.. toctree:: :numbered: Maintaining organisations ========================= * ``Create`` and ``save`` organisation details. Welcome page ------------ .. image:: images/welcome_page.png :align: center :height: 200pt :width: 350pt * As the application is launched, it automatically checks whether the application is running on ``emulator`` or ``tablet`` and do the needful. * Various options are present in the slide menu. .. image:: images/drawer_options.png :align: center :height: 200pt :width: 350pt - Change server location + On selecting ``Change server location`` , it prompts a dialog to enter IP address manually. It requires a live internet connection, it can be within an organisation or an institute. User can access a centralized remote server running within the institute. The advantage is, each user will have his/her own account on the server. The central server runs Postgres as a database engine. .. image:: images/remote_location.png :align: center :height: 200pt :width: 350pt + Click on ``Ok`` button. * There are two options at the top of the screen: + Create new organisation + Select existing organisation * At the bottom of the screen there is brief information about ABT. Setting up a new organisation ----------------------------- * To get started, user need to create aleast one organisation. * Press ``Create new organisation``. .. image:: images/create_org.png :align: center :height: 200pt :width: 350pt * Fill in the necessary information such as organisation name, type and specify the financial period. * ABT provides 1st April to 31st March as the predefined financial year, but user can change the To date ``manually`` according to organisation's rules or requirement. Once the ``From`` date is set, ``To`` date gets automatically updated by ``12`` months and minus ``1`` day. * Press ``Next`` to sign up as a new user. This will open a dialog where user can select role, it can be either an admin or a guest. .. image:: images/login.png :align: center :height: 200pt :width: 350pt * Guest user has a default username and password ie. ``guest``. * If user will select ``admin``, a new pop-up box will appear on the screen to sign up as an admin. Save details and press ``Log In`` to continue. .. image:: images/sign_up.png :align: center :height: 200pt :width: 350pt * Fill the organisation details if required and save them, else skip. .. image:: images/org_details.png :align: center :height: 200pt :width: 350pt * It will take the user to ABT’s master menu. * **Note**: In both the cases, whether the user ``skips`` or ``saves``, organisation will be created . Select existing organisation ---------------------------- * Press ``Select new organisation``. * Select any ``organisation`` and respective ``financial year`` from the dropdown and login as per role. .. image:: images/select_org.png :align: center :height: 200pt :width: 350pt .. image:: images/login_user_test.png :align: center :height: 200pt :width: 350pt .. image:: images/login_user.png :align: center :height: 200pt :width: 350pt * If in case, Admin ``forgets`` password, he can use ``Forgot password`` link and answer security question to reset the password(No other role can use this option). .. image:: images/forget_password.png :align: center :height: 200pt :width: 350pt .. image:: images/reset_password.png :align: center :height: 200pt :width: 350pt