MC University

SA02|User and Password Management Techniques

MC University

Types of Users Defined

Create and Approve New Members

Sign Up Instructions

Password Management Tool

Agenda

MC University

Types of Users Overview

Labor

Requester

Users Defined

MC University

Labor Resources maintained will either require access or are used for historical and admin purposes

Types of Users Overview

MC University

Two types of records created:

• Labor record

• Requester record

Types of Users Overview (cont’d)

MC University

Record interaction chart:

Types of Users Overview (cont’d)

MC University

Employees or Contractors

• Technicians

• System Administrators

• Supervisors and Managers

• Receive Work Order assignments

• Track Labor costs and hours

Labor

MC University

Designed to initiate Service Requests

Access to Service Requester or Reporter / Service Requester

Requester

MC University

Now let’s take a look at the different views from a Labor record with access to the MRO, versus a Requester record with access to the Service Requester!

Labor vs. Requester: Example

MC University

New Members Overview

Obtain Login Credentials

Approve New Members

Batch Approve

Disable Members

Create and Approve New Members

MC University

Two types of creation methods for new Labor and Requester records:

• Manual creation

• Member sign up

New Members Overview

MC University

Manual creation does not create Member record

• No login credentials

• Used to track data from Admin perspective

• Can be linked to Member record at a later time

New Members Overview (cont’d)

MC University

Member sign up:

• Access to MC

• Must go through sign up process

• Record auto-created or linked to existing

• Application access designated on Member record

New Members Overview (cont’d)

MC University

Each user needing access must complete “sign up” process

Only authorized individuals have access to data

Ensures association to correct set of permissions

New Members Overview (cont’d)

MC University

Connection Key unique to organization (prompted during sign up)

Tools Service Requester Configuration Integration Tab

Obtain Login Credentials

MC University

Enter correct MC URL:

• Online Customers: www.maintenanceconnection.com

• Onsite Customers: http://servername/mc_web

MC Welcome Page displays with Log In Button

Obtain Login Credentials (cont’d)

MC University

Prompts for Member ID and Password

“Need to Sign Up for the First Time?” or “Want to Sign Up?”

Obtain Login Credentials (cont’d)

MC University

Indicate whether or not user is a member of MC:

Obtain Login Credentials (cont’d)

MC University

Enter Connection Key:

Obtain Login Credentials (cont’d)

MC University

Enter important user information:

• Profile Info

• Member ID / Password Info

Obtain Login Credentials (cont’d)

MC University

• Forgot My Password

• Repair Center

• Terms of Use

Obtain Login Credentials (cont’d)

MC University

Confirmation message and request pending email or warning message:

Obtain Login Credentials (cont’d)

MC University

After approval, additional notification email is sent to user:

Obtain Login Credentials (cont’d)

MC University

Now let’s take a look at signing up a user for the first time to be waiting for Approval to access MC!

Obtain Login Credentials: Example

MC University

System Administrators typically approve all new Members

Red “reminder” task on Home Page

Approve individual or batch membership records

Approve New Members

MC University

Directs to Members Module for Members waiting for approval

Select member to display details

Approve New Members (cont’d)

MC University

Member Detail Page includes:

• Access Status

• Access Group

Approve New Members (cont’d)

MC University

• Applications

Approve New Members (cont’d)

MC University

• Session Time Out

• Integration Info

Approve New Members (cont’d)

MC University

Example of Member waiting approval:

Approve New Members (cont’d)

MC University

Now let’s take a look at approving a new member waiting for access to MC!

Approve New Member: Example

MC University

Disable vs. Delete

Member record will not delete Labor record (history is saved)

Disable Members

MC University

Process multiple membership requests in one step

• Only useful for same RC and AG

• Only if no existing Labor or Requester Record

Use Expanded Explorer view and Batch Approve feature

Batch Approve

MC University

Example of batch Approvals:

Batch Approve (cont’d)

MC University

Example (cont’d):

Batch Approve (cont’d)

MC University

Staff Instructions

Administrator Sign Up for Staff

Sign Up Instructions

MC University

Accessed via Service Requester Configuration Tool

Generate email instructions for staff

Staff Instructions

MC University

Email draft displays with template of instructions:

Staff Instructions (cont’d)

MC University

System Administrators can complete sign up process for staff if desired

Forgot my password prompts

Users instructed to update password via Profile

Administrator Sign Up for Staff

MC University

Password Management Tool Overview

Members

Security Settings

Password Management Tool

MC University

System Admin Tool to:

• Change passwords for users

• View / update “forgot my password”

• Define password parameters

Password Management Tool Overview

MC University

Access Group Rights available for permission to access tool

Password Management Tool Overview (cont’d)

MC University

Alphabetical list of all approved members

Filter controls available to limit results

Members

MC University

Edit Member Dialog:

Members (cont’d)

MC University

Desired level of security (password strength)

• Only affects future password changes

Security Settings

MC University

Prompts to change passwords

• Resets all user password change or expiration dates

Security Settings (cont’d)

MC University

Modify Password Strength Dropdown Control

• Weak = 6+ characters

• Medium = 8+ characters and numbers

• Strong = 8+ characters, numbers, and symbols

Security Settings (cont’d)

MC University

Prompt for Password Change Controls

• Independent prompt for MRO / TWC / Reporter

• Separate prompt for Service Requester

• “Never” or different day intervals are provided

Security Settings (cont’d)

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