Adding an operator group

When adding or maintaining a group in User Manager, further options are available for operator groups.

On the Group Details dialog, highlight SunSystems Operator Group.

  1. Specify this information:
    Operator Group Code
    Enter a code to identify this operator group. The User Manager group being created here is then mapped to this operator group.
    Status
    Each static data record contains a status code that determines the current processing status of the record. A status is assigned to each static reference record, for example to every account, asset, customer and supplier. It determines the current processing status of the record.
    • Open - this status is set automatically when you add a new record, for example, if you create a new account. Open items are available for input, inquiry, processing and reporting.
    • Hidden - a record with a hidden status does not appear on any inquiries but is available for input, processing and reporting.
    • Suspended/Held - a suspended record.
    • Closed/Completed - a closed record cannot be used for input or processing. For example, you cannot post transactions to a closed account or analysis code.
    You can alter the status of a record at any time. You must use the options on the Action menu to change the status.
    Short Heading
    The short heading, which is used where space is limited. If this is blank it defaults to the first characters of the description.
    Lookup Code
    A lookup code can be used to find a record, as an alternative to the record code. It is often set to a shortened version of the description. It is particularly useful if a record is often referred to using different codes. For example, the Chart of Accounts code for Fuel Expenses is 75201 and the Lookup Code is set to FUELEXP.
    Enable Clear Operator at Login
    Operators may get locked out of the system due to, for example, system failures. Select this option to enable members of this group to clear their own logins in order to remove the lock on their operator if this happens.
    Note: If this setting is not enabled, operators must contact their system administrators in order to clear their login.
    Requisitioning User Group
    Select this option to create a group for users who are only allowed to access these requisitioning functions:
    • Requisition Entry (PRE)
    • Requisition Presets (PRP)
    • Requisition Catalogue Setup (RCG)
    • Requisition Email Notification Configuration (REM)
    • Requisition Inquiry (RQA) (All Requisitions)
    • Requisition Inquiry (RQM) (My Requisitions)
    • Requisition Types (RTS)
    • Requisition Work Queue (RWQ).
  2. Save your changes.