Parent Topic

Configuration Overview

Previous Topic

Next Topic

Book Contents

Book Index

Organization Unit Roles

The Organization Roles screen can be used to grant access to an organization unit or to deny access to this feature for certain organization units who inherit access through a parent organization unit. For example, this feature may be authorized for a certain facility (trunk level) for all departments (branch level) except one. The access would be set up at the facility level, but denied at the department level for that one department.

Steps for Adding a New Authorization Role to this Organization Unit:

  1. From the Configuration section>Organization Unit card>Organization Unit screen, open the organization record to be configured.
  2. Click on the Roles button in the left pane to open the roles assignment screen.
  3. Select Add to add a new record.
  4. Select the Classification from the drop down menu. To access standard roles configured in the system, select the Standard option. The other options (Customer, User Defined, and Replicated) display customized roles assigned to the corresponding classification.
  5. Select the appropriate Authorization Role Code from the Field Look Up Values. The options that display here depend on the Classification selected.
  6. The Denied field defaults to No. If this organization unit is being denied to the employees, change this value to Yes.
  7. Save the record.
  8. Select the Data Access button from the Actions pane.
  9. Select the appropriate Role assignment from the options listed below. Click on the link to view details on configuration of these options.

    Add Employee Access

    Opens a screen to add access to individual employees using the Employee Search Criteria.

    Add Employee - Org Unit Access

    Opens a search screen to add access to all employees in specific organization units.

  10. Click on the Save button to save this role record. All employees with a matching Primary Home Labor Distribution assignment will inherit this role.

The following related topics are available:

Authorization Roles

Organization Unit Parameters

Classrooms

Resource Classification

Resources

Employee Record - Instructor Classification

CBT

Report Groups

Category

Course/Competency Classification

Course/Competency

Curriculum

Employee Record - Curriculum

Licenses

Education Transaction Status

Education Attendance Status

Selection Styles

Event Subscriptions

Home Page - My Expiring Education Requirements

Creating an Education Tracking Class

Creating a Class Group