Security Report

The Security Report, a listing of the current security setup, can be useful when defining or updating security settings. For example, if you have a new user and want to make sure the individual has access to the right options, you can run the report and see all of the user groups to which the new user belongs, and all of the menu options those groups have security for.

To create a security report:

  1. In character Circulation, select Setup | System | Security | Security Report to display the Security Report screen.

  2. Select Add and complete the following fields.

    FieldTypeWhat to enter

    SECTION

    predefined

    The report has different sections, one or all of which can be included:

    • Fields. Security IDs and user group access are shown for each deliverable, company, device, reason code, district or miscellaneous charge that has security attached.

    • Items. Security IDs and user group access are shown for each security transaction type.

    • Menus. Security IDs and user group access are shown for each menu option.

    • Users. Each user is listed, with the user groups to which he or she belongs.

    To include all of the above sections on the report, enter “*”.

    MENU AREA

    predefined

    If Section is set to “menus” or “*”, you can specify which area should be shown in the report, for example “Main” or “Customer Service”. Press F2 for a lookup of all areas.

    USER STATUS

    predefined

    If Section is set to “Users”, you can specify whether to include the users with status as either Active, Inactive, or Both to be shown in the report.

    CREATE TEMPLATE

    yes/no

    If you want to create a template, rather than report current security settings, enter “y” here. A template will list items and/or menus with 36 generic columns (A-Z and 0-9). You can use this as a grid to plan your security layout.

    EXPORT FILENAME

    open (30)

    Enter the name of the file to be created.

  3. Select Continue to create the report. The standard view/print options will be available.

Example—Security Report

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