Support
Support Procedures
Support Task Guide
MOR-PROC-011 Version 1 Last Review Date: September, 2024

User Reports a Bug

Considerations

  • Has the user provided enough context and information to be able to replicate the issue? It is often necessary to request further information.

Method

Recreate issue
Create a Bug in DevOps
  • Access DevOps
  • Paste the bug template into the new task.
    • Need to confirm where this is stored and shift it to this doc site.
Add tag 'BM to approve'
Assign to Bryce Marshall
Add the new task ID to the Freshdesk ticket in the 'DevOps ID' field.

Changing an Email Address

At times, the email address that a user

Considerations

  • Is the request legitimate? A change of email address could be ploy to gain access to an account.

Places that require update:

  • Auth0 User Profile
  • CMMS User Profile

Re-activating/Creating a User Account

As user management, and therefore access to CBC data, is ultimately a responsbility of CBC, the responsiblity for user account management belongs to the CBC Inductions department.

Method

Redirect to Inductions (inductions@cbcgroup.com.au)

Request to update Financial Delegation

Considerations

  • All requests to update Financial Delegation must be athorised by management. This generally means Josh Ryan, Kristen Magagnino, or Leanne Mangoulias.
  • Is the request specific enough? The financial delegation options include limits for Quotes, Creditor Invoices and Debtor Invoices, with a different limit for each. Sometimes it is necessary to clarify a request.
  • Does the request include approvers? Although optional, the financial delegation process works best if a user can escalate an approval up a management chain. If setting up new financial delegation limits, it may be necessary to confirm with the user (or management) who the approvers should be.

Method

Confirm that the request is authorised.
Access the Users profile.
Open the 'Financial Delegation' panel.
Update
Save the User Profile