General Tab
The General tab sets the level of access the user has to this screen (Read information only, Create new record, Edit existing record, or Delete existing record).
Note: Not all screens have every access option available.
Create
Indicates whether users are granted the authorization to create a new record.
Create Request
Indicates whether users are granted the authorization to create a request for a new record. The request must be approved by an authorized user before the record is created.
Delete
Indicates whether users are granted the ability to delete an existing record.
Delete Request
Indicates whether users are granted the authorization to submit a request to delete a record. The request must be approved by an authorized user before the record is deleted.
Edit
Indicates whether users are granted the authorization to change an existing record.
Edit Request
Indicates whether users are granted the authorization to submit a request to edit a record. The edit request must be approved by an authorized user.
Execute
Indicates whether users are granted the authorization to run a process in the related screen.
Maximum Severity Level
Indicates the highest severity level of an exception event that can be overridden by the user. The levels in order of severity are Informational, then Warning, then Critical.
For example, if a user is given a Maximum Severity Level value of Warning, users assigned to this role can override exceptions set as Informational and Warning, but cannot override exceptions set as Critical.
More About Overriding Schedule Validations
Depending on Roles assigned to users, they may be able to override validation messages and continue to add, edit, or approve a schedule. If users do not have the authorization to override the exception, there is no option to continue and save the transaction.
Override access is determined by:
- The Maximum Severity Level override allowed by the user's role
- The Severity Level of the exception message
Maximum Severity Level Override Allowed by the User's Role
Depending on the role assigned to users, they may be able to override the exception message generated when a scheduling rule is violated by adding, editing, or approving a request for a schedule.
The roles are found in the Configuration section>System card>Roles screen.
In the Maximum Severity Level field, indicate the severity level of the validation exception that can be overridden. Severity levels (in order of severity) are Critical, Warning, and Informational. All exceptions with that severity level or below can be overridden for assigned users. For example, if this value is set to Warning, this user can override validation exceptions of Warning and Informational, but cannot override exceptions with a severity level of Critical. If no value is entered in this field, the user cannot override ANY level of exception message.
Severity Level of the Exception
Severity levels for a validation rule are set up on the Configuration section>System card>Exception Value screen, in the Severity Level field. Severity levels (in order of severity) are Critical, Warning, Informational, or None.
Note: The severity level displayed in the warning message may not match the value set up on this screen. If the user is able to override the error, then the level is displayed as Warning regardless of the actual exception definition severity level. If the user is not able to override the error then the level is displayed as Critical regardless of the exception definition.
Read
Indicates whether users are granted the ability to view the specified records. If all other authorizations are set to No, users cannot add, edit or delete any records.
