Managing Netprofiler Instruments, Organizations, and Users - X-Rite

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1 Adding Users. Use the Add option to add Users to the NetProfiler System. Any user you add mustbe associated with an existing organization. The users you add will be given a User security level.To Add a user to your NetProfiler System, perform these steps:a Choose Organizations from the NetProfiler Main Menu. The Organizations page appears and theOrganizations sub-menu appears with three options: Add, Manage, and Remove.b Click Add from the Organizations sub-menu. The Add Organizations page appears. 3. Type inthe following information for each user you add:i Last Nameii First Nameiii User ID (maximum 8 characters) The User ID must be unique within your organization.iv Passwordv Email addressc Choose the Organization to which they belong from the drop down list box.d Choose the Security Level: either Admin or User.i User security level can view and print reports. And update their own User profileinformation with changes such as User name and password or e-mail address. Changes arenot allowed to the User ID.ii Administrator security level can, view and print reports, create user ID's and suborganizations,move instruments from the responsibility of one organization to another,restrict access to an instrument that is no longer being used, and broadcast messages to userswithin an organization.e Click Add User. The user is added to the NetProfiler System and is associated with theorganization you indicated.2 Managing (Updating) Users. Use the Manage option from the Users Main Menu to update a User'sinformation. You can also disable a user from temporarily using the NetProfiler System.a Choose Users from the NetProfiler Main Menu. The Users page appears and the Users submenuappears with three options: Add, Manage, and Remove.b Click Manage from the User sub-menu. The Manage Users page appears.c Type in any changes you have to the following information. User Last Name, First Name,Password, and Email address. Change the Security Role if needed by clicking on either radiobutton for User or Admin Security privileges. You and X-Rite can not see existing passwords.If a password is forgotten the only option is to update the user with a new password.d Click Save to save your changes to the user information.Reports: Use the Reports Option to view a Certificate of Performance for a specific instrument(referred to as a "Single Instrument Report") or view the Network Summary report for a group ofinstruments (referred to as a "Group Instrument Report"). To use the Reports Option, choose Reportsfrom the NetProfiler Main Menu. The Reports page appears.1 List instrument for reports. To use the reports option you will need a list of instrument(s). Highlightan organization from the Organizations list. Use the up and down scroll arrows if needed to findyour organization. To select multiple organizations in the list press the CTRL key and clicking onindividual organizations. Select All Organizations to get a list of all instruments in yourorganization and all sub-organizations. Click the List Instruments button. All of the instruments forthe chosen organization will appear. The serial number will have a red asterisk * indicating that theinstrument is shared from another organization.2 Viewing a Single Instrument Report. Use this option to view a Certificate of Performance for aspecific instrument. Throughout the reports options you will see the instruments specific SerialPage 4 of 6
Number. Whenever the Serial Number is underlined you may click on it and view the certificate ofperformance for that instrument.3 Viewing a Group Instrument Report. Use this option to view a Network Summary Report- a reportfor a group of instruments within the selected organization(s). You can filter specific model orseries of instruments by clicking on the Advanced Report box. A check appears and the advancedfilter options appear.a Choose a Group By option to group instruments for the report: Choose Model to group byinstrument model. All instruments will be grouped in the report by instrument model, forexample all CE-7000A's are listed together.b Choose Series to group instruments within series, such as 7000 Series instruments. Not allinstrument models have a series. 7000 Series includes both 7000A and 7000 instruments.c Filter the list of instruments within the model or series further by using the Filter By box.Uncheck any group or series whose reports you do not want to view.d Click the List Instruments button. The instruments are grouped, filtered and then listedaccording to the options you chose.e Locate the instruments that you wish to report on.f Click on the box in the Select column for the instrument. A check appears. There is aSelect All Instruments at the bottom of the list.g Click on Network Summary button to get a summary report for selected instruments. Networksummary report shows:i Certification icon. Green indicating it passed the last certification and red indicating it failedthe last certification. You can double click on the icon to get a window with the test results.ii Certification date. Will show the date and time of the last certification. The date and time isthe date and time set on the computer running the test. The date/time will be written in blackif the certification is 0-30 days old, orange if the certification is 31-45 days old, red if thecertification is 45+ days old, or gray if the certification was performed on a machine whosedate was set to a future date.iii Certifier Name. The last and first name of the user id used to run NetProfiler.iv Serial Number. The serial/prom number of the instrument profiled. Click on the serialnumber to get the complete individual certificate of performance.v Model Name. Shows the model of instrument. Average performance will be shown for eachseries of instruments.vi Organization. Will show the full organization name of the instrument.vii SCI De. Will show the specular condition included un-profiled (before) and profiled (after)average De for each instrument. For instruments that have not been profiled specularincluded an N/A will be showing. And for instruments that can not perform SCI such as 45/0instruments it will show --. SCI De will not show on your network summary report if noneof the instruments selected have data for SCI.viii SCE De. Will show the specular condition excluded un-profiled (before) and profiled (after)average De for each instrument. For instruments that have not been profiled specularexcluded an N/A will be showing. And for instruments that can not perform SCE or onlyperformed SCI certification it will show --. SCE De will not show on your network summaryreport if none of the instruments selected have data for SCE.Messages: Broadcasting and Managing Messages. The Messages Option allows Administrator SecurityLevel users the ability to broadcast (send to many users) and manage (read, save or delete) existingmessages. To use the Messages Option, choose Messages from the NetProfiler Main Menu. ThePage 5 of 6
Page 2 and 3: 3 Sharing Instruments. If another o
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Managing Netprofiler Instruments, Organizations, and Users - X-Rite

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