Configuring user access to the app in base EAM - HxGN EAM - Version 11.07.01 - Feature Briefs - Hexagon

Set up the following for Digital Work users:

• User and User Group Setup:

  On the User Setup screen, the user must be marked as a Field Work, Advanced Mobile or Mobile Requestor user on the Digital Work App drop-down, based on the user’s CDKEY. The user can also wish to specify a first screen to load, when logged in, using the Digital Work App First Screen field. Depending on the Digital Work App value selected, the User Group lookup will show corresponding user groups for the Digital Work App. The User ID, Description and Default Organization for this user, which is displayed on top of the menus in Digital Work, is also setup on the User Setup screen. A profile picture of the user, if uploaded here, will also be displayed alongside the user credentials

  The Digital Work App drop-down is used to control the user’s log in access to the Field Work, Advanced Mobile or Mobile Requestor apps. These are variations of the same product – Digital Work. This field does not interact with other check boxes (HxGN EAM products) like HxGN EAM, Mobile and Requestor. A user can be marked as both Mobile and Mobile Requestor (on the Digital Work App field), or a user can have the HxGN EAM check box unchecked, but can have access to Advanced Mobile (on the Digital Work App field).

  On the User Groups screen, the same Digital Work App drop-down will determine the list of screens available for a user marked as Field Work, Advanced Mobile or Mobile Requestor.

  Based on the value specified here, the Digital Work Menus tab will show screens accordingly. The ‘R5’ user group comes preloaded with ‘Field Work’ screens (default menu structure), since its Digital Work App drop-down value is NULL (i.e., if no value is specified in this drop-down for the User Group, the Digital Work Menus tab will show ‘Field Work’ screens). For the list of screens available for Field Work, Advanced Mobile or Mobile Requestor – See the Screens, tabs, and action items available section.

  The Digital Work Menus tab can be used to build the menu structure – to add/remove screens, change labels etc.…This tab is very similar to the existing menus tab for user groups screen, used to configure menu structure in base EAM.

  1. If a Menu is created on this tab, without any screens added to it, that menu will not be displayed in Digital Work. The menu must have at least one screen, to be displayed.

  2. If only one Main Menu folder exists on this tab WITHOUT any Sub-Menu folders within that, the screens/reports will be displayed on the menus (i.e., the folder will not be displayed). This is for easy access to screens/reports as soon as the user touches the menu action item.

  3. When a screen(s) is added/removed/hidden to this tab, the user must make sure the screen(s) is added/removed/hidden on the Menus tab of User groups screen to control Permissions. This is because the Screen Permissions tab is based on the menus tab structure, and is shared between Digital Work and base EAM.

• Screen Designer: Screens in Digital Work can be screen designed, by using the special Screen Designer for Digital Work screen in base EAM. This screen is not available in the default menu and must be added to the user group. This screen lets the user select the screen and tab combination to load the list of applicable fields.

  Once the layout is loaded, the user can:

  • Drag fields/section headers up or down, to move positions

  • Change field attributes

  • Show or Hide section headers

  • Decide whether the section header is part of a new card or not (the location of section headers cannot be moved within this box)