Description: C:\Users\Earth\Desktop\istockphoto_3067567-residential-district-neighbour-with-houses-on-street.jpg

MEMBERS AND USERS MAINTENANCE – MANAGING USER RECORDS

HOW TO CREATE A NEW USER RECORD?

1.    Click on the MEMBERS & USERS function from the JIRAN system main menu.

2.    From the MEMBERS & USERS LISTING screen, click on NEW USER to initiate the creation of a new user record.

3.    The system will display the USER DETAILS screen for you to enter the user’s details.

4.    Enter the following information to create a new user record:

 

DATA FIELDS

DESCRIPTION

Email

Denotes the email address of the user

User Name

Denotes the full name of the user

NRIC No

Enter the details of the New, Old or Passport No of the user (omit the dashes for New NRIC values, e.g. 721027076467.

Race

Select from the drop down selection

Gender

Select from the drop down selection

Date of Birth

Select date of birth from the date selection option

Address, City, PostCode

Address of the RA

City

Select from available selection

Postcode

Postcode of the RA address

State

Select from the available selection

Country

Select from the available selection

Nationality

Select from the available selection

Home No

Enter the users home contact no

Mobile No

Enter the users mobile contact no

Office No

Enter the users office contact no

Office Ext

Enter the users office extension no (if applicable)

Fax No

Enter the users fax contact no

Profile Photo

Upload the user’s image

Click on UPLOAD once the file has been selected for upload before saving the record.

Click on the REMOVE PROFILE PICTURE (below the actual upload image) if the image needs to be removed and/or uploaded again.

INote: Only jpeg, jpg, jpe, gif, png file extensions are supported.

 

5.    Click on SAVE to create the user record.

Description: C:\Users\Earth\Desktop\Tasks\JIRAN User Guide\Members & Users\CreateMembers.png

6.    Once the record has been created, the system will display the remaining data entry needed to complete the entry of following user details:

a.    Change Password Tab – denotes the password values to be entered by the System Administrators or users.

b.    Admin Details – facilitates the classification of user and the security profile assignment.

c.    Properties Tab – facilitates the tagging of properties to the user record.

d.    Inventories Tab – displays the inventories assigned to a user record.

e.    History Tab – displays the historical information of activities carried out against the user record.

 

HOW TO MAINTAIN THE CHANGE PASSWORD TAB?

1.       After the completion of the USER DETAILS tab, switch to the CHANGE PASSWORD tab once it is activated.

2.       Maintain the following information on this tab:

 

DATA FIELDS

DESCRIPTION

Current Password

Enter the current password. When a new user record is created by the RA Security Administrator, this field is not applicable.

New Password

System Administrator or users to enter the new password

Confirm Password

Re-enter the new password again for confirmation

 

Description: C:\Users\Earth\Desktop\Tasks\JIRAN User Guide\Members & Users\ChangePassword.png

3.       Click on SAVE after these values have been entered.

 

HOW TO MAINTAIN THE ADMIN DETAILS TAB?

1.       After the completion of the CHANGE PASSWORD tab (if applicable), switch to the ADMIN DETAILS tab once it is activated.

2.       Maintain the following information on this tab:

 

DATA FIELDS

DESCRIPTION

User Type

Denotes the classification of the user.  Typically user type categories include:

·         Administrators, i.e. System Administrator’s

·         Committee, i.e. Committee Members

·         Guards

·         Users, i.e. Residents

User Profiles

Determine the user profile to be assigned to the user. This is dependent on the user type classification.  The user profile assigned will determine the functions that can be accessed by the users in JIRAN system.

Member

Not Applicable

Active

Not Applicable

Remarks

Additional remarks required to be entered for this record

 

Description: C:\Users\Earth\Desktop\Tasks\JIRAN User Guide\Members & Users\Admin Details.png

3.       For GUARDS & COMMITTEE MEMBER records, the following additional fields must be defined:

a.    Effective From & To Date, i.e. to denote the period of employment for this individual

b.    Employment Remarks, i.e. to include any comments in relation to this individual’s employment with the RA

4.       Click on SAVE after these values have been entered

 

HOW TO MAINTAIN THE PROPERTIES TAB?

1.    After the completion of the CHANGE PASSWORD tab (if applicable), switch to the ADMIN DETAILS tab once it is activated.

2.    Click on ADD PROPERTY and maintain the following details:

a.    Address of the property to be assigned. Select from the available list.

If the address does not exist in the drop down list, please proceed to maintain it in the PROPERTY MAINTENANCE function.

b.    Select the resident type from the available selection.

c.    Select the effective period of this property record from the date selection option.

3.    Click SAVE to create the property record.

 

Description: C:\Users\Earth\Desktop\Tasks\JIRAN User Guide\Members & Users\Properties.png

4.    Check (R) if the user wishes to:

a.    Receive email notifications from the RA Committee

b.    Participate in the RA Community forum.

5.    Click SAVE to create the overall property information.

6.    The creation of a property record will also result in the creation of the corresponding security fees for user’s payment.

7.    To remove all assignment of system collaterals, e.g. fees, inventories, residences to the users, the RA Administrators will need to click on DELETE to delete these assignments.

8.    When clicked, the RA Administrators will see the following screen:

 

Description: C:\Projects\Soft-Skills Sdn Bhd\JIRAN Development\Documentation\User Manuals\JIRAN User Guide\JIRAN User Guide (1024X768)\SETUP\Members & Users-DONE\Delete Property.png

 

9.    Click on DELETE to delete these assignments.

 

HOW TO MAINTAIN THE INVENTORIES TAB?

1.    The INVENTORIES tab displays the list of inventories that has been assigned to the user of the property.

2.    This assignment is done at the FEES function.

Description: C:\Users\Earth\Desktop\Tasks\JIRAN User Guide\Members & Users\Inventories.png

 

ABOUT THE HISTORY TAB

1.    The HISTORY tab display the historical activities (descending timestamp order) undertaken against the user record.

2.    This information is provided for System Administrators and users alike to monitor their activities.

Description: C:\Users\Earth\Desktop\Tasks\JIRAN User Guide\Members & Users\History.png 

 

HOW TO UPDATE A USER RECORD?

1.    Select the user record to be updated from the MEMBERS & USERS Listing search option.

2.    Update the user record in the respective tabs and click on SAVE to update the user record.

 

HOW TO DELETE A USER RECORD?

1.    Select the user record to be updated from the MEMBERS & USERS Listing search option.

2.    Click on DELETE in the USER DETAILS tab to remove the user record from the system.

 

See Also

·          MEMBERS & USERS – USER LISTING article on how to create a new user record in the JIRAN system

 

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