Using WRMS - for OLPCers

Summary

• In rollout as of July 2010
• Points of contact: Reuben Caron, Martin Langhoff

Procedures

Received my login details to WRMS, what do I do now?

First -- login to the system! You will want to

• Change your password (for security reasons).
• Setup an email filter in your email account to handle messages from WRMS
• Add your contact details
• Looking at the 'Systems' list, click Requests to see the open requests for any given deployment.
• For more advanced reports, setup "saved searches" that show open WRs that are relevant to you. See 'Overview reports' in the Using WRMS page for more info.

Setup a new deployment

• Create a New Organization, with a new System, and an "Primary User" (will get 'OrgMgr' and 'Manage' roles automatically).
  • We use the same_ short name / abbrev for the Organization and the System. Use a 2-letter country code if possible. For regional or small deployments, use 2-letter country code plus a region or org code. (Example: ARLR for Argentina - La Rioja)
  • Type: Client

Keep usernames to firstname.lastname if possible.

Assign the OLPC staff that will be assigned for new WRs:

• Go to the System just created
• Set the OLPC support staff members in the role of 'support' for that system

Create additional users for the deployment.

• Set the right Organization
• You will have to email login details manually.
• Set user-roles and system-roles as indicated below...

For managers:

• Under 'user role' mark 'OrgMgr' and 'Manage'
• After saving the user record, the 'system' appears at the bottom of the form; set to 'coordinate'.

For non-managers:

• Under 'user role' mark 'Request'
• After saving the user record, the 'system' appears at the bottom of the form; set to 'Enter requests'.

Send the deployment team a welcome note with a link to Using WRMS :-)

Setup a new OLPC user acct

• 'New user'
• Set the right Organization
• For support staff...
  • Set the role as 'Support'
  • After saving the user record, the 'Systems' section appears at the bottom. Set 'support' for all the relevant systems.
• For dev staff...
  • After saving the user record, the 'Systems' section appears at the bottom. Set 'allocatable' for all the relevant systems.
• For admin & mgmt staff...
  • Set the role as 'Admin'