Controlling Data Access for POIs Without Jobs
These topics provides an overview of security for POIs without jobs and discuss how to add and maintain POI types.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
(Classic) Add a POI Relationship or Maintain Person of Interest Page |
PER_POI_TRANS |
Set up and maintain a person of interest's POI type and security access keys using the classic pages. |
|
HC_HR_PERS_POI_MAINT_GBL_FL (this is the cref for this tile) |
Access the fluid page to maintain a person of interest's POI security access keys |
|
|
(Fluid) Add Person of Interest or Maintain Person of Interest Page |
PERS_POI_TRANS_FL |
Maintain a person of interest's POI type and security access keys using the fluid pages. |
When a POI does not have a job record you need to enter additional information about them in order to control user access to their data.
Data access for POIs without jobs is primarily controlled by POI type. Assign the person a POI type in the following components:
(Classic) Add Person of Interest component (PERS_POI_ADD) or Maintain POI Relationship component (PERS_POI_MAINTAIN).
(Fluid) Maintain Person of Interest component (PERS_POI_MAINT_FL).
You can add additional security criteria by assigning the person to one or more business units, locations, or institutions.
For example, a person has the POI type of External Instructor and the following security types:
|
Security Type |
Security Key |
|---|---|
|
Location |
CCBC1 |
|
Business Unit |
CFBBU |
|
Institution |
PSSTA |
The following users have access to this person:
User A, who has access to all External Instructor POIs.
User B, who has access to all External Instructor POIs in the location CCBC1.
User C, who has access to all External Instructor POIs in the business unit CFBBU.
User D, who has access to all External Instructor POIs in the institution PSSTA.
Note: Data permission security for employees, contingent workers, and POIs with jobs is controlled by data you enter on the person's job record.
Use the Add a POI Relationship page or Maintain Person of Interest page (PER_POI_TRANS) to set up and maintain a person of interest's POI type and security access keys using the classic pages.
Navigation:
This example illustrates the fields and controls on the Add a POI Relationship page.
Field or Control |
Description |
|---|---|
Person of Interest Type |
Select a person of interest type when you create a record for the person. You can create multiple records for a person with different POI types. Define POI types in the Person of Interest Types component. |
Security Data
Field or Control |
Description |
|---|---|
Get Enabled Security Types button |
Click to add a row to the Security Data grid for each security type that has been enabled for the people without jobs. Note: You can enter data for a type that has not been enabled, allowing you to capture additional data on a POI without a job without having to modify the system. To do this, you must create a new security type on the Security Access Type page for the People without Jobs Security Set and enter a new field name. Then use the new field name in this component and capture the required data for this POI. |
Security Access Type |
To restrict user access to this person's data using values in addition to the POI type, select a security access type. |
Value 1 and Value 2 |
If you select a security access type of Business Unit or Institution, select the business unit or institution associated with this person for security purposes. If you select a security access type of Location, first select the appropriate business unit for the location's setID for value 1 and the location associated with this person for security purposes for value 2. |
You can enter multiple rows in this group box to set up multiple security access types and keys. PeopleSoft includes the Business Unit, location, and institution security types as part of the system data. You can choose to disable any of these security types.
Person of Interest History
Maintain a history of this person of interest type using the effective date field and by adding new rows as necessary. Make the row inactive if they are not being used in system.
Note: Some of the POI Types without Jobs use application-specific transaction tables to capture the history of this relationship. The system makes this table available for External Trainee or Other POIs. You can track information about Students and External Instructor POIs on other system components intended for this purpose For example, the External Instructor POI Type is tracked in the learning instructor table components. This is defined on the POI Type setup table.
See PeopleSoft Enterprise Learning Management documentation.
Field or Control |
Description |
|---|---|
Planned Exit |
Select the date the person will exit this person of interest type, if known. This field is for information only. |
Use the Maintain Person of Interest tile to access the fluid page to maintain a person of interest's POI security access keys.
Note: The following must be in place to see and access this tile and pages:
--The Fluid Person and Manage Relationship check box must be enabled on the Person and Job Installation - Person and Organization Page.
--You must be assigned the HR Admin Maintain POI role.
Navigation:
The Maintain Person of Interest tile is delivered on the Manage Human Resources Dashboard.
This example illustrates the Person of Interest tile.
Use the Add Person of Interest page or Maintain Person of Interest page (PERS_POI_TRANS_FL) to add or maintain a person of interest's POI type and security access keys using the fluid pages.
Navigation:
and select the (Fluid) Maintain Person of Interest Tile.
Select the Add Organizational Relationship button on the (Fluid) Organizational Relationship Page or (Fluid) Add Organizational Relationship Page when you have selected a POI not associated with a job
This example illustrates the fields and controls on the Maintain Person of Interest page in fluid.
See the (Classic) Add a POI Relationship or Maintain Person of Interest Page topic for field definitions.