Friday, 25 September 2015

More about Functions

Although users in TrakIT have different roles and responsibilities, they can make updates on all events or data fields in a work order if their role and location assigned allows them to.

However, in many circumstances, not all events should be update-able by a user who has access to a work order. For example, you might not want a user in sales updating events that are supposed to be updated by Operations.

With the help of ‘Functions’, Administrators can assign specific rights to events so that only the events or data which match a user's functions can allow the user to update them.

When an event or data field is assigned to one or more functions, only those users who are assigned to one or more matching functions can update that event or data field.

Functions are defined by System Administrators in Master Tables > Function Definitions.




Assigning functions happens in two steps:

1) First the event should have one or more functions assigned to it. As an example below, the 'Shipping Order Received' event can have as many functions as you want to assign. Select ‘Functions’ from the row menu in Corridor Definitions and then you will get complete list of functions.



2) We can assign functions to users via User Management. Assigning functions to a user can be done while creating user profile or by editing user profile. Users who are not assigned to functions, will not be able to edit event or data fields that are assigned to functions. They will, however, be able to view them. 


For any questions or concerns, please contact TrakIT Support.

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