Open

Automations Tab

Open

Automations Tab Example

The Automations tab lists all of the automations where the automation is triggered by or the action affects the element you are working with.

You can click the hyperlink Automation Name to access the Edit Automation form. See Automations for more information.

Components Audit Log Tab

The Components Audit Log tab displays a log of all of the changes made to the selected record where you can track details for changes to records in the system.

Components Package Tab

The Components Package tab lists the Components Packages available in the system and shows which Components Packages include the element you are working with.

Using the Components Package Tab

You can click the checkbox for the Components Package where you want to add the element you are working with. To add the element to all Components Packages, click the double checkmark icon . You can click the Components Package hyperlink to see details for the specific components package. See Mass Assign Components for more information.

Role Privs Tab

The Role Privs tab contains the security privileges for each Security Role regarding the particular element you are working with. Administrators can give specific privileges to Read, Edit, Add, Delete (or None) to any or all Security Role(s).

For example, if you are working on the Edit Trackor Types form, you can click the Role Privs tab and give privileges to selected Security Roles to Read, Edit, Add, or Delete the records (Trackors) associated with the selected Trackor Type. From the Edit Tab or Applet form, you can give Read or Edit privileges for the user to see and/or make changes to the data on the Tab or Applet.

Using the Role Privs Tab

Administrators can check the appropriate checkbox for the privilege to assign for each specific role. You can click the Role Name hyperlink to see more information about the role. See Security Roles for more information.

To assign a privilege option to all roles, click the double checkmark icon for the privilege. A confirmation message will appear where you must click OK to verify the change.

Role Restrictions Tab

Role restrictions restrict the records a user has access to based on their Security Role. For example an organization may allow outside users in their system, but would want to restrict the data this user can access.

The Role Restrictions tab will look different depending on how Role Restrictions are based (Trackor-Based or Filter-Based) for a system.

• For Trackor-Based role restrictions, the tab shows a list of Security Roles and the Restriction Mode for each. In addition, Administrators can define Trackor-Based restrictions on this tab applying either a Union or Intersection restriction mode.

• For Filter-Based role restrictions, the tab shows a list of restriction filters grouped by Security Role. Both Security Roles and the Restriction Filters are hyperlinks to see more information. Restrictions cannot be defined on this tab.

For more information about applying either type of restriction filter, see Configuring Restricted Trackors.

Rules Tab

The Rules tab lists the rules that are triggered when changes happen to the element you are working with. For example, if you are working on the Edit Trackor Type form, you can click the Rules tab to see all of the rules that will trigger when a change is made to records (Trackors) associated with the selected Trackor Type.

You can click the hyperlink Rule ID to see details for the rule. See Rules for more information.