Visit Boris website Setting up an operative on the system
  1. Login to Boris with the username and password you have been given.
  2. Choose the Setup, Users menu option.
  3. Click on Add User.
  4. Complete the details for the new user:
    Username The username entered to login to the system. The same username is used for both device and web site.
    First name The user's first name (for display purposes only).
    Last name The user's last name (for display purposes only).
    Email The user's e-mail address. This can be used to automatically send e-mails to the user containing forms that they have completed.
    Password The password for this user.
    Confirm password Confirm the user's password.
    Role Select User if you wish the user to be able to completed forms on a device.
    Associated customer

    Leave as default.

    Associated location

    Leave as default.

    Region or location group

    Leave as default.

  5. Click on Save. The new user will be shown in the list of users.
  6. Click on Add Group underneath the new username.
  7. Select Operatives and click on Save.
  8. If you wish to record Clock Card information for this operative then see Enabling clock cards for an operative.
  9. If you wish to record Overtime information for this operative then see Enabling overtime for an operative.
  10. If you wish to record Driving information for this operative then see Enabling driving records for an operative.

 

 


Parts copyright 2014 Boris Software Ltd. Parts copyright 2014 Firetronic Software Ltd. Parts copyright 1998-2014 Cadence Computing Ltd. All Rights Reserved.

Menus, prompts, fields and options are from a typical installation - some items may not appear as shown. Please contact Boris support for information on additional features.