Wiki source code of Create a User
Last modified by Admin User on 2023/06/30 10:26
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| author | version | line-number | content |
|---|---|---|---|
| 1 | == Create a User == | ||
| 2 | |||
| 3 | ((( | ||
| 4 | |**Requirement**|**M***|**Navigation**|**Prerequisites** | ||
| 5 | |**1.** Obtain the user’s configurable details including: name, department, user id, email address, phone number and default delivery address.|**Y**|Outside PECOS|Data Gathering Sheet | ||
| 6 | |**2. **Define the user’s roles and permissions, including: requisition, receipting and invoicing rights;** **accounting access (including a default account code combination); catalogue access and approval process.|**Y**|Outside PECOS|Data Gathering Sheet | ||
| 7 | |((( | ||
| 8 | **3. **Check / Create Organisation | ||
| 9 | |||
| 10 | (ie the organisation to which the user belongs) | ||
| 11 | )))|N|Company > Organisation Maintenance| | ||
| 12 | |**4. **Check /** **Create Procurement Card(s)|N|Company > Procurement Cards| | ||
| 13 | |**5. **Check /** **Create Business Rule Group(s)|N|Business Rules > Business Rule Groups.|((( | ||
| 14 | Financial Tracking Codes loaded | ||
| 15 | |||
| 16 | Catalogue Collections created | ||
| 17 | ))) | ||
| 18 | |**6. **Check /** **Create Approval Rule Group|N|Approval Rules > Approval Rule Groups|Approval Plan(s) created | ||
| 19 | |**7.** Complete User Information screen|**Y**|((( | ||
| 20 | Users > Profile > User Information | ||
| 21 | |||
| 22 | )))|((( | ||
| 23 | User data obtained (1) | ||
| 24 | |||
| 25 | User roles defined (2) | ||
| 26 | |||
| 27 | Organisation created (3) | ||
| 28 | ))) | ||
| 29 | |**8. **Select or create Default Delivery Address|**Y**|((( | ||
| 30 | Users > Profile > User Information | ||
| 31 | |||
| 32 | )))|Default identified (1) | ||
| 33 | |**9. **Add User Information|**Y**|((( | ||
| 34 | Add User | ||
| 35 | |||
| 36 | )))|All mandatory User Information is entered (7) | ||
| 37 | |**10. ** Assign Buy-For User(s)|N|((( | ||
| 38 | Users > Profile > Buy-For Users | ||
| 39 | |||
| 40 | )))|Buy-for User’s user profile(s) created | ||
| 41 | |**11. **Assign Procurement Card(s)|N|((( | ||
| 42 | Users > Profile > Procurement Cards | ||
| 43 | |||
| 44 | )))|Procurement Card(s) created (4) | ||
| 45 | |**12. ** Assign to Business Rule Group(s)|**Y**|((( | ||
| 46 | Users > Profile > Groups and Roles | ||
| 47 | |||
| 48 | )))|Business Rule Groups created (5) | ||
| 49 | |**13. **Set Default Account Code|**Y**|((( | ||
| 50 | Users > Profile > Groups and Roles | ||
| 51 | |||
| 52 | )))|Default Business Rule Group created and assigned (5 & 11) | ||
| 53 | |**14. ** Set Order and Receipt Access Levels|**Y**|((( | ||
| 54 | Users > Profile > Access Level | ||
| 55 | |||
| 56 | )))|Options identified (1 & 2) | ||
| 57 | |**15. ** Assign Approval Rule Group|**Y**|((( | ||
| 58 | Users > Profile > Groups and Roles | ||
| 59 | |||
| 60 | )))|Approval Rule Group created (6) | ||
| 61 | |**16. ** Set Dynamic Options|N|((( | ||
| 62 | Users > Profile > Dynamic Options | ||
| 63 | |||
| 64 | )))|Options identified (1 & 2) | ||
| 65 | |**17. ** Set Search Preferences|N|((( | ||
| 66 | Users > Profile > Search Preferences | ||
| 67 | |||
| 68 | )))|Options identified (1 & 2) | ||
| 69 | |**18. ** Set Approval Delegation|N|((( | ||
| 70 | Users > Profile > Approval Delegation | ||
| 71 | |||
| 72 | )))|Options identified (1 & 2) | ||
| 73 | |||
| 74 | ***M** = Mandatory for this primary task. Y= Yes, N= No | ||
| 75 | ))) |