Admin Setup
Admin Setup
Admin Setup involves several master settings and utilities, crucial for managing the system effectively. Each tab and sub-tab within the Admin Setup is explained below with the necessary fields and process flow.
Purpose: Configure administrative settings and permissions to manage user access and system behavior.
A. Menu: Summary View
Summary View is a section within Admin Setup that provides an overview of all menus.
1. Process Flow:
• Access Summary View: Navigate to Admin Setup > Summary View.
• View Menus: See a list of menus, their parent menus, controllers, statuses, and the last updated dates.
2. Fields:• View Menus: See a list of menus, their parent menus, controllers, statuses, and the last updated dates.
• Menu Name: The name of the menu item (e.g., CAP Bill Creation).
• Parent Menu: The parent category to which the menu belongs (e.g., CAP Center Payment).
• Controller: The controller associated with the menu item (e.g., CAPBillMaster).
• Is Parent: Indicates whether the menu is a parent menu (Yes/No).
• Status: The current status of the menu (e.g., Active).
• Last Updated: The date the menu was last updated.
User Editable Options: Admin users can add, edit, or delete menus based on their roles and permissions.
• Parent Menu: The parent category to which the menu belongs (e.g., CAP Center Payment).
• Controller: The controller associated with the menu item (e.g., CAPBillMaster).
• Is Parent: Indicates whether the menu is a parent menu (Yes/No).
• Status: The current status of the menu (e.g., Active).
• Last Updated: The date the menu was last updated.
User Editable Options: Admin users can add, edit, or delete menus based on their roles and permissions.
B. Menu Permission: Role ‘Menu Permission’
Purpose: Control access to menu items based on user roles to ensure appropriate permissions are assigned.
Role Menu Permission allows setting access permissions for different roles.
1. Process Flow:
• Select Role: Choose a role from the dropdown (e.g., ERP).
• Set Permissions: Assign Read, Write, Export, and Settings access for each menu item.
2. Fields:• Set Permissions: Assign Read, Write, Export, and Settings access for each menu item.
• Select Role: Dropdown to select the role for which permissions are being set (e.g., ERP).
• Menu: The menu items available for the selected role.
• Read Access: Checkbox to grant read access.
• Write Access: Checkbox to grant write access.
• Export CSV: Checkbox to allow exporting data in CSV format.
• Export Excel: Checkbox to allow exporting data in Excel format.
• Export PDF: Checkbox to allow exporting data in PDF format.
• Settings Access: Checkbox to grant access to settings.
3. Additional Menus:• Menu: The menu items available for the selected role.
• Read Access: Checkbox to grant read access.
• Write Access: Checkbox to grant write access.
• Export CSV: Checkbox to allow exporting data in CSV format.
• Export Excel: Checkbox to allow exporting data in Excel format.
• Export PDF: Checkbox to allow exporting data in PDF format.
• Settings Access: Checkbox to grant access to settings.
• Exam Configurations: Settings related to exam configurations.
• Request Role Access: Interface to request access for specific roles.
• Faculty Upload: Interface to upload faculty details.
• CAP Center Upload: Interface to upload CAP (Central Assessment Programme) center details.
• Exam Center Upload: Interface to upload exam center details.
• Sync API Data: Option to synchronize data via API.
• Beneficiary User Master: Master data for beneficiary users.
• Beneficiary & Exam Mapping: Mapping between beneficiaries and exams.
• Beneficiary Type Master: Master data for types of beneficiaries.
• New Exam Conduct Bill: Creation of new bills for exam conduct.
• CAP Script Data Upload: Uploading data related to CAP scripts.
• Beneficiary Rate Configuration: Configuration of rates for beneficiaries.
• Project config: Configuration related to projects.
• CAP Bill Creation: Creation of bills related to CAP.
User Editable Options: Only Admin users can modify access levels for different roles as needed
• Request Role Access: Interface to request access for specific roles.
• Faculty Upload: Interface to upload faculty details.
• CAP Center Upload: Interface to upload CAP (Central Assessment Programme) center details.
• Exam Center Upload: Interface to upload exam center details.
• Sync API Data: Option to synchronize data via API.
• Beneficiary User Master: Master data for beneficiary users.
• Beneficiary & Exam Mapping: Mapping between beneficiaries and exams.
• Beneficiary Type Master: Master data for types of beneficiaries.
• New Exam Conduct Bill: Creation of new bills for exam conduct.
• CAP Script Data Upload: Uploading data related to CAP scripts.
• Beneficiary Rate Configuration: Configuration of rates for beneficiaries.
• Project config: Configuration related to projects.
• CAP Bill Creation: Creation of bills related to CAP.
User Editable Options: Only Admin users can modify access levels for different roles as needed
C. Role Master: Role Summary
Purpose: Define and manage user roles to regulate access and responsibilities within the system.
Role Summary displays a summary of roles and their status.
1. Process Flow:
• View Roles: Navigate to Admin Setup > Role Summary.
• Review Roles: Check the details of each role, including name, parent role, description, status, and last updated date.
2. Fields:• Review Roles: Check the details of each role, including name, parent role, description, status, and last updated date.
• Role Name: The name of the role (e.g., CAP Bill Generation).
• Parent Role Name: The parent role category (e.g., Study Center).
• Role Description: Description of the role (e.g., Special).
• Status: The current status of the role (e.g., Active).
• Last Updated: The date the role was last updated.
3. Additional Roles:• Parent Role Name: The parent role category (e.g., Study Center).
• Role Description: Description of the role (e.g., Special).
• Status: The current status of the role (e.g., Active).
• Last Updated: The date the role was last updated.
• Study Center: Manages student enrollment, attendance, and exams.
• Regional Center: Oversees multiple study centers, ensuring policy implementation.
• Faculty: Handles teaching, exam creation, and grading.
• External: External evaluators for student assessments.
• Exam Center: Manages exam logistics and supervision.
• ERP: Manages system administration and user access.
• Defined Approving Authority 2: Higher-level approvals for specific processes.
• Defined Approving Authority 1: Initial level approvals for critical operations.
• CAP Center Approval: Approves CAP-related activities and bill creation.
• CAP Center: Coordinates assessment of answer scripts and CAP logistics.
• CAP Bill Generation: Generates bills for CAP activities.
• Admin: System administrator with full control over the system.
User Editable Options: Admin users can add, edit, or deactivate roles based on organizational needs.
• Regional Center: Oversees multiple study centers, ensuring policy implementation.
• Faculty: Handles teaching, exam creation, and grading.
• External: External evaluators for student assessments.
• Exam Center: Manages exam logistics and supervision.
• ERP: Manages system administration and user access.
• Defined Approving Authority 2: Higher-level approvals for specific processes.
• Defined Approving Authority 1: Initial level approvals for critical operations.
• CAP Center Approval: Approves CAP-related activities and bill creation.
• CAP Center: Coordinates assessment of answer scripts and CAP logistics.
• CAP Bill Generation: Generates bills for CAP activities.
• Admin: System administrator with full control over the system.
User Editable Options: Admin users can add, edit, or deactivate roles based on organizational needs.
