Granting status change authorization permissions

Users have different levels of authority within the system. For example, a manager might have authority to approve purchase requisitions. A planner might have authority to cancel a work order. A project manager might have authority to freeze a project.

Set up authorization levels for entity status values when records for the entity are created or when their status is modified. Set authorization levels for user groups or individual users.

To grant status change authorization permissions:

  1. Open the Status Change Authorizations form.
  2. Click Add Authorization.
  3. Specify this information:
    User Group
    Enter the user group for which to define the status change authorization. Enter * if the authorization applies to all groups. The system automatically populates the user group description.
    Note:  User Group and User cannot both have a value of *.
    User
    Enter the user for whom to define the status change authorization. Enter * if the authorization applies to all users in the user group. The system automatically populates the user description.
    Entity
    Enter the entity over which the user has authority. The system automatically populates the entity description.
    From Status
    Enter the status code the user can change. The system automatically populates the from status description.
    To Status
    Enter the status code to which the user can change the old status code. The system automatically populates the to status description.
    Note:  If you want the group to have authorization over all aspects of a particular process, enter all of the available status changes for that process. Enter * for any status and - for "No status yet" (i.e., to indicate a new record).
    User Specific Auth.
    Select to indicate that the authorization is for this user only.
  4. Click Submit.