Wx_OPUS_Section_M1_A..
Contents
1. Program Historical Management Reports Help Version 2 10 23T User View User Details Agency OREGON HOUSING AND COMMUNITY SERVICES Username a Active Y First Name TEST Last Name USER Middle Name NMN Initials TU Title TEST USER Roles INTAKE MANAGER REPORT VIEW ADMIN E mail test user hcs state or us Edit Roles Phone 503 986 2104 Modules E2C2 ENERGY FISCAL HMIS COC WEATHERIZATION Last edited at 06 27 2012 02 34 PM by TESTUSER A Disable User_ Disable User All Modules Edit User D nn etl Timeout 19 57 Data Classification 2 ith Internet Explorer 5 5 SP2 or higher Figure 6 10 User View screen 2 On the User Edit screen check box Reset password A manager would use this feature if a current user forgot the password or if an agency has a policy to reset passwords for routine reasons reference figure 6 11 160 WEATHERIZATION OPUS User Manual Section M1 Agency Management Functions HOME Log Out n F OPUS Agency OHCS Weatherization Program Client Historical Management Reports Help eS eee eee eee eee Version 2 10 23T User Edit Fields marked with are required User Name and Password REQs User Name Lis e First Name fest CS Last Name USER Middle Name NMN Initials TU Title FTESTUSER E mail brent holmes hes state orus Phone 502 986 2104 eg 52. Agency Management Functions HOME Log Out 4 gt OREN Agency OHCS aaa Weatherization n E Version 2 10 23T client Program Historical Management Reports Help User New Fields marked with are required User Name and Password REQs User Name L First Name a Last Name CE Middle Name Po Initials D Title EE E mail EE Phone D 503 000 0000 et Agency O E Timeout 17 53 Data Classification 2 1 Internet Explorer 5 5 SP2 or higher Figure 6 8A User New screen User View The User View screen allows a manager to view or edit information on an individual user and to view Roles permission level a user has been assigned reference figure 6 9 To edit roles follow the instructions listed below 155 WEATHERIZATION OPUS User Manual Section M1 Agency Management Functions Log Out k OPUS Agency OHCS Se Weatherization Client Program Historical Management Reports Help Version 2 10 23T User View User Details Agency OREGON HOUSING AND COMMUNITY SERVICES Username Active First Name TEST Last Name USER Middle Name NMN Initials TU INTAKE MANAGER REPORT VIEW ADMIN E mail test user hcs state or us Edit Roles Phone 503 986 2104 Title TEST USER Roles Modules E2C2 ENERGY FISCAL HMIS COC WEATHERIZATION Last edited at 06 27 2012 02 34 P
3. The user s name stays in the database in an inactive list and never really deleted To locate a user that could have been deleted refer to Possible Deleted User previously discussed To cancel a user account a manager will click the Disable User or Disable User All Modules button reference figure 6 9C For user s who have access to multiple modules it s best to use Disable User All Modules OPUS FE Weatherization client HOME Log Out Historical Program Management Reports Help Version 2 10 23T User View User Details Agency OREGON HOUSING AND COMMUNITY SERVICES Username E Active Y First Name TEST Last Name USER Middle Name NMN Initials TU Title TEST USER Roles INTAKE MANAGER REPORT VIEW ADMIN E mail test user hcs state or us Edit Roles Phone 503 986 2104 Modules E2C2 ENERGY FISCAL HMIS COC WEATHERIZATION Timeout 19 57 Data Classification 2 1 Internet Explorer 5 5 SP2 or higher Figure 6 9C User View Delete User screen 159 WEATHERIZATION OPUS User Manual Section M1 Agency Management Functions Reset User Password Setup 1 Using the User View click the Edit User button or the Edit User link in the Left Nav Bar The User Edit screen will appear reference figure 6 10 HOME Log Out OVEN Agency OHCS Weatherization Client
4. an individual user s roles reference figure 6 6 151 WEATHERIZATION OPUS User Manual Section M1 Agency Management Functions PY 3 OPUS Agency OHCS IS Weatherization Client Program Historical Management Reports Help Version 2 10 23T User View User Details Agency OREGON HOUSING AND COMMUNITY SERVICES Username fF O Active y First Name TEST Last Name USER Middle Name NMN Initials TU INTAKE MANAGER REPORT VIEW ADMIN E mail test user hcs state or us Edit Roles Phone 503 986 2104 Title TEST USER Roles Modules E2C2 ENERGY FISCAL HMIS COC WEATHERIZATION Last edited at 06 27 2012 02 34 PM by TESTUSER Disable User Disable User All Modules Edit User Timeout 19 57 Data Classification 2 h Internet Explorer 5 W screen or higher Possible Disabled User IMPORTANT NOTE If there is a possibility that a user might have been previously granted access to OPUS but a search results indicates no match follow these steps 1 Reference the procedure User Search In Search Results if a specific user s name does not appear click the boxes Show Active Users Only and w Rights to This Module removing the Checkmark then click Search reference figure 6 7 These steps will allow an agency s users to appear regardless what module the user has permission to work in and it will show all users who have been di
5. appear This step needs to be repeated for each specific role that requires permission within it to be edited reference figure 6 9B 157 WEATHERIZATION OPUS User Manual Section M1 Agency Management Functions N HOME Log Out z OP S Agency OHCS U t SX Weatherization Client Program Historical Management Reports Help Version 2 10 23T User Action Edit REPORT Weatherization Reports 158 Name TEST NMN USER Username Ei Edit Actions within Role Allow Den Ce WX Client Characteristics OI WX Energy Type Labels OI WX Funding Summary OI WX Furnace Replacement OI WX Grant Costs Ce WX Health And Safety Job Costs OI WX Historical Furnace Replacement OI WX Historical Grant Cost Report OI WX Historical Health And Safety Job Costs OI WX Historical Quarterly Report ce WX Historical Re Weatherization Report ce WX Historical Report Main Ce WX Quarterly Report OI WX Re Weatherization Report Ce WX Reports Main OI WX SHPO Report OI WX WX Client Report OI WX WX Job Report OI WX Zip Code Labels Timeout 17 38 Data Classification 2 munity Se HOME Logout e ed with Internet Explorer 5 5 SP2 or higher Figure 6 9B User Role Edit screen WEATHERIZATION OPUS User Manual Section M1 Agency Management Functions Disable User When users are disabled the user s name is basically cancelled
6. 03 000 0000 Ext __ Agency OHCS EB Timeout 19 57 Data Classification 2 h Internet Explorer 5 5 SP2 or higher Figure 6 11 User Edit Reset Password screen 3 Click the Save Changes button The User View screen will display The user will need to log in the next time with a temporary password reference Section One Basic Operations 161 WEATHERIZATION OPUS User Manual Section M1 Agency Management Functions THIS PAGE LEFT BLANK
7. M by TESTUSER Disable User Disable User All Modules Timeout 19 57 Data Classification 2 Oregon Housing and Community Services All Rights Reserved Site best viewed with Internet Explorer 5 5 SP2 or higher Figure 6 9 User View to Edit screen User Role Edit The User Role Edit screen allows a manager to grant or adjust the roles and actions a user has access to on an as needed basis per screen or assigned task To edit user roles and actions follow the steps below Note There are two steps issuing roles The first step is establishing permissions for a user For each role there is a default set of actions which initially allows permissions to all the actions associated within the specific role Setup 1 On the User View screen click the Edit Roles button or click on the Edit Roles link in the Left Nav Bar reference figure 6 9 above The User Role Edit screen will appear 2 On the User Role Edit screen select the role s the user will have access to reference figure 6 9A below then click the Update button to apply the roles The User View screen will appear again The Roles are now listed in the User View screen reference figure 6 9C This completes Step One If the user needs all the default permissions associated with a given role there is no need to do any further steps There may be times when a user needs additional permissions within a role so t
8. Section M1 Agency Management Functions Program coordinators and managers will learn how to use the management screens Agency Program Grant APC and User Most screens are processes that involve setting up programs funded thru OHCS local programs which are temporary local programs or agency match funds that are used to assist low income families Agency 148 Program 149 APC Agency Program County 149 User 150 Search 150 Possible Disabled User Reactivating Inactive User 152 New 154 View 155 User Role Edit 157 User Action Edit 157 Disable User 159 Reset User Password 160 All SSNs throughout this manual have be covered for confidentiality purposes even though the test database was used 147 WEATHERIZATION OPUS User Manual Section M1 Agency Management Functions Agency Screens The Agency Management screen functions are not available in the OPUS Weatherization Module to Add Delete or Edit agency information contact the OPUS Helpdesk at opushelp hcs state or us Include the following minimum information with your request NEW AGENCY INFORMATION WORKSHEET NEW CHANGE DEACTIVATE 1 Agency Name 2 Tax Payers ID 3 Subrecipient YES NO If YES Subrecipient to which agency 4 Contact Information Telephone Number Fax Number 5 Physical Address Street Address No P O Boxes City State Oregon Zip Code 6 Mailing Address Street A
9. ddress City State Zip Code Figure 6 1 New Agency Worksheet 148 WEATHERIZATION OPUS User Manual Section M1 Agency Management Functions Program Screens The Program screen functions are not available at this time in the OPUS Weatherization Module to Add Delete or Edit programs and or apc s contact the OPUS Helpdesk at opushelp hcs state or us Include the following minimum information with your request PROGRAM APC WORKSHEET All fields marked are required PROGRAM Name ACRONYM 2 DIGITYEAR Code e g WAP 12 EFFECTIVE DATE Start Date MMDDYYYY End Date MMDDYYYY Shared Yes No PROGRAM YEAR Federal Poverty Year Oregon Median Income Year APC Agency Program County Agency County Program Grant Start Date MMDDYYYY End Date MMDDYYYY REMARKS COMMENTS 1 APC without a county denotes a Parent level APC APC with a county denotes the APC is a Child level APC Figure 6 2 Program APC Worksheet 149 WEATHERIZATION OPUS User Manual Section M1 Agency Management Functions User Screens A manager sets up user accounts and roles permissions in the OPUS system for the agency staff Staff roles and actions depend on what job functions are to be performed by individual working in OPUS Some users will have minimum view only access Some users will need additional
10. hey can do specific actions within a specific role At the same time there might be permissions within a specific role that a user does not need access to perform To customize permissions within a role follow the instructions below 156 WEATHERIZATION OPUS User Manual Section M1 Agency Management Functions User Action Edit Setup On the User Role Edit screen 1 Click on Edit Actions reference figure 6 9A The User Role Action Edit screen will appear reference figure 6 9C OPUS Agency OHCS Weatherization Client Program Historical Management Version 2 10 23T User Role Edit Name TEST NMN USER Username RS User Roles How To Check box next to Role as needed To Edit a Role Click the Edit Actions link Note A role must first have been assigned and saved before the Edit Actions link is available MANAGER Vv Edit Actions INTAKE Vv Edit Actions REPORT F Edit Actions ADMIN Vv Edit Actions Timeout 19 56 Data Classification 2 nternet Explorer 5 5 SP2 or higher tights Rese Site best view e I Figure 6 9A User Role Edit screen 2 On the User Role Action Edit screen a manager can Allow or Deny permissions within any specific role The permissions are decided by the OPUS Administrator and Manager s of the agencies Once permissions have been assigned click the Save button The User View screen will
11. in the OPUS System Setup On the User Search screen 1 Using the left Nav Bar under User click New reference figure 6 8 The User New screen will appear next reference figure 6 8A Tey 4 OPUS Agency OHCS ik i X Weatherization Client rogram istorica Management HOME Log Out Reports Help Version 2 10 23T User Search Login Name L First Name L e g John Last Name L e g Smith E mail Jeg bob yahoo com El Agency M Show Active Users only M w Rights to This Module Figure 6 8 User Search New User screen Type or select all fields marked are required User name Note Refer to the User name and password requirements link First name Last name Middle name or initial optional Initials Title Role includes the Permission Levels by screen E mail OHCS communicates regularly via e mail OPUS Temporary Passwords are sent automatically via email OPUS Broadcasts are via e mail along with announcements Make sure the e mail address is correct OPUS Broadcasts are announcements from OHCS stating something is wrong or something is being worked on updated or fixed OPUS Broadcasts are done on URGENT basis only Read all OPUS Broadcast Phone and Extension if applicable Agency Click the Save button to save The User View screen will appear next 154 WEATHERIZATION OPUS User Manual Section M1
12. roles to process client intakes and or reports Some users will have additional roles for management functions There are six types of User screens Search New View Edit User Role Edit and User Action Edit User Search The User Search screen allows a manager and or another user to search for a person who is registered in OPUS Setup On the Message of the Day screen 1 Using the Main Menu scroll the mouse over Management down to and click User reference figure 6 3 The User Search screen will appear next reference figure 6 4 HOME Log Out Agency OHCS iS Weatherization Client Program Histe Figure 6 3 User Menu ll OPUS agency ocs Ai gt ie Weatherization Client Program Historical Manac Version 2 10 23T User Search Login Name First Name LC e g John Last Name e g Smith E mail e g bob yahoo com M Show Active Users only M w Rights to This Module Fr View Screen Search Resu In Results clid Timeout 19 25 Data Classification 2 Internet Explorer 5 5 SP2 or higher Figure 6 4 User Search by agency screen 150 WEATHERIZATION OPUS User Manual Section M1 Agency Management Functions 2 Enter a user s name or search by Agency Note Parent agencies have access to sub agency staff within their structure To search by Agency use the drop down a
13. rrow and select the appropriate agency and click Search To search by user name type in the first and or last name then click Search A list of staff members will appear in the Search Results In the Search Results user names can be placed in alphabetical order by first name last name or login name by clicking on the link s reference figure 6 5 HOME Log Out OPUS Agency OHCS ni Weatherization Client Historical Program Management Reports Help Version 2 10 23T User Search Login Name LC First Name _ I e g John Last Name L e g Smith E mail eg bob yahoo com OHCS El M Show Active Users only Vows Rights to This Module In Results click Name to see User View Screen CDG E mail Agency Name RONALD TOUS ronald toub hcs state or us OHCS BRENT HOLMES Login brent holmes hcs state or us OHCS KERRI HAWORTH names Kerri Haworth hcs state or us OHCS EARL RUTLEDGE wal john rutledge hcs state or us OHCS STEVE DIVAN aa steven divan hes state or us OHCS blocked SARAH MENTZER Sarah Mentzer hcs state or us OHCS TEST USER test user hcs state or us OHCS LIEM NGO liem ngo hcs state or us OHCS Timeout 17 24 Data Classification 2 xplorer 5 5 SP2 or higher Figure 6 5 User Search with Search Results screen 3 Click on a name to see User View screen The User View screen allows a manger to view
14. sabled To reactivate a disabled user reference the Reactivate a User section listed below 152 WEATHERIZATION OPUS User Manual Section M1 Agency Management Functions HOME Log Out BI OPUS agen ocs aon Weatherization Client Program Historical Management Reports Help Version 2 10 23T User Search Login Name First Name e g John Last Name e g Smith E mail e g bob yahoo com Agency ONES how Active Users only Rights to This Module Search Results In Results click Name to see User View Screen Fi m Last Name Login Name mail Agency Name RONALD TOUB RTOUB ronald toub hcs state or us OHCS BRENT HOLMES Login brent holmes hcs state or us OHCS KERRI HAWORTH names Kerri Haworth hcs state or us OHCS EARL RUTLEDGE have john rutledge hcs state or us OHCS STEVE DIVAN ir d steven divan hes state or us OHCS SARAH MENTZER Sarah Mentzer hcs state or us OHCS TEST USER test user hcs state or us OHCS LIEM NGO liem ngo hcs state or us OHCS Timeout 17 24 Data Classification 2 th Internet Explorer 5 5 SP2 or higher Figure 6 7 Searching for users Active users and rights to the module screen 2 If there are no matches found in the database a manager can create a new user 153 WEATHERIZATION OPUS User Manual Section M1 Agency Management Functions User New The User New Screen allows a manager to create a new user
Download Pdf Manuals
Related Search
Wx_OPUS_Section_M1_A..