In addition to function-level and organization-level securities, you can limit user access to specific collection plans. Security controls are implemented at a group level by assigning specific privileges to groups and collection plan combinations. You can grant one or more privileges to user groups, such as view, enter, update, and delete authority on quality results, for a collection plan. You can also grant collection plan update authority.
Collection plan security tasks include the following:
The setup of collection plan security involves defining user groups and then granting those user groups collection plan specific privileges.
You can add one or many users to a user group. This step involves assigning a name to a group of users. Once the group of users is assigned to a user group name, that user group name can be associated with specific collection plans and privileges.
Navigate to the Define User Groups window.
Enter a User Group Name.
In the Members region, enter the User Login of the first member of the group. The User Login needs to be a valid value within the list of values.
Additional Information: If a person has more than one user login, then all of the user logins are automatically added to the user group, giving them access to granted privileges. This occurs when, in the Users window, different user names have the same customer (see: Users Window).
Enter the user's Last Name.
Enter the user's First Name.
Optionally, select the Enabled check box to indicate that the user is a current member of the group.
Save your work.
Once user groups have been created, you can grant collection plan specific privileges to those user groups. You can enable user groups to update collection plans, or view, update, enter, and delete quality results for specific collection plans.
Navigate to the Grant Privileges window.
Select a valid user group from the Grantee list of values.
Select a valid Collection Plan from the list of values.
Grant privileges for the current user group and collection plan combination.
Change Plan: Users in the current user group can update the current collection plan.
Enter Results: Users in the current user group can enter quality results for the current collection plan.
View Results: Users in the current user group can view quality results for the current collection plan.
Update Results: Users in the current user group can update quality results for the current collection plan.
Delete Results: Users in the current user group can delete quality results for the current collection plan.
Save your work.