Page 2 - Unanet AE: Administering the System
P. 2
TABLE OF CONTENTS
ABOUT THIS PARTICIPANT GUIDE ......................................................... 7
Symbols used in this guide ...................................................................................... 7
Unanet Contact Information ..................................................................................... 7
Support Portal ............................................................................................................ 7
Student Training Site ................................................................................................. 8
COURSE INTRODUCTION ........................................................................ 9
Learning Objectives .................................................................................................. 9
Lesson 1: Managing System-wide Permissions ................................... 10
Learning Objectives ................................................................................................ 10
User and Group Permissions ................................................................................. 10
Activity 1.1 – Set Up User and Group Permissions ................................................ 11
Password Management ........................................................................................... 13
Activity 1.2 – Manage Passwords .......................................................................... 14
Document Manager Permissions ........................................................................... 15
Activity 1.3 – Assign Document Manager Applet Permissions ............................... 15
Activity 1.4 – Assign Document Type Permissions ................................................ 16
Navigator Query Permissions ................................................................................ 17
Activity 1.5 – Assign Navigator Queries Applet Permissions .................................. 17
Activity 1.6 – Assign Permissions to Specific Navigator Queries ........................... 18
Check Your Understanding .................................................................................... 19
Lesson 2: Setting Up Time and Expense .............................................. 20
Learning Objectives ................................................................................................ 20
Projects .................................................................................................................... 20
Activity 2.1 – Create Projects ................................................................................. 20
Timesheet Groups ................................................................................................... 21
Activity 2.2 – Create and Apply Timesheet Groups ................................................ 21
Holiday Calendars ................................................................................................... 22
Activity 2.3 – Set Up Holiday Calendars ................................................................. 22
Time and Expense Templates ................................................................................ 24
Activity 2.4 – Create and Apply Time and Expense Templates .............................. 24
Expense Codes ........................................................................................................ 25
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