1. Job Function Management allows the user to only have access to specific statuses within Action on the software only. It also allows users to have different setups for the signature pad and printer.

  2. Setting up Specific Statuses

    1. This section will go over how to create a job function and specify statuses for the user to have and then how to setup a user for the job.

    2. Go to Admin.

    3. Select Job function Management under the Advanced section.

    4. Select Add Job Function.

    5. The Job Function box will pop up. Enter a Job function Name.

    6. Next Select the status drop down; select a status and then “Add Status Filter”. Do this for all statuses you want the user to have. Select “Ok” to Save.

    7. Make sure the Job Function saves. Then select Admin.

    8. Select “User Admin” under Security section to add the job function to a user.

    9. Create a user if need be, then select the next to a user to modify the user.

    10. Select the Job Function next to “Job Function” and select “Submit” to save.

    11. To make sure the specific status is setup, login as the user and go to Action. Enter a tracking number and then check the drop down only has the specific status or statuses.

  3. Setting up different System Settings per Job

    1. This section will go over how to setup a job function for system settings for users. This allows different users to have separate functionality like printing labels and/or using the signature pad.

    2. Go to Admin.

    3. Select Job function Management under the Advanced section.

    4. Select Add Job Function.

    5. The Job Function box will pop up. Enter a Job function Name and select “Ok”.

    6. Go to Admin then select “System Settings” under Package Tracking Settings.

    7. Next to “Package Tracking Settings” section there is a dropdown. This dropdown contains all Job Function Names. Select a Job function Name.

    8. For the specific job select or unselect any settings to save for that job function only. Including the ability to print labels, default number of labels, package label template, and using the signature pad.

    9. Select “Submit” to save settings.

    10. Select “User Admin” under Security section to add the job function to a user.

    11. Create a user if need be, then select the next to a user to modify the user.

    12. Select the Job Function next to “Job Function” and select “Submit” to save.

Date created:
08/22/2018 12:14:24
Last updated:
02/21/2019 10:25:59
Product(range):
WTS Package Tracking
Print