Creating user groups

  1. Select Administration > Security > User Groups.
  2. Click New Record.
  3. Specify this information:
    User Group
    Specify a unique code identifying the user group, and then enter a brief description of the user group in the adjacent field.
    Class
    Specify a class code for the user group.
    HxGN EAM Requestor
    Select to indicate that this user group performs HxGN EAM Requestor functions.
    Note: The Requestor user group may only submit work requests and/or purchase requests.

    When you change the value of the Requestor check box, the Copy From is cleared.

    Copy From
    Specify, from the list of previously defined groups, the ID of the group from which to copy menus, permissions, and status authorizations to the user group.
    Note: For user groups that need extensive system privileges, enter the R5 user group, and then turn off the unnecessary permissions.

    If you do not enter a user group, the menus, permissions, and status authorizations are automatically copied from the R5 user group.

    Default WO Type
    Specify the default work order type for the user group. The default work order type is automatically assigned for the user group on various forms within the system.
    Mobile App
    Select the default mobile app for the user group. Options include Advanced Mobile, Field Work, or Mobile Requestor.
    Department
    Specify a default department for the user group.
    Session Timeout (minutes)
    Specify the amount of time in minutes in which the system will timeout.
    Corrections Allowed
    Select to allow users to make corrective hour bookings in the work management module.
  4. Click Save Record.