Inventory Inquiry Categories

The category security is used to determine what the operator can see in Inventory Inquiry and in the Equipment search windows of Counter Worksheet.

Use this utility to define which Functions should be included in each Category.
The appropriate Category can then be assigned to the each employee in Operators.
An operator must be assigned a Security Role that allows permission to the Security - Inventory Inquiry Categories in order to access this utility.

There are two approaches available to design the Inquiry menu:

1. Use the Set To Default option to generate a complete list of the standard inquiry menu options first.
   Then use the Modify Settings option to reorganize and modify the selection of inquiry options, deleting any functions that should not be accessible to employees in this category.
2. Build the screen display from scratch using the Modify Settings, adding each menu option to the table individually by Function and Description.

The prompts to enter the Categories are:

SEQ

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

CATEGORY

Enter a Category code of up to 3 characters.

DESCRIPTION

Enter a description for this category code.
e.g. Counter Staff

SETTINGS

The settings window controls the information displayed in the Inventory Inquiry.
Each category can be customized to display only the inventory and document inquiry options that should be accessible to the employees assigned to this category.

In the window on the Settings field select one of the following actions from the pop-up selection screen:

SELECT AN ACTION

• Click Test Settings to view the current layout of Inventory Inquiry options, that will be accessible to the employees assigned to this category.

• Click Modify Settings to change the list of inquiry options offered in Inventory Inquiry that are accessible to the employees assigned to this category.

  In the resulting table, each inquiry program is represented by a record containing its Function name and Description.
  The table can be customized with options and titles.
  Records can be added, changed, and deleted to be reflected in the Inventory Inquiry screen for this operator category.

  Customizing the Inquiry for a Category:

  Available options and their descriptions can be viewed and selected from the drop-down box provided on the Function field.
  The word TITLE in the Function column can be used to create sub-titles in the Description field, or to create spacing if the Description field is left blank.
  The screen display can be rearranged by adding, inserting and deleting Functions where appropriate.
  After selecting a Function the Description of the program can be changed if required by over-typing it with a preferred description.

  Use the Test Settings option to preview the display of the screen at any time.

• Click Set To Default to create a complete inquiry listing including all available inventory inquiries.
  This process restores and replaces any existing inquiry screen for this category, reconstructing it to allow access to all the standard options.

The categories can now be assigned to operators in Operators to reflect the permitted programs in the Inventory Inquiry.