User Management – Define User Role, Work Center & User Visibility Profile - Manage User, Shift & Crew Settings

User Management

User security and management are part of important features of ODM system. It enables system modification and user access to be traceable for audit trail. Besides, it manages and controls the user access to system functionalities and data / information.

User Management: User Access Control

The user access in ODM is controlled and managed by the following:

1. User Role - What can you do

- the permission to perform specific functions in ODM system
- e.g. modify user account, schedule task, modify checklist, approve task, etc

2. User Visibility - What data can you see

- the permission to access the the system contents or data that is logged in the system, by zone, work centre and category
- e.g. access to HSE related task, checklist, historical data, alarm, etc

User Management: User Role

User Role is one of the user access control feature in ODM that manages the user role which define the access to the specific system functionalities. This enables any system modification and user access to be traceable for audit trail.

ODM consists of four standard User Role which has the following access and permissions:

1. Administrator user role has all the permissions to perform any of the functions available for the assigned Site in ODM system. It is usually assigned to the system administrator
2. Expert User user role is similar to Administrator, but it is only limited to its assigned site, user group and work center. It is usually assigned to a user who perform administration for a specified site, area, group or work center
3. Mobile Admin user role is similar to Operator except it has the additional rights to create/modify/delete mobile profile for his assigned site, user group and tag group. It is usually assigned to a user who perform mobile device administration for a specified site, area or group.
4. Supervisor user role is similar to Operator, except it has the additional rights for task / action creation, modification and approval.
5. Operator user role has the least access rights and it is assigned to general users who able to read RFID, asset information, perform daily data collection and analysis work only

Note: Above user role (except administrator) can be customized and additional new user role can be created in the system.

User Management: Create / Edit User Role

User Role is a profile that define what functionalities that the user will have accessed to in the system.

To create a new user profile:

1. Click on the “+” icon
2. The user role properties will be pop up
3. Fill up the properties information
4. Click on the “Save” button

To edit or delete a user role, simply click on the “Edit” or “Delete” icon respectively, any users who tied to this profile will be unassociated.

User Role Properties (1)

As illustrated in above figure, the users role properties consist of the following sections:

1. Role Info: - general information about this user role.
2. Access Control: - manage and control the ODM system functionalities that is accessible by the user, for each ODM components namely, ODM-Mobile, ODM-Web and ODM - Manager
3. Assign User: - to assign and display the list of users to be under this user role.

User Role Properties (2)

User Access Control allows administrator to control the user accessibility to the system functionalities

1. Click on the “Access Control” tab menu
2. List of available ODM components will be displayed
3. Select the respective system features and functionalities that will be accessible to the user by clicking on the check box of each ODM components
4. Click on the “Save” button to save the changes

All the selected system features and functionalities will be visible when user login into ODM-Manager, ODM-Web and ODM-Mobile.

User Role Properties (3)

The “Assign User” tab will display all the users that has been assigned to this user role. You may select or unselect the user and click save to assign the user to this user role accordingly.

User Management: User Visibility

USER VISIBILITY - What you can see?

- manage user access to the data / information that is collected / stored in the system.

The user visibility is managed by the following parameters, which is associated to the setup of the system (e.g. template, task, log book, action, etc)

1. Zone - manage by particular Zone or location/area (e.g. Ammonia, Utilities)
2. Work Center - manage by particular department (e.g. Operation, HSE, etc)
3. Category - manage by categories (e.g. PM, CM, EBC, HSE, Ex-Inspect, etc)

Note: Additional new user visibility profile can be created and customized in the system and assigned to users respectively.

User Management: Work Center

The Work Center in defined as an organization unit or department where the plant activities is performed. E.g. Operation, Safety, Maintenance, E&I, etc

The setup of Work Center in ODM enables user to:

- Limit the user visibility of data within the assigned Work Center only
- Limit the user role within the assigned Work Center only
- Search and track data (e.g. task, incident, tag, etc) with refer to Work Center

User Management: Create / Edit Work Center

The Work Center in defined as an organization unit or department where the plant activities is performed. E.g. Operation, Safety, Maintenance, E&I, etc

The setup of Work Center in ODM enables user to:

- Limit the user visibility of data within the assigned Work Center only
- Limit the user role within the assigned Work Center only
- Search and track data (e.g. task, incident, tag, etc) with refer to Work Center

To create a new Work Center:

1. Click on the “+” icon
2. The Work Center properties will pop up
3. Fill up the properties information
4. Click on the “Save” button

To edit or delete a Work Center, simply click on the “Edit” or “Delete” icon respectively.

Work Center Properties

User Management: Create / Edit User Visibility

User Visibility is a profile that define what data that the user will have accessed to in the system.

To create a new user visibility profile:

1. Click on the “+” icon
2. The user visibility properties will be pop up
3. Fill up the properties information
4. Click on the “Save” button

To edit or delete a user visibility profile, simply click on the “Edit” or “Delete” icon respectively, any users who tied to this profile will be unassociated.

User Visibility Profile Properties (1)

As illustrated in above figure, the users visibility profile properties consist of the following sections:

1. Profile Info: - general information about this user profile.
2. Access Rights: - manage the system content / information that is visible and accessible by the user (e.g. task / tag group / location / log book).
3. Assign User: - to assign and display the list of users to be under this user profile.

User Visibility Profile Properties (2)

The user access rights allows administrator to control the user accessibility to the system contents or information such as Location/Equipment, template, task, historical data, alarm, log book event and action.

1. Click on the “Access Rights” tab menu
2. List of available zone, work centre and category will be displayed
3. Select the respective zone, work centre and category that will be accessible to the user by clicking on the check box of each components
4. Click on the “Save” button to save the changes

All information that is associated to the selected zone / location / equipment, work center and category will be visible when user login into ODM-Manager, ODM-Web and ODM-Mobile.

Note: “Tag Group” is only applicable for older version where tag group is created without the Template

User Visibility Profile Properties (3)

The “Assign User” tab will display all the users that has been assigned to this user visibility profile. You may select or unselect the user and click save to assign the user to this user visibility profile accordingly.

User Management: Create / Edit User (1)

User Management: Create / Edit User (2)

User Management: Remove User

User Management: Reset User Password

Shift & Crew Management

Shift & Crew is used:

• To monitor user performance by shift or crew

• With the shift rotation set correctly, all task (that is assigned by shift) will be visible to user who is on duty for the shift

Shift group contains shift that is defined by their working hours (24-hours period) and rotation period.

Shift & Crew features in ODM system enables list of users to be assigned to a crew under a shift group that is defined by their working hours (24-hour period) and rotation period.

Once the shift and crew is setup, it will be useful to the organization for monitoring the user performance by shift and crew, that will prevent problem arising from gap between shifts or overlapping of shifts. With the shift rotation set correctly, all task that is assigned by shift will notify automatically the user who is on duty.

The steps to configure shift and crew is illustrated in below figure:

1. Create Shift Group & Shift
2. Create Crew
3. Assign Crew to Shift
4. Set Shift Rotation Settings
5. Assign Users to Crew

Shift Management: Create / Edit (1)

As illustrated above, click on the “Shift” from the left menu and the list of Shift will be expanded.

Click on the “Action”: “New” button to create a new shift or click on the “Edit” icon of the shift to modify its settings.

Shift Management: Create / Edit (2)

Once above action is performed, the shift details page will be displayed. The creation or setting of a shift consists of the following:

1. Shift group name: A group name of the shift where all shifts and rotation sequence will be defined. Note: Shift sequence can be configured by clicking on the shift, hold it, and move to the correct sequence position
2. Shift name: name of the shift (e.g. Morning Shift / Afternoon Shift / Evening Shift / Day Shift / Night Shift )
3. Shift description: text description or information about the shift
4. Shift start time & end time: information about the start time and end time of the shift

Crew Management: Create / Edit (1)

As illustrated above, click on the “Crew” menu from the left side menu and the list of Crew will be displayed. Click on the “Action” button and select “New Crew” to create a new crew or click on the “Edit” icon of the crew to modify its settings.

Crew Management: Create / Edit (2)

Once above action is performed, the crew details page as will be displayed. The creation or setting of a crew consists of the following:

1. Crew name: Name of the crew
2. Crew description: text description or information about the crew
3. Shift group: shift group where the crew will be following
4. Shift Rotation settings: it defines the shift rotation pattern / schedule for the selected crew
5. Users list: user that has been assigned under the selected crew. To add or remove a user, kindly right click on the selected use and select the action to be performed

Note: Get any date from the shift roaster calendar that indicates when the crew start work and his duty shift at that time

Crew Management: Create / Edit (3)

Assign users to the selected crew

The User tab menu displays the list of user that has been assigned under the selected crew

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