ADMIN Training Course Taking Control of FAST. STEP 1: ACCESS Among the most common questions we get...

ADMIN Training CourseTaking Control of FAST

STEP 1: ACCESSAmong the most common questions we get is: “why can’t Bill see this report?” – and “can we fix the problem?”... Answer: It’s not a problem!You have the ultimate control over who sees what

we just need to do some set-up!

Access is divided into 4 main functions:• Define Roles• Menu Access• User/Role Assignment• Role Transfer

The first 3 are required steps

Define Roles – things to consider• What Roles do you have/need?• How are they divided and managed?• Which Roles should also be “Groups” (more to follow on this!)

Menu Access – which Roles see which Reports?

As an administrator you have the ultimate level of fine-grain control over who sees what.

• You get to decide which roles see which menu options and which reports under each menu• You decide who gets “view only” access versus “data entry” access• You even get to decide if any columns should be restricted within a

report!

Menu Access for Custom Reporting Pages

User/Role Assignment

• Once you have defined your Roles, decided which role gets to see which report pages, you get to decide which staff members should be in each Role. • Remember staff can be in more than one Role to give them access to

more reports!• You can also use the Role Transfer feature to make it easy to move

access from one user to another or move users from one role to another!

What you need to know about GROUPS• Groups are just “Roles” where you have enabled the “group”

indicator. • Every member of that Role is now a part of a group where they will

have access to the same data such as group Pinned Reports or Group Dashboards.

Group Pinned Reports and Group Dashboards

• Not everyone in the group can create these items – the ability to create Group Pinned Reports and manage group Dashboards are also FAST Roles.

Menu LayoutHere’s another really common question: “I don’t love the layout of our FAST application – how do I change the menus?”Answer: “Easy Breezy…”Caveat: If you change the Menu Layout, you are changing it for all end users within the application – make sure everyone is onboard and aware of the changes!

New Administration Reports! Because everyone loves a good audit log!!

Report-Level AdminAnother common question: “We don’t even use 6 of the columns in this report – can you remove them?” OR “Can we change some column titles so that they make more sense for our staff?” OR“Can we only have ONE group of people see the Date of Birth column in this report?”

The answer….as always, is Yes It’s time to talk about Report-Level Administration

Report Level Administration - IntroDon’t like the look of a report for your institution?? – Change it!!Couple things you need to remember:• Every report has an Administration Tab• Only those with the Master Role will see this tab• Modifying these settings will have a global impact…in other words these changes will apply to everyone using the report!

What can you modify? – everything!!

You can even change the Title Bar!

Don’t Forget your Page Notes!

Admin Wrap-upOnce your FAST Application is set-up properly and is well managed, it will be so much easier for you to maintain control.You decide:Role Set-up and Configuration including GroupsWhich Roles see which reports?Who belongs to each Role?How FAST is displayed for your end usersHow each report is displayed by default

Questions and Discussion

Any Questions? Talk to me about Training any

time over the two day conference

www.mcsl.com nadiamunro@mcsl.com training@mcsl.com