2009-08-03
QPL Reference Manual

Warning! This page is in the process of being rewritten for QPL Version 6. It may still have references to QPL Version 5.

The Edit User Account page lets you create a new account or modify an existing account. Make the changes to the user's account in this form and click on the "Submit changes" button at the bottom of the page to update your project. Press the "Cancel" button to abandon any changes you may have made to the form and go back to the User List page.

Accounts may not be deleted. Instead, you should change the account status to "Closed."

The picture below shows a sample Edit User Account page. You can click on the items on this picture to learn more about each function.

User Name

If you are adding a new account, you must enter a project user name for this respondent or administrator. This name will be used to authenticate the user when he logs in and to mark the questionnaire records that he edited.

The user name should (1) not contain any spaces or punctuation characters and (2) be between 5 and 50 characters long. (The minimum user name size may be adjusted by the System Administrator on the Default Project Settings page.)

If you are modifying an existing account, you may not change the user name. (This name may already be linked to questionnaire records.) If you need to change a user name, you should instead change the status setting to "Closed" on the old account and then create a new account with the new user name.

Password

If you are using Normal authentication (or if you are using LDAP authentication but do not want to use it to authenticate this user), then you must enter a password for this respondent or administrator. This password will be used to authenticate the user when he logs in.

The password should (1) not contain any spaces or punctuation characters and (2) be between 5 and 50 characters long. (The minimum password size may be adjusted by the System Administrator on the Default Project Settings page.)

If you are using LDAP authentication, then the password should be blank.

Full Name

The real name of a user may be entered here. This information, however, is not required for the operation of the project but can be handy for the folks who are supporting a survey.

Email Address

The user's email address may be entered here but is not required.

At GAO, we use this information to send targeted email messages to non-respondents. If an address is incorrect, the administrator supporting the survey can update the address here before a follow-up email is sent. (See Email for more information.)

Telephone

The respondent's telephone number may be entered here but is not required.

Group

The group account setting may be used to let Normal respondents share one or more questionnaires. A respondent may edit all the cases he created and any cases that were created by any other respondents who have the same group name.

For example, if two respondents are in the same group, one respondent may edit a questionnaire that was created by another respondent, but not any questionnaires entered by a third respondent who is in a different group.

The group name may a number or a word. If you use a word, it should not contain any punctuation characters.

Any number of group names may be used, but a respondent may only be in one group at-a-time.

The group setting only affects "Normal" accounts and is usually used when the User may edit multiple cases default project option is selected.

Status

The Status field is used to specify the type of account a user should have, or to close an account. The table below summarizes what types of accounts each type of administrator is allowed to add or modify.

Administrative Rights to Create or Modify Account Status

Account Status Administrator Data
Administrator
System
Administrator
0. Closed
1. Normal
2. Super User
3. Administrator  
4. Data Administrator    
5. System Administrator      

This table shows, for example, that an Administrator may create or edit a Normal account but he cannot create or edit an Administrator account (these accounts will not even be displayed in the user list). System Administrator accounts may only be created or modified by running a MySQL script (see Customization).

Total failed login attempts

This field shows the current tally of bad log in attempts for this account. After ten failed attempts, the account will be frozen. (The System Administrator may change the maximum allowed failed login attempts on the Default Project Settings page.)

If this occurs, the respondent will see a Notice page that explains the problem and refers him to the project administrator.

You can un-freeze the account by changing the count to zero. The count will be reset to zero if the respondent logs in correctly.

Expiration Date

The account will expire at midnight (according to your web site server's clock - - be aware that some web servers use Greenwich Mean Time (GMT) and not the time in your local time zone) on the date entered in this field. This setting only affects Normal and Super User accounts. Administrative accounts never expire, even if a date is entered here.

If a respondent attempts to log in after this time, a Notice page will be displayed that explains the problem.

The account will never expire if the field is blank.

Administrators and Data Administrators can use this field to change the expiration date for individual respondents. The System Administrator may also change the expiration date for all of the Normal respondents using the Reset Expiration Dates function on the main administrative page.

Comments

The Comment field is provided as a convenience to the people who are managing a survey project. The information entered here is not required to run the system. It is intended as a place where the managers may record any notes about a particular respondent, such as any assistance that may have been provided or when an email address was changed.

Last Message

If this user has been sent one or more messages, the message number, subject, sender, and data and time of the most recent message will be listed here. The message number and date of any earlier messages will also be listed. (To view a list of all the mail jobs that have been sent to the queue, see View Mail Queue.)

View

Click on the View button to display this respondent's questionnaire.

This button uses the Questionnaire Summary Statistics page to display the responses, thus any CONVERT Options settings you used to build that page will also affect this page such as dropping particular questions from the report.

If the respondent has more than one questionnaire, the View Responses page will be displayed that lists all the cases assigned to this respondent. Click on the case number of the case you wish to view.

Submit and Cancel

Click on the Submit button to update this respondent's account. Click on the Cancel button to abandon any changes you may have made to this form and return to the User List page.