SunSpectrum Member Support Center Wiki

Member Support Center - Primary User

Approval of Users

Step	Details	Comments
1	Notification is received indicating a user needs approval	Notification goes to the Primary User for the Party Number for which the user registered
2	Primary User can click application URL from within the notification to start the process or if the notification did not arrive, enter in http://ibis.sun.com/support and login with your (Sun Online Account User-id and password).	If already logged in Primary User would select Administration in the top right navigation bar of the application.
3	Locate and mouse click on Administration, to display the Administration functions.	Top right Navigation bar
4	Locate and mouse click on Pending Users to display the pending user page.
5	NEW!! Locate the pending User names or enrollments and select all appropriate to approve at once.	NEW!! You now have the ability to approve multiple users or enrollments at once. It is important to note that when using this functionality, all of the selected pending users are approved with the same associated Parties and Accounts as the Primary User. It is highly recommended that you validate the Users are authorized users within your company. Once you select appropriate users, click on 'Accept' to approve all users. Note: Steps 5a-9 are only applicable if you are approval a single user or enrollment.
5a	Locate the User name as indicated in notification and mouse click on the user name to display the next page.
6	Decision time.	If the user works for you company and press Next to continue If the user does NOT work for your company, select "back" on your browser and using the mouse check the box next to the users name and click on the word (Reject) located at the bottom left of the page. This will reject the request and remove it form the queue
7	Party information is displayed. Make updates. Mouse click Next to continue	If there are more then one party using the mouse click the box for each additional Party that the user needs to access.
8	Account information is displayed. Make updates. Mouse click Next to continue	Mouse click the box next to each account the user is required to access.
9	Mouse click in the comments box to add type any additional comments you wish to send to the user. Mouse click Reject or Approve	Notification is sent to the user once you mouse click Reject or Approve
10	The browser redraws and the user is returned to the Pending User Screen
11	The pending user name is displayed with an enrollment repeat the mouse click the user name and complete the same steps from 7 to 9 for each enrollment associated to the user

Step by Step Process to Approval of New Users and associated enrollments

Step	Image	Work Instructions
Trigger Step		The trigger to approve users is when a Primary User receives an email notification. Within the notification there is a link to the application to start the process. Alternatively, if the Primary User is already logged in they can select "Administration" as per Step 2.
1		You are logged into http://ibis.sun.com/support and you are a Primary User
2		Select Administration from the Top Right Menu as shown below
3		The Pending Approvals Screen is displayed. This displays a list of users who are awaiting your approval. You have two options as described in Step 4a and Step 4b.
4a		If you see a user's name which you wish to reject you can click the select [ ] next to the user and then press the button "Reject" This will reject the user without any notification message them. Alternatively you can go through the work flow process for Approvals/rejects to the last screen and enter a reason why you are rejecting the user.
4b		New!! Select multiple user names or enrollments to approve at once. It is important to note that when using this functionality, all of the selected pending users are approved with the same associated Parties and Accounts as the Primary User. It is highly recommended that you validate the Users are authorized users within your company. Once you select appropriate users, click on 'Accept' to approve all users. Note: Screen shots 5-8 are only applicable if you are approval a single user or enrollment.
4c		Select the users name from the Pending Approvals page, this will trigger the pending approval work flow process
5		The User details are displayed select Next once you confirm this user does work for your company. You can not modify the User details at this stage. Please do NOT modify the User Phone number just select "Next" to continue. The User can update their own information via the Profile Tab once they login. If you do not know this user, verify in your company's HR system that they do work for your company. If they are not listed in your company's HR system or are not a short term contractor somebody in your company has employed, then do NOT approve the user.
ERROR		Known Error - If you see an Oracle Error at this stage with UserAdmin:savUser:JTF-1002 - Please contact Sun via ssmsc_deployteam@sun.com, and provide the UserName and Confirmation Number that you are trying to approve. This is an open BUG which is being fixed - Work in progress May 2008.
6		Select Party Numbers -> Next to continue If there are no Party Numbers listed select Next to continue or select additional Party Numbers as required. Additional Party numbers are only listed when your company has undertaken business with Sun under different or slightly different names.
7		Select Account Numbers -> Next to continue For each Party there are associated accounts. It is your decision what to assign your users, selecting "Select All" means the user has full visibility to all of the installed productions and contracts. If you wish to limit the user to only a subset of data, then you can select one or more Accounts. The impact to the user you are approving is that they will NOT be able to find contract numbers under any of the accounts you have NOT Associated to them. In other words, they will get a "Serial Number Not Found" if the serial number they are looking for is located in an account you have not associated to them.
8		Enter a Message Any comments entered in the notification screen will be sent part of the email notification sent to the user once you select "Approve" or "Reject" At this stage you make a decision on what action to take,Select Approve or Reject. This ends the Pending User work flow process for this user, and the Pending User screen is reloaded into your browser.

Assignment of Contract Viewing Privileges

Step	Image	Comment
9		If the user approved in Step 8 was a Business User then their name will be redisplayed in the Pending User Queue. This type they will have the wording.
10		To reject contract viewing privileges, from this page select the check box and the Reject Button
11		Ability to reassign Contract Viewing after the Primary User rejected the enrollment. Select User -> And enter in the userid or last name
12		Select the user to display the sub-menus. Select -> My Enrollments. The My Enrollments screen is displayed.
13		The Primary User select the check box next to Support contract View and selects Submit
15		The Primary User selects SUN ISUPPORT BUSINESS USER as the default enrollment.
16		The Primary User is returned to the Pending User approval queue. Where they can see the existing user and now they have a request for Contract Viewing Enrollment. The Primary User selects the user_id to trigger the work flow approval process.
17		The Primary User selects Next to continue.
18		The Primary User assigns the Parties and selects Next to continue.
19		The Primary User assigns the accounts and selects *Next to continue.
20		The Primary User inserts an approval message to the user and selects Approve.