New and Improved Features
Product Level change
- PMP-65567 Template user feature User Feature in productProduct
- PMP-67822 Changes to welcome Welcome and password email Password Email to include Include Login Details, Credentials, Access Code, App Store Link, Scope and Permissions
- PMP-67819 Introduce Password Status column Column in list to identify user password statusList to Identify User Password Status
- PMP-67821 Introduce bulk Bulk “Password Reset” and “Send Welcome Email” buttonsButtons
- PMP-68276 Scope and Permission validation Validation for sending Sending Employee Welcome Email
- PMP-65566 Import organization structureOrganization Structure
- PMP-66231 Import tool Tool for adding Adding Users
- PMP-68691 Introduce “Mobile Icon” on the top header to display mobile app informationTop Header to Display Mobile App Information
- PMP-67815 Forgot your User Name and Password? link Link on Login Screen
- PMP-67805 User would like to toggle between password visibilityWould Like to Toggle Between Password Visibility
- PMP-68240 Login feature with never expire passwordFeature with Never Expire Password
- PMP-67817 Introduce Login FAQs
- PMP-67816 Display Mobile App Details in the web login pageWeb Login Page
- PMP-67818 Change Support link name to display system nameLink Name to Display System Name
- PMP-67435 SLO (Single Logout) needed Needed for SSO
- PMP-66327 When a Level inactivate, application will retain user scope and permission for location's mapped other nodes.Inactivate, Application Will Retain User Scope and Permission for Location's Mapped Other Nodes
Configurable
- PMP-68273 Contractor Information Setup
- PMP-68274 Add contractor information Contractor Information to Employee Details
- PMP-69288 User would like to export data from Would Like to Export Data From List (SOA) to google sheet.Google Sheet
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Configurable: No
- Title: NA
- Public/Private: NA
- Default: NA
Existing System:
- Does not have option to copy or refer existing user while creating a new user
Purpose: Quick user creation by using a predefined template user
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- Option to create a template user in both Setup > Security > User and Location Setup > Administration Setup > User.
- Template user created both at Corporate and Site can be used in both setups. Scope , scope and permission will be provided as per template user scope and permission.
- Template user can be used for creating new user by selecting template user in the quick setup section of user detail screen.
- Changes to template user scope and permission will not reflect to existing users created using the template user.
- After creating a user using template user, the user's scope and permissions can be changed as required. required
- Template users can be used in user import tool.
- Template user should not display and be used anywhere in the application, except User Detail and User Import tool.
- Template user information:
- Template user option with checkbox.
- Template User Name
- Template User Description
- Template User option will be locked once created
- Quick Setup:
- Quick setup section in user detail
- Select template user
- Select scope and other options like System Permission, Administrative Permission, Module Permission and Group information to be copied.
- Scope is required to selected to copy other options.
- User detail doesn't maintain reference, using which template user the user has created.
Impacts: No Impact
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Welcome and
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Password Email to
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Include Login Details, Credentials, Access Code, App Store Link, Scope and Permissions
Configurable: No
- Title: NA
- Public/Private: NA
- Default: NA
Existing System:
- Sends user information and temporary password from user detail Send Mail button
- Email doesn't have mobile and system administrator information
Purpose: Send welcome email to new user with login detail, mobile and system administrator information
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- Welcome Email :
- Company logo
- Welcome message
- Login detail with temporary password and mobile access code information
- Desktop and Mobile link to open application.
- If mobile app is set with access code, redirect to reset temporary password screen of mobile from email.
- System administrator information information with name contact details.
- Information about user scope, permission and group
- Mobile app download icon and link for iOS and Android
- Help Site Link
- Reset or Change Password Email:
- Company logo
- Event information with why password change request generated and by whom. whom
- Desktop (Web) and Mobile Password change link
- Mobile access code information
- System administrator detail
- App download icon and link for iOS and Android
Impacts: No Impact
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Column in
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List to Identify User Password Status
Configurable: No
- Title: NA
- Public/Private: NA
- Default: NA
Existing System:
- Doesn't option to see the password status of a user.
Purpose: To know user password status, whether welcome mail sent, password reset by user, password has expired, etc.
Enhanced System:
- Introduced new column password status, user can add the column to list to know users user's password status.
- Password Status
- Send Welcome Email - User created but welcome email has not sent
- Active Password - User having proper password to login. login
- Reset Password - User has received welcome email but not yet reset password to login.
- Expired Password - User's password has expired
- Password Status
- Password status wise view provided in the list to quickly filter users based on password status. status
- Views
- Welcome Email Not Set
- Password Not Reset
- Expired Password
- Views
- User can select the view and send Welcome Email and Password Reset Email to bulk user.
Impacts: No Impact
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Bulk “Password Reset” and “Send Welcome Email”
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Buttons
Configurable: No
- Title: NA
- Public/Private: NA
- Default: NA
Existing System:
- No option to send welcome email to bulk users.
- No option to reset password of bulk users
Purpose: To manage welcome email and reset password of bulk users.
Enhanced System:
- Send Welcome Email: Allow to select multiple users from list or select Welcome Email Not Sent View to send welcome email to users.
- Password Reset: Allow to select multiple user users and reset their password passwords
Impacts: No Impact
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Validation for
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Sending User Welcome Email
Configurable: No
- Title: NA
- Public/Private: NA
- Default: NA
Existing System:
- Scope and permission not validated for sending welcome email.
Purpose: Don't allow to send welcome email to user who doesn't have scope and permission. Due to which , resulting in the user is being unable to login to log into system.
Enhanced System:
- Validation of scope and permission to send welcome email.
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Organization Structure
Configurable: No
- Title: NA
- Public/Private: NA
- Default: NA
Existing System:
- Don't have option to import organization structure
Purpose: Provide option to import organization structure for enterprise structure and locations
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- Import enterprise structure
- Import location based on enterprise structure
- The data will be processed with job with within 24 hrs hours of file upload
- Data limit recommendation for organization import is 5000 5,000 records due to performance issue and load on server. server
Impacts: No Impact
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Tool for
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Adding Users
Configurable: No
- Title: NA
- Public/Private: NA
- Default: NA
Existing System:
- Don't have option to import user
Purpose: Provide option to import user
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- Import user
- Import user using template user, if template user has selected for the user it will not consider other information provided for the user like such as scope and permission.
- Using user import tool the existing user's detail, scope and permission can be updated. It will check with login name and email id ID for updating existing user's information.
- Template user's can be imported to application by selecting the User Type as "Template"
- The data will be processed with job with within 24 hrs hours of file upload
- Data limit recommendation for user import is 5000 5,000 records due to performance issue and load on server. server
Impacts: No Impact
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Top Header to Display Mobile App Information
Configurable: No
- Title: NA
- Public/Private: NA
- Default: NA
Existing System:
- Widget to display mobile related information
Purpose: To display mobile information quickly, so it will to increase the mobile app usage and required information how to access mobile app.
Enhanced System:
- Display mobile icon on home page top header
- On click of the icon, display Access Code Code of the site, Help Link and icon with path to download iOS and Android app.
Impacts: No Impact
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Your User Name and Password?
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Link on Login Screen
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Would Like to Toggle Between Password Visibility
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Web Login Page
Configurable: No
- Title: NA
- Public/Private: NA
- Default: NA
Existing System:
- Forgot Password option in login page
Purpose: To improve user login experience of the user experience
Enhanced System:
- Forgot Your Login Name: Send email to user with a link. By clicking on the email link, it will redirect to login screen and populate in the login name field.
- Forgot Your Password: Send email to user with a link. By clicking on the email link, it will redirect to change password screen.
- Toggle Password Visibility: Option show/hide password text
- FAQ: Login-related information
- Email Support Link with System Name: Change email support link to "Email to System Name"
- Display Mobile App Information on Login Page: Display mobil mobile app information and , click on click of the icon to display information how to download and use the app.
Impacts: No Impact
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Feature with Never Expire Password
Configurable : Yes
- Title: Maxexpiredays
- Public/Private: Private
- Default: 30
Existing System: No option to turn off password expire feature.
Purpose: Turn off password expire feature
Enhanced System:
- Change configuration value to zero, so it will bypass the password expire validation
- Don't display password expire
Impacts : NA
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69288 User Would Like to Export Data from List (SOA) to
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Google Sheet
Configurable: Yes
- Title: Google Sheet Integration
- Public/Private: Private
- Default: No
Existing System:
- Allow to export to Excel
Purpose: To export list records to Google Sheet
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- Feature to export list data to google sheet Google Sheet
- Authenticate google Google account to which data will export
- Display data in google sheet.Google Sheet
- Google sheet Sheet name will be Type of List and Filter information," e.g., "Action Item - Due Date Between 'Mar 01, 2020' And 'Mar 31, 2020'
- There is no sync mechanism between google sheet Google Sheet and application. So , so after export, any changes to data in application or google sheet Google Sheet will not reflect automatically.
Notes: This feature will be available only in Demo and ProcessMAP Internal site. Currently in development testing phase, will be available after April 15th to Product Demo and Internal sites. It will be available for all customer in the v20.2
The customer site URL needs to configure to enable the feature. Raise CRF for IT team to add the URL
List Screen :
Authentication :
Google Sheet :
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Configurable: No
- Title: NA
- Public/Private: NA
- Default: NA
Existing System:
- Contractor information management is not available. available
Purpose: Option to manage Contractor Information both at Corporate and Site level. level
Enhanced System:
- Option to add contractor from corporate and and site level.
- Corporate contractor will be available for all locations. If , if required to exclude from few locations, can be done by removing the scope.
- Contractor information will be unique across all the locations based on Contractor Business Name, if the contractor available for other location can be added to a specific location without creating the data again.
- While creating a contractor if the contractor business name match with other location's contractor business name, it will display message "This Contractor Business Name already exists. Do you want to add to this location?"
- Contractor Business Name will appear in Employment Detail section of employee detail screen. Contractor , contractor autocomplete will display contractors as per the location selected for the employee.
- If contractor is selected for an employee, contractor information will auto-populate to contractor field of parent screen while selecting the employee using employee pick list.
Note: Contractor Information is customer specific, so to make use of the feature, need to make necessary changes to the module first. , Contractor field will display for Employment type Offroll and Subcontractor.
Menu:
Contractor Detail:
Existing Contractor Message and Auto added Added to another locationAnother Location:
Employee Detail & and Pick List:
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Inactivate,
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Application Will retain User Scope and Permission for Location's Mapped Other Nodes
Configurable: No
- Title: NA
- Public/Private: NA
- Default: NA
Existing System:
If node is inactivated, then all the users' scope and permissions are lost for all the all locations that are mapped to this node.
Purpose: Retain user scope and permission for for other node levels of a location when a mapped level get inactivated. gets inactivated
Enhanced System:
Do not delete users' scope and permissions for the locations where the location is mapped to multiple nodes under different enterprise structure.
Delete the user scope & and permissions, if the location is mapped to only that node.
Referece CRI - PMP-66327
Impacts: No Impact
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Needed for SSO
Configurable: No
- Title: NA
- Public/Private: NA
- Default: NA
Existing System:
- Issue with single logout functionality.
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Deleting all application, service provider and identity provided during session and cookies during single logout. logout
- To work the functionality properly, identify provider service url should URL should be configured with single logout. logout
Impacts: No Impact