Staff Members Screen Cheat Sheet

Hint

To create a PDF Document of this page to print, click on the "..." located on the top right hand side of this page, then select, "export to PDF"

General Reminders

Whencreating a new user remember to click the Clear button before starting
To assign a role or zone right-click inside the User Roles box or the User Zones box (see screenshot)
All users must be assigned the ''basic_user'' role
BB Conn Details controls how often mobile devices will attempt to update data
A Reasonable value: ''60,7,19,MON,TUE,WED,THU,FRI,SAT,SUN''
''Format:'' poll-period,start,end,day[[,day]...
poll-period is specified in seconds
start is the first hour in 24hr time
end is the last hour in 24hr time
day is the three letter code for the day
To disable user login (ie. staff member quit): Remove all roles except ''basic_user''

Any User ID created in the User ID field cannot contain any spaces or special characters. User Ids must only be numbers and/or letters

Roles

Role	Description
basic_user	This role must be applied to all users.
driver	Use only for drivers, allows access only via the IDS Mobile App
calltaker	Allows access to Trip Entry, Scheduling, Trip Search and Account Entry
dispatcher	Allows access to Trip Viewer, Trip Entry, Trip Search, Scheduling, Drivers, Trailers, Dispatch and Account Entry
billing	Allows access to Trip Viewer, Trip Entry, Pricing/Posting, Trip Search, Invoicing & Reports, Scheduling, Account Entry and Staff Members
admin	Administrator. Allow access to everything
route	Represents a Route, not a user
trailer	Represents a Trailer, not a user

Hotkeys

Hint

Most buttons have an associated hotkey indicated by an underline. Press and hold the Alt key and tap the underlined letter to perform that button's function.

HotKey	Equivalent Button	Function
''Alt+U''	Update User	Updates Staff Member
''Alt+F''	Find User	Finds user by username field.
''Alt+C''	Clear	Clear all fields and fill in some useful defaults
''Alt+A''	Audit	show the audit for current staff member