Master Setup 1. Terminology a. Data Areas Data Areas are ways for Tenmast to separate out the program for program function and PIC submission. Common data areas that you would see are EXE which holds the accounting programs, PH for Public Housing PIC submissions, and S8 for Section 8 PIC Submissions. b. Programs Programs are the different modules that function outside of the WinTen2+ Home screen. c. Roles Roles are a way to group security permissions for the programs that are controlled by Master Setup. 2. Purpose & Effects Master Setup is used to determine what programs are installed and used in the WinTen2 interface. It also determines the list of users for the housing authority and the permissions for those users in the Winten2 interface programs. This affects access to all of the WinTen2 programs, as well as what users can be pulled into WinTen2+ program security, and other programs that get user information from the list of users in Master Setup. 3. Requirements (tools needed) a. Who? Implementation Coach b. What? Quote, List of users with their job functions c. Dependencies? Programs and Data Areas must be completed before creating roles, adding users and assigning those users roles. 4. How to a. Default Settings ii. Click on the Setup button
iii. Click on the Settings button. iv. Click on the Edit (Pencil) icon and fill in the HA name and address. v. Click on the Diskette icon to Save your changes. vi. Click on the Door icon to close back to the Main menu. b. Programs
ii. Click on the Programs button. iii. Click on the Plus icon and in the Add Program Wizard and select the programs that are on the quote. iv. Click Start, then Finish. v. Repeat as needed. vi. Click on the Door icon to close back to the Main menu. c. Data Areas
ii. Click on the Data Area button iii. Click on the Plus icon 1. In the Add Data Area Wizard, fill in the Data Area Code and Description then click on Start. Note: You will need at least an EXE data area for the accounting programs, and a PH data area and a S8 data area for inspections and gathering for PIC. 2. Check off what programs should be loaded in each data area. a. Programs to put in the EXE are (if they are on the contract): Budget (BUD), TenCentral (CENTR), Check Recon (CHK),
Consumable Inventory (CI), Fixed Assets (FA), General Ledger (GL), IRS 1099s (IRSMAG), TransNet (MAG), Accounts Payable (PBL), Purchase Orders (PO), Payroll (PR)Tenant Accounts Receivable (REC), Custom Report Writer (RPT), Master Setup (SYS), TenMast support utility (TSU). b. Programs to put in the other data areas (e.g.ph, S8V) (if they are on the contract): Occupancy and Rent Calculation (ORC), PH Desktop Inspections (INP) (if applicable), S8 Desktop Inspections (IN8) (if applicable). c. If the PHA uses multiple HA IDs to submit to PIC, TransNet will need to be loaded in the each data area that they want to submit separately. 3. Confirm and click on Finish. d. Roles ii. Click on the Roles button iii. Click on the Plus icon to add a new role
1. Fill in the Description of the role you want to create 2. Click Start, then Finish iv. Highlight the Role you just created and click on the Edit (Pencil) icon on the toolbar 1. Click on the Plus icon to add a program to that role a. Click on the down arrow and select the program and click OK. b. Choose what security permissions that you want this role to have on the No Access Allowed side of the screen and click on the arrows to move one or all permissions over to the Access Allowed side. You can click on the Plus next to each section on the left and choose specific functions or permissions. c. Once you are done, click the Save button. v. You will need to have a special role named PIC User that has all access to ORC and TransNet. vi. Click on the door to close out to the Main menu. e. Users
ii. Click on the Users button iii. Click on the Plus icon to add a new user. Note: You will need to add all users that will either have permissions in the system, or maintenance employees that you want pulled into Work Order Employee Setup and onto Work Orders. 1. Fill in the First and Last Name, Initials, Login ID, and Password. 2. Click Start, then Finish.
iv. Highlight the User you just created and click on the Edit (Pencil) icon on the toolbar 1. Click on the Plus icon to add a Role to that User a. Choose the Data Area that you want to give this person permission to, remembering what programs are in which data areas from Data Area Setup. Check the Data Area(s) and click on Start. b. Choose what Roles that you want this User to have and check those off.
c. Click on Next, confirm the values, then Finish. d. Once you are done, click the Save button. v. Click on the door to close out to the Main menu. 5. Validation a. Review the programs and compare to the programs listed on the contract. b. Review the data areas to make sure that they have the required data areas and any additional that they may need. c. Login as each user and determine if the user login is working and that it gives you the intended permissions.