Difference between revisions of "Setting Institution Wide Defaults and Defaults for New Users"

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:tube.tracker has the ability to customize certain settings for your institution. In addition to unique instituion options, you can also specify default settings for new user accounts. This allows an administrator to quickly add a new user account and then, if that account deserves special consideration, to modify them later.
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: Administrators have the ability to change settings for new user defaults, institutional restrictions, and password rules.
  
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# Click '''Users''' under the '''Maintenance''' heading in the left-hand menu.[[image:manage_user_menu.jpg|none|frame|'''Mange users menu''']]<br clear="all" />
 
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# This will display the manage users screen.[[image:manage_user_account_listing.jpg|none|frame|'''Manage user accounts main screen''']]<br clear="all" />
 
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# Click linked text at the top of the page that reads '''Default options for your institution and new users'''. This link will take you to the institution and default user options screen.[[image:institution_options.jpg|none|frame|'''Institutions options screen''']]<br clear="all" />
 
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# The following is a descriptions of each of the available settings:
 
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## Default user options
 
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##* ''Default Container'': The container that is automatically selected when creating a new rack.
 
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##* ''Default Rack Type'': The rack type that is automatically selected when creating a new rack.
 
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##* ''Default Expire Date'': The expire date in number of days of new racks.
 
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##* ''Show expired racks by default'': Determines the default rack view when entering the Manage Rack area.
 
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##* ''Force container selection'': Forces a user to manually select a destination container no matter what is stored in the default container setting.
 
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##* ''Use container capacity'': Enables container capacity checking when creating new racks.
 
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##* ''Force open rack notes'': When enabled, this setting will force open the notes area when adding new racks.
 
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##* ''Force open specimen notes'': When enabled, this setting will force open the notes area when adding new specimens.
 
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##* ''Can view options screen'': This setting determines whether or not this user account can access their options screen.
 
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##* ''Show Missing Specimens On Home'': This setting determines whether or not the Missing Specimens section will be displayed on the user's welcome screen. '''Note''': ''By default, all newly created Single Container users have this option enabled, no matter what this option is set to. To disable this section from being displayed on that user's welcome screen, [[Managing_user_accounts#Editing_an_Existing_Account|edit their account information]] after the account has been created.''
 
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## Institution options
 
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##* ''Time Zone'': The current time zone associated with the institution. Changing this setting will affect the dates displayed within tube.tracker, adjusting for time zone differences.
 
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##* ''Use letter designator'': Determines the X axis heading when viewing a graphical representation of a rack. By default, the X-axis is labled with numbers. Enabling this setting will convert the number into letters.
 
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##* ''Renew rack on spec enter'': This setting will enable the automatic rack renewal feature of tube.tracker. If this setting is enabled, entering a new specimen into an existing rack will automatically renew the rack. The number of days used to renew the rack is taken from the '''Expire Time''' value of the container in which the rack resides.
 
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##* ''Force individual specimen validation'': Enabling this setting will force users to validate every specimen during a validation process.
 
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##* ''Show all specimen notes on full report'': When viewing a full validation report in the Report Center, and administrator can force all specimen notes to be displayed.
 
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##* ''Specimen wildcard search by default'': Determines whether or not a wildcard search is used each time on a specimen search. If this setting is not eneabled, a wildcard search can still be performed, but the user must use the appropriate wildcard syntax.
 
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## Account Password options
 
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##* ''Password renew time'': The number of days a password is vaild after it has been changed. Whenever a user changes their password the expire date for that password will be determined by how many days are entered into this field. Entering a zero in this field will disable the feature.
 
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##* ''Enable password rules'': Check this field if you wish to enable password rules for your institution.
 
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# If you have made a change to any of the settings on this page, click the '''Update Options''' button to apply the new settings.
 
  
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== Password Rules ==
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== Opening the Institution Options Screen ==
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# Click '''Users''' in the Navigation Menu under '''Maintenance'''.[[image:manage_user_menu.jpg|none|frame|'''Navigation Menu<br/>Maintenance > Users''']]<br clear="all" />
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# The User Maintenance Screen will appear.[[image:manage_user_account_listing.jpg|none|frame|'''Manage user accounts main screen''']]<br clear="all" />
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# Click the link ''Default options for your instituion and new users''.
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# The Institution Options Screen will appear.  This screen displays available options for new user defaults, institutional restrictions, and password rules.[[image:institution_options.jpg|none|frame|'''Institution Options Screen''']]<br clear="all" />
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== Changing Default User Options ==
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 +
: Descriptions of each of the available default user options:
 +
:* ''Default Container'': The container that is automatically selected when creating a new rack.
 +
:* ''Default Rack Type'': The rack type that is automatically selected when creating a new rack.
 +
:* ''Default Expire Date'': The number of days after which a rack will expire.
 +
:* ''Show expired racks by default'': Display expired racks when entering the Manage Rack area.
 +
:* ''Force container selection'': Force users to select a destination container.  Ignores users' default container setting.
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:* ''Use container capacity'': Check container capacity when creating new racks.
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:* ''Force open rack notes'': Force open the notes area when adding new racks.
 +
:* ''Force open specimen notes'': Force open the notes area when adding new specimens.
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:* ''Can view options screen'': Allow user to access account options screen.
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:* ''Show Missing Specimens On Home'': Display missing specimens when user logs in. All newly created single container users have this option enabled by default.  To disable this feature, refer to [[Managing_user_accounts#Editing_an_Existing_Account|edit their account information]] after the single container account has been created.
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: Click the '''Update Options''' button to save changes to options.
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== Changing Institution Options ==
 +
 
 +
: Descriptions of each of the available institution options:
 +
:* ''Time Zone'': Set the time zone in which the institution is located. Changing this setting will affect the dates displayed within tube.tracker, adjusting for time zone differences.
 +
:* ''Use letter designator'': Display column or x-axis labels in graphical rack representations as letters instead of numbers.
 +
:* ''Renew rack on spec enter'': Reset the expiration date of a rack when a new specimen is added. The new expiration date will be determined by the rack or container's Expire Time setting.
 +
:* ''Force individual specimen validation'': Force users to validate every specimen during a validation process by disabling rack and container validation.
 +
:* ''Show all specimen notes on full report'': Display all specimen notes when viewing a Full Report in the Report Center.
 +
:* ''Specimen wildcard search by default'': Include an automatic wildcard when searching to locate objects that contain the search string instead of matching it. When disabled, users must manually enter a wildcard in the search string to perform a wildcard search.
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: Click the '''Update Options''' button to save changes to options.
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 +
 
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== Changing Account Password Options ==
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 +
: Descriptions of each of the available account password options:
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:* ''Password renew time'': Number of days a password is valid after being set or changed. The user will be prompted to change the password at the end of this period. Entering 0 here will disable password renew time.
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:* ''Enable password rules'': Apply the settings displayed in the Password Rules section.
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: Click the '''Update Options''' button to save changes to options.
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 +
 
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== Changing Password Rules ==
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[[image:manage_user_account_password_rules.jpg|none|frame|'''Password rules section''']]<br clear="all" />
 
[[image:manage_user_account_password_rules.jpg|none|frame|'''Password rules section''']]<br clear="all" />
 
# Password rules settings
 
# Password rules settings

Revision as of 18:51, 3 January 2014

Administrators have the ability to change settings for new user defaults, institutional restrictions, and password rules.


Opening the Institution Options Screen

  1. Click Users in the Navigation Menu under Maintenance.
    Navigation Menu
    Maintenance > Users

  2. The User Maintenance Screen will appear.
    Manage user accounts main screen

  3. Click the link Default options for your instituion and new users.
  4. The Institution Options Screen will appear. This screen displays available options for new user defaults, institutional restrictions, and password rules.
    Institution Options Screen


Changing Default User Options

Descriptions of each of the available default user options:
  • Default Container: The container that is automatically selected when creating a new rack.
  • Default Rack Type: The rack type that is automatically selected when creating a new rack.
  • Default Expire Date: The number of days after which a rack will expire.
  • Show expired racks by default: Display expired racks when entering the Manage Rack area.
  • Force container selection: Force users to select a destination container. Ignores users' default container setting.
  • Use container capacity: Check container capacity when creating new racks.
  • Force open rack notes: Force open the notes area when adding new racks.
  • Force open specimen notes: Force open the notes area when adding new specimens.
  • Can view options screen: Allow user to access account options screen.
  • Show Missing Specimens On Home: Display missing specimens when user logs in. All newly created single container users have this option enabled by default. To disable this feature, refer to edit their account information after the single container account has been created.
Click the Update Options button to save changes to options.


Changing Institution Options

Descriptions of each of the available institution options:
  • Time Zone: Set the time zone in which the institution is located. Changing this setting will affect the dates displayed within tube.tracker, adjusting for time zone differences.
  • Use letter designator: Display column or x-axis labels in graphical rack representations as letters instead of numbers.
  • Renew rack on spec enter: Reset the expiration date of a rack when a new specimen is added. The new expiration date will be determined by the rack or container's Expire Time setting.
  • Force individual specimen validation: Force users to validate every specimen during a validation process by disabling rack and container validation.
  • Show all specimen notes on full report: Display all specimen notes when viewing a Full Report in the Report Center.
  • Specimen wildcard search by default: Include an automatic wildcard when searching to locate objects that contain the search string instead of matching it. When disabled, users must manually enter a wildcard in the search string to perform a wildcard search.
Click the Update Options button to save changes to options.


Changing Account Password Options

Descriptions of each of the available account password options:
  • Password renew time: Number of days a password is valid after being set or changed. The user will be prompted to change the password at the end of this period. Entering 0 here will disable password renew time.
  • Enable password rules: Apply the settings displayed in the Password Rules section.
Click the Update Options button to save changes to options.


Changing Password Rules

Password rules section

  1. Password rules settings
    • Minimum password length: Set the lower length limit for passwords. The default system limit is two characters and the maximum length a password can be is fifteen characters.
    • Password must contain at least 1 letter: Must have at least one letter in your password. Passwords and password rules are case insensitive.
    • Password must contain at least 1 number: Must have at least one number in the password.
    • Password must contin at least 1 special: Must have at least one special character in the password. Valid special characters are: @#$%^&+=
  2. Test password
    • Sample password: You can enter a password in this field to test and see if it meets the current ruleset for your institution.
    • Click the Test Password button to test the sample password against the current ruleset.

Back to the Online Documentation

Retrieved from "http://help.tubetracker.com/index.php?title=Setting_Institution_Wide_Defaults_and_Defaults_for_New_Users&oldid=453"