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The look and feel of
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The term "End User" refers to users who access the system through the End User Interface (EUI). We use the expressions "End User" or "Customer" interchangeably in this document to refer to company employees whose main role in the system is to make requests on their own behalf or for someone else.
We use the term "Power User" to indicate the people who are working on other people's issues. They may be solvers, technical support staff, IT staff, approvers, developers, sales reps, managers, or any other types of users who access the system through the power user interface.
"Technician" may also be used to refer to members of the IT organization or other teams that will be responsible for handling, creating, or responding to requests submitted by customers or other technicians.
Self-Documenting Areas of the Program
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To generate an Excel workbook of the current field information for all the tables in the system, go to Setup > Tables and select Print Fields for all Tables:.
In the window that opens, you can choose which field qualities to include, as well as how the sheet itself is formatted. Clicking Finish creates a workbook with a worksheet for each table and a column for each choice that was selected on the previous screen.
Print Rules Documentation
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- Go to Setup [Table Name] and select the Rules tab.
- Click either Rule ID, Priority, or Comment to sort the rules. This is also the order that they appear in the file.
- An alternative for determining presentation order is to modify the table view to your satisfaction.
- Select the rules you would like to include in the file.
- You can quickly select every rule by selecting the checkbox to the left of the Edit heading, and then choosing 'Select all found records' from the drop-down list.
- Hover over the Printer icon and choose Print All Fields.
Print All Fields creates a single file with comprehensive details about a system's rules, which can be saved or printed. If you prefer a file that shows a snapshot of how rules appear in the Rules table, choose Print/Download Table View.
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- Go to Setup > Access > Manage Groups.
- Edit the group you want to document.
- Click on the Tables tab.
- You can bring available tables to the top by clicking on the heading for Access and/or Left Pane.
- You can bring available tables to the top by clicking on the heading for Access and/or Left Pane.
- Select the tables you would like to include in the file. Verify that the group you are editing has access to all the included tables.
- You can quickly select every rule by selecting the checkbox to the left of the Edit heading, and then choosing 'Select all found records' from the drop-down list.
- Hover over the printer icon and select Permissions.
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- Go to Setup > Access > Manage Groups.
- Select one or more groups.
- Hover over the printer icon and select one of the options. These reports take a long time to generate, and create long HTML documents that can be saved as documentation:
- All Current Permissions generates a page that shows all the permissions of the selected group, such as group permissions, and field permissions for each table.
- All Permissions with History Log generates a page similar to All Current Permissions that additionally includes History field permissions as well as a History log at the very bottom. This same History log can be generated individually by selecting History Log only.
- History Log show permission changes tracked by the system. If the only item you need data for is history logs, always use this option instead of running All Permissions with History Log.
- Groups permissions comparison report can be used after selecting two or more groups to compare their record and field level permissions. The Full Details section consists of text that explicitly states record and field level permission comparisons for each group.
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