L – References – Users

Users #

This section allows the definition of Users, to which Items, ITI’s, Assemblies and Kits can be issued. Within ATMS these are called “Stores Users”.

Do not confuse with “ATMS Users”, who are the ones to log in to ATMS. In some cases ATMS Users can be the same as “Stores Users”. When this happens they will have to be created twice, one in each relevant menu.

Users share some common details across all Points of Issue, but also have some POI specific details defined in the Point of Issue Assignments tab.

Common Details #

These details are common across all Points of Issue.

User ID:
This is the unique alphanumeric identifier for each user. It is recorded in the Transaction Log.

Usually, this is the user’s name.

An alternative name, used mostly on Vending Machines.

Cost Centre:
Previously defined in the Cost Centre tab. It is recorded in the Transaction Log. Useful for reporting purposes.

The Department to which the user is assigned. Useful for reporting purposes.

Number of Tools Before Warning:
Once this quantity has been reached, the next time a tool is issued to this user, a warning is displayed. If this feature is required, enter the numeric value into the text box.

Point Of Issue Assignments #

With the User in edit mode, select User > Add Point of Issue Detail from the top menu to assign him to one or more Points of Issues. It is possible to multi-select users, facilitating Point of Issue assignment for multiple users in one go.

Points of Issue assignments can include Tool Stores, Vending Machines and Electronic Cabinets.

Most Point of Issue Assignment fields are Vending Machine specific and can be seen in the corresponding tab.

This is the password to be used to gain access to Vending Machines or Cellular ATMS (ctm). Cellular ATMS can manage Electronic Cabinets or Tool Stores.

Image File:
Enter a link to an image file here if you want to display a picture of the user when they log into Vending Machines or Cellular ATMS.

Allow to Login:
Check this box if you want the user to be able to log into the Vending Machine.

Image File:
This is the name of the file containing a user photo.

Dispense Used Items First:
When there is a choice between new and used items, a user with this box checked will be required to take used items.

Log Out After a Transaction:
When this box is checked, the user will be returned to the login screen whenever a transaction is completed.

User Is a Demo User:
This function allows the user to function in a “training mode”, where he can perform transactions, but they do not count.

Restrict to Single Compartments:
Checking this box allows the user access to the contents of only one compartment of a drawer at a time.

Can Access External Stock:
This box either allows or disallows access to External Stock locations.

Can Size Grid:
This allows users to size the selection grids in the User Interface.

Offer Drawer Choice (M/R):
Checking this box allows users to choose between locations when there is a maximum and a reduced security location.

Rationing Policy:
This regulates how the user interacts with Rationing.

1- This User Ignores Rationing:
The user is allowed complete freedom from any rationing.

2- Only Log When Ration Exceeded:
The user may exceed rations, but it is noted in the Transaction Log.

3- Prevent Ration Being Exceeded:
The user is prevented from exceeding rationed amounts (default).

Can Change Kit Issue:
This allows the user to change the number of pieces issued as part of a kit.
Can Exceed Kit Qty:
This allows the user to withdraw more than the specified number of pieces for a kit.

Can Ignore Kite Item Shortage:
This allows the user to withdraw a kit even though one or more items may be lacking.

Transactions #

To assign Vending Machine transactions to users highlight the user or users from the Point of Issue Assignments tab and select User > Transactions from the top menu. You can select multiple users using the CTRL or Shift keys.

The reason the selection is done from Point of Issue Assignments and not from the Common Details tab is that a user can have different transactions assigned for different Vending Machines.

A window like the one below will be displayed. Double-click on the transactions you want to assign to the user/s.

When multiple POI/Users have been selected some transaction boxes might be shown solid coloured, this means that some, but not all of the POI/Users have access to them.

Group Membership #

Group Membership are assigned in the same way as Transactions. Access this option from User > Group Membership. A User can be assigned to one or more User Groups.

User Groups need to be created previously in the corresponding tab.

See User Groups sections below for further explanation.

Suppliers #

Suppliers are also assigned in the same way. Access this option from User > Suppliers.
Suppliers need to be created previously in the corresponding tab.

User Groups #

User Groups are, as the name suggests, groups of users.

There are many reasons why you might want to group users together and many ways to group them. Most commonly, they are grouped together by some common trait- perhaps they work on the same line or are members of the same shift. Some may need only to take items from the ToolBoss while others may need access to functions like Supervisory Undo or Inventory Adjustment.

This points out the most common use of User Groups: giving sets of people the same transaction privileges. In a shop with a dozen or so employees, this might not be convenient, but where there might be hundreds involved it becomes easy to see why assigning privileges to a group of users instead of to each individual user could be helpful.

User Groups’ Transactions are assigned in the same way as the Transactions for individual Users, from the top menu User Groups > Transactions.

Another use of the User Group is for restricting access to items. Just as when dealing with permissions, it is often more convenient to apply Restrictions or Rations across a group of users rather than to each individual user.
And, with all of these, you can single out individual users for greater access simply by giving it to the individual user; his permissions and/or access will be combined with those he receives as a member of a group. Users can also be members of multiple groups, with permissions and access combining here as well.

Restrictions and Rationing are applied from the Vending Machines’ software utilities.

User Group ID: A unique alphanumeric identifier for each User Group.

Description: A description or additional information about the User Group.