Operators

Navigation:  Managing a Site > Operator Management >

Operators

Previous pageReturn to chapter overviewNext page

 

Overview

 

An Operator is the person who uses devices to perform certain tasks (inventories, picking operations, etc.). Operators do NOT have access to the account or site dashboard. They are organized into operator groups which vary according to the location's internal structure (for instance, a "Day Shift" operator group and a "Night Shift" operator group).

 

To access the Operators sub-module, click Operators Button(in the Control Panel section) and, in the resulting row below, select Operators Sub Module Button.

 

Control Panel Operators Management

 

The image below illustrates the page that is accessed when clicking Operators Sub Module Button.

 

Operators Page

 

This page displays the operators included in a site.

 

You can adopt the "All groups" view or filter the operators display:

 

Since operators are always a part of an operator group, you can filter the display by operator group, meaning, the page only displays the selected operator group with all its operators.

To do so, click No Filter Button (located below the operator icon). This enables the "Group:" drop-down box with a list which includes the "All groups" and "Default" options, by default, and the operator groups you have created.

 

Not only can you filter the view (by operator groups) you also control the displayed information regarding operators by selecting the most appropriate view (Properties or Status).

To do so, click No Filter Button (located below the operator icon) and, in the "View" drop-down box, select the most appropriate view for the information you want to have displayed.

 

 

Status Icons associated to Operators

 

The display of operators is associated to a range of icons that inform you of their current status.

Below is a list with those icons and what they represent:

 

Icon

Description

clip0006

Operator status “Enabled”.

clip0012

Operator status “Disabled” or "Locked".

Button Logged Off

Operator is logged off.

Button Logged On

operator is logged on.

 

 

Available View Modes

 

To select the most appropriate view, click No Filter Button (located below the operator icon) to access the "View" drop-down box and select one of the available options.

Each view displays specific information according to the selected view's criteria.

 

DEVICES PROPERTIES VIEW Properties view

 

Operators Page Properties View

 

The "Properties" view displays the following information:

 

Status columns

The initial columns display status icons regarding the operator's current status.

Operator Name

The operator's name.

Operator ID

The operator's identification number in the account.

Operator Group

The operator group the operator is included in.

Reference Code

The operator's identification in the customer's own management software system (ex: ERP or WMS systems).

Language

The language used by the operator in the application.

Role

The operator's role within the application.

 

Operator Status View Icon Status view

 

Operators Page Status View

 

The "Status" view displays the following information:

 

Status columns

The initial columns display status icons regarding the operator's current status.

Operator Name

The operator's name.

Operator ID

The operator's identification number.

Operator Group

The operator group the operator is included in.

Device Name/Alias

The name/alias of the device the operator is currently logged in.

Application

The application in the device being handled by the operator.

Last Login/Logout Date

The date of the operator's last login and log out.

 

The "Operators" page offers the following options to control the displayed information:

 

Operators Page Navigation

 

No Filter ButtonUse this button to display hidden options. In this case, when clicked, it expands to display the "Group:" and "View:" filters.

 

Site management items displayedUse these buttons to control how many items are displayed at a time. Click one of the options (10 items per page/20 items per page/50 items per page/100 items per page).

 

search boxUse the search box to look for specific list items.

 

a. Enter what you want to search for.

b. Click lupa button or press <ENTER> in your PC keyboard to initiate the search.

c. To conclude the search operation, empty the search box and click lupa button or press <ENTER> in your PC keyboard.

 

Button_RefreshClick this button to refresh the page's information.

 

Operators Page Navigation ButtonsUse the buttons, included in this bar, to organize the listed items of the corresponding column:

button_view ascendingby ascending order.
button_view descending by descending order.

 

Button Select all 3Click this button to select all the listed items. In this case, all the operators.

 

 

Available Operations

 

To add an operator to an operator group, use the Add Operator Header Button button. For more information, see Adding an Operator.

 

To delete an operator, use the Delete Header Button button. For more information, see Deleting an Operator.

 

To copy an operator, use the Copy Operator Header Buttonbutton. For more information, see Copying an Operator.

 

To move an operator to another operator group,use the Move Operator Header Button button. For more information, see Moving an Operator.

 

To reset an operator's adaptation, use Reset Adaptation Header Button. For more information, see The Adaptation Process.

 

To import operator profiles, use the Import Operators Header Buttonbutton. For more information, see Importing Operators.

 

To export the displayed device list, click Export Header Button and proceed as follows:

 

TIP

Since the export only includes the information on current display, make sure the displayed operator list includes all the information you want to export. This requires selecting the operator group to be displayed as well as the view, because each view provides different information concerning the operators.

 

Step-by-step

1. To view the "Group" and "View" drop-down boxes, click No Filter Button (located below the operator icon).

 

Operator Group and View Filter

 

2. Select the required operator group and view in each corresponding drop-down box.

 

3. Click Export Header Button .

 

Export Operators Confirmation

 

4. Click Confirm button to conclude the operation. The operator list is exported to an Excel File format.

 

The conclusion of the export operation depends on the web browser used. You should be able to save the Excel file in your local computer or open it directly after the download.

 

 

This chapter includes all the aspects associated to operators (operator profile details, adding an operator to an operator group, moving operators from one group to another, deleting an operator profile, etc.). The table below refers the user profiles that have access to the described operations:

 

Note

Keep in mind that the Account Administrator and/or the Site Manager, at a lower level, can restrict other users' access rights. This user guide is presenting all the possibilities in terms of access.

 

 

Topic/Operation

Description

User access

Operator Details

View the operator's profile and current status information.

Account Administrator

Site Manager

Site User

Adding an Operator

Add operators to operator groups.

Account Administrator

Site Manager

Site User

Importing Operators

Add operators to operator groups by importing operator lists.

Account Administrator

Site Manager

Site User

Copying an Operator

Copy an operator profile.

Account Administrator

Site Manager

Site User

Editing Operator Details

Edit the operator's profile.

Account Administrator

Site Manager

Site User

Moving an Operator

Move an operator profile from one operator group to another.

Account Administrator

Site Manager

Site User

Deleting an Operator

Delete an operator profile.

Account Administrator

Site Manager

Site User