Define User Access to a Workshop

Explanation

This activity is used to define workshop access for your user ID. You can only distribute tasks to the workshops that have been assigned to you. Therefore, you need to have a minimum of one workshop assigned to you to be able to distribute tasks.

The Is User Allowed Site check box will be selected, if you belong to the site connected to the chosen workshop.

Prerequisites

• Users need to be defined.
• Workshop codes need to be defined in the Serial Basic Data/Workshop tab.

System Effects

• One or more workshops are assigned to the user and he/she can distribute tasks to these workshops. 
• If a default workshop is assigned to your user ID, the corresponding workshop code is automatically suggested when you distribute a task.

Window

Maintenance Task Basic Data

Related Window Descriptions

Maintenance Task Basic Data/Workshop Access
Serial Basic Data/Workshop 
Person 

Procedure

Follow this procedure to assign a selected workshop to the user.

1. Open the Maintenance Task Basic Data window and click the Workshop Access tab.
2. In the User ID field, query (F3) for the required user.
3. Create a new record (F5) on the table of the window.
4. Enter a value in the Workshop Code field. Use the List of Values to select a value.
5. Save the record (F12).

Follow this procedure to assign all existing workshops to the user.

1. Open the Maintenance Task Basic Data window and click the Workshop Access tab.
2. In the User ID field, query (F3) for the required user.
3. Right-click on the header of the window and then click Assign All Workshops. All existing workshops will automatically be assigned to the selected user.

Follow this procedure to define a workshop as your default workshop.

1. Open the Maintenance Task Basic Data window and click the Workshop Access tab.
2. In the User ID field, query (F3) for your user ID.
3. Select the row that holds the workshop you require, right-click and then click Set Default Workshop. The Default Workshop check box is automatically selected.