Data Security management for Notes

Standard worksheets with Report = Notes, Notes worksheets, are extended to support the restriction of visible notes based on a user’s data security settings for the cycle period.

This allows control over the display of notes associated with an item, location and period context to those elements accessible to the user, for example, there is data confidentiality between different sites such that users must have access only to the notes linked to elements the users are allowed to view.

This new worksheet parameter is added:
  • rv_restrict_notes (Restrict Notes). Accepts values TRUE or FALSE. Default = FALSE.

The parameter specifically affects the display of ’Worksheet Cell Notes’ which are all notes and have Items, Period, Location, measure context values. These are displayed when the ’Worksheet’ switch in the Notes worksheet is enabled and must be a part of the Cycle Period and Scenario defined in the current data context.

When rv_restrict_notes = FALSE, or is not defined, existing behavior is maintained. The displayed worksheet cell notes include all notes at and above the current context, to top (root) of the hierarchy; and all children, to base of hierarchy, below that context for Item, Location and Period. If Item, location, or period is not passed to the Notes Worksheet, it assumes the relevant item/location/period data context and returns all notes at and above the data context, to top (root) of the hierarchy and all children, to base of hierarchy.

When rv_restrict_notes = TRUE the displayed worksheet cell notes are limited by data security, displaying all notes at current context and all children, to the base of hierarchy, below that context for Item, Location and Period. If Item, location, or period is not passed, it assumes the relevant module item/location/period data context and return the children, grandchildren, .

For all Notes worksheets defined within the standard content the rv_restrict_notes parameter is not defined.
Note: To enable this feature add, or edit, a Notes worksheet adding the worksheet parameter, or parameter override, rv_restrict_notes with value = TRUE. Share the worksheet to users or roles where data security restrictions management for Notes is applicable. It is recommended to disable access to the general Notes screen, accessible from Process > Cycle Period Details, Scenario Details or the worksheet menu; as this is not context or data security aware.

You are not required to have a new role or privilege access to use this feature.