The Operator Manager is used to setup and to maintain the operator records that are used by StreamV. Each person using the StreamV system is normally assigned a unique operator id in the OPERATOR file. This operator record is used to store the default information that is used for the operator when they access the system, to control the operators ability to change some information while in the system (the default division, department, warehouse location, accounting period and year), and to store the operator password (which is encrypted by the system for security reasons).
The operator record is also used to set the default option level (security level) for the operator, to store the default language for the operator, and to store the default printer used when printing reports from earlier versions (StreamII) of the system.
Since operator information is used to set access rights, only System Level Operators (Level 9 or Sysop) can access the Operator Manager program.
If you attempt to access the program and do not have Sysop rights, the Operator Manager selection will be shaded and unavailable in the Tables SubMenu of the System Adminstration Menu.
The Initials window is used to select the operator record to be displayed in the program (if you are editing an existing operator record), or to enter the initials for the new operator to be created (if you are entering a new record). The prompt button located at the right side of the window can be used to display the Operator Selection list which allows you to locate and select from the existing operator records that have been created on your system.
First Name: The first name of the operator.
Last Name: The last name of the operator.
Revision Info: The section to the right of the operator initials and name fields displays the revision information for the operator record, including the date on which the record was entered and by whom, and the last date on which the record was revised or edited.
Location: The default warehouse location for the operator. The prompt button located on the right hand side of the Location window can be used to display the Location Table, which allows you to select from the valid warehouse locations that have been defined on your system.
Division: The default division used for the operator.
Department: The default accounting department used for the operator.
Account Year: The default general ledger accounting year used by the system for the operator. The accounting year for each operator will default to the current system default accounting year, as each operator enters the system.
Period: The default general ledger accounting period used by the system for the operator. The accounting period for each operator will default to the current system default accounting period, as each operator enters the system.
Allow Change Checkboxes: The Checkboxes to the right of the location, division, department, account year and Period windows are used to indicate if the operator is allowed to change the default values specified for each field. If the Allow Change checkbox is checked, the operator can change the default value used for their operator id. If the checkbox is not checked, the operator does not have the ability to edit the default information used for the field. Please note that the Account Year and Period fields are normally set to not allow change as this overrides the system settings and can result in cuttoff and other accounting errors if used incorrectly.
Default Printer: The Operator default printer is used by older versions of the System (pior to StreamV), to determine the default printer format to use for the operator (older versions of the system had to send printer control codes to the linux or other printers being used). The StreamV application is windows based and therefore uses the default windows printer for the machine running the application.
Option Level: The operators option or security level. Each operator is assigned an option or security level that can be used to control the operators access to various programs. In the older character version of the system, menu passwords could be set using an option level or a password, and in StreamV, an option level can also be used to restrict access to each program (ie you can set the minimum option level required to access a specific program. Valid option levels include 0 (inactive) thru 9. Levels 8 and 9 are used for system level operators with 9 having all access rights to the system (when not restricted due to field level security). Some programs used for system maintenance and configuration will also only allow system operators to access them. These programs will show the word Sysop: in the program title when they are accessed from the menu.
Language: The default language used by the operator. The language field is used by the text language conversion system to translate field labels (when required) into the correct language for the operator. The prompt button to the right of the Language window can be used to display and select from a list of the valid language codes that have been defined on your system.
Groups: The groups that the operator belongs to. Groups can be defined on the system and used to manage default, security and other control parameters and records. Group codes allow you to reduce maintenance by creating records that apply to all operators belonging to a specific group. Groups can be defined by departments (ie accounting, sales, admin,) or using some other logical basis.
Branch: The branch or office that the operator belongs to. Branches can be defined on the system and used to manage default, security and other control parameters and records. Branch codes allow you to reduce maintenance by creating records that apply to all operators located in a specific branch office.
Company Access: The Company Access fields allow you to restrict the types of companies that the operator is allowed to access. If the company access field in the operator record is loaded, the system will compare the operators access rights to each customer they are trying to access and block access to the customer if they have a type that is not included in the company access field.
Remote: The remote flag is used to indicate if the operator works remotely or only house.
Email Address: The email address for the operator (ie firstname.lastname@example.org)