Ivan wrote:1. Should we be creating usernames that are unique to the individual or simply the calling?
2. One of the original questions on this thread was about how to remove inactive usernames in order to clean up the list.
1. The original MLS guildelines said that each individual should have a login. This was a change from MIS/FIS where each individual used one of three general logins, depending on their level of needed access.
We took that MLS instruction to mean that the login should identify the individual. MLS 2.9 has taken this a step further by requiring that each login be attached to a specific membership record. The help desk will also tell you this if you ask them the question. I would be the first to agree that this is not clearly indicated in any written document I have seen.
Personally, I believe this allows better accountability. You know who authorized the deposit. You can find out who made a change if there was a problem or more training is needed. You know who did what. For me, the login lajackson tells me more than the login 2nd counselor.
2. Once a login has been established, if any financial transaction is taken under that login (most commonly participating in a weekly deposit), that login cannot be removed for the required number of retention years. Instead, it is made inactive.
The only person who sees the inactive logins is an administrator who goes into the login list and looks. That person should already be familiar with who should or should not have an active login. And, if there are no red checks next to that person's name, the administrator does not have to worry about that login anyway. It will go away in a few years on its own.