Encompass Updates and Enhancements to Features - 23.3 October Service Pack

This section discusses the updates and enhancements to existing forms, features, services, or settings that are provided in this release.

User Interface

A change has been made to the web version of Encompass which enables users to retain their column width adjustments while logged in. Prior to this adjustment, any changes that users made to the column width would reset when they navigated to another screen. Now, these changes will persist until the user logs out of the web version of Encompass.

ENCW-96220

Services Management

The Authorized Users section for the Services Management feature has been updated to provide a better user experience. With this update, administrators are able to easily view which users are authorized to use a specific service order setup. This update affects the following features:

  • Adding/editing Manual service setups.

  • Adding/editing Easy Order service setups.

  • Adding/editing User Credentials.

Authorized Users List

The Authorized Users section enables administrators to add or delete authorized users and search the user list by user ID or Name. When users have been added, the following information displays:

  • ID - The Encompass user ID. If an organization has been added, the ID displays 0.

  • Name - The name of the user or organization.

  • Type - Indicated if the entry is for a user or an Organization.

  • Action - Administrators can select the Delete icon to remove the user or organization from the list.

To Add an Authorized User

  1. From the Authorized Users section, select Add.

  2. On the Add Entities window, navigate through the Category options to select the Users who will use this setup. To move to a category, select the Down Arrow icon. To move an individual user to the Selected Users column, select the Move Arrow icon. To search for a specific user, select the Search icon.

    Note: Administrators can select up to 200 users at a time on the Add Entities window before adding them to the Authorized Users list. Once added, the administrator can return to the Add Entities window if they need to add more users.

  3. Once your users or organizations are listed in the Selected Users column, select Add.

To Remove an Authorized User

  1. From the Authorized Users section, select a check box in front of the user or organization you want to remove.

  2. Select Delete.

    • Alternatively you can select the Delete icon for the user in the Action column.

Note: If you select more than 10 users, the following message displays when you select Delete.

ASO-15204, ASO-15205, ASO-15206

 

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