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WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

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Page 1: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

WBSCM600WBSCM User Administration - For USDA Employees -

Lesson 1 Overview of User Administration

Page 2: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

Lesson Objectives• Describe the User Administration process

Page 3: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration
Page 4: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration
Page 5: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration
Page 6: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration
Page 7: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration
Page 8: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration
Page 9: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration
Page 10: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

1. T/F: The first step of the User Admin process is User Admin being notified that users need to be created.

A.TrueB.False

2. T/F: The last step involves the new User logging into eAuth/WBSCM by accepting the WBSCM Rules of Behavior.

A. TrueB. False

Page 11: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

WBSCM600WBSCM User Administration - For USDA Employees -

Lesson 2 User Creation

Page 12: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

Lesson Objectives• Explain how to create a user

Page 13: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration
Page 14: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

Personal Data tab

Page 15: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

Role Data tab

Page 16: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

Admin Data tab

Page 17: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

After a user is created, confirmation is required

An email is sent to the new user!

Page 18: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

•To create an e-Auth account, go to www.usda.gov•Click New User

18 • Prepared by SRA International, Inc. • Confidential

Page 19: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

Select the Level 1 or Level 2 link

19 • Prepared by SRA International, Inc. • Confidential

Page 20: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

Complete the appropriate fields to create your e-Auth account:

20 • Prepared by SRA International, Inc. • Confidential

Page 21: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

21 • Prepared by SRA International, Inc. • Confidential

Page 22: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

After user is created, confirmation is required

An email is sent to the new user!

22 • Prepared by SRA International, Inc. • Confidential

Page 23: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

23 • Prepared by SRA International, Inc. • Confidential

Page 24: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

24 • Prepared by SRA International, Inc. • Confidential

Page 25: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

25 • Prepared by SRA International, Inc. • Confidential

Page 26: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

26 • Prepared by SRA International, Inc. • Confidential

Page 27: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

• Auto Playback Tutorial: watch the simulation with no user input required

Page 28: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

• Standard Tutorial: guide yourself through the simulation by clicking on certain areas when prompted

Page 29: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration
Page 30: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

1. T/F: The Personal data tab contains information such as First Name and Last Name.A. TrueB. False

2. This tab is NOT listed under User details:A. Address dataB. Personal dataC. Role dataD. Admin data

Page 31: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

WBSCM600WBSCM User Administration - For USDA Employees -

Lesson 3 Modify User

Page 32: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

Lesson Objectives• Explain how to modify a user

Page 33: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

Select the organization to which the user belongs

Page 34: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

Select the user from

the list

Page 35: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

Click the Modify User

button

Page 36: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

Navigate between tabs &

update as needed

Page 37: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

Click the Save

button

Page 38: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

• Auto Playback Tutorial: watch the simulation with no user input required

Page 39: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

• Standard Tutorial: guide yourself through the simulation by clicking on certain areas when prompted

Page 40: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration
Page 41: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

1. In order to make changes to a user, you must first click the ________ button.A. SaveB. Modify UserC. CancelD. Create New User

2. T/F: The portal path to modify a user is Admin tab > Manage Users tab > Manage Users linkA. TrueB. False

Page 42: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

WBSCM600WBSCM User Administration - For USDA Employees -

Lesson 4 Setup User in Procurement Organization Structure

Page 43: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

Lesson Objectives• Allow user to access purchasing information in

WBSCM• Identify relevant purchasing organizations in WBSCM

Page 44: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration
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Page 49: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration
Page 50: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

• Auto Playback Tutorial: watch the simulation with no user input required

Page 51: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

• Standard Tutorial: guide yourself through the simulation by clicking on certain areas when prompted

Page 52: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration
Page 53: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

1. What is the portal path to setting up a user in the procurement organization structure?A. Admin > Manage Users > Procurement > Procurement Org

StructureB. Admin > Manage Users > Procurement > Setup Users in

Procurement Org StructureC. Operations > Manage Users > Procurement > Setup Users in

Procurement Org StructureD. Admin > Organization Maintenance > Procurement > Setup

Users in Procurement Org Structure

2. T/F: From the initial screen, you need to click the Copy User and Employee Data from Template button to setup a user in the procurement org structure.A. TrueB. False

Page 54: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

WBSCM600WBSCM User Administration - For USDA Employees -

Lesson Setup User as Procurement Approver

Page 55: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

Lesson Objectives• Explain how to setup a user as a procurement

approver

Page 56: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration
Page 57: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration
Page 58: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration
Page 59: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration
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Page 62: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration
Page 63: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

• Auto Playback Tutorial: watch the simulation with no user input required

Page 64: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

• Standard Tutorial: guide yourself through the simulation by clicking on certain areas when prompted

Page 65: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration
Page 66: WBSCM600 WBSCM User Administration - For USDA Employees - Lesson 1 Overview of User Administration

1. T/F: You must click on the Head of own organizational unit check box to indicate that this user is a procurement approverA. TrueB. False

2. T/F: Setting up a user as a procurement approver is required.A. TrueB. False