QEval New UI User Manual

The User features allow the authorized users to efficiently manage all the users within the QEval system. The authorized users can seamlessly add and import the new users, effortlessly modify, search, export, and delete the existing users of various roles – Admin, Agent, Supervisor, QA Manager, QA Supervisor, QA Verifier, and VP – within the QEval system.

To access this feature, click on the Menu button or move the mouse on the left side of the page to open the Menu Bar. Click on the Manage  and then select User option as shown below:

The user will be directed to the Manage Users page. This page displays the list of all added user details as shown below:

On the Manage Users page, the logged-in user will be able to access the mentioned below functionalities:

1. Add/Import Users
   • Add Users
     • User Details
     • Access Rights
     • Custom Fields
       • Add Custom Fields
       • Edit Custom Fields
       • Delete Custom Fields
   • Import User
2. Search Users
3. Edit Users
4. Delete Users
5. Export To

Add/Import Users

The Add/Import Users functionality allows the logged-in user to add new user details or even can import and add users in bulk to the QEval system.  The logged-in user can assign various access roles, including Admin, Agent, Supervisor, QA Manager, QA Supervisor, QA Verifier, or VP, to the new user based on the requirement.

To access this feature, click on the Add/Import Users button as highlighted in the screen below:

The Add/Import User window will be opened on the same page. The logged-in user will have Add User and Import User options to add new user details in the system.

Add Users

The Add User functionality allows to add the new user details and assign the required role. It is mandatory for the logged-in user to enter the authorized credentials in the required fields to add a new user to the QEval system.

Provide the following details to add new user in the system.

User Details

• Enter the new user’s username in the textbox available under the Username field. The username can be the combination of name of the user and employee id example jamesT11101.

Note: The username should not contain any special character. If the logged-in user has used any special character in the username, then while submitting the details the system will generate the error message “Invalid Characters in UserName”.

• Enter the desired password and re-enter the same password under the respective Password and Confirm Password text-boxes.

Notes: The password should meet the below requirements:

• • The entered password and re-entered confirm password should match.
  • The length of the password should be at least 12 characters and not more than 128 characters.
  • To generate strong and unbreakable password, it is advisable to use the combination of capital letters, lowercase letters, special characters, and numbers. For example: Effective@12?

• Enter the ID of the employee in the textbox available under the Employee ID field. The user can also add alphanumeric value as employee ID, for example T11102.

• Enter the type of employee in the textbox available under the Employee Type field. For example: FTE (Full Time Employee), PTE (Part Time Employee), CSO etc.

• The Business Unit field is pre-selected and disabled by default. It represents the client’s name associated with the user.

• Select the name of the location assigned to the newly add user from the Location Name drop-down menu. One can even search the name of the location by entering the keywords in the Search Bar text-box displayed under the field.

• Enter the first name, middle name, and last name of the user in the textboxes displayed under First Name, Middle Name, and Last Name fields respectively. Enter the unique email address of the user in the text-box displayed under Email field.

Notes:

• • The first letter of first name and last name should be capital.
  • The first letter of the middle name should be capital and can be initial letter of the name.
  • The email address needs to be unique and if the email address is already available then, the system will generate an error message.
  • The email address should be correct and in proper format as the newly added user will receive the email notification.

• By entering the name in the textbox, a list of supervisors matching the keyword will be displayed under the Supervisor Name field. Select a supervisor’s name to map the user to that supervisor.

• In the Start Date field, use the date picker option to select the date when the user will start using this platform.

• Enter the alternate ID of the new user in the textbox available under Alternate ID field. The alternate ID should include only numeric value.

• The Program drop-down menu displays the name of programs. Select one or multiple or all programs from the list. One can even search for specific program by entering the keywords in the Program field.

Note: The new user will have access to the selected programs only.

• • To remove the selected Program then click on the Cross  button displayed beside the program name.

• Based on the requirement, from the Partner drop-down menu, the authorized user can select and assign the partner to this new user. 

• The new user is the supervisor, then select Is Supervisor? checkbox. This allows the supervisor to have an option to be mapped for an agent.

Note: If this option is not selected, then in the evaluation the name of the supervisor will not pop-up to select.

• Select the Track by Program checkbox to track the new user by the program.

• Select the Is Access IP Based? checkbox to allow access to the users based on the IP Addresses.

Note: Selecting this checkbox restricts the users from accessing QEval from any other IP Address.

Access Rights

• The Role drop-down menu displays the list of user roles. Select the role of the user to restrict or allow the access rights. One can even search the specific role by entering keywords in the Search Bar text-box displayed under the Role field. (Refer to User Access Control to know details of each role.)

• The Assign Roles section will be displayed once the role is selected from the drop-down menu. The list of related rights will be displayed in this section. Each rights have a checkbox, by selecting or unselecting the checkbox the rights will be assigned or revoked for the newly added user respectively.

Note: Once the role is assigned, it is advisable not to change the role afterwards as it will affect the hierarchy and past data.

Custom Fields

• The Custom Fields section displays the already added fields. It helps to add more details other than available details.

• To add more details other than the available details, scroll up on the Add/Import User window and click on the Add Custom Fields button.

• On the new browser tab, the Client Metadata Fields page will be opened where the already added custom fields details will be displayed in the table grid.

The data elements displayed in the table grid are explained below:

Table Elements	Description
Action	The Edit button allows the user to edit the already added custom fields. The Delete button button allows the user to delete the already added custom field.
Label Text	Displays the name of entered label.
Label Data Type	Displays the selected data type depending on the requirement which includes: Integer Text Drop-Down Multi-Select Drop-Down
Drop-Down Values	Displays the already entered values when the Drop-Down or Multi-Select Drop-Down label data type is selected.
Character Limit	Displays the restricted character limit when the Integer or Text label data type is selected.
Mandatory	Displays whether the added custom field is mandatory or not, it displays Yes or No respectively in the column.

Add Client Metadata Fields

To add new custom fields, click on the Add Client Metadata Fields button displayed on the Client Metadata Fields page as shown below:

The Add Client Metadata Fields window will be opened on the same page.

Provide the following details to add new custom fields.

• Enter the name of the label in the text-box displayed under Label Text field.

• The Label Data Type drop-down menu displays the list of data type. Based on the label text the user can select the relevant data type from the list. One can even search a specific data type by entering keywords displayed under the Search Bar Text-box displayed under the field.
  • Integer: Enter the numeric value based on the set character limit.
  • Text: Enter the alphabets or numeric value based on the set character limit.
  • Drop-Down: Select the value displayed in the drop-down menu.
  • Multi-Select Drop-down: Select multiple value displayed in the drop-down menu.

• The Character Limit field will be displayed when the user selects the Integer or Text data type. Enter the set character limit in this text-box, which restricts the user from entering data beyond the set limit.

• The Dropdown Values field will be displayed when the user selects either Dropdown or Multi-Select-Dropdown data type. Enter the multiple values in comma-separated format that will be displayed in the list.

• Select the Mandatory checkbox to make newly added custom fields to fill while creating new users.

Once the necessary fields are configured, click on the Submit button to add the custom fields. Click on the Reset button to reset the value.

The newly added custom field details will be added on the Client Metadata Fields page.

Edit Custom Fields

The user can edit the already edit custom field details by clicking on the Edit button displayed under the Action column.

The Add Client Metadata Fields window will be opened on the same page. The user can modify and update the entered details. (Refer to Add Custom Fields for details.)

Click on the Update button to save the changes or click on the Cancel button to discard the changes.

An acknowledgment message will be displayed and the custom fields details will be updated.

Delete Custom Fields

The user can delete the already entered custom fields by clicking on the Delete button displayed under the Action column.

A confirmation message will be displayed on the screen. Click on the Yes option to delete the custom field or click on the No option to cancel the process.

After clicking on the Yes button the selected custom fields will be deleted from the system.

Once all the necessary details are configured under User Details, Access Rights, and Custom Fields sections click on the Submit button to add the New User details in the QEval system or click on the Reset button to reset the configured fields.

Note: While submitting the details if any user details are already added in the QEval platform then the system will generate an error message.

After submitting the user details, an acknowledgment message will be displayed on the screen.

The logged-in user will be directed to the Manage Users page and the new user will be added to the QEval system and will be able to access the platform.

The data elements displayed in the table grid are explained below:

Table Elements	Description
User Name	Displays the username of the users added in the system.
Supervisor	Displays the supervisor’s name of the added user.
Location	Displays the name of the location of the added user.
Role	Displays the role assigned to the added user.
Alternate ID	Displays the alternate ID provided to the added user.
Action	The Edit button allows the user to edit the user details. The Delete button allows the users to delete the specific user details.

Import Users

The Import User feature allows the admin to import and add bulk users in the QEval system by downloading the import user template. As per the import user template, the admin can enter all the relevant details and import those users in the QEval System.

On the Manage Users page click on the Add/Import Users button. The Add/Import User window will be opened on the same and select the Import User tab displayed on the window as shown below:

Configure the mentioned below fields displayed on the Import Users tab:

• The Business Unit field is pre-selected and disabled by default. It represents the client’s name associated with the user.

• Click on the Download Template button and the user will be able to download and save the import users template in .xlsx format in the local system.

• • Once the file is downloaded it will have mentioned below fields:

• • Refer to User Details section for Employee ID, Employee Type, First Name, Middle Name, Last Name, Email, Username, Password and Alternate ID fields formats and details.
  • In the Is Supervisor field, if the new user is the supervisor, then mention “Yes” else mention “No”. This allows the supervisor to have an option to be mapped for an agent.
  • Enter the name of the location of the new user under the Location field.
  • In the Supervisor field enter the employee ID of the supervisor to map.
  • The Role of the new user should be selected from the drop-down list only. If user manually enters any role name, then while importing the file the system will generate an error.

Notes:

• • Any field should not have any spacing before and/or after the entered value in the field.
  • It is mandatory for the user to select the role from the drop-down menu only.
  • The role of the new user should be added in Admin, Supervisor, Agent, QA Manager, QA Supervisor, and QA Verifier hierarchy only. (Refer to User Access Control to understand the access rights.)
  • It is mandatory to save the file in .XLS or .XLSX or .CSV format only.

• Once all the details are entered in the excel sheet, to upload and import the users in the QEval system, click on the Browse button and choose the file from the local system. The file name and format will be displayed in the text-box.

• The Program drop-down menu displays the name of programs. Select one or multiple or all programs from the list. One can even search for specific program by entering the keywords in the Program field.

Note: This allows the user to have access of selected programs only.

• Select the Is Access IP Based? checkbox to allow access to the users based on the IP Addresses.

Note: Selecting this checkbox restricts the users from accessing QEval from any other IP Address.

Once the necessary fields are configured, click on the Import button to import and add new user to the QEval system or click on the Reset button to reset the configured fields.

If the file imported contains entries that are incorrect, then the system will generate an error message: “Excel file has been processed successfully. Please check below for incorrect records.”

Scroll down on the Import Users tab, the incorrect entries in the imported file will be displayed in the table grid.

• Total Records: Displays the sum of correct and incorrect records.
• Correct Records: Displays the number of correct records that are added in the system.
• Incorrect Records: Displays the number of incorrect records that are not added in the system.

The logged-in user can update the file accordingly and import it again to add all the users. The imported file can also be exported and downloaded to the local system by clicking on the Export to Excel button.

Once the necessary details are configured correctly, an acknowledgment message will be displayed on the screen.

The user will be directed to the Manage Users page and the imported user details will be added in the QEval system and will be displayed in the table grid.

The data elements displayed in the table grid are explained below:

Table Elements	Description
User Name	Displays the username of the users added in the system.
Supervisor	Displays the supervisor’s name of the added user.
Location	Displays the name of the location of the added user.
Role	Displays the role assigned to the added user.
Alternate ID	Displays the alternate ID provided to the added user.
Action	The Edit button allows the user to edit the user details. The Delete button allows the users to delete the specific user details.

Search Users

The Search Users functionality allows the logged-in user to search the details of specific user added in the QEval database by configuring the search filters. The authorized user can also search the details of specific user based on the role, username, email address, supervisor name, or status.

To access this functionality, click on the Search Users button displayed on the Manage Users page.

The Search User window will be opened on the same page. Here the logged-in user will be able to set the search criteria to search the details of added users.

The specific user details can be searched based on the selected criteria or a combination of any selected criteria by following mentioned below steps:

• By entering the name of the user in the textbox, a list of added users matching the keyword will be displayed under the Name field. Select the name from the list to search the details of selected name.

• Enter the already created unique username in the User Name text-box to search the user details based on username.

• Enter the specific email address in the text-box displayed under Email ID field.

• To search the user details based on assigned role, select the specific role from the Role drop-down menu. One can even search the user role by entering keywords in the Search Bar text-box displayed under the field.

• By entering the name in the text-box, a list of supervisors matching the keyword will be displayed under the Supervisor Name field. Select a supervisor’s name from the list.

• To search the Active users, click on the Status drop-down menu and then select Active option. (Refer to Edit User to change Active to InActive User)

• The Location drop-down menu displays the list of location names. Select the location name from the list. One can search location by entering keywords in the Search Bar text-box displayed under the drop-down list.

• Enter the unique employee id displayed under the Employee ID text-box.

Once the necessary search filters are configured, click on the Search button to search the details of active users.

Based on the search criteria the user will be directed to the Manage Users page and Active User details will be displayed in the table grid.

The Inactive user details can be searched based on the selected criteria – Name, User Name, Email ID, Role, Supervisor Name, Location, Employee ID, or combination of any selected criteria, and from Status drop-down menu select the Inactive option.

Once the necessary search filters are configured, click on the Search button to search inactive user details. (Refer to Edit Users to change Inactive Users to Active Users)

Based on the search criteria the user will be directed to the Manage Users page and inactive user details will be displayed in the table grid.

The data elements displayed in the table grid are explained below:

Table Elements	Description
User Name	Displays the username of the users added in the system.
Supervisor	Displays the supervisor’s name of the added user.
Location	Displays the name of the location of the added user.
Role	Displays the role assigned to the added user.
Alternate ID	Displays the alternate ID provided to the added user.
Action	The Edit button allows the user to edit the user details. The Delete button allows the users to delete the specific user details.

Edit Users

On the Manage Users page, the authorized user can modify the already added user details and can change the status of the user from Active to Inactive.

To access this functionality, click on the Edit button displayed under the Action column as highlighted in the screen below:

Note: Refer to Search Users to search Active or Inactive User Details.

The Edit User window will be opened on the same page. Here the authorized user can modify and change the details. (Refer to Add User for understanding the fields)

To change the status of the user from Active to Inactive or vice versa, under the Credentials section, click on the Status drop-down menu and select the status either Active or Inactive of specific user.

Note:

• The UserName field displayed under the Credentials section is disabled by default. The logged-in user doesn’t have the option to change the already assigned username of the specific user. If the username of the specific employee needs to be changed then the logged-in user to contact QEval Support Team with proper approvals and reasons.

• After modifying the details of the specific user, the logged-in user needs to enter the Password under the Credentials section to save the changes. It is a mandatory process to update the user details. Without entering the password, the user details will not be changed.

Once the necessary details are modified, click on the Update button to save the changes or click on the Cancel button to discard the changes.

An acknowledgment message will be displayed on the screen and the specific user details will be modified.

The logged-in user will be directed to the Manage User page and the specific user details will be modified and displayed on the table grid.

The data elements displayed in the table grid are explained below:

Table Elements	Description
User Name	Displays the username of the users added in the system.
Supervisor	Displays the supervisor’s name of the added user.
Location	Displays the name of the location of the added user.
Role	Displays the role assigned to the added user.
Alternate ID	Displays the alternate ID provided to the added user.
Action	The Edit button allows the user to edit the user details. The Delete button allows the users to delete the specific user details.

Delete Users

On the Manage Users page, the authorized user can delete the user details from the QEval database.

To access this feature, click on the Delete button displayed under the Action column as highlighted in the screen below:

Note:

• It is advisable to change the user status to “Inactive” rather than opting to delete the user. (Refer to Edit User to change the user status.)
• Deleting the specific user will result in the permanent removal of user details from the QEval database, making it possible for the logged-in user to fetch or recover the user details.

A confirmation message will be displayed on the same page. Click on the Yes button to delete the specific user details or click on the No button to discard this process.

An acknowledgment message will be displayed, and the specific user details will be removed from the QEval database.

Export To

The Export To feature allows the logged-in user to export all the added user details and save it to the local system in Excel or CSV format.

To access this feature, click on the Export To button displayed on the Manage Users page as highlighted in the screen below:

The Excel or CSV formats will be displayed. The logged-in user will be able to download, export all the added user details and save it in the local system based on selected format.

The exported file will display the user details in the same structure as it is displayed in table grid of Manage Users page.