Assign Divisional Restricted Views To Operators

This utility can be used to review and to update the Access Code assigned to the operators.
It can be accessed from the ASSIGN button within the Divisional Restricted Views utility on the Security tab of the Configure System Settings.

The prompts are:

ACCESS CODE

Enter the Access Code or select one from the Divisional Restricted View Search window.

DESCRIPTION

The Access code description displays.

OPERATOR NAME

Leave this field blank to list all operator codes, or enter any portion of the employee/operator name to view any operators with this letter combination.

Note: The ability to see a list of operators currently assigned to the Access Code can be viewed in the search window on the Access Code field.

Operator Details
The operators that match are displayed as follows:

SEQ

Sequence numbers are automatically assigned to track and organize the records in the file. Multiple records can be entered.

DIV

This field only applies when firms are using the Operators by Division feature. It then displays the relevant division code for the operator record.

OPR

The operator code is displayed as setup in Operators.

NAME

The operator name is displayed.

ASSIGN

Operators already given access to this Access Code will be marked with a check.

Check the corresponding box to give the operator access according to this Access Value.
Uncheck the box to remove the Access Code from the operators Restricted Views access list.

The ASSIGN ALL and CLEAR ALL buttons can be used to speed up this process, as explained below.

ASSIGN ALL

Click on this button to check all operators listed on the screen, assigning them access to this Access Code.
Individual records can still be unchecked as required.

CLEAR ALL

Click on this button to uncheck all operators listed on the screen, removing the permission flags for this Access Code.
Individual records can still be rechecked as required.

Finished?

When the operator list is correct, click ACCEPT.

Confirmation Screen

Select one of the following:

• Select Process Details to accept and to update the operator access codes in Operators.
• Select Return to Details to return to the list of operators to review and make additional changes.
• Select Abort Changes to abort any changes to the access codes for the operators.

Access Codes can also be assigned to individual employees in Operators or to entire divisions in Divisions.