Employee Authorization Policy Report

Report Description

This report lists the authorization policy information for the specified employee, indicating the level of access to each of the screens/fields allowed to the employee. Only cards assigned to the employee are listed on the report.

Fields include the policy name and check boxes under the columns for Read, Request, Create, Edit, Delete, Execute, Location, Execution Time, Indicator/Parameters, and Exception Override level.

The report selection screen opens the Employee Search screens to locate a specific employee.

Running the Report for Multiple Employees at One Time

This report allows you to run the report for multiple employees at one time.

  1. Enter the parameters needed to return a list of employees and click Search.

  2. Select the desired employees from the search results.

    Tip  

    Depending on the available parameters, some searches may not give you the full list of employees that you need. If not, select only the employees from the first search that you wish to include. Then repeat steps 1 and 2 to search for and select additional employees.

  3. Click a folder symbol in front of one of the selected names.

    The report appears for the selected employee. The Employee Navigator shows you which employee you are viewing and the number of employees you selected.

The Print button opens a wizard for you to select a printer and to send the report to the printer. To print a report, complete the following steps:

  1. Click on the Print button in the left pane.

  2. From the Field Look Up Values, select the printer where the report should be sent.

    Note  

    Printers available in the Field Look Up Values are currently set up within Process Developer and cannot be set up within the portal.

  3. Click Next and then Finish.

The Email button opens a wizard to send an email message to another employee, along with a copy of the time card. The system sends the email to the highest priority email address configured in the selected employee's Email Addresses screen (Employee > Employee Sections > Email Addresses).

To email a report, complete the following steps:

  1. In the Report Actions area, click Email.

    The Employee Search screen opens.

  2. Enter values in the search criteria fields, and click Search.

    Note  

    Only employees with valid email addresses are listed. You can add email addresses from Employee > Email Address.

  3. Select each employee that should receive a copy of the report.

  4. In the Email Wizard Steps area, click Next.

  5. Configure the email you want to send with the report.

    1. In the Subject field, enter the topic of your email, which will appear in the Subject line of the email.

    2. In the Body field, enter your email message. For example, this could include the reason you are forwarding the report and any actions the recipient should take.

    3. In the File Name field, enter a name for the report file being sent (such as the employee name). The report is sent as an attachment to the email.

  6. In the Email Wizard Steps area, click Next.

    The email is automatically sent to the selected employees, along with a copy of the report.

  7. In the Email Wizard Steps area, click Finish.