Maintaining Devices

A Device record is for storing information about each computer / tablet / phone the system is accessed from.
This information is necessary for System and IT Department Administrators who need to know which devices have access to the system.
A Device may also be granted permission to run exclusive batch processes, such as the Robot and raising the Lease a/c Charges, that can only be run from one Device at a time.
A Device accessing the system can be denied by using the Stop check box on the Device screen.

File

System Setup

Application Users

Device

Mandatory Prerequisites

Prior to creating a Device, refer to the following Topics:

Device Group - Maintaining Groups (Generic)

Screenshot and Field Descriptions: Device Tab

Device: this is the primary identifier for the Device.

Stop: this check box determines whether or not a ”Stop” has been put on the Device. By ticking this check box, the Device will be made unavailable to Users attempting to login.

Group: this determines the Group that the Device belongs to.

Name: this is the friendly name given to the Device. Examples might be ”Front Desk Computer”, or ”John Smith’s Laptop”.

Screenshot and Field Descriptions: Flags Tab

This tab contains check boxes for each of the exclusive batch processes in the system. Exclusive processes are so named because they should only ever be run from one Device at a time. When you put a tick in an exclusive batch process on a Device record, and save the record, any other Device record that has that exclusive batch process selected will lose it. Only one Device can have access to an exclusive batch process.

Note: Changes to Device flags do not take effect until you shut down and restart the application. Likewise, changing Device flags will not affect other users until they also shut down and restart the application.

Note: Your specific installation may have specific site settings to allow multiple Devices access to some exclusive functions. If you have any questions regarding this, please contact your Progenesis representative.

Shared or Site Optional Tabs

Other than Tabs described specifically in this Topic, the following may also be available (depending on Site Settings):

Comments: Shared Tab: Comments
Contacts: Shared Optional Tab: Contacts
Diary: Shared Optional Tab: Diary
History: Shared Optional Tab: History
Projects: Shared Optional Tab: Projects
References: Shared Tab: References
X-Refs: Shared Optional Tab: Cross References

How Do I : Search For and Maintain Entities

These General Rules are described in the Fundamentals Manual: How Do I : Search For and Maintain Entities

How Do I : Add a new Device

At the Device field, enter a new Device ID.
At the Stop check box, tick the box if you wish to stop Users having access to this Device.
At the Group field, locate the Group you would like to assign this Device to.
At the Name field, enter the name of the Device.
Switch to the References tab, and if there are fields available, enter any additional information required.
Switch to the Flags tab, and tick on the required check boxes.
Switch to the Comments tab, and enter any additional comments relating to the Device.
Click the Application tool-bar push button: Add.
Confirm that you wish to add the new record.

How Do I : Modify an existing Device

At the Device field, locate the Device.
At the Stop check box, tick the box if you wish to stop Users having access to this Device.
At the Group field, locate the Group you would like to assign this Device to.
At the Name field, enter the name of the Device.
Switch to the References tab, and if there are fields available, enter any additional information required.
Switch to the Flags tab, and tick on the required check boxes.
Switch to the Comments tab, and enter any additional comments relating to the Device.
Click the Application tool-bar push button: Change.
Confirm that you wish to change the record.

How Do I : Delete an existing Device

At the Device field, locate the Device.
Click the Application tool-bar push button: Delete.
Confirm that you wish to delete the record.

Note: A Device record can only be deleted if there are no other records associated with it. An example of an associated record might be an Audit entry.

How Do I : Suspend / Reinstate an existing Device

At the Device field, locate the Device.
Click the Stop check box to suspend / reinstate access to the Device.
Click the Application tool-bar push button: Change.
Confirm that you wish to change the record.