system administrator guide - sprk administrator guide - sprk version 2.5 all designs and content...

System Administrator Guide - SPRK Version 2.5

All designs and content within this document are copyrighted, unless otherwise stated.

System Administrator Guide – SPRK

All designs and content within this document are the copyright of ©Farelogix, Inc., unless otherwise stated.

All Rights Reserved. Version 2.5

Revision History

Date of Issue

Version Author Revision Description Feedback Email Address

Mar 09, 2010 1.0 Nancy Delgado

Draft [email protected]

Nov 01, 2010 2.0 Nancy Delgado

UAT Version [email protected]

Nov 22, 2010 2.3 Tina Lowry Production Version [email protected]

March 22, 2011 2.3 Tina Lowry Revision for “Root” [email protected]

May 6, 2011 2.3 Tina Lowry Convert to new Template [email protected]

May 20, 2011 2.3 Tina Lowry Editing Revisions [email protected]

June 6, 2011 2.5 Tina Lowry Split document to SPRK specific Version [email protected]

mailto:[email protected]

mailto:[email protected]




Contents Introduction ......................................................................................................................... 4

Audience ......................................................................................................................... 4

Purpose ........................................................................................................................... 4

Agency ................................................................................................................................ 5

Access the Application .................................................................................................... 5

Configure the Office ........................................................................................................ 7

Add New Office Data ................................................................................................. 7

Edit Existing Office Data ............................................................................................ 8

Delete Office Data ...................................................................................................... 9

Agent ................................................................................................................................. 10

Configure the Agent ...................................................................................................... 10

Defining Agent Roles ............................................................................................... 10

Add a New Agent...................................................................................................... 10

Edit an Existing Agent .............................................................................................. 12

Delete an Existing Agent .......................................................................................... 13

Configure the Password ................................................................................................ 13

Initial Password Assignment..................................................................................... 13

Password Reset ......................................................................................................... 14




Introduction

Audience This manual is intended for the Agency System Administrator.

Purpose The document outlines the process of getting started on the SPRK platform. This is

accomplished as follows:

Setting up the Access Control List (ACL) or security level, authenticating and pre-

configuring the Agency start up file (dispatch file). The Agency is pre-configured by

the Project Implementation Team prior to the deployment of the application.

Credentialing an Agency as a Direct Connect Agency.

Editing the Agency and its users in SPRK i.e., Agency; Agent Types, Roles,

Identification (id’s) and Passwords.

This document will define the step on how the System Administrator sets up the Agency

Users and edits office and Agent data.




Agency

Access the Application

Key in the assigned URL that has been assigned and press “Enter”.

Key in the assigned Office ID, the Agent ID, and Password in the appropriate

fields and press the “Log-In” button.

The following “Home” page will display:

Select the “Profile” icon to the top right of the main screen and the following

screen will display.




In the Profile Type click on the “down arrow” to display the options.

Select “Agency” under profile Type and click to Search.

The next screen shows two (2) sections: Offices and Agents.




Configure the Office All offices must be pre-set by SPRK.

Add New Office Data Note: Only Phone number, address and/or Email can be added. If this is already

present, verify that it is correct.

Highlight the Office that you wish to add data to by placing your curser over the

item and click to highlight.

Click the Expand icon.

When the Phone/Address/Email tabs appear, select the Tab in which you wish to

add data and click.

Select the “+” to add the new record.




The following screen will display. You can now add your information in the

outlined fields.

After data entry is complete, select the and click to insert your new data into

the record. Your new data has now been added!

Edit Existing Office Data

Follow the previous steps in Access the Application section to position yourself

at the area you need to change.

Follow the first three steps in the Add New Office Data section.

You are now positioned to Edit data.

Select Tab of data that you wish to Edit (ie, Phone, Address or Emails).

Click on Icon. The data fields edit panel will appear. You can now change

the existing data.




When data is changed, click to update your record.

Delete Office Data

Position yourself to the Office you wish to delete, following the first three steps in

the “Add New Office Data” section.

The data will appear with a Icon to the right of the data.

Click on the Delete Icon at the right of the data fields, this will delete the existing

data.




Agent

Configure the Agent

Defining Agent Roles

NOTE: The table below outlines the various functions and permissions associated to

each Agents Role; Select the Agents Role that will be associated to the new agent.

ROLES Book Ticket Retrieve

Own PNR's

Retrieve All PNR's

Void Refund Exchange Create Users

Create Profiles

Edit Profiles

Create Agencies

Agency Admin

X X X X X X X X X X N/A

Ticketing Agent

X X X X X X X N/A

Agent X X X N/A

Sub-Agent X X N/A

Add a New Agent

Follow the previous steps in the “Access the Application” section to position

yourself at the dual screen.

The lower half of the dual screen contains the Agents.

Click on the “+” to add a new Agent.

The screen displayed will allow the System Administrator to enter the required

information for creating a new Agent.

Enter new Agent data into blank fields.




Name – Enter the First and Last Name, or the way you want to identify your

Agent.

Agent ID – is the login identification the agent will enter in the login field of

the application, this ID must be unique. This value must be either a minimum

of 2 alpha/numeric characters or a maximum of 9 alpha/numeric characters

and is not case sensitive.

Duty Code – (TBA)

Agent Roles - Click on the “drop down box” to show a listing of Agent

Roles. Select an Agent Role from the selection provided. (See chart at

beginning of “Configure Agents” for explanation of Agent functions).

Enterprise Admin(assigned and not available to the System

Administrator)

Agency Administrator

Ticketing Agent

Agent

Sub-Agent

Activate – Click the at the right bottom corner of the highlighted area to activate/add

the Agent. The screen will refresh and redisplay the information.

abcxx




.

Edit an Existing Agent Once a new Agent is added, either the System Administrator or the Agent can update

their Phone numbers or their Email addresses. Follow the first seven steps in the “Access the Application” section to position


Display the Agents data by clicking on the Expand icon.

The following Tabs will display: Click the Tab you wish to update. As an example, update the Email address.

Click on the Icon. This will box in the fields you can edit.




Key in the data that you wish to change.

Click the to save your changes.

Delete an Existing Agent

Follow the first seven steps in the “Access the Application” section to position


Click on the Delete Icon at the right of the data fields, this will delete an

existing agent.

Configure the Password

Initial Password Assignment Password – Once the new Agent has been activated, to set his/her new password the

agent must login to the Sprk application using their Agent ID & the password on the right

of the “Activate” screen: (see: Configure the Agent/ Add a New Agent/Activate).




Once you click the SPRK “Login” button the screen “Change Password” will appear.

You must then enter a unique password that you will remember. This will gain you

access to the application.

.

Password Reset The application provides the System Administrator the ability to reset an Agent Password

via the “Agents” Tab from the “Agency” section.

Follow the first seven steps in the “Access the Application” section to position


Select the name of the Agent that you wish to reset the password using the

Icon.

When the Agent Profile screen appears, click on “Reset” field.




The system will auto generate a new password and send an email to the agent

containing the temporary password. Without an Email address the System

Administrator will have to manually give the temporary password to the agent.

Note: To set up an email address for the agent, see “Edit an Existing Agent” in

the Configure the Agent section.

The agent will login in to the system the next time using the temporary password.

They will then be required to enter a new password.

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