Inventory Inquiry Categories
System Maintenance Menu -> Configure
System Settings -> Security Tab -> General
Settings -> Inventory Inquiry Categories
The category security is used to determine what the operator can
see in Inventory Inquiry and in the
Equipment search windows of Counter
Worksheet.
Use this utility to define which Functions should be
included in each Category.
The appropriate Category can then be assigned to the each
employee in Operators.
An operator must be assigned a Security
Role that allows permission to the Security - Inventory
Inquiry Categories in order to access this utility.
There are two approaches available to design the Inquiry
menu:
- Use the Set To Default option to generate a complete
list of the standard inquiry menu options first.
Then use the Modify Settings option to reorganize and modify
the selection of inquiry options, deleting any functions that
should not be accessible to employees in this category.
- Build the screen display from scratch using the Modify
Settings, adding each menu option to the table individually by
Function and Description.
The prompts to enter the Categories are:
-
- SEQ
- Sequence numbers are automatically assigned to track and
organize the records in the file.
Multiple categories can be entered.
CATEGORY
- Enter a Category code of up to 3 characters.
DESCRIPTION
- Enter a description for this category code.
e.g. Counter Staff
SETTINGS
- The settings window controls the information displayed in the
Inventory Inquiry.
Each category can be customized to display only the inventory and
document inquiry options that should be accessible to the employees
assigned to this category.
In the window on the Settings field select one of the
following actions from the pop-up selection screen:
- SELECT AN ACTION
-
- Click Test Settings to view the current layout of
Inventory Inquiry options, that will be
accessible to the employees assigned to this category.
-
Click Modify Settings to change the list of inquiry
options offered in Inventory Inquiry that
are accessible to the employees assigned to this category.
In the resulting table, each inquiry program is represented by a
record containing its Function name and
Description.
The table can be customized with options and titles.
Records can be added, changed, and deleted to be reflected in the
Inventory Inquiry screen for this
operator category.
- Customizing the Inquiry for a Category:
- Available options and their descriptions can be viewed and
selected from the drop-down box provided on the Function
field.
The word TITLE in the Function column can be used to
create sub-titles in the Description field, or to create
spacing if the Description field is left blank.
The screen display can be rearranged by adding, inserting and
deleting Functions where appropriate.
After selecting a Function the Description of the
program can be changed if required by over-typing it with a
preferred description.
Use the Test Settings option to preview the display of
the screen at any time.
-
Click Set To Default to create a complete inquiry listing
including all available inventory inquiries.
This process restores and replaces any existing inquiry screen for
this category, reconstructing it to allow access to all the
standard options.
The categories can now be assigned to operators in Operators to reflect the permitted programs in the
Inventory Inquiry.
Topic Keyword: GLSC01