Data Level security setup

• Users of WFM Analytics are expected to be set up as users of the WFM application.
• If a user is not provisioned in WFM, then security errors will be displayed while accessing dashboards.
• Infor OS Portal user GUID should be mapped to WFM application User’s Identity2.

For data level, security filter is created for TeamID/EmployeeID/EmployeeIDHistory and applied on these fact tables. The filter limits employees and teams that a user has access to.

Team ID security filter applied sources:

• Process-Fact-WFMWorkAdjust
• Process-Fact-WFMWork
• Process-Fact-WFMemployeeSchedule
• Process-Fact-WFMOverride
• Process-Fact-WFMClscEncounterState
• Process-Fact-WFMClscUnitDetail
• Process-Fact-WFMClscWorkload
• Process-Fact-EmployeeScheduleDetailLayer
• Process-Fact-WFMClscUnitBudget
• Process-Fact-WFMClscUnitBudgetPatientCategory
• Process-Fact-WFMOsbShiftPosting
• Process-Fact-WFMEmployeeBalanceLog
• Process-Fact-WFMAcViolationLog
• Process-Fact-WFMEmployeeBalance

Employee ID security filter applied source is Process-Employee History snapshot

Employee ID History security filter applied source is Process-Fact-WFMEmployeeHistory