Enhanced WITS Architecture

Enhanced WITS ArchitectureStaff Module and Summary of Changes1Changes in WITSIcon Changes: Page 3Signing In and Password/Pin Changes: Page 4Logging Out: Page 8Staff Module Changes: Page 9NavigationMenu ChangesSearching for a Staff: Page 11Simple vs. Advanced SearchTable vs. Panel ViewSorting ResultsView ProfileLocking/Unlocking a Staff Account: Page 20Enabling a Staff Account: Page 25Creating a Staff Member: Page 27Entering User IDAdding PermissionsAdding CredentialsEditing Staff RelationshipsRevoking an Account: Page 40

2Icon ChangesAdd: Allows the user to add data to the panel or section.Edit: Allows the user to edit information on a panel or section.

Remove: Allows the user to delete information in the panel or section.Lock: Allows the user to lock an item.

History: Allows the user to view the changes made on the current page.Panel View: Presents data in a panel by panel view.

Table View:Presents data in a table format.Export: Allows the user to export results.

Column Selector: Allows the user to select the columns that they would like to view.Collapsible Menu: The left hand navigation menu is collapsible in WITS. When it is collapsed you will only see the icon to the left. When it is un-collapsed you will see the entire left hand navigation panel.

Pages: Allows the user to page through all search results.

Likert Scale: Presents information visually and allows for quick interpretation of the data.

3Signing InThe new Sign-in screen will feature all three fields on one page.

4Signing InPassword/Pin Changes:Forgot Pin and PasswordWhen Forgot Password? is selected, the following will occur.WITS will prompt for a username.WITS will require an answer to your security question.WITS will send an e-mail with a link to a reset page.

5Signing InPassword/Pin Changes:Forgot Pin and PasswordA link will now be distributed to reset your credentials in WITS.The link will take you to a new Reset Credentials screen. Enter the required fields and you will be able to access WITS. As always, your pin and password must include six characters including one numeric value.

6Signing InPassword/Pin Changes:Changing CredentialsTo change your pin and password once logged in, hover over your user name and Change Credentials will appear.WITS will prompt with a pop-up box to change from the old password and pin to the new credentials.

7Logging OutTo log out, select the logout button in the top right-hand corner.WITS will prompt you to confirm the action and you will be logged out of the system.

8Staff Module ChangesNavigation to Staff ModuleAgency>Agency List>Staff MembersStaff List has now changed to Staff Members.

9Staff Module ChangesCollapsible MenuCollapsible menu- allows more horizontal space on screen real estate. Menu will collapse and expand upon selection of the Menu button.

10Staff Module ChangesSimple SearchSimple Search- searches through the columns that are currently displayed on screen for the values that were entered. It is a contains type of search.Customize this by adding selected columns to show on screenNew UI searches as you typeMatching search results highlighted.

11Staff Module ChangesAdvanced SearchAdvanced search- enables you to choose search criteria and save those searches to your computer. Allows the user to search columns that they choose.Save your advanced searches.Matching search results highlighted.

12Staff Module ChangesAdvanced SearchSelect Is Locked: represents the state a user is put in intentionally by an administrator or as a result of getting locked out due to invalid password attempts. The Lock also functions as a revocation of access for a staff member.

Select Has IP Session: is equivalent to the Release Lock.

13Staff Module ChangesViewing the Page: Table vs. PanelView of dataTable View: Shows the data as a list of rows and columns.

Panel view: Shows the data as a list of panels.

14Staff Module ChangesViewing the Page: Sorting Staff ListSelect ColumnsColumn HeadersSorts staff members by the selected columns when clicked. The user can customize which columns are displayed.These preferences are saved to your computer only.

15Staff Module ChangesStaff Member: View Profile ScreenTo view Staff Profile: Hover over the pencil and select View Profile.

16Staff Module ChangesStaff Member: View Profile ScreenTo Edit a profile: Select Edit at the top of the page.

17Staff Module ChangesStaff Member: View Profile ScreenPencil Icons will appear next to all editable items within the staff profile. When all updates have been completed, select Done Editing.

18Staff Module ChangesStaff Member: View Profile ScreenTo remove an additional item that has been added to the staff profile, hover over the remove icon and select remove.

19Staff Module ChangesLocking/Unlocking a Staff ProfileHover over the pencil icon. Select Lock. WITS will prompt for a reason for the lock.

20Staff Module Changes Locking/Unlocking a Staff AccountWhen an account is locked, Release Lock will be an option when hovering over the pencil icon. When Release Lock is selected, WITS will create a prompt box with the lock reason and the staff who locked it. Select Release Lock.

21Staff Module Changes Locking/Unlocking a Staff AccountTo search for accounts that have a lock enabled, select Advanced Search, and Add Search Criteria.

22Staff Module Changes Locking/Unlocking a Staff AccountSelect, Is Locked and true from the advanced search dropdown menu. Select Search.

23Staff Module Changes Locking/Unlocking a Staff AccountWITS will return search results with profiles that are in a locked status. Hover over the pencil and select Release Lock to release.

24Staff Module ChangesEnabling a Staff AccountTo Enable a Staff Account, review the staff profile and select Edit.

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Staff Module ChangesEnabling a Staff AccountSelect User Account from the left-hand pane. Select Enable.WITS will notify you of success once enable is selected and a confirmation email will be sent to the staff member.

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Staff Module ChangesCreating a Staff Member

27Staff Module ChangesCreating a Staff Members ProfileUse the Completion Requirements, to complete the Staff Members profile with the required information including: Email AddressStaff Member TypeEmployment Start Date

28Staff Module ChangesCreating a Staff Members ProfileUse the Completion Requirements, to complete the Staff Members profile with the required information including: Email AddressStaff Member TypeEmployment Start Date

29Staff Module ChangesCreating a Staff Members ProfileUse the Completion Requirements, to complete the Staff Members profile with the required information including: Email AddressStaff Member TypeEmployment Start Date

30Staff Module ChangesCreating a Staff Members ProfileUse the Completion Requirements, to complete the Staff Members profile with the required information including: Email AddressStaff Member TypeEmployment Start Date

31Staff Module ChangesCreating a Staff Members ProfileFor each Additional Item selected, WITS will populate the staff specific profile list on the left hand side with the item.

32Staff Module ChangesCreating Profile Entering User IDTo enter a user ID:Select Manage Accounts and Roles from the Additional Items MenuEnter the Staff User IDSelect Create AccountOnce Create Account is selected, the User ID will populate and Manage Roles will appear under Agency Roles. Select Manage Roles.

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Staff Module ChangesCreating Profile Editing PermissionsTo Manage Permissions:Select Edit Roles on the Staff Profile.Selections on the left have not been added to the profile. Select View Included Roles under the Task Group to see the specific permissions being granted. Select Hide Roles to minimize text. Select the green plus button to add roles to the staff account.Select the red minus button to remove roles from the staff account. Select I am done in the top right hand corner when all role attributes have been added.

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Staff Module ChangesCreating Profile Editing PermissionsAll active permissions for this staff account will appear under the User Account tab.Agency Roles reflect all selected permissionsManage Roles with the plus arrow will take you to the screen to add additional permissions

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Staff Module ChangesAdding User CredentialsTo add user credentials:Select Add Professional Qualification from the Additional Items Menu on the RightSelect Add once the Professional Qualifications item has been moved to the center pane.

36Staff Module ChangesAdding User CredentialsTo add user credentials:Select Certification from the category drop-down.Select the type of certification.To display the credentials in the user display name, please select the box to Include in Display Name.

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Staff Module ChangesCreating Profile Editing RelationshipsTo add or edit a staff Relationship:Select Add Relationship from the Additional Items Menu or select the pencil next to the relationship status on the Employment Profile.

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Staff Module ChangesCreating Profile Editing RelationshipsSelect the relationship to the Staff Member.Select the related Staff to be linked.Select Save.

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Staff Module ChangesRevoking an AccountView Staff Profile and select Edit.Add an End Date and check Has end date in the Employment Profile tab and save.Once an end date has been added, the staff will no longer appear on drop down menus 30 days after the specified date.Under User Account, lock the account. Specify the reason for the lock.

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