Setting Up Profiles
This section discusses how to manage personal templates for a profile, copy a personal template for a profile, manage favorites group for a profile, and copy a favorites group for a profile.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
My Profile Page |
PV_ADM_MY_PROFILE |
Define information about users, including email addresses, passwords, alternate IDs, and preferred languages. |
|
PV_REQ_TEMP_MGR |
Add item templates to the user, allow the templates to be shared with other roles and users, view the item details within each template, and copy templates that are created by other users. |
|
|
PV_REQ_TEMPL_COPY |
Copy personal templates for a profile. |
|
|
Request Procurement Card Page |
PV_CC_REQUEST |
Define user information for a procurement card. The information includes amount and transaction limits. |
|
PV_REQ_FAV_GRP |
Add favorite groups to the user, allow the favorites groups to be shared with other roles and users, view the item details within each favorite group, and copy favorite groups that are created by other users. |
|
|
PV_REQ_GRP_COPY |
Copy favorites groups for a profile. |
Use the Manage Personal Templates page (PV_REQ_TEMP_MGR) to add item templates to the user, allow the templates to be shared with other roles and users, view the item details within each template, and copy templates that are created by other users.
Navigation:
Click the Manage Personal Templates link.
Field or Control |
Description |
|---|---|
Allow Sharing |
Select to indicate that this template can be copied by other roles and users. If not selected, the template cannot be copied. |
Share Details |
Click to access the Share Details page. Select Share with All Roles and Requesters to share this template, or select specific roles and requesters to specify only the individuals who can share the template. |
View Details |
Click to access the View Details page, which lists the items in the template. Items can be removed from this page, but they cannot be added. |
Copy a Personal Template |
Click to access the Copy a Personal Template page, which enables you to copy a template that is shared by other requesters. |
Use the Copy a Personal Template(s) page (PV_REQ_TEMPL_COPY) to copy personal templates for a profile.
Navigation:
Click the Manage Personal Templates link.
Click the Copy a Personal Template link.
Source Template
Field or Control |
Description |
|---|---|
Requester |
Select a requester who has granted you access on the Share Details page for the template. |
Template Name |
Select a template that a requester has granted you access. |
Target Template
Field or Control |
Description |
|---|---|
Template Name |
Enter a template that will be used for the profile. Press the Tab key after completing this field. |
Description |
Enter a description that will be used for the profile. This field appears after you tab out of the Template Name field. |
Copy to Target Template |
Click to copy the items that are selected from the Source Template section to the Target Template section. |
Use the Manage Favorites Groups page (PV_REQ_FAV_GRP) to add favorite groups to the user, allow the favorites groups to be shared with other roles and users, view the item details within each favorite group, and copy favorite groups that are created by other users.
Navigation:
Click the Manage Favorites Groups link.
See Create Requisition — Favorites Page.
Field or Control |
Description |
|---|---|
Allow Sharing |
Select to indicate that this favorites group can be copied by other roles and users. If this option is not selected, the favorites group cannot be copied. |
Share Details |
Click to access the Share Details page. Select Share with All Roles and Requesters to share this favorites group, or select specific roles and requesters to specify only the individuals who can share the favorites group. |
View Details |
Click to access the View Details page, which lists the items in the group. Items can be removed from this page, but they cannot be added. |
Copy a Favorites Group |
Click to access the Copy a Favorites Group page, which enables you to copy favorites groups that are shared by other requesters. |
Use the Copy a Favorites Group page (PV_REQ_GRP_COPY) to copy favorites groups for a profile.
Navigation:
Click the Manage Favorites Groups link.
Click the Copy a Favorites Group link.
Source Favorites Group
Field or Control |
Description |
|---|---|
Requester |
Select a requester who has granted you access on the Share Details page for the Favorites Group. |
Group Name |
Select a favorites group that a requester has granted you access. |
Target Favorites Group
Field or Control |
Description |
|---|---|
Group Name |
Enter a name that will be used for the profile. Press the Tab key after completing this field. |
Description |
Enter a description that will be used for the profile. This field appears after you tab out of the Group Name field. |
Copy to Target Group |
Click to copy the items that are selected from the Source Favorites Group section to the Target Favorites Group section. |