{"id":459,"date":"2022-02-02T11:46:50","date_gmt":"2022-02-02T16:46:50","guid":{"rendered":"https:\/\/www.pmievidencetracker.com\/manual\/?p=459"},"modified":"2022-05-19T13:34:33","modified_gmt":"2022-05-19T18:34:33","slug":"setup-tab","status":"publish","type":"post","link":"https:\/\/www.pmievidencetracker.com\/manual\/blog\/setup-tab\/","title":{"rendered":"Setup Tab"},"content":{"rendered":"\n

Setup Tab<\/h4>\n\n\n\n

The \u201cSetup\u201d <\/em><\/strong>tab (see figure 9) includes the following options: \u201cUser Admin\u201d, \u201cDefine Department\u201d, \u201cImport Data\u201d, \u201cGraphic Label Design\u201d, \u201cDB Col to Evid Log Field List\u201d, <\/em><\/strong>and \u201cSystem Setup\u201d. <\/em><\/strong>This is one of the most important areas on the application and the application admin should have a full understanding of this tab and the options in it.<\/p>\n\n\n\n

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Figure 9<\/figcaption><\/figure><\/div>\n\n\n\n
User admin<\/h5>\n\n\n\n

The \u201cUser Admin\u201d<\/em><\/strong> (see figure 10) option under the \u201cSetup\u201d <\/em><\/strong>tab is where the administrator will add other users, set or adjust user permissions, and reset passwords (see figure 10). (If your department recycles badge numbers, PMI suggests NOT<\/strong> using badge numbers as the \u201cID#\u201d<\/strong> for users)<\/u><\/em> Prior to editing a different user in the user field, the admin must save the changes he or she made to the currently selected user. The first user your department should create is a designated user with administrator privileges. The administrator is the individual who will have the responsibility to manage the program and determine what level of access each user will be assigned. The system administrator is the only user who can customize the application and access the setup tab. If your department purchased a \u201cStandard Package\u201d <\/em><\/strong>or above, the system accepts an unlimited number of users. With the option of unlimited users, the administrator can add an additional administrator to help cover shift gaps.<\/p>\n\n\n\n

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Figure 10<\/figcaption><\/figure><\/div>\n\n\n\n

To add additional users, select the \u201cAdd\u201d<\/em><\/strong> button, a new window will appear titled \u201cUser Name\u201d <\/em><\/strong>(see figure 11)with a box to input a new user name. After entering a new username, then select \u201cOK\u201d<\/em><\/strong> to continue.<\/p>\n\n\n\n

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Figure 11<\/figcaption><\/figure><\/div>\n\n\n\n

Once the administrator selects \u201cOK\u201d<\/em><\/strong> the \u201cUser Setup\u201d <\/em><\/strong>(see figure 12) will show the new username. The administrator will then need to add a first and last name, or something relative to the department such as \u201cSt. Johns\u201d <\/em><\/strong>(First Name) and \u201cSheriff\u2019s Office\u201d <\/em><\/strong>(Last Name) for \u201ccommunity users\u201d (common in the basic package with a limit of 2 users) and (optional) \u201cID#.\u201d<\/em><\/strong><\/p>\n\n\n\n

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Figure 12<\/figcaption><\/figure><\/div>\n\n\n\n

The next step in the process for adding a new user is to grant permissions to which the user will need to perform their duties as desired by the department head. To give a user access to specific parts of the application, check the corresponding permissions box(es). For example, the department head might want to allow a patrol officer to add or \u201center\u201d evidence but not access any other areas of the application. By ONLY <\/em><\/strong>checking the \u201cAdd Evidence\u201d <\/em><\/strong>checkbox, that user will have rights to add evidence and no other permissions. Once the administrator has completed setting up the individual, select \u201cSave\u201d<\/em><\/strong> and \u201cSet password\u201d <\/em><\/strong>to finish adding the user. Then provide that user with their assigned username, have them sign in, and set their password. When the user first tries to log in, they will get an error message \u201cIncorrect password or the User ID ********* does not exist. Try again.\u201d <\/em><\/strong>Do not be alarmed, this is the proper error message the application displays for incorrect passwords. The password must contain letters, at least one number, and one special character. Also, the password cannot relate to the username, first name, or last name of the user, and no double numbers (22) or double letters (oo). To save the password, DO NOT use the tab key the user MUST<\/u> use the mouse on this screen!<\/em><\/strong> (See figure 13).<\/p>\n\n\n\n

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Figure 13<\/figcaption><\/figure><\/div>\n\n\n\n

Continue this process until all desired users have access to the application and set their desired permissions or roles. Remember, only the administrator will have access to the \u201cUser Setup\u201d<\/em><\/strong> screen.<\/p>\n\n\n\n

permission definitions <\/h5>\n\n\n\n

The following list explains their available permissions and their role in the application.<\/p>\n\n\n\n

  • Admin<\/em><\/strong> \u2013 The \u201cAdmin\u201d<\/em><\/strong> permission gives access to all areas of the application, it also allows the user to change the Evidence Log layout, field header names, and edit drop-down lists.<\/li>
  • Add Evidence <\/em><\/strong>\u2013 The \u201cAdd Evidence\u201d <\/em><\/strong>permission allows the user to add evidence to the application and print a label for that evidence.<\/li>
  • Edit Evidence<\/em><\/strong> – Allows an authorized individual to edit existing records in the Evidence Log.<\/li>
  • View Evidence <\/em><\/strong>\u2013 Allows an authorized individual to only view evidence records.<\/li>
  • Delete<\/em><\/strong> Record <\/em><\/strong>–<\/em> Allows an authorized individual to permanently delete records.<\/li>
  • Print Label<\/em> <\/strong>– Allows an authorized individual to print labels.<\/li>
  • Run Report<\/em><\/strong> – Allows an authorized individual to view and print reports.<\/li><\/ul>\n\n\n\n
    • Design Label<\/em><\/strong> – Allows an authorized individual to have access to the label design portion of the program where they can design new labels or modify existing ones.<\/li>
    • Add Custody<\/em><\/strong>– Allows an authorized individual to check items in and out of the property room using the Custody Log.<\/li>
    • View Custody<\/em><\/strong> – Allows an authorized individual to view records in the Custody Log.<\/li>
    • Archive Records<\/em><\/strong> – Allows an authorized individual to move inactive records from the active evidence database file to an archive database file.<\/li>
    • Dispose<\/em><\/strong> \u2013 Allows an authorized individual to tag items of evidence for disposal.<\/li><\/ul>\n\n\n\n