Using WRMS - for OLPCers: Difference between revisions
Jump to navigation
Jump to search
| (4 intermediate revisions by the same user not shown) | |||
| Line 5: | Line 5: | ||
=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 "Primary User" (will get 'OrgMgr' and 'Manage' roles automatically). |
* 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: |
** Type: Client |
||
Keep usernames to firstname.lastname if possible. |
Keep usernames to firstname.lastname if possible. |
||
| Line 19: | Line 29: | ||
* Set the OLPC support staff members in the role of 'support' for that system |
* Set the OLPC support staff members in the role of 'support' for that system |
||
'''Create additional users for the deployment''' |
'''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 31: | Line 44: | ||
* 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]] |
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'