Using WRMS - for OLPCers: Difference between revisions

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(Created page with '=Summary= * In rollout as of July 2010 * Points of contact: Reuben Caron, Martin Langhoff =Procedures= == Setup a new deployment== * Create a new Organization, with a new Sys…')
 
 
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=Procedures=
=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==
== Setup a new deployment==


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


Keep usernames to firstname.lastname if possible.
Keep usernames to firstname.lastname if possible.


'''Assign the OLPC staff that will be assigned for new WRs''':
⚫
Create additional users for the deployment. You will have to email login details manually.

* 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:
For managers:
Line 25: Line 43:
* Under 'user role' mark 'Request'
* Under 'user role' mark 'Request'
* After saving the user record, the 'system' appears at the bottom of the form; set to 'Enter requests'.
* 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'

Latest revision as of 20:39, 25 June 2010

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'
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