1. How do I set up roles and responsibilities for Labor Distribution?
  2. Setting up Users for Labor Distribution

Setting up Users for Labor Distribution

Setting up users for labor distribution involves two key tasks:

  1. User creation
  2. Assigning appropriate roles to users
Note: You must perform these tasks only after you've set up the roles as described in the Preparing Labor Distribution Roles for Use page.

User Creation

  1. Create users as described in the Create Application Users topic in the Securing ERP guide.
  2. Assign them the Employee–or similar–abstract role.

Assigning Appropriate Roles to Users

Labor Distribution Accountant

After you've assigned the Labor Distribution Accountant role to a user, navigate to Setup and Maintenance > Manage Data Access for Users and assign a security context for the user and role.

For example, you could specify the following:

  • Role: Labor Distribution Accountant - Custom
  • Security Context: Business Unit
  • Security Context Value: Vision City Operations

Labor Distribution Administrator

After you've assigned the Labor Distribution Administrator role to a user, you also need to assign the Projects based security since element-level labor schedules are defined for a business unit. Navigate to Setup and Maintenance > Manage Data Access for Users and assign a security context for the user and role.

For example, you could specify the following:

  • Role: Labor Distribution Administrator - Custom
  • Security Context: Business Unit
  • Security Context Value: Vision City Operations

Now that you've specified the data access required for the labor distribution administrator user, you must assign the area of responsibility you created earlier to the person. To do so:

  1. Navigate to the Person Management work area.
  2. Find the person.
  3. Open the panel drawer and click Areas of Responsibility.
  4. Click Create.
  5. Give the responsibility a Name.
  6. Choose the Responsibility Type: Lookup Code you created earlier.
  7. Setup the Scope of Responsibility to secure person access to the appropriate level in the organization.

For example, if this Person has both a business unit and hierarchy type assigned, you can specify multiple areas of responsibility within the same business unit, restricting access to data and tasks by business unit as well as by organization. Thus, the person could have many roles with different person security profiles and areas of responsibility.