GE v6 user manual Facility Assignment Dialog Box, Facility Tab

Facility

Reference Topics:

Facility Form

Operator Form

Permissions Form

Definition

The Secure Perfect database can be partitioned and grouped. These groupings are identified as Facilities. If Facilities are not defined, all operators will be able to access all the Secure Perfect records, based on the permissions associated with the form.

Reminders:

•Facility partitioning does not involve access rights or who goes where.

•The same facility is assigned for all devices associated with the micro when a micro is created.

•Reports can be generated based on the currently active facility or all facilities assigned to the current operator.

•GLOBAL EDITION SYSTEMS: To view transactions outside of your region, you must have in your active facility, the client’s facility where the transactions are occurring.

Sequence Guide:

1.If Facilities are going to be used, the Facilities must first be defined in SP, on the Facility Form. When creating a Facility record, enter a description that uniquely identifies the location or function of the facility.

2.Permissions are created and defined to determine what form and what fields will be available within Secure Perfect.

The forms in Secure Perfect will display an icon in the left corner indicating the permissions assigned to the current operator. The form icons correspond to the icons and permissions assigned on the Permission Form.

3.Once defined, facilities and permissions are available for assignment to an operator on the Operator Form.

a)At any given time, the current operator has the ability to select the active facility for that session, from the list of all facilities that the current operator is allowed to see.

b)When a facility is assigned to an operator, it will display in the Facility drop-down list of Secure Perfect forms after a successful login by that operator. Depending on assigned permissions, that operator can now create records and assign facilities from the list that displays in the Facility drop- down list.

Facility Assignment Dialog Box

This dialog box lists the facilities available for assignment to this particular operator.

•Facilities can be moved to the Assigned list by selecting and clicking the appropriate arrow.

•Facilities can be removed from the Assigned list by selecting and clicking the appropriate arrow.

Facility Tab

Facility Form

Use the field on this tab to create facility records.

Description

Enter a description that uniquely identifies location or function of the facility. Click Save, and then click Add Record to create additional facility records.

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