5 Configure AMS Software (Task 11)

This chapter will provide detailed information on configuring the AMS Software.

Now that Portal Gateways and Controllers have been added to and configured within the software, you are ready to configure your segment even further. The first part of this chapter will discuss the configurable items within the different categories of the

Segment tab.

Associations

In the Associations category of the Segment tab, you can select from a set of supplied User Fields or add your own and create User Groups for your segment.

User Fields

Wi-Q AMS supplies you with a set of common User Fields which are available in the User Tab when you start adding users. You are also supplied with a set of additional User Fields and Categories that you can add to the system if needed. If you do not find the fields and categories you need to fully define your user parameters, you can create your own and they will be available from the User Tab. When you add and remove User Fields, the changes affect all segments in the system.

Adding Additional User Fields

1 In the Segment tab, click on User Fields and select the ellipsis button at the far

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right of the field. The User Field Management dialog box opens.

Figure 66 User Field Management

2 Click the Select Fields button at the bottom of the dialog box. The Select Segment User Fields dialog box opens. Additional pre-defined User Fields are listed on the right.

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Figure 67 Select Segment User Fields

3 To add one of these fields, select the checkbox next to the field and select

<<Add. The field is transferred to the User Fields in Facility box on the left.

Figure 68 User Fields in Facility

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4 Select Finish. Once you add the field to a Segment, it will appear on the Users

Tab in the Configurator module. See the next few sections for steps to complete this process.

Creating New User Fields

If the field you wish to add does not appear in the User Fields list on the right, you can add one of your own. Once this is done, you can add it to an existing Category, or create a new Category for the field. You can add any number of new fields and new categories.

Perform the following steps to To create a New User Field.

1 In the Select Segment User Fields dialog box, select Add Field at the bottom of the box. The Add, Remove, and Configure System User Fields dialog box opens.

Figure 69 Add, Remove and Configure System User Fields

2 Under Specifications, Category, select the category under which you wish the new field to appear from the drop down list, for example, Statistics.

Note

If the category you want is not available, you can also create your own category.

See “Adding a New User Fields Category” on page 101.

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3 In the Field Name category on the right, type in a new name for the new field.

In the example, we used Alternate Phone Contact.

4 Select Update. When you click Finish, the Select Segment User Fields dialog box shows that your new field is now available for selection.

Figure 70 User Field added to list

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5 Select the Checkbox next to the field and click <<Add. The field is transferred to the User Fields in Segment box on the left.

6 Select Finish. The new field is now added to the User Field Management dialog box.

Adding a New User Fields Category

1 In the User Field Management of Segment dialog box, click the Add Category

Link at the bottom of the dialog box.

Figure 71 Add Category

Add Category

2 The Add and Remove System User Categories window opens.

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Figure 72 Adding and Remove System User Categories

3 Click the Add button. “Category 1” appears in the text box.

4 Double-click on “Category 1” to rename it.

5 Click Finish. In the Configure Segment Users Fields dialog box, the new category is now available for selection from the Category drop-down list. Now you can select this category when defining a new User Field.

Removing User Fields and Categories

You can also remove added User Fields and Categories from the system. The system will not allow you to do this, however, if the field or category is in use. Before you remove the field or category, ensure there are no records assigned to them, then perform the following steps.

To remove User Fields from the system

1 In the User Fields Management dialog box, click the Select Fields button at the bottom of the dialog box.

2 From the User Fields in Facility list on the left, select the fields you wish to remove and click Remove>>. The field is moved to the User Fields list on the right, and remains inactive unless you add it back to the list.

3 Click Finish. The field is no longer available in the User Fields list.

To remove added Categories from the system

1 In the User Field Management window, select Add Category.

2 The Add and Remove System User Category window opens.

3 Select the category you wish to remove, and click Remove. Click Finish when you are done.

User Groups

User Groups are a convenient way to define properties that will affect certain groups of individuals in your system. For example, if your Administrative personnel have different hours or entry parameters, you can create an Administrative group, make that group a Timezone Group and assign administrative personnel to that group.

You can define any number of User Groups, such as Administrative, General, Laboratories, Dormitories, Night Shift, Contractors, and so on.

Adding User Groups

1 In the Users Tab, Associations category, click the User Groups field. Select the ellipsis button at the far right of the field. The User Group Setup dialog box opens.

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Figure 73 User Groups Setup

2 The groups you create display on the left. The group’s ID, Name, Associations and Timezone appear on the right.

3 Select Add. A new Group (Group1) is created and displays on the left.

4 In the Group Name box, replace the name Group1 with a name for the new group (for example, Administrative).

5 Select OK.

Note

Once you have added users to the system via the Users Tab, you can assign them to these User Groups.

Removing User Groups

In the User Group Setup dialog box, select the group you wish to remove and select the Delete button. The group is immediately removed from the list, along with its associations.

Associating Users with User Groups

1 In the Segment Tab, Associations category, click the User Groups field.

2 Select the ellipsis button at the far right of the field.

3 In the User Groups Setup dialog box, select the group you wish to associate

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with users.

4 In the Associations category, click in the Users field and select the ellipsis button. The Users of Group dialog box opens.

5 All users in the segment not already assigned to the group are displayed under

Segment Users list on the right.

Figure 74 Users of Group

Note

Users will not appear in the Segment Users list until they have been added to the system. If you have a large number of users, you can use the Alphabetic sorter buttons on the left of the list to more quickly find a specific user.

6 Select the checkbox next to the users you wish to associate with the User

Group.

7 Select <<Add. The User names will be removed from the Segment Users list on the right and display under Users in Group list on the left.

8 Select OK to close the Users of Group dialog box.

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Removing Users from User Group

1 In the User Groups Setup dialog box, select the group in which the user currently resides.

2 In the Associations category, click on the Users field, and select the ellipsis button. The Users of Group dialog box opens.

3 From the Users in Group list on the left, select the checkbox next to the user you wish to remove from the group.

4 Select Remove. The user name will be removed from Users in Group list on the left and moved back to the Segment Users list on the right. Select OK to close the Users of Group dialog box.

Timezone User Groups

You can create up to 512 Timezone User Groups to further define access levels for the Master Timezone. These can restrict access of a certain group of employees to a specific time period. Perform the following steps to create a timezone user group.

1 In the Segment Tab, select the Segment to which you wish to add a new Timezone User Group.

2 In the Associations Category, select User Groups and click the ellipsis button at the far right of the field. The User Groups Setup dialog box opens.

Figure 75 Creating a Timezone User Group

3 Select Add. Group1 is created.

4 In the Name Category, Description, enter a description for the group, for example: Housekeeping Timezone.

5 In the Group Name, replace Group1 with the name of your new user group, for example, Residential.

6 Under Timezone, change the Is Timezone Group default setting from False to

True. Select Update to continue creating groups.

7 Select OK to save the new Timezone group.

Once you have created a Timezone group, you will need to set up access times to apply to that group. For more information about Timezones and Timezone User

Groups, see “Configuring Timezones” on page 137.

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