Documentation | User Guide

Documentation | User Guide

Display the list of users assigned to a role

This segment of the guide explains how to view the users list assigned to a role for a particular task.

Step 1 – Go to the Maintain Procedures page
  1. Go to the Procedure Information section;
  2. Click on the Maintain Procedures option. This opens the Maintain Procedures page (604:2003);

Step 2 - View the list of users assigned to a role for a particular task
  1. Go to the List Of Procedures section;
  2. Find the procedure associated with the task;
  3. Click on the line of the procedure that is the subject of the request (the line becomes grayed and the Maintain tasks button allowing you to create a task becomes available);
  4. Click on the Maintain tasks button. This action opens the page Maintain Tasks per Procedure (604:3002);

  1. Find the task associated with the role;
  2. Click on the line of the task that is the subject of the request (the line becomes grayed and the button Security becomes available;
  3. Click on the Security button This opens the Security page (604:7021);

  1. Find the role to display;
  2. Click on the line of the task that is the subject of the request (the line becomes grayed);
  3. Click on the check mark associated with the role to display. This action displays the list of users assigned to the role selected in the lower section.