Roles: Difference between revisions

From CTLTMS
m (Categorisation of document pages)
m (Minor formatting changes.)
Line 42: Line 42:
|Carrier ||Accessible Carrier ||Accessible Carrier ||DropDownList ||Carriers
|Carrier ||Accessible Carrier ||Accessible Carrier ||DropDownList ||Carriers
|-
|-
|Customer ||Accessible Customer Code ||Accessible Customer Code ||TextBox    ||
|Customer ||Accessible Customer Code ||Accessible Customer Code ||TextBox    || 
|-
|-
|Customer Group ||Accessible Customer Group Code ||Accessible Customer Group Code ||DropDownList ||Customer Groups
|Customer Group ||Accessible Customer Group Code ||Accessible Customer Group Code ||DropDownList ||Customer Groups
|-
|-
|Deliver Location ||Accessible Deliver Location Code ||Accessible Deliver Location Code ||TextBox    ||
|Deliver Location ||Accessible Deliver Location Code ||Accessible Deliver Location Code ||TextBox    || 
|-
|-
|Accessible Depot ||Accessible Depot  ||Accessible Depot for user organisation ||DropDownList ||Configured Depots
|Accessible Depot ||Accessible Depot  ||Accessible Depot for user organisation ||DropDownList ||Configured Depots
Line 52: Line 52:
|Allow Order Amend ||Allow Order Create and Amend Indicator ||Allow this user to Create and Amend Orders ||DropDownList ||Yes, No     
|Allow Order Amend ||Allow Order Create and Amend Indicator ||Allow this user to Create and Amend Orders ||DropDownList ||Yes, No     
|-
|-
|Order Group ||Accessible Order Group Code ||Accessible Order Group Code ||TextBox    ||
|Order Group ||Accessible Order Group Code ||Accessible Order Group Code ||TextBox    || 
|-
|-
|Organisation ||Accessible Organisation Code ||Accessible Organisation Code ||DropDownList ||Organisations
|Organisation ||Accessible Organisation Code ||Accessible Organisation Code ||DropDownList ||Organisations

Revision as of 18:13, 18 November 2019

This screen allows you to maintain the roles in the system. You can then assign them to users, which will control the menus displayed to the users with that role selected.

Warning Warning: This is a system administrator function - if you change the settings here, this will affect all users of the system.


You can query data by and/or choose to display data as follows:

  • Code - the role.
  • Description - the description.
  • Active.
  • Created By.
  • Created Date.
  • Last Updated By.
  • Last Updated Date.
  • Last Active Change By.
  • Last Active Change Date.
  • Last Process Id.
  • Update Counter.


The following actions are available on the Details panel:

  • Button New - create a new record.
  • Button Save - save a new record or changes to an existing record.
  • Button Delete - delete an existing record.
  • Button Help - help on this screen.
  • Button Undo - undo change made since last save.
  • Button Clear - clear all fields.
  • Button Toggle - toggle display of all accordion headers.


You can change or add the following:

  • Code - the role ID.
  • Name - The displayed name.


Parameters section

You can set parameters here to control additional functionality.

You can select a parameter to add using the provided Select Parameter drop-down list and clicking the Button Add button.

The available parameters are configurable in the Role Parameters screen.

Once you have selected the parameter, the screen will display it in this section. Parameters are displayed in the sequence which your system administrators have configured them to be displayed. Once the parameter is added, you can enter the value - in general, the screen will validate the value or will provide a list of values to select, depending on the parameter settings.

You can remove a parameter by clicking the Button Cancel button next to the parameter value.


The following parameters are currently available:

Label Description Long Description Type Values
Carrier Accessible Carrier Accessible Carrier DropDownList Carriers
Customer Accessible Customer Code Accessible Customer Code TextBox  
Customer Group Accessible Customer Group Code Accessible Customer Group Code DropDownList Customer Groups
Deliver Location Accessible Deliver Location Code Accessible Deliver Location Code TextBox  
Accessible Depot Accessible Depot Accessible Depot for user organisation DropDownList Configured Depots
Allow Order Amend Allow Order Create and Amend Indicator Allow this user to Create and Amend Orders DropDownList Yes, No
Order Group Accessible Order Group Code Accessible Order Group Code TextBox  
Organisation Accessible Organisation Code Accessible Organisation Code DropDownList Organisations
Auto Create Trip Automatically Create a Trip Automatically create a trip when a load is created DropDownList Yes,No
Current Location Current Location Current Location DropDownList Locations
Merge Stop Time The Time Between Merged Stops The maximum time allowed between stops that will merge TextBox Integer