February 1st, 2017                                                                                                                      

Redefining a User in USXS-R... you've come a long way baby...

User accounts in the redesign have come a long way in terms of flexibility from what Classic currently provides.  When your district data is imported into USXS-R, your user accounts will remain intact.. users will be logging in using the same username they currently use in Classic as well as have the same account filtering/programs they currently have in Classic.

For those USAS-R users who have account filtering in Classic's USASEC, those same account filters will apply in USAS-R.  However, Classic doesn't provide much flexibility when it comes to program access on the system.. read-only, standard and group manager... are the 3 main types of access.  USXS-R still provides those levels of access but it can go above and beyond the "standard three" allowing districts to custom tailor exactly what programs or functions each user or group of users may have by creating Roles for them.

Roles

A Role is defined by the district to represent basic functions, responsibilities, or tasks of users in the district. Each role is granted one or more "Permissions", each of which allows a specific functionality within the software.  There are separate permissions which allow create, update, delete, and/or view access to each main interface in the system.  A user can be assigned one or more roles via their User account, thus granting them the permissions related to those roles.

Scenario 1:  Building Secretaries needs access to all requisition functionality but only be able to query POs or run a PO report.

  • Click on Role and select "Create"
  • Enter an ID name and description and grant the necessary permissions by double-clicking them under the "Available" column which automatically adds them to the 'Granted' column.  In my example below, I created a building secretaries role giving them access to all requisition functionality (create, delete, report, update & view) but only be able to view purchase orders, run a PO report and view vendors. Click on 'Save' when complete.

  • Next, click on User.  If this user has an existing account, modify it.  If not, click on 'Create' to create it. Assign the Role as well as any account filters for this user.  For example, the High School secretary needs access to all accounts with OPU of 002 and granted the 'Secretaries' role.

 

Scenario 2:  Accounts Receivable user only needs access to receipt-related programs

  • Create a Role for the Account Receivable user granting the full 'receipt' and 'refund' permissions as well as the ability to view revenue accounts, run a revenue report and view vendor data.

  • Next, assign the Role in their existing User setup. 

Scenario 3: User only needs access to import Attendance information in USPS-R.

  • USPS-R has an existing role created for attendance access called "Legacy Attendance Users" with the following permissions.

 

  • Next, assign the Role in their User setup.

 


 

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Useful links:

Feedback Email: ssdt-feedback@nwoca.org
 

 

 

 

 

 

 

 

 

 

 

 

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USXS-R Reports

After logging into the redesign, at the 'Home' page, any favorite reports will be displayed so they are easily accessible. Click on to generate the report.

In order to mark a report as a favorite, access 'Report Manager' under 'Reports' and checkmark the 'favorite' column on the specified report.

 

 

 

 

 

 

 

 

 

 

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Gotta love the Grids!

With Classic's web-based programs, everyone has the same query fields and they can't be modified. The redesign grids have drastically improved data queries in the software. Customizing is key to the grid and is a great way to tailor your queries to your specific needs. The columns you want included on your cash grid can be entirely different than your budget grid. Your attendance grid can be customized to only include columns that make sense to you. The columns you want to include or remove in each grid is entirely up to you and it's just for you. Once you customize your grid, it will not change unless modify it. If you want to test out the grid formats in USXS-R, please contact your ITC. They can set up a test instance of your district data so you can see just how flexible the grid formats are!