You can manage the report web forms that display on the Reports List page when a user assigned to this role is logged into the system.
To define a role-based report for the role
The Role List page appears. The following default roles are available for Reporting:
The Role Detail Form page appears. This page contains the following tabs:
Allows you to define the authorization level assigned to the role.
Defines role access to each CA SDM functional area.
Customizes the web interface for the role by defining the web pages and online help content the users can access.
Specifies the Knowledge Management privileges for the role
Specifies which document statuses the role is allowed to view (for example, draft, retired, and published).
Defines the tabs that appear when a user assigned to this role is logged in to CA SDM.
Defines the report web forms that are available to this role.
Specifies which record types appear in the "Go" drop-down list for the role. On the Role Detail page, select the Report Web Forms tab.
The Reports Web Form List page appears. This page contains details of reports available for use.
The Web Form Search page appears.
The Web Forms Assigned Update page appears, listing the forms that matched the search criteria.
The selected forms move to the Web Forms Assigned list on the right.
The Role Detail page appears, with the selected web forms listed on the Report Web Forms tab.
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