This report will assist with confirming users and their permissions for a specific location/group.
This report should be ran at least once a year to ensure only staff who are currently employed and are actively working at your site are set to active. Everyone who is not longer working at your center should be set to inactive. To inactivate a user please contact the Help Desk. To reactivate a user, submit a Software Permission/Training Access Request Form.
- Once logged in click on the Reporting tab, located on the top left hand side of the PARKS DIRECT screen, followed by Reporting Output Listing.
- After clicking on Report Output Listing, enter in the name of the report in the description section and click Enter.
- Double click on "VSI - User Listing Report."
- You'll have a box pop up titled "information." Make the "User Setup Report" is selected under Report Criteria Screen. You'll want to leave the Report Criteria Template section clear (No Template Selected).
- Click Continue.
- You'll want to make no changes to the User DataGrid as is.
- Under the User Name Range screen, make sure you're checking the box labeled "Use User Name Range."
- In the Primary Record Filters screen, you'll want to click the drop down and select ALL permissions that apply for your facility. This usually includes CSRs, MODs and Facility Managers.
If you manage more than one facility you can run one report for all your locations!
At the bottom of the page you'll see some additional options, make sure the following are selected.
- Output Group: Setup Listings
- Output Template: VSI - User Listing Report
- Custom Title: Blank
- Output Type: Detail
Click "Process".
In the Report Options select PDF for file format and Preview Report for Output Option.
Click "Continue".
Remember that with the "Schedule" option you can have this report run automatically as often as you like, this ensuring your staff's permissions are up to date.