Security

Security is used to set up access control and privileges for the users of ProTrack Warehouse. The security settings will determine the options that can be accessed in ProTrack Warehouse. The Setup Role screen will help you give role-based privileges to the user.

To access the Setup Role screen:

1. Log in to ProTrack Warehouse.

2. Select Security under the Employees menu. The Setup Role screen appears.
   
   
   ^{Fig.1 Setup Role}

    

   Security Tab Descriptions

   Tab	Description
   Role	Displays the details of different roles in the system.
   Assign Function	Displays the functions associated for the selected role.

   ^{Table 1. Security Tab Descriptions}

Adding Roles

You can define and add roles depending on the type of interaction of the users with ProTrack Warehouse system using the Setup Role screen.

To add a new role:

1. Click  to add a new Role.
2. Type the Role Name.
3. Select Facility from the drop down list.
4. Select Data Level from the drop down list.

5. Enter in seconds the idle waiting period before ProTrack Warehouse will close the open session.
   
   
   ^{Fig.2 Setup Role - Adding New Role}

    

   Field Description

   Field	Description
   Role Name	Must match the role name that is being imported for the employee.
   Facility	Establish which Facility this role can view data.
   Data Level	Determines what level of data this role can view.
   Time Out	Enter in seconds the idle waiting period before ProTrack Warehouse will close the open session.
   Observation Option	If the APM module is enabled user has the option to enable slider bars or buttons when utilizing the screens within APM.

   ^{Table 2. Setup Role Field Descriptions}
    

6. To assign functions to the role, click the 'Assign Function' tab.
   
   
   ^{Fig.3 Setup Role - Assign Functions}

    

7. To search for particular functions, click the 'Select Function' link and provide the search criteria in the Function Name field and click . The functions will be listed in the ‘Search Results’ section.
   
   
   ^{Fig.4 Setup Role - Search Functions}

    

8. Select the Select check box of the individual functions and click . The selected functions will be listed in the ‘Functions list’ section of Setup Role screen.
   
   
   ^{Fig.5 Setup Role - Functions}

    

   Assign Function Field Descriptions

   Field	Description
   View	View data only.
   Add	Add new entry via the screen.
   Edit	Edit and save changes.
   Delete	Delete a data record.
   Run	Run a specific function (i.e., Re-process from PAW Monitor screen).

   ^{Table 3. Assign Function Field Descriptions}

9. The privileges to the role can be given by selecting action check boxes such as Add, View, Edit, Delete and Run for each function.

   Info

   • For each function, at least one action needs to be provided.
   • If you do not want to assign the selected functions, select the Delete check box of individual functions.
10. Click  to save the role.

Searching Roles

To search for particular roles:

1. Click  in the Setup Role screen and the Search Role screen appears.
   
   
   ^{Fig.6 Setup Role - Searching Roles}

    

2. Type the Role Name or select the Facility or Data Level from the respective drop down lists.

   Tips

   • To list Roles with names starting with a particular character, enter the character into the field. For example, to search rolesstarting with the character 'C', enter 'C' in the Role Name to list roles with names starting with C.
   • If no search criteria are specified all the roles will be listed in the 'Role Search Results' section.

3. Click  and the records for the selected criteria are listed in the ‘Role Search Results’ section.
   
   
   ^{Fig.7 Setup Role - Search Results}

Viewing & Editing Roles

To view and edit the role:

1. Search and list the roles in the ‘Role Search Results’ section.
2. Click the Role Name link from the ‘Role Search Results’ section. The details of the role appear in the corresponding fields in the Setup Role screen.
3. Change the required fields.
4. To assign functions to the existing role, click the 'Assign Function' Tab.

5. Click  to save the changes.

   Tips

   • The field Role Name cannot be edited.
   • You can also delete functions assigned to the role by clicking the Delete check box of each function.
   • If you have made the changes in the fields and do not want to save the details, click before you save the changes.
   • If you want to add a role, click to clear the fields and to bring the screen to add mode.