, they must have been granted functional and content access.
+In order for a user to access a form, they must have been granted functional and content access.
-From time to time users can find themselves unable to access a campaign, case portfolio or quality program. In this case as the system champion you need to do a little troubleshooting to figure out why they can't see the campaign.  This page should help.
+From time to time users can find themselves unable to access a form, case portfolio or quality program. In this case as the system champion you need to do a little troubleshooting to figure out why they can't see the form.  This page should help.
@@ Line 10: / Line 10: @@
 == Functional Access ==
-When trying to troubleshoot access to a campaign, test or QA program, the following steps may be useful in identifying where the issues lies.
+When trying to troubleshoot access to a form, test or QA program, the following steps may be useful in identifying where the issues lies.
 # '''Can the user log in?'''  This is tested by asking the user can they see the main menu.  Usually forgotten passwords are the key challenge here.  Passwords are changed by System Champions by editing the users security details in the System Access Management module.  Main Menu > System Access Management > User Administration > Edit User - Security Details > Lookup the user using their details.<br /><br />
@@ Line 25: / Line 25: @@
 The steps to troubleshoot campaign access are :
-# '''Is the campaign in date?'''  The most common challenge is that campaign has run past its end date.  Main Menu > Database Management > Primary Management > Campaign - Edit > Select the campaign > Carefully check that the dates are in range.<br /><br />
+# '''Is the form in date?'''  The most common challenge is that form has run past its end date.  Main Menu > Form Management > Primary Management > Form - Edit > Select the form > Carefully check that the dates are in range.<br /><br />
-# '''Is the campaign active?'''  In the same section, check in the "Advanced Options" subsection when editing the campaign, ensure that the "Active" is set to "True"<br /><br />
+# '''Is the form active?'''  In the same section, check in the "Advanced Options" subsection when editing the campaign, ensure that the "Active" is set to "True"<br /><br />
-# '''Is the campaign inbound, outbound or blended?''' If the campaign is "Inbound" or "Blended" it is visible in the Inbound Contact module.  If the Campaign is "Outbound" or "Blended" it is visible in the Outbound Contact module.  Inbound campaigns are not available in the outbound contact module.  Outbound campaigns are not visible in the Inbound Contact module.<br /><br />
+# '''Is the form inbound, outbound or blended?''' If the form is "Inbound" or "Blended" it is visible in the Inbound Contact module.  If the Form is "Outbound" or "Blended" it is visible in the Outbound Contact module.  Inbound forms are not available in the outbound contact module.  Outbound forms are not visible in the Inbound Contact module.<br /><br />
-# '''Has the user been granted access permission to the campaign?'''  If the users is a new user to the system they need to be granted access to the campaign.  Firstly check if they have permission.  Main Menu > Database Management > Database - Security Access > Campaign - Profile access to a campaign > Select the campaign and check for the user.  If the user is not listed they can be easily added using Main Menu > Database Management > Database - Security Access > Campaign - Single - Add - User to Campaign
+# '''Has the user been granted access permission to the form?'''  If the users is a new user to the system they need to be granted access to the form.  Firstly check if they have permission.  Main Menu > Form Management > Form - Security Access > Form - Profile access to a form > Select the form and check for the user.  If the user is not listed they can be easily added using Main Menu > Form Management > Form - Security Access > Form - Single - Add - User to Form
 == Control Bar Links ==
-Manually at this stage you should be able to navigate to the campaign manually from the Main Menu.  As more and more Control Bar links are created on your system to speed up access, sometimes the user may not have been granted access to these Control Bar links.
+Manually at this stage you should be able to navigate to the form manually from the Main Menu.  As more and more Control Bar links are created on your system to speed up access, sometimes the user may not have been granted access to these Control Bar links.
 #  '''Who has access to the control bar link?'''  Navigate to the security profile page.  Main Menu > Control Bar > Security Management > Profile - By User > Look up the user by their details.  This will show you what control bar links the user can see. If the desired control bar link is not listed, add it to the user.  Main Menu > Control Bar > Security Management > Allow users access to link > Select the Public Link > Check the users you wish to add.  Then get the user to "refresh" the main menu, by clicking their browsers refresh button or by going to the Main Menu and pressing the F5 function key on their keyboard.