Tour: Administration
A fresh installation of this software requires some information specific to each individual business. The parts and tools supplied to the technicians, the types of receivers available, and the technicians themeselves will need to be entered. The time to set up this information varies depending on how many parts kept in stock and how many technicians needed in the system. The admistrator panel makes entry of this information quick and easy.
In this tour we will only cover a few of the options available. This should provide an overview of what the administration panel is used for and how easy it is to navigate the screens.
The picture on the right is the main administration view. Each of the options we will be discussing will be available from this screen.
1. Adding users and groups.
On a fresh system there will be only one user, the super administrator account. Additional contractors will have to be added to the system each as a different user.
Clicking on "Users" will allow you to enter a new technician into the system. Enter the required information and set the group privlidges (on the same screen) and a new contractor is ready to be used.
2. Adding parts and tools.
The example below is for entering new parts. The same process that would be used to enter tools and new receiver makes.
The list below will appear when you click on "Parts".
Each of the parts kept in stock must have a description and other information. The list on the right is from an already populated system.
To edit the information for a part, including its current price, just click on the description and an edit window will appear. The "edit" window and the "add" window are the same as shown below.
To add new parts click on the link on the top right of the screen labeled "Add Part".
Enter the required information and click one of the save options or hit the enter key. The new part will be added to the system and appear on the supplies invoice the next time it is viewed.
3. Changing system settings.
The various system settings change how the system works or how things will be displayed on the screen. Some of these must be set before using a new system.
Payroll Settings
A brief explanation of each item in the payroll settings:
- Quality control pay to tech is the amount a technician will be paid for performing a quality control check on another technician.
- Gascard and loan interest amounts are used to calculate interest on loans.
- Total deduction percent is used by the suggested deduction mechanism as the amount not to exceed for supplies and other deductions.
- Pay period is set to the number of day in the pay period.
- Paydate is used to set the date printed on the paycheck.
Work Order Settings
These settings control the quantity or age of work orders as they appear on the dispatch screen.
4. Viewing and searching information.
Most of the information that can be entered into the front end of the system can be viewed, edited, changed, or deleted from the adminstrator back end. A user must have permission to edit the information in the administrator back end. A user without permission to edit an item will not have that item on screen. So a user in the "secretary" group would see many less options than a user who is part of the "Managers" group. This keeps the system safe but caution should still be used when granting access to the administrator panel.
Lists of data in the database can be filtered or searched from the admistrator back end. The filters available are dependent on the category being looking at. Work orders can be filtered by technician, date, etc. Quality controls can be filtered by the inspector or whether or not they passed.
Furthermore
Most functions will be performed in the main part of the system. It is not usual to visit the administration panel to during a regular work day. There are a few pieces of information that require it, such as adding parts or changing prices.
There is more than one way to edit most information kept by the system. All business processes will have access through the front end of the system for creating and changing information if necessary. Django also creates entries in the admin panel for each database item. The extra access provides provides a redundency of control and extra power to correct from certain types of mistakes.
Permssion must be granted to a user for adding, editing, or deleting each piece of information in the admin panel. Users must also have permission to enter the admin panel in the first place. Total control of access is possible by setting permissions for the user.
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