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Overview

The Operations ribbon allows you to release override requests, check alerts, enter test-mode, access prior-year databases, export data, complete end of year processes, and shrink your database.

Overview

The Operations ribbon allows you to release override requests, check alerts, enter test-mode, access prior-year databases, export data, complete end of year processes, and shrink your database.

 

All functions can be accessed by first clicking on the Utilities tab. Then, locating Operations in the ribbon.



 

 



Release Override Requests

If a user role has been set to Deny a function and a user attempts to perform the denied task, the option of performing an override is available. If the user requests an override attempt, an administrator has the ability to accept or reject the override attempt. For more information on allowing and denying functions, refer to System Security in the Setup Guide section.

  1. From the Utilities tab, select Release Override Requests.
  2. Select the override request by clicking on the row. Then, select Approve Request or Deny Request.


Check Alerts

The Check Alerts appears upon system login unless user permissions have been set as Deny or None. It is established to inform the user of any issues that have occurred since the last login. Alerts display the severity,description of the alert, and the date generated. For more details about which alerts appear upon login, refer to Alert Types in the Advanced Setup menu of the Setup Guide

From the Utilities tab, select Check Alerts.

You will see a progress bar while the system will runs a check of all alert types possible.

Alert severity ranges from Warning to Serious to Critical. Click on a warning to view the details of the alert in the bottom portion of the window. Clicking the Refresh button will allow you to see if the issue has been resolved since login. When you are done, click Ok.


 


Miscellaneous

The Miscellaneous button allows you to run MSA Client in Test Mode and review Prior-Year Databases.

Test Mode
Prior-Year Database

 

 



Test Mode

 

 

 

 



 

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