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OPTIONS EDITORS

The following Options Editors do not follow the same pattern as the instructions below: Account Code List, Company Settings, Copy An Assembly, Export Assembly, User Activity, User Accounts and User Groups.


Options Editors

The following Options Editors utilize an Active status and may require the user to select an Active or Inactive folder to access the Editor's option listing: Employee Information, Job Card Group, Labour Categories, Stamps, User Accounts, Vendor / Customer List and Expense Center.

Most of the Options Editors use the following steps to add, edit or delete selectable options:

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Figure 25-5: Add Options Editors

Add

  1. Click on the Options module and select the desired Options Editor and click Ok.
  2. Click the Add button to open a blank editor to the right of the window.
  3. Enter required data. Check Active to activiate the new entry.
  4. Click Save.

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Figure 25-5: Edit Options Editors

Edit

  1. Click on the Options module and select the desired Options Editor and click Ok.
  2. Locate the applicable option item in the listing and click on the text or the magnifying glass. It may be necessary to select the Active or Inactive folder to locate the option item in question.
  3. Modify data accordingly.
  4. Click Save.

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Figure 25-5: Delete Options Editors

Delete

If an item has been set as the default value for the selected option, the user must select a different default before attempting to delete the selected item. In most instances, if applicable, it is a wiser to uncheck Active rather than deleting.

  1. Click on the Options module and select the desired Options Editor and click Ok.
  2. Locate the applicable option in the list and click on the red X.

Account Code List 

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Figure 25-6: Account Code List

The Print button will print out the Account Code Assignment report.

  1. Click on the Options module and select Account Code List and click Ok.
  2. Click the Add button to open a blank editor to the right of the window.
  3. Enter the account code description and Segment 1 (account number).
  4. Click Save. Section 5 shown in Figure 25-6 does not appear until after the window refreshes.
  5. After the window refreshes, begin selecting applicable inventory types and bases.
  6. Click Save.

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Figure 25-1: Company Settings

Company Settings 

  1. Click on the Options module and select Company Settings and click Ok.
  2. See OPTIONS - Company Settings

Copy An Assembly 

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Figure 25-7: Copy An Assembly

The Copy An Assembly option is actually a function that allows users to make copies of an existing assembly when more than one assembly is needed. This function ensures that the assemblies have identical part counts and structure.

  1. Click on the Options module and select Copy An Assembly and click Ok.
  2. Enter search criteria in the Part / Assembly to Copy and select the resultant Serial Number. Enter a Prefix, if required.
  3. Enter search criteria in the Location to palce the copied part and select the resultant Serial Number.
  4. Click Save.
  5. This section should appear to let you know that the assembly was copied.

Employee Information 

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Figure 25-8: Employee Information

Add

  1. Click on the Options module and select Employee Information and click Ok.
  2. Complete the form, be sure Active is selected.
  3. The Maintenance Personnel checkbox is required for
  4. The Signature Authority checkbox is required to authorize TMI Digital Signoffs
  5. The Purchase Approval/Buyer checkbox is indicates the employee is granted buyer rights
  1. Click Save.

If the Login Link has not been selected, the employee's email will not correctly appear on the RFQ report.


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Figure 25-9: Export Assembly

Export Assembly 

The Export Assembly is a RAAS Administrator function.


User Accounts 

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Figure 25-11: User Accounts

Add

The Employee Link pull-down requires that the user be entered in the Employee editor. If the User Account is not linked to an employee, certain RAAS functions may not work as expected.

  1. Click on the Options module and select User Accounts and click Ok.
  2. Complete the form, be sure Active is selected and click Save.
  3. Click Save.

After the initial creation of a user account, the user must login with their account to make modifications to the Number of Lines Per Page, Default Search Type, and the Report Viewer Type.


User Accounts - Installing Barcode Font 

Users can download the 3of9 Bar Code Font file from this help file or from within the User Accounts option editor.

You may need to install the 3of9 Bar Code Font before being able to print reports and/or labels that have bar codes on them. To download the 3of9 Bar Code Font right-click the link, choose Save Target As, and save the font file to a location on your hard disk drive (Desktop is recommended). Once you have downloaded the bar code font you will need to install it on your computer using the Fonts utility of the Control Panel. For Windows Vista or higher, right click the 3OF9.ttf file saved to your desktop and select Install.


User Activity 

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Figure 25-12: User Activity

This screen provides a listing of all users currently logged into RAAS. The User Activity editor provides administrators with a unique tool, in that they can broadcast a pop-up message to selected users within the listing.

  1. Click on the Options module and select User Activity and click Ok.
  2. Select one or more users from the listing of users currently logged into RAAS
  3. Enter text in the Pop-up Message text box
  4. Select the applicable Delivery Options and/or Log Off Options
  5. Click Save.
  6. Click OK when notified that the message was sent.
  7. Example of Pop-Message.


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Figure 25-13: Sample Image

User Groups 

  1. Click on the Options module and select User Groups and click Ok.
  2. Click the Add button.
  3. Enter a Group Description and click Save.
  4. The window will refresh and the newly created group will appear in the User Groups listing.
  5. Scroll through the Roles List and check the applicable security roles.
  6. To add a user to this newly created group, move the cursor over the Users Excluded listing until the user's name turns blue. Click the applicable user to add them to the Users Included listing.
  7. Click the Save Permissions button.