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Updated User Guide with v1.11.0 changes
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apiperCIS authored Dec 22, 2022
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Expand Up @@ -186,7 +186,7 @@ The Import Assessment page lets the user enter the same information as described
A detailed log indicating import successes and warnings will be generated and displayed following the import process. This import log also will be available in the assessment’s Event Log.

### System Admin Pages ###
System Admins have several pages available to them that users with a Basic system profile do not.
System Admins have several pages available to them that users with a Basic system profile do not. Note: System Admins navigating from System Admin specific pages such as User Management and Organization Management pages will remain on the System Admin track of pages, which differs from the Organization track of pages. However, if a System Admin also has organization roles, they can navigate through the standard Organization track of pages via the Organization Info pages accessible from the My Organizations and My Assessments sections of their Home Page.

####System Integrations Page####
This page is available by selecting “System Integrations” from the gear icon on the top menu. The Industry Average Service is the only system integration that is currently available. Information on the Industry Average Service can be viewed by clicking on the blue question mark icon. System Admins can choose to opt in with the “Opt In” button if their instance is currently opted out, or they can choose to opt out with the “Opt Out” button if their instance is currently opted in.
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System Admins can either enter the appropriate search criteria (username, first name, last name, email, system profile, and/or enabled/disabled status) to narrow their search, or they can leave these fields empty to search for all users. The resulting list will display the username, first name, last name, email, system profile, and enabled/disabled status, last login date/time, and user creation date/time for the users that met the search criteria. Users who were created prior to installation of CSAT Pro v1.9.1 (when this feature was introduced) will be blank for Date Created. Users who have not logged in yet will show a blank for Last Login.

System Admins can use the “Edit User” icon in the Action column to change the user’s information or to disable that user (a disabled user will not be able to log into the CSAT Pro instance). System Admins may not edit their own user details from this menu, but can instead edit their info with “My Profile” under their username in the top menu. A user’s organization roles can also be viewed or modified from this page (though these modifications are subject to certain assessment workflow assignment restrictions which are noted in the tool when attempting to make these modifications).

The “Create User” button allows the System Admin to create a new user. New users created through this System Admin Create User workflow will not have any Organization Roles upon creation. System Admins can then add the appropriate organizational roles for the user with the “Add Users” functionality.

####Organization Management Page####
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A user’s Pending for Validation Tasks list for an assessment is the list of tasks for which the user is the assignor, that have been completed, but have not yet been validated. A user will have a distinct Pending for Validation Tasks list for each assessment that the user has access to. The Pending for Validation Tasks list can be reached from the Action column of an assessment’s row on both the My Assessments section on the Home page and the Assessments section of an Organization Info page, or from the Assessment Navigation Menu at the top of an assessment. The icon shows a person with a checkmark; hovering over the icon will indicate the number of tasks that are currently pending for validation for that user in that assessment. If the user does not have any pending for validation tasks for an assessment, the icon will not appear. Clicking the icon will take the user to the “My Pending for Validation Tasks” page for that assessment, where users can view a list of their pending for validation tasks along with which user the task was assigned to and which user completed the task. Clicking on a task from the list will take the user to the Sub-Control view for that task where the user can either send the task back or validate the task, or step to the Next or Previous task in the list with the buttons at the top. If the user sends the task back, it will be added to the Assigned Tasks list for the user the task is assigned to. The task will be removed from the user’s Pending for Validation Tasks list once the task is either sent back or validated.

####Edit Assessment####
Users with an Organization Admin role for an assessment can edit the name, start date, and due date of that assessment. The Edit Assessment page can be reached from the Action column of an assessment’s row on either the My Assessments section on the Home page or the Assessments section of an Organization Info page. On the Edit Assessment page, users can update the desired fields and click Save to update the information for that assessment.
Users with an Organization Admin role for an assessment can edit the name, start date, and due date, and date closed of that assessment. The Edit Assessment page can be reached from the Action column of an assessment’s row on either the My Assessments section on the Home page or the Assessments section of an Organization Info page. On the Edit Assessment page, users can update the desired fields and click Save to update the information for that assessment.

####Delete Assessment####
Users with an Organization Admin role for an assessment can delete the assessment. Assessments can be deleted using the trash can icon in the Action column of an assessment’s row on either the My Assessments section on the Home page or the Assessments section of an Organization Info page. Clicking this icon will result in a confirmation pop-up; if the Delete button is pressed in the Delete Assessment confirmation pop-up, the assessment and all of its data will be deleted. Warning: this action cannot be reversed.
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