Release Notes - New Process Menu & User Levels

Overview:

Release 24.07.03 went live on 7/29/2024. This release delivers a new Process Menu and User Level assignment that can simplify navigation for many of your COGS-Well Users:

A new Process Menu for navigation that can be added to your Dashboard.
User Levels that manage the features a User sees and has access to.

New Process Menu:

The new Process Menu is displayed vertically on the left side of the Dashboard. The Process Menu is organized by common processes or tasks such as counting, ordering, receiving, or transferring as shown in the example below.

The Process Menu displays in addition to the Main Menu (it does not replace it) and use of the Process Menu is optional. If you want to add the Process Menu to your company, you need to select the "Default Process Menu (Global)" as the Primary Process Menu in your Company Settings:

On the Process Menu, all the features associated with a process like counting inventory such as the worksheet, entry, and reports are provided on the sub-menu. To provide an example, the sub-menus for "Count" and "Order" are shown below:

Use of the Process Menu is optional and it is added to (but does not replace) the Main Menu. The Process Menu should be easier to learn and use for many of your Users.

There is more to know about the Process Menu so please click this link to the Process Menu FAQs for added information and to learn how to add it to your Company Settings (it will not show up unless it is added).

If you have any questions or need assistance with Process Menus, please don't hesitate to contact support@cogs-well.com.

New User Levels:

User Levels control the features for Setup, transaction Entry, Worksheets, Listings, Reports, and Tools, that a User will be able to see and access on the Main and Process Menus when they log into COGS-Well. Assigning a User Level to a User will simplify navigation by minimizing the features that are included in the navigation menus.

There are five User Levels in COGS-Well. Each level has progressively fewer features available. Directly below is an overview of the features available for each User Level. This link to User Level FAQs includes a chart with a detailed listing of the features assigned to each User Level.

Administrator: Access to all features except the tools reserved for COGS-Well support. COGS-Well sets up at least one Administrator for each new customer.
Assistant Administrator: Access to most administrator features except Company Settings, Users, Controller Actions, and some Setup Tools.
Above Site User: Access to most reports including Multi-Site reports, all transaction entry features, and inventory/recipe item setup features. This level is designed for regional/district managers or company executives who need access to information, but do not adminstrate COGS-Well.
Site Manager: Access to transaction entry, worksheets, listings, reports, and item setup features. It is assumed that a site manager will manage the inventory, combined, and recipe items for a single Site such as a hotel or independent restaurant. A site user typically is only given access to one Site.
Site User: Access to transaction entry features, worksheets, and the reports associated with transaction entry. It is assumed that a site user will not manage the inventory, combined, or recipe item database. A site user typically is only given access to one Site.

User Levels are assigned via the User Setup feature. This feature can be accessed via Company>Setup>Users from the Main Menu or Manage Users>Users from the Process Menu. The User Level field with the drop-down selection display is shown below:

Things to Know (Existing Users):

A User Level is now required for a User.
Your existing Users have been assigned a User Level by COGS-Well.
Users with Administrative Access have been assigned the Administrator User Level.
Users without Administrative Access have been assigned the Assistant Admin User Level.
The above ensures all existing Users will have access to the same features they had access to before a User Level was assigned.
Please consider assigning a lower User Level to Users who are assigned the Assistant Admin User Level if you want to reduce the number of features in their menus.
If you have assigned User Menus to Users, their User Menu will not be affected.

Assign User Levels:

If you have any questions or need assistance with Process Menus, please don't hesitate to contact support@cogs-well.com.