Managing Role Review Template Assignment

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Managing Role Review Template Assignment

 

Overview

 

Once a Review Template is created it is accessible only to the Default Role of the User who created the Review Template. Other Roles can be granted access to this Review Template using this option. The access can also be provided from the Role tab in Managing Review Template Assignment.

 

Only those Review Templates, which the current User has been granted access to, are shown in the list.

 

Steps

 

1.Access the dialog box from the PDA Start up button ->Role Review Template Assignment from the main menu.

 

2.From the combo box choose the Role you want to grant or revoke access from.

 

3.Check the box for each Review Template you want to grant access and uncheck the box you want to revoke access from.

 

4.You can print which review templates are assigned to which Role from the 'Role Review Template Assignment' box.

 

 

Review Template to Role Assignment Dialog

 

Print: Use the print drop-down button to print, email or export the assignment. When printing you can choose each Role to print on a separate page.

 

Review Template to Role Assignment Print Dialog

 

If the rights are changed for the current user, they come into affect after the user logs off and logs back in to the system.