A family site may have areas that are private to the family as well as areas which are open to the public.   

Role and user based access control to the family web portal tabs is tightly enforced.

1. EddieLucasFamily (Eddie Lucas Family of Benson, NC)
   

   Eddie Ilee Bobby Carolyn Randy Roger JoAnn Gail Evelyn

   
   

An individual site may have areas that are private to the individual as well as areas which are open to the public.   

Role and user based access control to the individual web portal tabs is tightly enforced.   

1. JonathanLucas (Jonathan Edward Lucas)

2. JudyLucas (Judy R. Lucas of Benson, N.C.)

3. LizLucas (Elizabeth Lucas)
   

   Liz is a Christian, a wife of 5 years, a mother of a 4 year old, a homemaker and a trained theatrical performer.

   
   
   MichaelLucas (Michael Avery Lucas)
   

   Michael Avery Lucas originally of Apex, N.C.   Now lives in Denver CO.

   
   

   RandyLucas (Randolph Lucas of Benson, N.C.)

1. CalendarEmail (Program to send email of tomorrows events)

2. CalendarText (Program to send text of appointments)
   
   

3. DeBug_Clear (Clear ProMan debug information)

4. DeBug_View (ProMan debug viewer)

5. SessionControl (Session control variable settings)
   
   

6. SystemInfo (System Information)

7. SystemVars (System variables)

This is the primary tool the Admin uses to shape the project`s Pro Man site.   

You can:

• Add, `Update` or `Delete` tabs
• Move them in the project menu
• Disable or enable them
• Make them visible or invisible
• Enter Help text about the tab module
• Identify the Roles that may access the tab

1. Click on the Add button
2. An item called New Tab will appear at the bottom of the menu panel.   
3. The New Tab is automatically selected for editing.   
4. You can then enter or change any of the attributes of the tab
5. To upload a document or program and associate it with your new tab:
   • Click on the binoculars
   • A File Upload dialog will pop up.   
   • Click on Browse to locate the file you wish to updload
   • Click on Upload to upload the file to the project upload site
   • Click on Continue after the file has been uploaded
   • Click on Update to save the uploaded file name to the tab
     • Once a file name appears in the target field clicking on the binoculars will display the target
     • To upload a new file, you must clear the target field and click on Update .   
6. To save your updates, click on Update
7. The Description field also serves as help content.   So, make sure that it is sufficient for that purpose.   Use HTML to format the description.   
8. Use the lower portion of the right panel to control where the document will appear in the project sitemap.   You can move the tab to a different parent.   You can also move it to a particular place under a parent with multiple children using the up and down arrows.   
9. Lastly, make sure the role-based security is set appropriately for the document.   

1. AnnouncementAdmin (Announcement Admin Tool)
   The Announcement Admin tab enables adding, removing and re-ordering Accouncement items by Users assigned the Programmer role.   

   The left panel of the Announcement Admin form enables you to see all the Anncouncement items defined for your project.   
   You can add new Announcement items by doing the following:

   1. Click on the Add button
   2. An item called New Tab will appear at the bottom of the menu panel.   
   3. The New Tab is automatically selected for editing.   
   4. You can then enter or change any of the attributes of the Announcement tab
   5. To upload a Announcement document and associate it with your new tab:
      • Click on the binoculars
      • A File Upload dialog will pop up.   
      • Click on Browse to locate the document you wish to updload
      • Click on Upload to upload the document to the project upload site
      • Click on Continue after the file has been uploaded
      • Click on Update to save the uploaded file name to the tab
        • Once a file name appears in the target field clicking on the binoculars will display the target
        • To upload a new file, you must clear the target field and click on Update .   
   6. To save your updates, click on Update .   
   7. The Description field also serves as help content.   So, make sure that it is sufficient for that purpose.   Use HTML to format the description.   
   8. Use the lower portion of the right panel to control where the report will appear in the project sitemap.   You can move the tab to a different parent.   You can also move it to a particular place under a parent with multiple children using the up and down arrows.   
   9. Lastly, make sure the role-based security is set appropriately for the report.   

   The Announcement Admin is similar to the Tabs Admin shown below:

   
   

2. BlogAdmin (Blog Administrator)
   The Blog Admin tab enables adding, removing and re-ordering Blog items by Users assigned the Admin role.   

   The left panel of the Blog Admin form enables you to see all the Blog items defined for your project.   
   You can add new Blog items by doing the following:

   1. Click on the Add button
   2. An item called New Tab will appear at the bottom of the menu panel.   
   3. The New Tab is automatically selected for editing.   
   4. You can then enter or change any of the attributes of the Blog tab
   5. To upload a Blog document and associate it with your new tab:
      • Click on the binoculars
      • A File Upload dialog will pop up.   
      • Click on Browse to locate the document you wish to updload
      • Click on Upload to upload the document to the project upload site
      • Click on Continue after the file has been uploaded
      • Click on Update to save the uploaded file name to the tab
        • Once a file name appears in the target field clicking on the binoculars will display the target
        • To upload a new file, you must clear the target field and click on Update .   
   6. To save your updates, click on Update .   
   7. The Description field also serves as help content.   So, make sure that it is sufficient for that purpose.   Use HTML to format the description.   
   8. Use the lower portion of the right panel to control where the report will appear in the project sitemap.   You can move the tab to a different parent.   You can also move it to a particular place under a parent with multiple children using the up and down arrows.   
   9. Lastly, make sure the role-based security is set appropriately for the report.   

   The Blog Admin is similar to the Tabs Admin shown below:

   
   

3. LinkAdmin (Link Administrator)
   The Link Admin tab enables adding, removing and re-ordering Links by users assigned the Programmer role.   

   You can publish any Link by referencing the Link in the target field.   

   The left panel of the Link Admin form enables you to see all the Links defined for your project.   
   You can add new Links by doing the following:

   1. Click on the Add button
   2. An item called New Link will appear at the bottom of the menu panel.   
   3. Click on New Link to select it
   4. You can then edit any of the attributes of the Link tab
   5. To save your updates, click on Update
   6. The Description field also serves as help content.   So, make sure that it is sufficient for that purpose.   Use HTML to format the description.   
   7. Use the lower portion of the right panel to control where the Link will appear in the project sitemap.   You can move the tab to a different parent.   You can also move it to a particular place under a parent with multiple children using the up and down arrows.   
   8. Lastly, make sure the role-based security is set appropriately for the Link.   

   The Link Admin is similar to the Tabs Admin shown below:

   
   

4. ProjectAdmin (Administer the current project or create a new project)
   The Project Admin tab enables users with Admin privileges to create, modify and disable Pro Man Projects.   

   An Admin can:

   • Add or remove Users as project members
   • Add or modify Help text
   • Set up a Schedule
   • Set up a Feedback area
   • Add or modify Milestones
   • Add or modify Priorities
   • Add or modify Categories
   • Set the Documents root
   • Set up the Home page

   The first screen of the Project Admin is similare to the Tabs Admin screen shown below:

   

   The project detail screen allows for further customization of the project tab:

   
   
   
   
   

5. PurchaseAdmin (Purchase Admin)
   The Purchase Admin tab enables adding, removing and re-ordering purchaseable items by Registered users.   

   You can publish any Purchase item by referencing the item in the target field.   

   The left panel of the Purchase Admin form enables you to see all the items defined for your project.   
   You can add a new item by doing the following:

   1. Click on the Add button
   2. An item called New Item will appear at the bottom of the menu panel.   
   3. Click on New Item to select it
   4. You can then edit any of the attributes of the tab
   5. To save your updates, click on Update
   6. The Description field also serves as help content.   So, make sure that it is sufficient for that purpose.   Use HTML to format the description.   
   7. Use the lower portion of the right panel to control where the item will appear in the project sitemap.   You can move the tab to a different parent.   You can also move it to a particular place under a parent with multiple children using the up and down arrows.   
   8. Lastly, make sure the role-based security is set appropriately for the item.   
   The Purchase Admin is similar to the Tabs admin shown below:
   
   

6. ReportAdmin (View or modify details and add new report tabs)
   The Report Admin tab enables adding, removing and re-ordering reports by users assigned the Programmer role.   

   You can publish any report by referencing the report in the target field.   

   The left panel of the Report Admin form enables you to see all the reports defined for your project.   
   You can add new Reports by doing the following:

   1. Click on the Add button
   2. An item called New Tab will appear at the bottom of the menu panel.   
   3. The New Tab is automatically selected for editing.   
   4. You can then enter or change any of the attributes of the report tab
   5. To upload a report and associate it with your new tab:
      • Click on the binoculars
      • A File Upload dialog will pop up.   
      • Click on Browse to locate the document you wish to updload
      • Click on Upload to upload the document to the project upload site
      • Click on Continue after the file has been uploaded
      • Click on Update to save the uploaded file name to the tab
        • Once a file name appears in the target field clicking on the binoculars will display the target
        • To upload a new file, you must clear the target field and click on Update .   
   6. To save your updates, click on Update .   
   7. The Description field also serves as help content.   So, make sure that it is sufficient for that purpose.   Use HTML to format the description.   
   8. Use the lower portion of the right panel to control where the report will appear in the project sitemap.   You can move the tab to a different parent.   You can also move it to a particular place under a parent with multiple children using the up and down arrows.   
   9. Lastly, make sure the role-based security is set appropriately for the report.   

   The Report Admin is similar to the Tabs Admin shown below:

   
   

7. ToolAdmin (Tool Admin)
   The Tool Admin tab enables adding, removing and re-ordering tools by users assigned the Programmer role.   

   You can publish any tool by referencing the tool in the target field.   

   The left panel of the Tool Admin form enables you to see all the tools defined for your project.You can add new Tools by doing the following:

   1. Click on the Add button
   2. An item called New Tool will appear at the bottom of the menu panel.   
   3. Click on New Tool to select it
   4. You can then edit any of the attributes of the tool tab
   5. To save your updates, click on Update
   6. The Description field also serves as help content.   So, make sure that it is sufficient for that purpose.   Use HTML to format the description.   
   7. Use the lower portion of the right panel to control where the tool will appear in the project sitemap.   You can move the tab to a different parent.   You can also move it to a particular place under a parent with multiple children using the up and down arrows.   
   8. Lastly, make sure the role-based security is set appropriately for the tool.   

   The Tool Admin is similar to the Tabs Admin shown below:

   
   

From this tab, the Admin may view all Users.   

From the list of all Users , the Admin may select a user account and modify it as needed.   

The Users tab is also used to reset passwords and to deactivate and re-activate accounts for Users.   

Process:

1. AccountRequest tab is used to create a new user account.   
   • The account is created immediately.   
   • However, it is marked as deleted.   
   • The Admin gets an email regarding the new AccountRequest.   
2. The Admin opens the Users tab to:
   • verify that the AccountRequest is legitimate
   • assign a Pro Man Roles to the user
   • assign the user to one or more Projects
   • activate the user account (an account must be active in order for the user to log in)

The assumptions of the Coding system are as follows:

• The coding dictionary must be loaded into the Pro Man Database
• The coding dictionary must contain a `text` Column and a `code` Column
• The items to be coded are rows in the Questionnaire Responses Table
• The coded values will be stored in the Questionnaire Responses Table

1. Coding_Configuration (Coding configuration)
   The Coding_ Configuration tool enables you to define a new coding activity and configure the Coding_ Console for deployment of computer assisted coding.   

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2. Coding_Console (Coding console)
   The Coding_ Console allow coders and supervisors access to the coding processes defined and configured using the Coding_ Configuration tool.   

   The Coding_ Console allows for selection of a coding type from which statistics are show for the selected type.   If there are any uncoded items available for coding, the first available item will be presented for coding.   

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• CS_ Configuration for configuring the control system
• CS_ Case_ Console for creating cases and updating case information
• CS_ Event_ Console for updating case status
• CS_ Report_ Console for accessing standard reports

1. CS_Case_Console (Control System Case Console)
   The Control System CS_ Case_ Console tab enables CS_ Cases to be added, updated or deleted from the Control System.   
   
   

2. CS_Configuration (Control System Configuration)
   The Control System CS_ Configuration tab enables CS_ Processes and CS_ Process_ Events to be defined.   See the CS_ Example.   
   
   

3. CS_Event_Console (Control System Event Console)
   The Control System CS_ Event_ Console tab enables CS_ Cases to be updated by one or more of the CS_ Process_ Events.   

   
   

4. CS_Report_Console (Control System Report Console)
   The Control System CS_ Report_ Console tab provides standard reports for CS_ Cases relative to CS_ Processes and CS_ Process_ Events.   

   Some of the standard reports are:

   • Current Status
   • Ever At
   • Pending Cases
   • Delinquent Cases

   
   

Since this interface accesses the production database, care should be taken on any updates performed.   

For more information see the Pro Man_ Architecture and Database discussion.   

1. DatabaseQuery (Database Query Tool)
   The Database Query tab enables administrators to access the Pro Man Database from the web.   Unlike the Database tool which has Admin privileges, Database Query may be made available to registered Users since it only allows read access to the Database.   

   Since this interface accesses the production Database, care should be taken on any updates performed.   

   
   

   1. ResponsesQuery (Questionnaire Responses Query Tool)
      The Responses Query tab enables access to the Pro Man Questionnaire Database Responses table from the web.   The Responses Query tool presents the normalized Responses table in a more logical fashion.   I.E.   logically related response value may be viewed as Rows corresponding to Cases.   Similar to the Database Query tool, Responses Query has two levels of access.   For Users with Admin Roles the tool allows for free-form query construction via a text window.   Whereas for other registered Users is provides query construction via menus only forcing the resultant query to be read only.   

      Since this interface accesses the production Database, care should be taken on any updates performed.   

      
      

• the Data Edit Failures report,
• the Edit Case tool for resolving edits on a per case per question basis, and
• the Reapply Edits tool for resolving edits across all cases.   

1. ReapplyEdits (Reapply Edits)
   The Data Edits Reapply Edits tool enable administrators to reapply edits to fail-edit cases after a modification to edit logic has been done.   

   Each case with one or more fail-edits will be processed.   Cases which had no fail-edits will be ignored.
   

2. DataEditFailures (Data Edit Failure Listing)

3. EditCase (Edit Fail-Edit Items for a Case)
   The Data Edits Edit Case tool allows you to access a fail-edit item for a case, update a problematic response value and reapply the edit logic to reset edit failure flags.
   

To install a Questionnaire form, create a Tab and reference the Questionnaire driver program in the target field.   

Example: Instrument= your instrument &Form= your form

1. DuplicatesCheck (Check for Duplicates)

2. HotForms (Menu accessible Instrument, Forms and Questions)
   Use Hot Forms to browse the entire set of Instruments , Forms and Questions that have been defined in Pro Man - either base tools or project-specific ones.   

   You can use this tool to configure a menu driven Instrument - one which allows the user ultimate flexibility in providing the information in any order they wish.
   

3. DataDictionary (DataDictionary)

   1. DataCapture (DataCapture)
      The Data Capture tab allows you to browse the data capture applications defined in Pro Man.   

      The first level enables you to see each of the Instruments defined.   

      Upon clicking on an Instrument you are able to see the Forms that make up that Instrument.   This is the second level.    Upon clicking on a Form you are able to see the Questions appearing on the Form.   

      Upon clicking on the Format you are able to see the list of response options for that Question .
      

Since roles are global admins should not delete existing roles.   

Adding a multitude of roles complicates security administration for each tab since a single user account has exactly 1 role assigned to it.