Locations / Reports Tab – Access Groups

The Locations / Reports tab allows you to define limitations to the records that can be accessed by members of this access group. The limitations to access that are defined on this page become default values for labor resources or requesters who become assigned to this access group.

The access rights that can be defined on this page are described in the Access tab – Requesters article.

ClosedAccessible Locations for Access Group

Accessible locations can be defined for the Service Requester and MRO / Technician Work Center.

The Accessible Locations (Service Requester) - Defaults list allows you to define which locations are available to members of this access group when using the Service Requester.

  • If no locations are defined, users can only enter general information about the item / location requiring service.

  • If locations are defined, users can select the specific location and asset.

The Accessible Locations (MRO Work Center) - Defaults list allows you to define which locations are available to members of this access group when using the MRO or Technician Work Center.

  • If no locations are defined, users have access to ALL LOCATIONS.

  • If locations are defined, users will only see those locations in the Asset Hierarchy.

When a labor resource or requester is assigned to this access group, the accessible locations listed on this page are populated onto their record by default. This happens when a new member is created and when an existing member is newly assigned to the access group.

Note:

If changes are made to this list, they do not affect members who were already assigned to this group. The changes will only affect members newly assigned to the access group.

ClosedAdd Location to Access Group

To add one or more locations for this access group:

  1. Choose between two options:

    • Click the Add button above the Service Requester table.

    • Click the Add button above the MRO Work Center table.

    A dialog box opens allowing you to select one or more locations.

  2. Use the filter and search controls to identify the items you want to add.

  3. Click the location name for each location you want to add.

    The locations display in the My Selection(s) area. To remove a record that has been added to the My Selection(s) area in error, click the blue arrow directly to the left of the row.

  4. Click the Apply button.

    The locations display in the appropriate Accessible Locations table.

  5. Click the Save button.

    Your changes are saved.

ClosedDelete a Location from Access Group

To a delete a location from this access group:

  1. Click the check box to the left of the location you want to delete.

  2. Repeat step 1 until all locations you want to delete are selected.

  3. Click the Remove button.

    The locations are removed.

  4. Click the Save button.

    Your changes are saved.

ClosedAccessible Report Groups for Access Group

The Accessible Report Groups list can be used to limit the reports which users can access. If no report groups are defined, users will have access to ALL REPORT GROUPS. To limit to specific report groups, use the options on this page.

Note:

The report groups listed on this page serve as limits for all users of this access group unless specific report groups are defined in an individual member's labor / requester record.

Report groups listed on this page do not show on individual labor resource / requester records, but remain in effect unless overwritten by individual designations.

ClosedAdd Accessible Report Group

To add an accessible report group for this access group:

  1. Click the Add button.

    The Report Group lookup opens, allowing you to select one or more report groups.

  2. Locate the report group you want to add.

  3. Click the report group you want to add.

  4. Continue selecting additional report groups as needed.

    To remove a record that has been added to the My Selection(s) area in error, click the blue arrow directly to the left of the row.

  5. Click the Apply button.

    The Report Group lookup closes, and the new report groups are added to the list.

  6. Click the Save button.

    Your changes are saved.

ClosedRemove Accessible Report Group

To remove a report group from this access group:

  1. Click the check box to the left of the report group you want to remove.

    A check mark appears, indicating the record has been selected.

  2. Continue to select any additional report groups you want to remove.

  3. Click the Remove button.

    The report group records are removed.

  4. Click the Save button.

    Your changes are saved.

 

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