PeopleSoft HR - Permission List Assignment Management

1. On the Manage menu, click Requests. The Requests page is displayed.

2. Click New. A drop-down list displays a list of requests that can be created for the installed Insights.

3. Click PeopleSoft HR - Permission List Assignment Management. The page for creating a new request is displayed.

 

Provide a unique name to identify the request. This name is reflected on the Requests home page.

From the drop-down list, select the priority of the request being created.

Select the connection for which the request is being created. You can set this connection as default from Preferences page.

To select a connection, type in a part of the connection name in the autosuggest text box. All the connection names matching the search criteria will be displayed. Select the required connection.

Alternatively,  browse and select the required connection and click OK. The selected connection appears in the Connection field.

Select the permission list to which pages are to be assigned and to modify the authorized actions and display only attributes for the page.

To select a permission list, type in a part of the permission list name in the autosuggest text box. All permission lists matching the search criteria will be displayed. Select the required permission list.

Alternatively, browse and select the desired permission list and click OK.

 

 

 

 

To assign a page to a permission list you need to browse for the required menu, component and then drill down to the page.

Browse for new menu

Type in a part of the menu name in the autosuggest text box. All menus matching the search criteria will be displayed. Select the required menu. The menu appears on the New Menus to be assigned panel.

Alternatively, browse and select the desired menu and click OK. The menu appears on the New Menus to be assigned panel.

 

Browse for a component and assigned pages

1. Click the icon next to the menu name. The Add Component field is displayed.

2. Click the Browse icon. The Browse Component window displays a list of components that can be assigned to the menu. Select the required component and click OK. Click the icon next to a component name to view the pages for that component.

 

Apply authorized action to the assigned pages

1. Click the icon next to a component name. The Apply Authorized Action to Pages field is displayed.

2. Click the Browse icon. The Browse Authorized Actions window displays a list of authorized actions that can be applied to all pages assigned to the selected component. Select the required action and click OK.

3. Select the Authorized check box to enable the page to take part in analysis. Select the Display Only check box for the authorized action to be read-only.

 

 

Click the icon next to a component name to view the pages for this component. You can modify pages as follows:

1. To select a new authorized action, click the Browse icon. A pop-up window displays a list of authorized actions.

2. Select an action and click OK. The new authorized action replaces the older one and applies across all pages of the component.

3. Select the Authorized check box to enable the page to take part in analysis. Select the Display Only check box for the authorized action to be read-only.

 

 

Comments are mandatory if the Requestor Comments option check box is selected in the approval template global settings on the Configuration page (Settings -> Configuration -> Access Management -> Approval Options -> Requestor Comments).

 

This tab enables you to send email notifications to request participants or other users at specific stages of a request.  

1. Select any of the request status check boxes next to a user. Email notifications will be sent to that user when the request reaches that status. The option Approval Email Notification ensures that a user is notified whenever a request is posted to that user’s Inbox.

2. Select the check box Display comments in email notifications, if you want the application to display comments in the notification.

3. Other users can be notified by selecting the option Others. Provide the email address for the other users in the Other emails text box and click the Add icon.

This panel provides details of the approval stages of the request and its present status.