Role Management

Objective

The Role Management option allows to define the roles which can intervene in the various workflow steps. These roles refer to maestro* users, whether they be a project manager or the person responsible for a location. It is also possible to group users in roles that are set according to the needs of the company.

Steps

maestro* > Maintenance > General Maintenance > Workflow > Role Management

Creating a role

Assign a Code to the role or let the system do it.
Enter the role's Description. It is also possible to enter its French translation.
In the Breakdown section, indicate which type of Flexible User the current role will represent:

Value

Description

Manual Selection

In the grid, select a user by clicking on in the User field and by conducting a search in the newly displayed window.

In Manual Selection mode, one of the users who was added to this list will have to intervene in the workflow for which their role was mentionned. Thus, if five users are entered in the list, one of these users, any one of them, will be able to approve or reject a step of the given workflow.

Project Manager

It is the user identified as Project Manager of a project coverred by a workflow that will have to intervene.

Responsible Source Site

The user tagged as the User in Charge of the source location will have to intervene in the workflows for which this role is mentionned.

Responsible Destination Site

The user tagged as the User in Charge of the destination location will have to intervene in the workflows for which this role is mentionned.

Author

It is the user who created the workflow that will have to intervene when this role is mentionned.

Other Contact (Project)

Contact issued from Contact Management. In multidimensional mode, an icon appears to the right of the field to allow the selection of a contact from another company.

NOTE: The contact identified in the project can receive a notification by email when receiving goods. The Other Intervener Related to Project box has to be checked in the Notify when receiving orders section. This configuration is available in Configuration – Purchasing under the Receipt of Goods section.

Value	Description
Manual Selection	In the grid, select a user by clicking on in the User field and by conducting a search in the newly displayed window. In Manual Selection mode, one of the users who was added to this list will have to intervene in the workflow for which their role was mentionned. Thus, if five users are entered in the list, one of these users, any one of them, will be able to approve or reject a step of the given workflow.
Project Manager	It is the user identified as Project Manager of a project coverred by a workflow that will have to intervene.
Responsible Source Site	The user tagged as the User in Charge of the source location will have to intervene in the workflows for which this role is mentionned.
Responsible Destination Site	The user tagged as the User in Charge of the destination location will have to intervene in the workflows for which this role is mentionned.
Author	It is the user who created the workflow that will have to intervene when this role is mentionned.
Other Contact (Project)	Contact issued from Contact Management. In multidimensional mode, an icon appears to the right of the field to allow the selection of a contact from another company. NOTE: The contact identified in the project can receive a notification by email when receiving goods. The Other Intervener Related to Project box has to be checked in the Notify when receiving orders section. This configuration is available in Configuration – Purchasing under the Receipt of Goods section.

Save the modifications.

Role Management

Objective

Steps

Creating a role

See Also