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Personalized Portal and Customization Options

Easy Access to Incidents, PRRs, Actions

XFRACAS provides a personalized "portal" for each user (based on login) that displays system-wide messages and links. The portal allows the user to access system tools (based on permission) and also provides an at-a-glance view of all the issues the user needs to work on, including:

• Incidents that you need to review
• Actions assigned to you that need to be completed
• Problems that you need to work on
• Issues that you need to review and sign off on
• Projects that you are involved with

It is easy to configure your portal to meet your particular display preferences, including the useful option to schedule a report to run automatically each time you log in to the system! The portal also makes it easy for users to automatically update their own contact information via the system.

Customize the System to Meet Specific Needs

The extensive ability to configure the system to meet the organization’s specific needs is one of the greatest strengths of XFRACAS. Configuration options include:

• You can determine what the system's predefined fields will be called and, for optional fields, choose whether they will be included in the interface.
• You can create your own custom fields by selecting the type (e.g. input box, file attachment, drop-down menu, hierarchical tree, yes/no response, etc.,) the name of the field and its position in the interface.
• You can determine the options that will be available in predefined menus and lists. If desired, these settings can be imported from Excel®.
• And much more...

These configuration options can be applied the same for the entire system or you can specify different options for different entities (e.g. product lines, business units, etc.). To save configuration time, XFRACAS allows you to use the configuration (or a portion of the configuration) for an existing entity as the "template" for a new entity. This allows you to deploy the system to users with different requirements with minimal effort and cost.

Flexible Options to Manage System Users and Permissions

XFRACAS provides a flexible array of options for managing user accounts and assigning access permissions. This includes:

• Administrators can save time by importing user account information from a "flat file" template (Microsoft Excel®) or from the Active Directory® on the organization's network.
• An extensive array of "permissions" allows you to provide the exact level of access that is appropriate for each user. The User Groups feature allows you to easily apply a predefined set of permissions to each new user account.
• User accounts can have different permissions for different entities that are tracked within the system. For example, a user may have the ability to create PRRs for one product line but is only able to create Incidents for other product lines.
• And much more...