Configuring User Parameters for CSI Shop Floor

Use this form to configure CSI Shop Floor settings for individual users.

  1. Select Master Explorer > Roles > Administrator > Security Administration > Users. The Users form is displayed.
  2. Select a blank line from the User name list and specify a user name in the User Name field, to configure parameters for a new user.
    Note: You can also select a user ID from the User name list, to configure parameters for an existing user.
  3. Specify or review this information:
    User Type
    The user type to identify the user role.
    Employee
    The code or ID of the employee.
    Note: 
    • This field is blank unless a cross-reference to an employee has been established on the Employees form. An employee number is displayed here only if the user profile has been configured as an employee-user (or supervisor-user if the user type for the profile is set to Supervisor)
    • If the user profile is not linked to an employee, the shop floor considers the user profile as a console user that is a generic user.
    Employee name
    The name of the employee.
    Note: This value is defaulted from the employees record when the user profile is established as an employee-user profile in the Employees form.
    Warehouse
    The default warehouse for this user.
    Note:  If the Trans Fill Whse parameter is selected on the Transaction Set Maintenance form, this warehouse is used by default instead of the default warehouse specified for the transaction.
    Pick Location
    The default pick location for this user.
    User Initials
    The initials of the user.
    Note:  These initials are used by the application to identify a user who performs transactions.
    PLM User Name
    The PLM User Name, if applicable.
    Work Center
    The work center.
    Note: Shop floor considers this as the default work center.
    Label Printer
    The default printer.
    Note: If the Override User Printer parameter is cleared on the Transaction Warehouse Order Type Print Parameters form, this printer is used instead of the printer specified for the transaction.
    ERP Document Printer
    The default printer that must be used to print ERP documents. For example, shipping documents.
    Note: User cannot verify the contents of this field, so the data(as defined by the ERP) must be specified correctly in this field.
    Default Inventory Location
    The default inventory location.
    Default Picking Location
    The default picking location.
    Default Putaway Location
    The default put away location.
  4. Select the User Can Change Clock check box to allow the user to modify the time and date recorder for the performed transactions.
    Note:  This parameter allows users to change the time record for transactions, including time and attendance and job start and stop transactions. You should only select this parameter for managers or similar personnel.
  5. Click Save.