Login into the portal with the User ID and the password provided.
Click on the University section on left, then click on Information.
Once you click on Information under the University section you will see the following Dashboard:
The dashboard has two sections as specified below (Screenshot 3):
1.1 University Profile (Marked in red)
1.2 Organizational Unit Types (Marked in yellow)
1.1. University Profile Section
Click on the 'Edit Profile' button to update the profile of the University.
In the Update section, you can update the following sections:
- Name of the University.
- Unique 4-digit code for the university
- Head of the University
- University Contact Number
- University Email-ID
- University FAX number
- University Address
- University Geo-Coordinates
- About the University.
You can upload the logo of the university in the University Logo section (Screenshot 6).
Along with that, additional details like the Name of the funding agency of the University, Type of University, Specialization of the University, Vision of the University, the Mission of the University, Official URL of the University, University Establishment Year, Twitter Link of the University, Facebook Link of the University, Linkedin Link of the University, Youtube Link of the University and Status has to be updated.
Click on the Update button to update the University profile.
All the updates entered will be updated in the dashboard section on the right side (Screenshot 08).
1.2 Organizational Unit Types
This section shows the Organisational Unit types. This can be added by going in Settings >> Organizational Unit types.
When we click on the Organizational Units Type list of all the 'Type of Organizational Unit' appears as shown in screenshot 10.
To add a Type of Organizational Unit click on the 'Add-Type of Organizational Unit'.
A new section will open.
Fill in the required details in the fields provided i.e. Title, Parent, Category, and Status.
Then click on the Save button.
We can view and edit any Organisational Unit type by clicking on the respective view and edit buttons.
We can edit all Organisational Unit types except Campus Organizational Unit as it is the Primary head of all organizational units.
1.3 Organizational Units
This section shows The Organisational Unit types. This can be added by going in Settings >> Organizational Units.
Additionally, on clicking on the 'View All' button any Organizational Unit type in the University Dashboard we will get a list of all the Organizational Units in it.
We can view and edit any Organisational Unit Type by clicking on the respective view and edit buttons.
We can Add an Organizational Unit by clicking on the 'Add Organizational Unit' button.
It will show you the list of all Active Organizational Unit types in your University.
On selecting the appropriate Organizational Unit Type, it opens a new Section, wherein you need to fill all the details of the Organisational Unit.
Fill all the respective fields and click on the Save button.
The Organisational Unit will be added in the list of the Organizational type selected.
Additionally, we can also view a list of all organizational Units From settings as well.
We can View, Edit, and Add Organizational Units from settings.
The Designation is under the Settings section.
Each column has a search box or a dropdown box to filter the list as required.
You can view and edit a section by clicking on the respective buttons.
We can add a new designation by clicking on the Add Designation button.
Fill in the respective details.
Then click on Save.
Organigram is the hierarchy of the University Employees in an Organization.
When we click on Organigram it will give a list of all Organisational Unit with Designation and reporting designation.
We can view and edit the organigram type by clicking on the respective View and Edit buttons.
We edit all Organisational Unit Types except Vice-Chancellor as it is the Primary head of all organizations.
Click on the 'Add Organigram' to add new organigram.
A new window will appear. Fill all the respective fields of Organizational Unit, Designation, and Reporting Designation and click on the Save button.
3. Employee Management
Login into the portal with the User ID and Password provided.
The Employee has the following two sections:
Click on the Dashboard section on left to view current employees captured in the System.
Click on View Details.
Additionally, you can click on the Employees sub-section, under Employee section to view the list of employees.
It opens the "Employees" screen where the list of Employees with options of edit and view is visible.
3.1 Add Employee
Click on the Add New Employee button.
Click on Save.
An employee can be either Teaching or Non-Teaching type. Fill all mandatory fields and save the record. Once the Employee record is created, it starts showing in the list of Employees.
3.2 Employee Profile
Click on Employee code or the view icon to view the Employee profile.
To update other details like University assignments, academic, career Profile, research, and other details for an Employee, click on the edit link for an employee in the list of Employees.
3.3 University Assignments
Each employee is assigned a Designation or Assignment in University.
Click on Assign Employee Assignments.
A new popup window will appear.
Fill the required details and click on Save.
If required, you can update the University Assignment.
Update the assignment accordingly and click on save.
4. User Management
Settings > user management
This module allows admin to manage users and roles defined in the default security realm. One must be logged in as an Administrator to add, delete, or modify a user or role.
User management describes the ability of administrators to manage role-based user access. It is a core part and basic security essential for any organization. User management enables admins to control role-based access to onboard users.
For controlling User Management settings one has to login using administrator rights and after login, the admin will have the following options:
4.1 User Management Dashboard
The following options are available under
settings > user management dashboard:
- Add New Account
- All Users
- User Roles Mapping
- System Roles
- Roles-Permission Mapping
4.1.1 Add New Account
Add a new Employee/Administrative account
Using this option, the admin can add a new account. Admin has to choose the account type and fill the details below:
4.1.2. Type of Account
Employee or Administrator(depends on the user's designation for which the account is being created)
4.1.3. Account Association
Type Employee Name and all details will be fetched from Employee. All the details should be filled for administrative purposes.
The username of the new account will be created.
Valid contact details.
Valid e-mail address of the user.
will be used to login to the account.
4.1.8. Confirm password
Re-enter the password
Active or Inactive. Choosing the account status as Inactive will create the account but that account credentials can not be used to login as long as it is set to inactive.
After filling all the details correctly, clicking on Add User will create a new user account as per the details filled.
4.2 All Users
In this section, the admin can see all the user accounts and the related details from that account.
Admin can also alter, update, delete, or lock any account.
Click on the view button to view the User profile.
Click on the edit button. Update the details of the User. Click on Update User.
4.2.1. Add an Application Role
To assign a Role to a user, first, we need to define Roles and Permissions. To create a New Role, click on the Add New Application Role link under System Role Section.
4.2.2.Roles Permission Mapping
In this section, Admin can manage the permission which is already mapped to a role. Further, that role will be assigned to the users, so, it is mandatory to select the permissions for the roles very carefully as any wrong selection will authorize that role extra permission and that will give them access to the data that role shouldn't.
4.3 User Role Mapping
In this section, Users can be given permission based on their roles. This is an important part as it gives authorization to the users. Setting a role for the user will give them access to all the documentation that comes under that role. If we set the wrong role, the user would be given access to data that otherwise should have been inaccessible.
Select the user/s from the list and click on Assign Role to Users. It will show all the roles assigned to the selected user/s.
4.4 System Roles
To control the roles, use this section.
We can update the role if needed. Changes will reflect at all locations. Admin can also see the description of the roles.
We can see￼ the list of permissions given to the admin-role.
Admin can also modify permissions for any role if needed. For this, Admin has to click on Modify Role Permission that is on the extreme right section 3.