My Account

Access Your Account Information

The account screen allows you to edit your name, email and password. It also provides access to Queues, Custom Reports and Projects.

Your account can be accessed with the icon shown, highlighted in red.

Queues

Queues are generally lists of items which must be held for approval under a certain business process. Examples of queues are:

• Label printing queues where records are to be printed by designated staff.
• Approval queues where records must be approved by a manager before they are added to the main record display.
• Request queues where items are requested for check out.

Custom Reports

The custom report menu allows users to quickly and easily generate reports based off a defined schema. This schema defines a set of fields and field values which determine how a report is generated and what information will be included inside each report. This menu allows users to create, update, view, and delete existing schemas via the schema toolbar as well as the ability to generate, view and delete reports pertaining to a selected schema. When a schema is defined and selected, it will show any reports defined under that schema in a report index table. A “run” option will be visible which will allow the user to run and save a report corresponding to the selected schema. When a report is ran, the server will search the database for any records that match the set of fields and field values under a record type as defined in the selected schema and compile a report of records that match. The report will capture the state of records at the time the report is created and can be referenced at any point from the selected schema’s report index table. When a report is viewed, it will pop up a modal containing a report preview with options to export the report into either a PDF or a spreadsheet file.

Projects

You may be assigned several projects in SAM. Projects are essentially discreet databases which may contain completely different rules, record sets and processes. To switch projects, use the Switch Project dropdown under Account.