Skip Headers
JD Edwards EnterpriseOne Tools Object Management Workbench Guide
Release 8.98 Update 4

Part Number E14713-02
Go to Documentation Home
Home
Go to Book List
Book List
Go to Table of Contents
Contents
Go to Index
Index
Go to Master Index
Master Index
Go to Feedback page
Contact Us

Go to previous page
Previous
Go to next page
Next
PDF · Mobi · ePub

11 Configuring User Roles and Allowed Actions

This chapter contains the following topics:

11.1 Understanding User Roles and Allowed Actions

Configuring user roles and allowed actions is one of the most important JD Edwards EnterpriseOne OMW configuration tasks. JD Edwards EnterpriseOne OMW's automation relies on an administrator who carefully configures these areas.

These sections show the allowed user actions that JD Edwards recommends for each user role and the responsibility of the person in that user role, organized by the project status at which these actions should be authorized.

For status changes that initiate a transfer, the user role must be authorized to perform both the status change and transfer actions.

Note:

You might want to allow the Manager and Supervisor roles to perform the same actions as the Developer role, in case the Developer cannot perform assigned duties or needs to have work verified.

11.1.1 New Project Pending Review (11)

This table shows user roles and allowed actions for projects with a status of 11 (new projects pending review):

User Role Recommended Allowed Action Explanation
Originator Status Change Originator might need to advance the status to 91 - canceled. Entered in Error
Manager, Supervisor Update Project Change values for the project
Manager, Supervisor Update Users Change values for the user
Manager, Supervisor Status Change Advance project to the next status

11.1.2 Programming (21)

This table shows user roles and allowed actions for projects with a status of 21 (programming):

User Role Recommended Allowed Action Explanation
Developer Add Objects Add objects to project in order to fix or enhance
Developer Remove Objects Remove objects that were incorrectly added
Developer Check Out Check out objects from the server
Developer Check In Check in objects to the server
Developer Get Get objects from the server
Developer Status Change Advance project to the next status
Developer Transfer Transfer objects on status change

11.1.3 Rework-Same Issue (25)

This table shows user roles and allowed actions for projects with a status of 25 (rework-same issue):

User Role Recommended Allowed Action Explanation
Developer Status Change Change project to 21 - Programming status

11.1.4 QA Test/Review (26)

This table shows user roles and allowed actions for projects with a status of 26 (QA test/review):

User Role Recommended Allowed Action Explanation
Quality Analyst Get Get objects from the server
Quality Analyst Status Change Advance project to next status

11.1.5 QA Test/Review Complete (28)

This table shows user roles and allowed actions for projects with a status of 28 (QA test/review complete):

User Role Recommended Allowed Action Explanation
Manager, Supervisor Update Project Change values for the project
Manager, Supervisor Status Change Advance project to the next status
Manager, Supervisor Transfer Transfer objects on status change

11.1.6 In Production (38)

This table shows user roles and allowed actions for projects with a status of 38 (in production):

User Role Recommended Allowed Action Explanation
Manager, Supervisor Status Change Advance project to the next status

11.1.7 Complete (01)

This table shows user roles and allowed actions for projects with a status of 01 (complete):

User Role Recommended Allowed Action Explanation
Developer Remove Objects Remove objects from projects at status 91 that might have been added but not removed

11.1.8 Default Allowed Actions that Cannot Be Changed

These default allowed actions cannot be changed. This information is provided for reference only:

Value Description
01 Transfer
02 Check In
03 Check Out
04 Delete
05 Add
06 Copy
08 Save
09 Restore
10 Design
11 Get
12 Remove Object from Project
13 Update a Project
16 Add Object to a Project
21 Switch Token
23 Force Release from Token Queue
30 Erase Check Out

11.1.9 Default Object Types

These default object types are provided for reference only:

Value Description
01 Object Librarian objects
02 Data items
03 Versions
04 UDCs
05 Menus
06 Documentation record (SAR object)
11 Transfer record (SAR object)
12 History record (SAR object)

11.2 Setting Up User Roles

This section discusses how to:

11.2.1 Forms Used to Set up User Roles

Form Name FormID Navigation Usage
Object Management Setup W98230R Object Management Administration menu (GH9081) then Object Management Configuration (P98230) Access forms to configure notification subscriptions.
User Roles W0004AH In Object Management Setup, click the User Roles button. Used to add, modify, and delete user roles.

11.2.2 Modifying User Roles

Access the Object Management Setup form.

  1. In Object Management Setup, click User Roles.

  2. Select the user role you want to modify.

  3. Double-click the first field that you want to change, and modify it.

  4. Repeat step 3 to make all required modifications.

  5. Click Find and verify that the modifications you made appear in the list.

  6. Click OK.

11.2.3 Deleting User Roles

Select Object Management Administration (GH9081) then Object Management Configuration (P98230)

Access the Object Management Setup form.

  1. In Object Management Setup, click the User Roles button.

  2. Click the cell to the left of the User Role that you want to delete.

  3. Click Delete.

  4. In the Confirm Delete query, click OK.

  5. Repeat steps 2 through 4 to delete all desired user roles.

  6. Click Find to verify that the user roles were deleted.

  7. Click OK.

11.3 Setting Up Allowed User Actions

This section provides an overview of user defined codes for allowed user actions and discusses how to set up allowed user actions.

11.3.1 Understanding User Defined Codes for Allowed User Actions

The Allowed Actions Form lets you assign allowed actions to user roles for each object type during a specific project status. These user defined codes (UDCs) define allowed JD Edwards EnterpriseOne OMW actions involving objects:

  • 01 — Transfer

  • 02 — Check in

  • 03 — Check out

  • 04 — Delete

  • 05 — Add

  • 06 — Copy

  • 07 — Install

  • 08 — Save

  • 09 — Restore

  • 10 — Design

  • 11 — Get

  • 12 — Remove object from project

  • 13 — Update the project

  • 16 — Add an object to the project

  • 21 — Switch tokens

  • 23 — Release from token queue

  • 30 — Erase check out

  • 38 — Status change

For example, if you want the developer to be allowed to check in all object types when the project is at project status 21, you would enter these values in the Allowed Actions Form:

Field Value
User Role 02 - Developer
Object Type *ALL
System Code System
Allowed Action 02 - Check in
Project Status 20 - Programming

Note:

Before setting up allowed actions, you must add the user role to the User Roles UDC by using the User Defined Code form.

11.3.2 Form Used to Set Up User Actions

Form Name FormID Navigation Usage
Object Management Setup W98230R Object Management Administration menu (GH9081) then Object Management Configuration (P98230) Access forms to configure notification subscriptions.
Allowed Actions W98230G In Object Management Setup, click the Allowed Actions button. Used to set up user allowed actions.

11.3.3 Setting Up Allowed User Actions

Access the Object Management Setup form.

  1. In Object Management Setup, click the Allowed Actions button.

  2. Click Find to display previously defined user actions.

  3. To create a blank row in which to add a definition, sort on the allowed user action to be worked on.

  4. Complete one or more of the query by example (QBE) columns and click Find.

  5. Scroll to a blank row at the bottom of the sorted list.

  6. Complete these fields in the blank row:

    • JD Edwards EnterpriseOne OMW User Role

    • Object Type

    • Project Status

    • System Code

    • System Code Reporting

    • Action

      Note:

      You can enter *ALL in any field except User Role. Typing *ALL in a field indicates that the user role chosen can work with all object types, project statuses, or actions.

      After you complete a row, a new blank row appears.

  7. Repeat this procedure until all allowed user actions are set up.

  8. Click OK.