Role Profile

The Role Profile screen is used to manage roles and permissions for a user.

The screen can be displayed in Add mode, Edit mode, or Details mode. In Details mode, the information displayed on the screen is read-only and cannot be updated.

Role Profile screen (Add mode)

Role Profile screen (Edit mode)

Role Profile screen (Details mode)

Screen Access

To add a new role:

Display the WIC Management Console screen in Security (Roles) mode > On the Roles menu, select Add.

To edit the details of an existing role:

Display the WIC Management Console screen in Security (Roles) mode > Select a record in the WIC Management Console data grid > On the Roles menu, select Edit.

Display the WIC Management Console screen in Security (Roles) mode > Double-click on a record in the WIC Management Console data grid.

To view the details of an existing role:

Display the WIC Management Console screen in Security (Roles) mode > Select a record in the WIC Management Console data grid > On the Roles menu, select Details.

To add a new role while working with a user profile on the User Profile screen:

Display the Available Roles screen > Click the Add button.

To edit an existing role while working with a user profile on the User Profile screen:

Display the Available Roles screen > Select a list item in the Role(s) list box > Click the Edit button.
Display the Staffing Assignment screen > Select a list item in the Role(s) list box > Click the Edit button.

To view the details of an existing role while working with a user profile on the User Profile screen:

Display the Staffing Assignment screen > Select a list item in the Role(s) list box > Click Details.

Interface Initialization

Upon initial display of the screen, the following occurs:

The title bar text is set to "Role Profile for {role}" where {role} is the name of the role displayed in the Name column on the WIC Management Console screen.

Informational Text is visible on the screen. The informational text displayed is read-only and cannot be changed.

If the user's permission (feature/access level) indicates that they can only view the information, the screen disables all controls except the OK and Cancel buttons.

In Add mode:

The title bar text is set to "Role Profile for [New Role]".

The Role Name text box is enabled and blank.

The Description text box is visible, enabled, and blank.

The data grid is enabled and displays the previously saved values.

The Reset button is visible and enabled as the default.

The OK button is visible and enabled as the default.

The Cancel button is visible and enabled as the default.

In Edit mode:

The title bar text is set to "Role Profile for {role}", where {role} is the name of the role displayed in the Name column on the WIC Management Console screen.

All data controls are enabled and display the previously saved values.

The Role Name text box is enabled and displays the previously saved values.

The Description text box is enabled and displays the previously saved values.

The data grid is enabled and displays the previously saved values.

The Reset button is visible and enabled as the default.

The OK button is visible and enabled as the default.

The Cancel button is visible and enabled as the default.

In Details mode:

All data controls are disabled, read-only, and display the previously saved values.

The title bar text is set to "Role Profile for {role}", where {role} is the name of the role displayed in the Name column on the WIC Management Console screen.

The Close button is visible and enabled as the default.

Adding New Users

The process of adding a new user would be as follows (assuming the system administrator creating the user has the appropriate permissions):

Create a user (must be a user in the active directory).
Assign the user as a staff member to one or more locations.

For each location, select one or more roles that the user may assume as a staff member of the location.
If there is no appropriate role, create one and assign the appropriate permissions to the role.

Alternatively, designate the user as a Clerk (this will create a staff member relationship for each clinic with a role of Clerk).

Screen Elements

Unless otherwise stated below, all controls on the Role Profile screen are visible and enabled when:

The screen is displayed in Add mode.

The screen is displayed in Edit mode.

Unless otherwise stated below, all controls on the Role Profile screen are visible and disabled when:

The screen is displayed in Details mode.

If one or more special conditions exist that affect a control on the Role Profile screen, the condition(s) are documented for that specific control below.

Informational Text value label

View the informational text on the screen in the Informational Text value label. Informational text provides information about the current process being performed on the screen.

The informational text is displayed as follows:

"To specify permission for the role, select the access level for the desired feature."

Information in this control is read-only and cannot be changed. The value label displays in the inverse color of the screen.

Role Name text box

Enter the name of the role in the Role Name text box.

The text box allows only the entry of alphabetic characters and the space special character. The maximum number of characters that can be entered in the text box is fifty (50).

The control is enabled when:

The current user's permission (feature/access level) is "Add" or "Full".

The role name must be unique. If it is not, when the screen is processed the system displays the E0060 standard error message.

Description text box

Enter the brief description of the role in the Description text box.

The text box only allows the entry of alphabetic characters and the space special character. The maximum number of characters that can be entered in the text box is one hundred thirty-five (135) characters.

The control is enabled when:

The current user's permission (feature/access level) is "Add" or "Full".

Permission(s) editable data grid

View or update the information in the Permission(s) editable data grid.

View or update the current permissions assigned to the staff member in the data grid. The title text of the data grid is set to "Permission(s)". The data grid contains a row for each feature group or permission record that currently exists within the Permissions Matrix. The records in the data grid are sorted in alphabetical order by the Feature Group column.

NOTE: Refer to the Permissions Matrix for additional information about permissions and roles.

The control is enabled when:

The current user's permission (feature/access level) is "Add" or "Full".

The data grid consists of the following control(s):

Feature Group column

This column displays the staff member's assignment location for each record displayed within the data grid.

The title of the column is set to "Feature Group". The information displayed within the column is read-only.

Feature column

This column displays the role(s) applicable for each staffing assignment record displayed within the data grid.

The title of the column is set to "Feature". The information displayed within the column is read-only.

Access Level column

This column contains a drop-down list box for each record displayed within the editable data grid. Select the level of access ("None", "View", "Add", or "Full") for each permission record displayed within the data grid.

The title of the column is set to "Access Level". The information displayed within the column is editable.

Reset button

Click the Reset button to reset the changes made to permission records in the Permission(s) data grid to the initial or previously-saved settings.

The control is enabled when:

The current user's permission (feature/access level) is "Add" or "Full".

It does not have a mnemonic.

OK button

Click the OK button to process the screen.

It is the default button for the screen, unless otherwise noted.

The control is visible and enabled when:

The screen is displayed in Add mode.

The screen is displayed in Edit mode.

It does not have a mnemonic. Its keyboard shortcut is the Enter key.

Depending on which screen originally called the Role Profile screen, one of the following screens displays when the button is clicked:

Cancel button

Click the Cancel button to close the screen without processing or saving data.

The control is visible and enabled when:

The screen is displayed in Add mode.

The screen is displayed in Edit mode.

It does not have a mnemonic. Its keyboard shortcut is the Esc (escape) key.

If there are unsaved changes on the screen when this button is clicked, a standard confirmation message (C0002) displays. The options of Yes and No are available. In certain instances, Cancel is also available.

If the Cancel button is clicked, the standard confirmation message is dismissed, the changes are discarded, and the current screen displays.
If the No button is clicked, the standard confirmation message is dismissed, the changes are discarded, and the previous screen displays.
If the Yes button is clicked, the standard confirmation message is dismissed and the screen is processed. If errors are encountered during processing, the standard error messages display, and the user is returned to the current screen. If no errors are encountered during processing, the changes are saved and the previous screen displays.

Depending on which screen originally called the Role Profile screen, one of the following screens displays when the button is clicked:

Close button

Click the Close button to close the screen.

The control is visible and enabled when:

The screen is displayed in Details mode.

It does not have a mnemonic. Its keyboard shortcut is the Esc (escape) key.

Depending on which screen originally called the Role Profile screen, one of the following screens displays when the button is clicked:

Processing

If data can be validated and saved on the screen, the following processes occur when the screen is processed:

A process to check for required controls as identified in the Data Map below is performed.
A process to check for valid entries as identified individually for each applicable control in Screen Elements above is performed.
A process to check for edits and cross edits as identified for each applicable control in Screen Elements above is performed.
If any checks or processes fail, a standard error message displays.

If no data can be validated and saved on the screen:

No cross edits are performed.
All values are considered legitimate.
No data is written to the database.

Data Map

The Data Map defines the values saved for all controls on the screen. If available, any additional notes or comments are displayed in the Notes column.

Control Label	Control Type	Table. Column	Notes
Informational Text	value label	·	·
~+Role Name	text box	ROLE. ROLENAME	·
~+Description	text box	ROLE. DESCRIPTION	·
Permission(s)	editable data grid	·	·
+Feature Group	data grid column	REFERENCEDICTIONARY. DESCRIPTION	category = "FEATUREGROUP"
+Feature	data grid column	FEATURE. DESCRIPTION	·
+Access Level	data grid column	ACCESSLEVEL. DESCRIPTION	·

~ Denotes a required control (if applicable). The process that checks for required controls does not occur on screens displayed in read-only or Details mode.

+ Denotes data written to the database when screen processing occurs (if applicable). The process that writes data to the database does not occur on screens displayed in read-only or Details mode.

Software Version: 2.40.00