To successfully implement any database requires that all users have appropriate training. The iR User Levels classification scheme provides a framework for iR and schools to gauge proper skill sets and to assess training needs.
Traditional databases only allow for Level 1 and 4 type users. Because iR solutions are open, a school can customize and extend the functionality of the database. To best take advantage of this power, a school should strive to have trained Level 2 and 3 users in each office. The combination of an open customizable database and trained users provides the control of data that every school needs.
Not every user in a given level will necessarily have the password to perform every listed task. A single user may need to perform tasks from more than one level at different times. Not every school will have users who are sufficiently trained to perform all tasks. This discrepancy suggests that ongoing training should be routine and that it is beneficial for a school to maintain an ongoing relationship with iR or another FileMaker Pro developer. The descriptions below detail expanded skill sets for each level.
Level 1 – Operator
- User functions in Browse, Find or Preview mode only
- Launch FileMaker Pro application and log into served database
- Navigate throughout solution
- Operate and understand basic FileMaker Pro menus and dialogs
- Create and delete records
- Edit records
- Perform FSLP (instant query) tasks – Find, Sort, (switch) Layouts, Print
- Perform domain specific tasks
- Run scripts and reports
- Import or export data
Level 2 – Customizer
- User is able to work in Layout mode, define fields and define value lists
- Add fields to file
- Adjust field properties
- Modify field formatting on layouts
- Add or customize value lists
- Add or customize layouts
- Create list views
- Create forms
- Create merge letters
- Create labels and envelopes
- Create reports
- Add or adjust navigation elements (buttons)
- Create total and subtotal fields and parts
- Create sub-summary reports
- Create basic scripted procedures or reports
Level 3 – Designer
- User is able to define relationships and create new databases
- Create or adjust relationships
- Create new FileMaker Pro databases
- Add or adjust relationship-dependent elements throughout solution
- Add advanced scripted reporting
- Oversee data conversion and transfer
- Perform advanced troubleshooting
- Establish or modify Web to FileMaker Pro connectivity
Level 4 – Manager
- Install FileMaker Pro on client computers
- Install and configure FileMaker Pro software
- Install and configure FileMaker Pro
- Establish and troubleshoot FileMaker Pro to client connectivity
- Set up and adjust passwords and user access
- Oversee school-wide data planning
- Oversee office procedure protocols
- Set up backup procedures
- Recover damaged databases and restore from backups
- Install FileMaker Pro plug-ins on FileMaker Pro and/or clients
- Facilitate hardware connectivity – printers, wands, scanners, handhelds