Security for Job Closing, but allow Job Completion 8.03.404b

Yahoo Archive
1
> I have to agree. You can use a BPM with the user ID for control, but
> that gets hairy when you change users.

BPM's can also use membership or non-membership within a security group as a
condition.

Mark W.
2
Hi,

Wondering if someone could let me know if there is a way to secure out
users from Job Closing, but allow them to Complete jobs. I'm sure
there is a way, but not sure how to use the field security.


Thank you,

Joy Fekkes
Jaco, Inc
3
The way I did it was to remove the Closed check box from the Job Closing/Completion form. I also have a separate version of the form that has the Complete check box disabled. Only people who are allowed to complete but not close a job are given access to the first form. Only people who are allowed to close but not complete a job are given access to the second form.

Thom Rose
Controller
Electric Mirror LLC
HOTEL LUXURY

"The World Leader in Back-lit Mirrors & Mirror TV Technology"

T 425 776-4946
F 425 491-8200
A 11831 Beverly Park Rd, Bldg D, Everett, WA 98204 USA
www.electricmirror.com<http://www.electricmirror.com>

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of jfekkes
Sent: Tuesday, February 17, 2009 5:38 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Security for Job Closing, but allow Job Completion 8.03.404b


Hi,

Wondering if someone could let me know if there is a way to secure out
users from Job Closing, but allow them to Complete jobs. I'm sure
there is a way, but not sure how to use the field security.

Thank you,

Joy Fekkes
Jaco, Inc



[Non-text portions of this message have been removed]
4
Go to Menu Maintenance and add the people/security groups to
Production Management\Job Management\General Operations\Job Closing.

--- In vantage@yahoogroups.com, Thomas Rose <t.rose@...> wrote:
>
> The way I did it was to remove the Closed check box from the Job
Closing/Completion form. I also have a separate version of the form
that has the Complete check box disabled. Only people who are
allowed to complete but not close a job are given access to the first
form. Only people who are allowed to close but not complete a job
are given access to the second form.
>
> Thom Rose
> Controller
> Electric Mirror LLC
> HOTEL LUXURY
>
> "The World Leader in Back-lit Mirrors & Mirror TV Technology"
>
> T 425 776-4946
> F 425 491-8200
> A 11831 Beverly Park Rd, Bldg D, Everett, WA 98204 USA
> www.electricmirror.com<http://www.electricmirror.com>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
Behalf Of jfekkes
> Sent: Tuesday, February 17, 2009 5:38 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Security for Job Closing, but allow Job
Completion 8.03.404b
>
>
> Hi,
>
> Wondering if someone could let me know if there is a way to secure
out
> users from Job Closing, but allow them to Complete jobs. I'm sure
> there is a way, but not sure how to use the field security.
>
> Thank you,
>
> Joy Fekkes
> Jaco, Inc
5
Go to Menu Maintenance and add the people/security groups to
Production Management\Job Management\General Operations\Job Closing.

--- In vantage@yahoogroups.com, Thomas Rose <t.rose@...> wrote:
>
> The way I did it was to remove the Closed check box from the Job
Closing/Completion form. I also have a separate version of the form
that has the Complete check box disabled. Only people who are
allowed to complete but not close a job are given access to the first
form. Only people who are allowed to close but not complete a job
are given access to the second form.
>
> Thom Rose
> Controller
> Electric Mirror LLC
> HOTEL LUXURY
>
> "The World Leader in Back-lit Mirrors & Mirror TV Technology"
>
> T 425 776-4946
> F 425 491-8200
> A 11831 Beverly Park Rd, Bldg D, Everett, WA 98204 USA
> www.electricmirror.com<http://www.electricmirror.com>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
Behalf Of jfekkes
> Sent: Tuesday, February 17, 2009 5:38 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Security for Job Closing, but allow Job
Completion 8.03.404b
>
>
> Hi,
>
> Wondering if someone could let me know if there is a way to secure
out
> users from Job Closing, but allow them to Complete jobs. I'm sure
> there is a way, but not sure how to use the field security.
>
> Thank you,
>
> Joy Fekkes
> Jaco, Inc
6
Chris,
Thanks, but I already have this security set up, but this will give
permission to COMPLETE AND CLOSE. I wanted to just give them
permission to COMPLETE only and not have permission to CLOSE the jobs.

Thom,
I will try what you have done by creating another dashboard
form.

Gosh, just seems like there should be an easier way!

Thank you guys for the information.

Joy Fekkes
Jaco, Inc

--- In vantage@yahoogroups.com, "Chris Robisch" <bluewine@...> wrote:
>
> Go to Menu Maintenance and add the people/security groups to
> Production Management\Job Management\General Operations\Job Closing.
>
> --- In vantage@yahoogroups.com, Thomas Rose <t.rose@> wrote:
> >
> > The way I did it was to remove the Closed check box from the Job
> Closing/Completion form. I also have a separate version of the
form
> that has the Complete check box disabled. Only people who are
> allowed to complete but not close a job are given access to the
first
> form. Only people who are allowed to close but not complete a job
> are given access to the second form.
> >
> > Thom Rose
> > Controller
> > Electric Mirror LLC
> > HOTEL LUXURY
> >
> > "The World Leader in Back-lit Mirrors & Mirror TV Technology"
> >
> > T 425 776-4946
> > F 425 491-8200
> > A 11831 Beverly Park Rd, Bldg D, Everett, WA 98204 USA
> > www.electricmirror.com<http://www.electricmirror.com>
> >
> > From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
> Behalf Of jfekkes
> > Sent: Tuesday, February 17, 2009 5:38 AM
> > To: vantage@yahoogroups.com
> > Subject: [Vantage] Security for Job Closing, but allow Job
> Completion 8.03.404b
> >
> >
> > Hi,
> >
> > Wondering if someone could let me know if there is a way to
secure
> out
> > users from Job Closing, but allow them to Complete jobs. I'm sure
> > there is a way, but not sure how to use the field security.
> >
> > Thank you,
> >
> > Joy Fekkes
> > Jaco, Inc
>
7
I am not sure if this has changed on newer versions, but back here on
5.2, you can do this very easily in the standard Menu Security
Maintenance.

There are TWO different aspects to security for Job Closing on 5.2,
under 'Menu security maintenance'.

There is the high-level which allows access to the function. You would
give everyone who needed to COMPLETE and CLOSE acess tot his.
Access to: Production Management\Job Management\General Operations\Job
Closing


Then there is the specific 'Close job' security. You would only give
access to the people you want to be able to CLOSE the jobs. You have to
continue to drill down under "Job Closing" to get the 'Close job"
sub-security.
Access to: Production Management\Job Management\General Operations\Job
Closing\Close Job


Again, this is 5.2, so I do not know if it changed on newer versions.

HTH.
Sarah


<DIV><font size="1.5" face="Bookman Old Style">__________________________________________________________________________________________________________________

This email may contain material that is confidential, privileged and/or attorney work product for the sole use of the intended recipient. Any review, reliance or distribution by others or forwarding without express permission is strictly prohibited. If you are not the intended recipient, please contact the sender and delete all copies.
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8
Yep, it's gone. Menu security only has the menu access function.
Everything else is controlled by a BPM or customization.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of sarah.vareschi@...
Sent: Wednesday, February 18, 2009 10:18 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Re: Security for Job Closing, but allow Job
Completion 8.03.404b



I am not sure if this has changed on newer versions, but back here on
5.2, you can do this very easily in the standard Menu Security
Maintenance.

There are TWO different aspects to security for Job Closing on 5.2,
under 'Menu security maintenance'.

There is the high-level which allows access to the function. You would
give everyone who needed to COMPLETE and CLOSE acess tot his.
Access to: Production Management\Job Management\General Operations\Job
Closing

Then there is the specific 'Close job' security. You would only give
access to the people you want to be able to CLOSE the jobs. You have to
continue to drill down under "Job Closing" to get the 'Close job"
sub-security.
Access to: Production Management\Job Management\General Operations\Job
Closing\Close Job

Again, this is 5.2, so I do not know if it changed on newer versions.

HTH.
Sarah

<DIV><font size="1.5" face="Bookman Old
Style">__________________________________________________________

This email may contain material that is confidential, privileged and/or
attorney work product for the sole use of the intended recipient. Any
review, reliance or distribution by others or forwarding without express
permission is strictly prohibited. If you are not the intended
recipient, please contact the sender and delete all copies.
__________________________________________________________<DIV><FONT>





[Non-text portions of this message have been removed]
9
I am in the process of learning menu security for 8.03.xxx and I am
wondering if this would be contained in "Field Security"? There is a
table called Job Closing Code and when you drill down deeper there
are fields for Job Closing and Job Completion. If this does not
control the security, what would this be used for?

Thanks
Kathy Schaich

--- In vantage@yahoogroups.com, "jfekkes" <jfekkes@...> wrote:
>
>
> Chris,
> Thanks, but I already have this security set up, but this will give
> permission to COMPLETE AND CLOSE. I wanted to just give them
> permission to COMPLETE only and not have permission to CLOSE the
jobs.
>
> Thom,
> I will try what you have done by creating another dashboard
> form.
>
> Gosh, just seems like there should be an easier way!
>
> Thank you guys for the information.
>
> Joy Fekkes
> Jaco, Inc
>
> --- In vantage@yahoogroups.com, "Chris Robisch" <bluewine@> wrote:
> >
> > Go to Menu Maintenance and add the people/security groups to
> > Production Management\Job Management\General Operations\Job
Closing.
> >
> > --- In vantage@yahoogroups.com, Thomas Rose <t.rose@> wrote:
> > >
> > > The way I did it was to remove the Closed check box from the
Job
> > Closing/Completion form. I also have a separate version of the
> form
> > that has the Complete check box disabled. Only people who are
> > allowed to complete but not close a job are given access to the
> first
> > form. Only people who are allowed to close but not complete a
job
> > are given access to the second form.
> > >
> > > Thom Rose
> > > Controller
> > > Electric Mirror LLC
> > > HOTEL LUXURY
> > >
> > > "The World Leader in Back-lit Mirrors & Mirror TV Technology"
> > >
> > > T 425 776-4946
> > > F 425 491-8200
> > > A 11831 Beverly Park Rd, Bldg D, Everett, WA 98204 USA
> > > www.electricmirror.com<http://www.electricmirror.com>
> > >
> > > From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
On
> > Behalf Of jfekkes
> > > Sent: Tuesday, February 17, 2009 5:38 AM
> > > To: vantage@yahoogroups.com
> > > Subject: [Vantage] Security for Job Closing, but allow Job
> > Completion 8.03.404b
> > >
> > >
> > > Hi,
> > >
> > > Wondering if someone could let me know if there is a way to
> secure
> > out
> > > users from Job Closing, but allow them to Complete jobs. I'm
sure
> > > there is a way, but not sure how to use the field security.
> > >
> > > Thank you,
> > >
> > > Joy Fekkes
> > > Jaco, Inc
> >
>
10
Be very careful when using field level security. Not only will it prevent the user from changing the field value, but it will also prevent Vantage from updating the field. I found this out when I set field security for rep commission rates on the sales order form. Vantage didn't assign any commissions on sales orders that were created by anyone who wasn't allowed to update or see the field. We had some upset reps that month.

The modified form method is probably the best and safest way to go. You could also try Process security bo.jobclosing but I don't know how you would distinguish between closing and complete. I never messed with this process.


________________________________
From: kathyschaich <kathy.schaich@...>
To: vantage@yahoogroups.com
Sent: Wednesday, February 18, 2009 2:07:09 PM
Subject: [Vantage] Re: Security for Job Closing, but allow Job Completion 8.03.404b


I am in the process of learning menu security for 8.03.xxx and I am
wondering if this would be contained in "Field Security"? There is a
table called Job Closing Code and when you drill down deeper there
are fields for Job Closing and Job Completion. If this does not
control the security, what would this be used for?

Thanks
Kathy Schaich

--- In vantage@yahoogroups .com, "jfekkes" <jfekkes@... > wrote:
>
>
> Chris,
> Thanks, but I already have this security set up, but this will give
> permission to COMPLETE AND CLOSE. I wanted to just give them
> permission to COMPLETE only and not have permission to CLOSE the
jobs.
>
> Thom,
> I will try what you have done by creating another dashboard
> form.
>
> Gosh, just seems like there should be an easier way!
>
> Thank you guys for the information.
>
> Joy Fekkes
> Jaco, Inc
>
> --- In vantage@yahoogroups .com, "Chris Robisch" <bluewine@> wrote:
> >
> > Go to Menu Maintenance and add the people/security groups to
> > Production Management\Job Management\General Operations\Job
Closing.
> >
> > --- In vantage@yahoogroups .com, Thomas Rose <t.rose@> wrote:
> > >
> > > The way I did it was to remove the Closed check box from the
Job
> > Closing/Completion form. I also have a separate version of the
> form
> > that has the Complete check box disabled. Only people who are
> > allowed to complete but not close a job are given access to the
> first
> > form. Only people who are allowed to close but not complete a
job
> > are given access to the second form.
> > >
> > > Thom Rose
> > > Controller
> > > Electric Mirror LLC
> > > HOTEL LUXURY
> > >
> > > "The World Leader in Back-lit Mirrors & Mirror TV Technology"
> > >
> > > T 425 776-4946
> > > F 425 491-8200
> > > A 11831 Beverly Park Rd, Bldg D, Everett, WA 98204 USA
> > > www.electricmirror. com<http://www.electric mirror.com>
> > >
> > > From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com]
On
> > Behalf Of jfekkes
> > > Sent: Tuesday, February 17, 2009 5:38 AM
> > > To: vantage@yahoogroups .com
> > > Subject: [Vantage] Security for Job Closing, but allow Job
> > Completion 8.03.404b
> > >
> > >
> > > Hi,
> > >
> > > Wondering if someone could let me know if there is a way to
> secure
> > out
> > > users from Job Closing, but allow them to Complete jobs. I'm
sure
> > > there is a way, but not sure how to use the field security.
> > >
> > > Thank you,
> > >
> > > Joy Fekkes
> > > Jaco, Inc
> >
>







[Non-text portions of this message have been removed]
11
I have to agree. You can use a BPM with the user ID for control, but
that gets hairy when you change users. The best and easiest way is to
use a versions of the form for each type of security. Job Completers
(Custom Form JC1), Job Closers (Custom Form JC2) and both (Std Form).
Then menu security handles everything and user groups can control it as
well.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Steven Gotschall
Sent: Wednesday, February 18, 2009 2:45 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Re: Security for Job Closing, but allow Job
Completion 8.03.404b



Be very careful when using field level security. Not only will it
prevent the user from changing the field value, but it will also prevent
Vantage from updating the field. I found this out when I set field
security for rep commission rates on the sales order form. Vantage
didn't assign any commissions on sales orders that were created by
anyone who wasn't allowed to update or see the field. We had some upset
reps that month.

The modified form method is probably the best and safest way to go. You
could also try Process security bo.jobclosing but I don't know how you
would distinguish between closing and complete. I never messed with
this process.

________________________________
From: kathyschaich <kathy.schaich@...
<mailto:kathy.schaich%40ultratoolmfg.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Sent: Wednesday, February 18, 2009 2:07:09 PM
Subject: [Vantage] Re: Security for Job Closing, but allow Job
Completion 8.03.404b

I am in the process of learning menu security for 8.03.xxx and I am
wondering if this would be contained in "Field Security"? There is a
table called Job Closing Code and when you drill down deeper there
are fields for Job Closing and Job Completion. If this does not
control the security, what would this be used for?

Thanks
Kathy Schaich

--- In vantage@yahoogroups .com, "jfekkes" <jfekkes@... > wrote:
>
>
> Chris,
> Thanks, but I already have this security set up, but this will give
> permission to COMPLETE AND CLOSE. I wanted to just give them
> permission to COMPLETE only and not have permission to CLOSE the
jobs.
>
> Thom,
> I will try what you have done by creating another dashboard
> form.
>
> Gosh, just seems like there should be an easier way!
>
> Thank you guys for the information.
>
> Joy Fekkes
> Jaco, Inc
>
> --- In vantage@yahoogroups .com, "Chris Robisch" <bluewine@> wrote:
> >
> > Go to Menu Maintenance and add the people/security groups to
> > Production Management\Job Management\General Operations\Job
Closing.
> >
> > --- In vantage@yahoogroups .com, Thomas Rose <t.rose@> wrote:
> > >
> > > The way I did it was to remove the Closed check box from the
Job
> > Closing/Completion form. I also have a separate version of the
> form
> > that has the Complete check box disabled. Only people who are
> > allowed to complete but not close a job are given access to the
> first
> > form. Only people who are allowed to close but not complete a
job
> > are given access to the second form.
> > >
> > > Thom Rose
> > > Controller
> > > Electric Mirror LLC
> > > HOTEL LUXURY
> > >
> > > "The World Leader in Back-lit Mirrors & Mirror TV Technology"
> > >
> > > T 425 776-4946
> > > F 425 491-8200
> > > A 11831 Beverly Park Rd, Bldg D, Everett, WA 98204 USA
> > > www.electricmirror. com<http://www.electric mirror.com>
> > >
> > > From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com]
On
> > Behalf Of jfekkes
> > > Sent: Tuesday, February 17, 2009 5:38 AM
> > > To: vantage@yahoogroups .com
> > > Subject: [Vantage] Security for Job Closing, but allow Job
> > Completion 8.03.404b
> > >
> > >
> > > Hi,
> > >
> > > Wondering if someone could let me know if there is a way to
> secure
> > out
> > > users from Job Closing, but allow them to Complete jobs. I'm
sure
> > > there is a way, but not sure how to use the field security.
> > >
> > > Thank you,
> > >
> > > Joy Fekkes
> > > Jaco, Inc
> >
>

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
12
Thank you for sharing your knowledge on this as it is not really
explained well in the help documentation.



--- In vantage@yahoogroups.com, "CharlieSmith" <CSmith@...> wrote:
>
> I have to agree. You can use a BPM with the user ID for control, but
> that gets hairy when you change users. The best and easiest way is
to
> use a versions of the form for each type of security. Job
Completers
> (Custom Form JC1), Job Closers (Custom Form JC2) and both (Std
Form).
> Then menu security handles everything and user groups can control
it as
> well.
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
Behalf
> Of Steven Gotschall
> Sent: Wednesday, February 18, 2009 2:45 PM
> To: vantage@yahoogroups.com
> Subject: Re: [Vantage] Re: Security for Job Closing, but allow Job
> Completion 8.03.404b
>
>
>
> Be very careful when using field level security. Not only will it
> prevent the user from changing the field value, but it will also
prevent
> Vantage from updating the field. I found this out when I set field
> security for rep commission rates on the sales order form. Vantage
> didn't assign any commissions on sales orders that were created by
> anyone who wasn't allowed to update or see the field. We had some
upset
> reps that month.
>
> The modified form method is probably the best and safest way to
go. You
> could also try Process security bo.jobclosing but I don't know how
you
> would distinguish between closing and complete. I never messed with
> this process.
>
> ________________________________
> From: kathyschaich <kathy.schaich@...
> <mailto:kathy.schaich%40ultratoolmfg.com> >
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Sent: Wednesday, February 18, 2009 2:07:09 PM
> Subject: [Vantage] Re: Security for Job Closing, but allow Job
> Completion 8.03.404b
>
> I am in the process of learning menu security for 8.03.xxx and I am
> wondering if this would be contained in "Field Security"? There is
a
> table called Job Closing Code and when you drill down deeper there
> are fields for Job Closing and Job Completion. If this does not
> control the security, what would this be used for?
>
> Thanks
> Kathy Schaich
>
> --- In vantage@yahoogroups .com, "jfekkes" <jfekkes@ > wrote:
> >
> >
> > Chris,
> > Thanks, but I already have this security set up, but this will
give
> > permission to COMPLETE AND CLOSE. I wanted to just give them
> > permission to COMPLETE only and not have permission to CLOSE the
> jobs.
> >
> > Thom,
> > I will try what you have done by creating another dashboard
> > form.
> >
> > Gosh, just seems like there should be an easier way!
> >
> > Thank you guys for the information.
> >
> > Joy Fekkes
> > Jaco, Inc
> >
> > --- In vantage@yahoogroups .com, "Chris Robisch" <bluewine@>
wrote:
> > >
> > > Go to Menu Maintenance and add the people/security groups to
> > > Production Management\Job Management\General Operations\Job
> Closing.
> > >
> > > --- In vantage@yahoogroups .com, Thomas Rose <t.rose@> wrote:
> > > >
> > > > The way I did it was to remove the Closed check box from the
> Job
> > > Closing/Completion form. I also have a separate version of the
> > form
> > > that has the Complete check box disabled. Only people who are
> > > allowed to complete but not close a job are given access to the
> > first
> > > form. Only people who are allowed to close but not complete a
> job
> > > are given access to the second form.
> > > >
> > > > Thom Rose
> > > > Controller
> > > > Electric Mirror LLC
> > > > HOTEL LUXURY
> > > >
> > > > "The World Leader in Back-lit Mirrors & Mirror TV Technology"
> > > >
> > > > T 425 776-4946
> > > > F 425 491-8200
> > > > A 11831 Beverly Park Rd, Bldg D, Everett, WA 98204 USA
> > > > www.electricmirror. com<http://www.electric mirror.com>
> > > >
> > > > From: vantage@yahoogroups .com
[mailto:vantage@yahoogroups .com]
> On
> > > Behalf Of jfekkes
> > > > Sent: Tuesday, February 17, 2009 5:38 AM
> > > > To: vantage@yahoogroups .com
> > > > Subject: [Vantage] Security for Job Closing, but allow Job
> > > Completion 8.03.404b
> > > >
> > > >
> > > > Hi,
> > > >
> > > > Wondering if someone could let me know if there is a way to
> > secure
> > > out
> > > > users from Job Closing, but allow them to Complete jobs. I'm
> sure
> > > > there is a way, but not sure how to use the field security.
> > > >
> > > > Thank you,
> > > >
> > > > Joy Fekkes
> > > > Jaco, Inc
> > >
> >
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
13
I'm researching tightening some security for our company I've been looking at the security IDs. The security ID for job closing/completion is SEC194. When looking at the security ID table I found there is a security code SEC194-001 for close job. Does anyone know if I am asking for trouble using the setting for SEC194-001 to limit who can close jobs? I found some advantages setting security with the security IDs such as it automatically controls who can right-click into a program but what are some problems I may have using this approach?




[Non-text portions of this message have been removed]