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    • 27 Feb 2023
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    Contenu

    Create

    • Mis à jour le 27 Feb 2023
    • 2 Minutes à lire
    • Impression
    • Sombre
      Lumière
    • PDF
    The content is currently unavailable in French. You are viewing the default English version.
    Résumé de l’article

    A Data Operator is a person who is added to the platform to make changes in a Master Table. They cannot make any changes to other platform modules.

    Create

    To create a Data Operator on the DL Asset Track™ platform, follow the steps listed below:

    1. Log in to the DL Asset Track™ platform Operator account.

    2. Click on Data Operator on the left Navigation Panel.

    Data Operator - Create_Click - Data Operator.png

    Navigation Panel - Data Operator

    1. Click on + Data Operator at the top right corner of the screen.

    Data Operator - Create_Create - Data Opertor.png

    Create – Data Operator

    The + Data Operator tab appears at the center of the screen, if no Data Operator has been added.

    1. If required, click on the Expand icon to maximize the Create page and then, Collapse icon to restore the Create Page.

    Data Operator - Create_Expand Icon.png

    Expand icon

    Data Operator - Create_Collapse Icon.png

    Collapse icon

    1. On Create Page, enter the Data Operator details:

      1. First Name – Data Operator Name

      The name can be a mix of characters, numbers, and special characters as per your requirements. The character limit for the Data operator name field is 50.

      1. Email – Email Address

      The email ID can be upto 80 chara cters.

    2. Select the Languages from the Preferred Language drop-down.

    Data Operator - Create_Data Operator Create Window.png

    Data Operator - Create page

    1. Select the External Network User checkbox, if the Data Operator is an external user.

    Any Data Operator who is from the outer network is an external network user. To summarize, this function acts as a validation for the external user.

    Data Operator - Create_External Network User.png

    External Network User

    1. Click Next .

    The Next option is enabled once all the mandatory fields are entered. Mandatory fields are denoted using the asterisk (*)

    Data Operator - Create_Mandatory Field.png

    Mandatory Fields

    1. Select the required Master Table(s) by clicking on the respective checkboxes or Select All to select all the Master Tables.

    The search box at the top right allows you to search for a specific master table.

    1. Click Download or Upload.

    Enabling Download allows the Data operator to download the Master Table while enabling Upload allows the operator to enter data in the Master Table.

    Data Operator - Create_Download or Upload.png

    Download or Upload

    1. Next, click the Arrow icon on the right side to add conditions to the required Master Table.

    The condition option allows the conditional data fetched for the selected Master Table.

    1. Select a Column name from the drop-down and enter a Column value for the selected column name.

    When the user selects a Master Table, they can only make changes to the column section.

    Adding a column name and column value protects your privacy. The row that contains the selected column name and column value entered by the user from the Master table appears to the Data operator.

    Data Operator - Create_Create Form Window - Column Value Selection.png

    Create form window - Column Value selection

    1. Click + Add More to add more conditions.

    Data Operator - Create_Create Form Window - Add More Option.png

    Create page - Add more option

    1. Click the Cross (X) icon on the right to delete the condition applied for a particular column.

    2. Check the Create Another checkbox to stay on the Create page, if required to create more auditors.

    The Create Another function clears all data fields and keeps you on the same form to add a new Data Operator.

    1. Check the Retain Data checkbox to retain the current data for the next auditor user to be created.

    To enable Retain Data checkbox, Create Another checkbox should be checked.

    Data Operator - Create_Create Another and Return Data Checkboxes.png

    Create Another and Retain Data Checkboxes

    1. Click Save to create a new Data Operator.

    The Save option is enabled once all the mandatory fields are entered. Mandatory fields are denoted using the asterisk (*).

    Once saved, a notification appears, “Data operator created successfully” at the bottom left of the screen.

    Data Operator - Create_Success Notification.png

    Success notification

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