System Administrator Guide...
Transcript of System Administrator Guide...
SystemAdministratorGuide‐SPRKVersion2.5
Alldesignsandcontentwithinthisdocumentarecopyrighted,unlessotherwisestated.
System Administrator Guide – SPRK
Alldesignsandcontentwithinthisdocumentarethecopyrightof©Farelogix,Inc.,unlessotherwisestated.
AllRightsReserved.Version2.5 Page2
Revision History
Date of Issue
Version Author Revision Description Feedback Email Address
Mar 09, 2010 1.0 Nancy Delgado
Draft [email protected]
Nov 01, 2010 2.0 Nancy Delgado
UAT Version [email protected]
Nov 22, 2010 2.3 Tina Lowry Production Version [email protected]
March 22, 2011 2.3 Tina Lowry Revision for “Root” [email protected]
May 6, 2011 2.3 Tina Lowry Convert to new Template [email protected]
May 20, 2011 2.3 Tina Lowry Editing Revisions [email protected]
June 6, 2011 2.5 Tina Lowry Split document to SPRK specific Version [email protected]
System Administrator Guide – SPRK
Alldesignsandcontentwithinthisdocumentarethecopyrightof©Farelogix,Inc.,unlessotherwisestated.
AllRightsReserved.Version2.5 Page3
Contents
Introduction ......................................................................................................................... 4
Audience ......................................................................................................................... 4
Purpose ........................................................................................................................... 4
Agency ................................................................................................................................ 5
Access the Application .................................................................................................... 5
Configure the Office ........................................................................................................ 7
Add New Office Data ................................................................................................. 7
Edit Existing Office Data ............................................................................................ 8
Delete Office Data ...................................................................................................... 9
Agent ................................................................................................................................. 10
Configure the Agent ...................................................................................................... 10
Defining Agent Roles ............................................................................................... 10
Add a New Agent...................................................................................................... 10
Edit an Existing Agent .............................................................................................. 12
Delete an Existing Agent .......................................................................................... 13
Configure the Password ................................................................................................ 13
Initial Password Assignment..................................................................................... 13
Password Reset ......................................................................................................... 14
System Administrator Guide – SPRK
Alldesignsandcontentwithinthisdocumentarethecopyrightof©Farelogix,Inc.,unlessotherwisestated.
AllRightsReserved.Version2.5 Page4
Introduction
Audience This manual is intended for the Agency System Administrator.
Purpose The document outlines the process of getting started on the SPRK platform. This is accomplished as follows: Setting up the Access Control List (ACL) or security level, authenticating and pre-
configuring the Agency start up file (dispatch file). The Agency is pre-configured by the Project Implementation Team prior to the deployment of the application.
Credentialing an Agency as a Direct Connect Agency. Editing the Agency and its users in SPRK i.e., Agency; Agent Types, Roles,
Identification (id’s) and Passwords. This document will define the step on how the System Administrator sets up the Agency Users and edits office and Agent data.
System Administrator Guide – SPRK
Alldesignsandcontentwithinthisdocumentarethecopyrightof©Farelogix,Inc.,unlessotherwisestated.
AllRightsReserved.Version2.5 Page5
Agency
Access the Application
Key in the assigned URL that has been assigned and press “Enter”.
Key in the assigned Office ID, the Agent ID, and Password in the appropriate fields and press the “Log-In” button.
The following “Home” page will display:
Select the “Profile” icon to the top right of the main screen and the following screen will display.
System Administrator Guide – SPRK
Alldesignsandcontentwithinthisdocumentarethecopyrightof©Farelogix,Inc.,unlessotherwisestated.
AllRightsReserved.Version2.5 Page6
In the Profile Type click on the “down arrow” to display the options. Select “Agency” under profile Type and click to Search. The next screen shows two (2) sections: Offices and Agents.
System Administrator Guide – SPRK
Alldesignsandcontentwithinthisdocumentarethecopyrightof©Farelogix,Inc.,unlessotherwisestated.
AllRightsReserved.Version2.5 Page7
Configure the Office All offices must be pre-set by SPRK.
Add New Office Data Note: Only Phone number, address and/or Email can be added. If this is already present, verify that it is correct.
Highlight the Office that you wish to add data to by placing your curser over the item and click to highlight.
Click the Expand icon.
When the Phone/Address/Email tabs appear, select the Tab in which you wish to add data and click.
Select the “+” to add the new record.
System Administrator Guide – SPRK
Alldesignsandcontentwithinthisdocumentarethecopyrightof©Farelogix,Inc.,unlessotherwisestated.
AllRightsReserved.Version2.5 Page8
The following screen will display. You can now add your information in the outlined fields.
After data entry is complete, select the and click to insert your new data into the record. Your new data has now been added!
Edit Existing Office Data
Follow the previous steps in Access the Application section to position yourself at the area you need to change.
Follow the first three steps in the Add New Office Data section. You are now positioned to Edit data. Select Tab of data that you wish to Edit (ie, Phone, Address or Emails).
Click on Icon. The data fields edit panel will appear. You can now change the existing data.
System Administrator Guide – SPRK
Alldesignsandcontentwithinthisdocumentarethecopyrightof©Farelogix,Inc.,unlessotherwisestated.
AllRightsReserved.Version2.5 Page9
When data is changed, click to update your record.
Delete Office Data
Position yourself to the Office you wish to delete, following the first three steps in the “Add New Office Data” section.
The data will appear with a Icon to the right of the data. Click on the Delete Icon at the right of the data fields, this will delete the existing
data.
System Administrator Guide – SPRK
Alldesignsandcontentwithinthisdocumentarethecopyrightof©Farelogix,Inc.,unlessotherwisestated.
AllRightsReserved.Version2.5 Page10
Agent
Configure the Agent
Defining Agent Roles NOTE: The table below outlines the various functions and permissions associated to each Agents Role; Select the Agents Role that will be associated to the new agent.
ROLES Book Ticket Retrieve Own
PNR's
Retrieve All PNR's
Void Refund Exchange Create Users
Create Profiles
Edit Profiles
Create Agencies
Agency Admin
X X X X X X X X X X N/A
Ticketing Agent
X X X X X X X N/A
Agent X X X N/A
Sub-Agent X X N/A
Add a New Agent
Follow the previous steps in the “Access the Application” section to position yourself at the dual screen.
The lower half of the dual screen contains the Agents. Click on the “+” to add a new Agent.
The screen displayed will allow the System Administrator to enter the required information for creating a new Agent.
Enter new Agent data into blank fields.
System Administrator Guide – SPRK
Alldesignsandcontentwithinthisdocumentarethecopyrightof©Farelogix,Inc.,unlessotherwisestated.
AllRightsReserved.Version2.5 Page11
Name – Enter the First and Last Name, or the way you want to identify your
Agent. Agent ID – is the login identification the agent will enter in the login field of
the application, this ID must be unique. This value must be either a minimum of 2 alpha/numeric characters or a maximum of 9 alpha/numeric characters and is not case sensitive.
Duty Code – (TBA)
Agent Roles - Click on the “drop down box” to show a listing of Agent
Roles. Select an Agent Role from the selection provided. (See chart at beginning of “Configure Agents” for explanation of Agent functions).
Enterprise Admin(assigned and not available to the System Administrator)
Agency Administrator
Ticketing Agent
Agent
Sub-Agent
Activate – Click the at the right bottom corner of the highlighted area to activate/add the Agent. The screen will refresh and redisplay the information.
abcxx
System Administrator Guide – SPRK
Alldesignsandcontentwithinthisdocumentarethecopyrightof©Farelogix,Inc.,unlessotherwisestated.
AllRightsReserved.Version2.5 Page12
.
Edit an Existing Agent Once a new Agent is added, either the System Administrator or the Agent can update their Phone numbers or their Email addresses.
Follow the first seven steps in the “Access the Application” section to position yourself at the dual screen.
Display the Agents data by clicking on the Expand icon.
ThefollowingTabswilldisplay: Click the Tab you wish to update. As an example, update the Email address.
Click on the Icon. This will box in the fields you can edit.
System Administrator Guide – SPRK
Alldesignsandcontentwithinthisdocumentarethecopyrightof©Farelogix,Inc.,unlessotherwisestated.
AllRightsReserved.Version2.5 Page13
Key in the data that you wish to change.
Click the to save your changes.
Delete an Existing Agent
Follow the first seven steps in the “Access the Application” section to position yourself at the dual screen.
Click on the Delete Icon at the right of the data fields, this will delete an existing agent.
Configure the Password
Initial Password Assignment Password – Once the new Agent has been activated, to set his/her new password the agent must login to the Sprk application using their Agent ID & the password on the right of the “Activate” screen: (see: Configure the Agent/ Add a New Agent/Activate).
System Administrator Guide – SPRK
Alldesignsandcontentwithinthisdocumentarethecopyrightof©Farelogix,Inc.,unlessotherwisestated.
AllRightsReserved.Version2.5 Page14
Once you click the SPRK “Login” button the screen “Change Password” will appear. You must then enter a unique password that you will remember. This will gain you access to the application.
.
Password Reset The application provides the System Administrator the ability to reset an Agent Password via the “Agents” Tab from the “Agency” section.
Follow the first seven steps in the “Access the Application” section to position yourself at the dual screen.
Select the name of the Agent that you wish to reset the password using the Icon.
When the Agent Profile screen appears, click on “Reset” field.
System Administrator Guide – SPRK
Alldesignsandcontentwithinthisdocumentarethecopyrightof©Farelogix,Inc.,unlessotherwisestated.
AllRightsReserved.Version2.5 Page15
The system will auto generate a new password and send an email to the agent containing the temporary password. Without an Email address the System Administrator will have to manually give the temporary password to the agent.
Note: To set up an email address for the agent, see “Edit an Existing Agent” in the Configure the Agent section.
The agent will login in to the system the next time using the temporary password. They will then be required to enter a new password.