Configuring User Roles and Allowed Actions

This chapter provides an overview of user roles and allowed actions and discusses how to set up:

• User roles.

• Allowed user actions.

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.

New Project Pending Review (11)

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

Programming (21)

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

Rework-Same Issue (25)

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

QA Test/Review (26)

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

QA Test/Review Complete (28)

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

In Production (38)

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

Complete (01)

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

Default Allowed Actions that Cannot Be Changed

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

Default Object Types

These default object types are provided for reference only:

Setting Up User Roles

This section discusses how to:

• Modify user roles.

• Delete user roles.

Forms Used to Set up User Roles

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.

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.

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.

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:

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

Form Used to Set Up User Actions

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.