User Roles and Logging In
Once your request has been approved and the application has been installed on your state’s website, you will be provided with access to the application by your network administrator or whoever is responsible for setting up user accounts.
Below is a screenshot of the Home page. All resources and pages within Generate can be accessed from the Home page.
User Roles
There are two types of user roles in Generate: Reviewer and Administrator. The SEA determines the process for establishing user accounts and assigning Generate roles to individuals via Active Directory services. Active Directory is a function of the state’s operating system and is not included with the CIID installation.
The functions you can perform in Generate depend on the user role to which you are assigned:
Reviewer Role
As a Generate Reviewer, you will have access to all features and functionality described within this document, including the Toggle feature in Settings. Generate Reviewers do not have access to the Generate Data Store in Settings. Generate Reviewers are typically program personnel such as EDFacts Coordinators, Data Managers, Data Stewards, or other staff responsible for the data and for running and reviewing reports and confirming record counts.
Administrator Role
As a Generate Administrator, you will have access to the same features and functionality as the Generate Reviewer. The difference is that Administrators can also access the Data Store in Settings. The Data Store provides the interface for moving the data from the state’s longitudinal data system, or another source, into the Generate Operational Data Store (ODS), and the Reporting Data Store (RDS). The Administrator role is typically assigned to technical staff with a knowledge of the state’s source systems and Extract, Transform, and Load (ETL) processes. For example, the Administrator role might be assigned to a Database Administrator, or someone responsible for processing and submitting the EDFacts files through the EDFacts Submission System (ESS). Anyone with the applicable knowledge and skills can be assigned to this role.
Logging In
Once you have been assigned a role and your login information has been established by Active Directory, you can log into the application.
To log in to Generate, follow the steps below: Note: Chrome is the preferred browser. Internet Explorer (IE) is NOT supported.
Enter your username in the UserName field at the top right-hand corner of the application, as shown below.
Enter your password in the Password field.
Click the LOG IN button.
If you make a mistake entering your username or password, you’ll see the following message at the top center of the page.
If you successfully enter your username and password, your name and user role will appear at the top right corner of the page, followed by an option to log out.
The following pages in Generate are accessible to all users after they log in:
Resources
Data Population Summary
Standard Reports
CIID website
Settings
The Data Population Summary, Standard Reports, and Settings are only accessible to users that are logged in to Generate. If you attempt to access them before logging in, the following message will appear at the bottom of the page.
Note: you do not have to be logged in to access Resources or the CIID website.
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