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The Security Group drop-down list includes all security groups in Framework ECM. All users are assigned to a user group. Selection of a security group from the list will display a list of users that are specifically assigned to that group.

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Info
titleExample
A user who belongs to the Administration Staff group may only edit the jobs against which their name has been entered as an administrator.

Procedures

Creating A Framework User

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Field

Description

Staff

Staff member entity name. A user must be linked to a Staff Member entity. If the entity does not exist, it can be created from this dialog.

User Name

User name for the staff member to login to Framework applications.

Info
titleExample
: A
A common format for a login name is to use first initial and surname; such as tsmith, awilson, etc.


Name

Name that will represent the user when logged in to Framework applications.

Info
titleExample
: The
The name appears as the creator of Comments, Messages, or Alerts.


User Group

User group applied to the user.

Info
titleExample
: Administrator
Administrator, Management, Maintenance, Colour Selection, etc.


Super User?

Is the user a super user?

  • No (Default) 
  • Yes 
Note: Super
Info
Super User status should only be applied to those responsible for system administration. All other users should be able to have security permission restrictions applied.


Override Grp Sec Level?

Does the user override the group security level? 

  • No (Default)
  • Yes

Level

Security Level applied to the user

Override Same Level?

Can the user edit a job belonging to another user in the same level as them? 

  • No (default)
  • Yes

Inactive?

Is the user inactive and able to log in?

  • No (default)
  • Yes

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Field

Description

Show Analysis?

Is the user set up to run work flow analysis tests?

  • No (default)
  • Yes
Note : Scheduling
Info
Scheduling of automatic tests is controlled by Preferences in the Security module.


Major Stage

Major Work flow stage of the jobs to be considered for the user's tests.

Minor Stage

Minor Work flow stage of the jobs to be considered for the user's tests.

Staff Role

Staff Role allocated to the jobs to be considered for the user's tests.

Staff Member

Staff Member allocated to the jobs to be considered for the user's tests.

Results To Include

Type of test to be applied for the user. These are based on elements such as whether the tasks are completed or not, due to be completed, or have exceeded the allowed duration.

Example: All
Info
titleExample
All Tests, All Completed Tests, All Incomplete Tests, Incomplete Tests Overdue, and All Future Tests.


Tests To Perform

Work flow tests are allocated to a staff member. Click the Tests To Perform drop-down button to select the staff member whose tests are to be considered for the user.

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