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System Configurator

A System Configurator is responsible for setting up and maintaining the core configuration of the Global PRS system. This role requires a deep understanding of both the technical aspects and business requirements of the program registration system.

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Role Overview

System Configurators are typically members of the IT team or highly technical program administrators who:
  • Configure system-wide settings and integrations
  • Manage master data and templates
  • Set up and maintain security configurations
  • Monitor system performance and health

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Key Responsibilities

  • Set up and maintain system-wide configurations
  • Configure integration settings with external systems (e.g., Ishangam, ERP)
  • Manage API credentials and security settings
  • Configure email servers and notification settings
  • Set up payment gateways and processing rules
  • Maintain master data tables (countries, states, currencies, etc.)
  • Configure program categories and types
  • Set up inventory management rules
  • Manage user roles and permissions
  • Create and maintain program templates
  • Set up form templates for different program types
  • Configure validation rules and expressions
  • Manage email templates and notification rules
  • Manage user access and permissions
  • Configure authentication methods
  • Set up API security rules
  • Monitor security logs and audit trails

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Required Skills

Technical Knowledge

  • Understanding of system architecture
  • Knowledge of databases and data structures
  • Familiarity with API concepts
  • Basic scripting abilities

Business Understanding

  • Knowledge of program registration workflows
  • Understanding of business rules and requirements
  • Familiarity with compliance requirements

System Administration

  • Experience with configuration management
  • Understanding of security principles
  • Knowledge of system monitoring

Problem Solving

  • Analytical thinking
  • Attention to detail
  • Ability to troubleshoot issues

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Access and Permissions

System Configurators have access to:
1

Backend Administration

Full access to the Odoo admin panel at:
https://prs-admin.sadhguru.org/web
2

Configuration Sections

Access to all configuration sections including:
  • System Settings
  • Master Data
  • Templates
  • Security Settings
3

Monitoring Tools

Access to:
  • Datadog dashboards
  • System logs
  • Performance metrics
  • Error reports
4

Integration Management

Access to:
  • API configurations
  • Integration settings
  • External system connections

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Common Tasks

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Setting Up a New Program Type

1

Create Program Category

  1. Navigate to Masters > Program Categories
  2. Click “Create New Category”
  3. Fill in category details
  4. Configure category-specific settings
2

Configure Templates

  1. Go to Templates > Program Templates
  2. Create new template for the program type
  3. Set up associated form templates
  4. Configure validation rules
3

Set Up Integration Rules

  1. Navigate to System Settings > Integrations
  2. Configure data mapping rules
  3. Set up notification triggers
  4. Test integration flow
4

Define Access Rules

  1. Go to Security > Access Rules
  2. Set up role-based permissions
  3. Configure approval workflows
  4. Test access controls

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Managing Master Data

-- Example of master data query
SELECT 
  id, name, code, is_active
FROM 
  master_program_types
WHERE 
  is_active = true
ORDER BY 
  name;

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Best Practices

Documentation

  • Document all configuration changes
  • Maintain change logs
  • Keep configuration guides updated

Testing

  • Test configurations in UAT first
  • Validate changes before production
  • Perform regular health checks

Security

  • Follow security protocols
  • Regular permission audits
  • Monitor access logs

Backup

  • Regular configuration backups
  • Version control for templates
  • Disaster recovery plans

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Next Steps

Template Designer Role

Learn about the Template Designer role and how they work with System Configurators

Program Operator Role

Understand how Program Operators use the configurations you set up

System Architecture

Review the technical architecture that you’ll be configuring

Implementation Guides

Follow detailed guides for common configuration tasks