Examining a New Role

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Examining a New Role

The Role window is divided into an upper section listing the role fields as entered when the role was created. The lower section is divided into tabs that list additional information relating to Users, Resources, Parent Roles, Sub Roles and the Role Status.

Upper Section: Displays the field information as entered for the new role
Lower Section: Is divided into tabs displaying specific data relating to the subject of each tab

The following table describes the fields and information included on the tabs in the lower section of the Role window. The content of these fields is taken from the records that were dragged and dropped on the new role:

Field	Description
Users tab fields	The default fields are: Person ID, Organization, Organization Type, Country, Location, Title, and Cost Center. The field names can be changed by the Role Engineer.
Users - Show	The drop-down menu includes the options to show the following: Direct Links Only, Covered by Parent-Roles only, Covered by Both Parent-Roles and Direct Links, and All.
Resources tab fields	The default fields are: Resource Name 1, Resource Name 2, Resource Name 3, Owner, Organization, and Location. The field names can be changed by the Role Engineer.
Resources - Show	The drop-down menu includes options to show the following: Direct Links Only, Covered by Sub-Roles only, Covered by Both Sub-Roles and Direct Links, and All.
Parent Roles tab fields	The proposed role is a parent of the indicated roles. The default fields are: Role Name, Description, Organization, Owner, Role ID, Type, Create Date, Reviewer, Approval Code, Approval Date, Rule, Organization 2, and Organization 3. The field names can be changed by the Role Engineer.
Parent Roles - Show	The drop-down menu includes options to show the following: Parent Roles Linked Directly, Parent Roles Linked Indirectly, Parent Roles Linked Both Directly & Indirectly, and All.
Sub-Roles fields	The proposed role is a sub-role of the indicated roles. The default fields are: Role Name, Description, Organization, Owner, Role ID, Type, Create Date, Reviewer, Approval Code, Approval Date, Rule, Organization 2, and Organization 3. The fields names can be changed by the Role Engineer .
Sub-Roles - Show	The drop-down menu includes the options to show following: Sub Roles Linked Directly, Sub Roles Linked Indirectly, Sub-Roles linked Both Directly and Indirectly, and All.
Status	The Status tab includes fields that can be used to track the role development. These fields include Create Date, Approve Role. Set Approve Role to set the Approval Date and activate the Reviewer and Approval Status drop-down menu. Set the Expiration Date check box to activate a calendar and define the date beyond which the Role is no longer valid.

To examine a new role

From within the configuration window double-click the new role in the Roles Panel. The Role window opens listing the Role field information in the upper section of the window, and displaying a series of tabs in the lower section of the window.
After verifying the correctness of a new role, click Apply. Changes to the configuration are only permanently saved after the configuration is saved.

To remove items from a role

From within the Role window select the tab that contains data that you want to remove.
Select the item you want to remove from the list.
Click Remove.
The item is removed from the list.
Click Apply.
Changes to the configuration are only permanently saved after the configuration is saved.