Authorization Roles

There are standard Authorization Roles that grant access to the Education Tracking feature. Additional custom roles can be created, or replicated and modified, which give access to this feature. For more information, see the Configuration section>System card>Authorization Roles screen.

Roles can be assigned to all Primary Home employees in an organization unit through the Organization Unit>Roles screen or to individual employees through the Employee Record>Roles screen.

Standard roles cannot be modified, however, additional custom roles can be created (User Defined) or copied (Replicated) from existing standard roles and modified to grant access to this feature. For more information on creating new roles, or replicating and modifying existing roles, see the Configuration section>System card>Roles screen>Steps for Replicating a Role or Steps for Adding a New Role.

Note: Since the custom roles may be the ones preferred by your corporation, the roles are not listed in this document. To locate existing roles that grant access to a specific policy, a report can be run. This report is found in the Reports section>System card>Authorization Roles Assigned to a Policy.

Education Tracking Authorization Policy

Roles that are able to access this feature have the Education Tracking authorization policy included in the role.

1. The following screen print shows the location of the policy to access the Education Tracking card. Note: Be sure to grant access to all the parent levels first. For example, the user must be given access to the Configuration Section, then the Education Tracking card.

   

2. Highlight the Education Tracking card. The screen policies under this card are listed in the right pane.
3. To give users access to a screen on this card, click on the Add button to the left of the policy name. The button name and functionality are changed to Remove.
4. Click the card arrow on the field to open the record.
5. On the General tab, set the Read, Create, Edit, and Delete record access values to Yes to grant users that level of access.

   

6. Click on the Field tab. The field access defaults to the settings on the General screen. To remove access (read, create, and/or edit) to a specific field, check the box to the right of the field to remove the check mark. When finished, Save the record.
7. Continue steps 1-6 for all screen access policies to be added.
8. In the Authorization Policy Hierarchy tree in the right pane, click on the name of an Education Tracking screen. Activate the policies for each screen section, as in steps 1-6 above.

   

Education Requests Policy

1. Under the Actions section>Approval card>Education Requests>Education Transactions, select which status options the user can assign to Education Requests and set the Execute field to Yes for these options.

   

Class Search Authorization Policy

Employees are able to access a Class Search screen if they are given a role with the policy for Class Enrollment. The Standard employee policy that grants this access is called ED Employee (Self Enroll). This also grants the employees access to the Actions section>Employee card>Class Enrollment screen.

Non-standard roles can be given this policy, which is found under the Configuration section>System card>Roles screen. Click on the Authorization Control section button, then under the Actions Section>Employee Card>Class Enrollment, click on the Add button to add the policy.

active roster