How to Limit What Staff Can See or Do in RecTrac 3.1
Problem
How do you limit what clerks/managers/directors can see or do in RecTrac 3.1?
Solution
Like previous versions, there are many approaches to allowing or restricting what can be seen or done in RecTrac.
a - Menu management will allow you to show limited menus/buttons to different groups of staff, based either on where they work or what they do. The menus are linked to a Menu Design Profile.
b - Screen Management allows you to customize screens and link them to a Screen Design Profile.
c - Permission Code Management is where you set up Data Access permission codes. Every major file maintenance table has a field to link Data Access permission code(s). There are Module Override settings, Data Access Permissions settings by table, Button/Field Override settings and Miscellaneous Override settings.
d - System Code Management is where you create Override type system codes to allow full or partial overrides for various functions/buttons in RecTrac.
e - Permissions Profile is where you assign a set of Permissions Codes and/or Override type system codes to various functional aspects of RecTrac: .
f - User management is where you assign Permissions Code(s) and/or Override codes to each individual user, thus giving them their rights throughout the system.
g - User Group Management is how you group like-users based on what they do or where they work.
h - In Profile Assignments, you link Profiles at various levels to determine what the employees can see/do. Relative to this topic, that would include, but not be limited to, the Permissions Profile, Menu Design Profile, and Screen Design Profile.