Form - Security Access - Revision history

Philip Lacey: /* System Reports - Form Profiles */

2017-02-07T19:44:07Z

‎System Reports - Form Profiles

Philip Lacey at 19:35, 7 February 2017

2017-02-07T19:35:00Z

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Philip Lacey at 01:08, 22 March 2014

2014-03-22T01:08:50Z

Louise Ashton at 13:28, 5 November 2013

2013-11-05T13:28:15Z

Louise Ashton at 11:10, 21 October 2013

2013-10-21T11:10:40Z

Louise Ashton: Louise Ashton moved page Database - Security Access to Form - Security Access

2013-10-21T10:58:03Z

Louise Ashton moved page Database - Security Access to Form - Security Access

Nick Wheeler at 09:06, 15 May 2012

2012-05-15T09:06:09Z

Philip Lacey at 10:28, 2 April 2012

2012-04-02T10:28:56Z

Philip Lacey at 10:09, 2 April 2012

2012-04-02T10:09:47Z

Philip Lacey at 10:07, 2 April 2012

2012-04-02T10:07:14Z

@@ Line 23: / Line 23: @@
-Provides a high level report with summary from every form in a system.
+Provides a high level report with summary from every form in a system. [[System_Reports_-_Form_Profiles]]
   This report can take a long time to generate with a lot of forms in a system
 === Form - Profile Access to Form by Security Group ===

@@ Line 57: / Line 57: @@
 *Select the group you wish to remove access to by checking the box beside their name.
 *Click the Delete button.
 ==='''Remove Databases from Security Groups'''===

@@ Line 1: / Line 1: @@
-In the section Database - Security Access, the following functionality occurs:
+Database - Security Access manages the following functions:
 # Form - Profile access to a user
 # Form - Single - Add - User to form
@@ Line 13: / Line 13: @@
 ==='''Form - Profile access to a user'''===
 *Choose the form.
-*A list of users with access to this form will be returned to the screen.
+*A list of authorised users will be displayed.
-*The date and time of the users last activity with this form will also be listed.
+*The date and time of each users’ last interaction with the form will also be listed.
 ==='''Form - Single - Add - User to form'''===
-*Choose the form from the dropdown list.
+*Choose the form.
-*Choose the user for the dropdown list below the form list.
+*Find the user on the dropdown list below the form list.
 *Store assignment.
 ==='''Form - Multiple - Add - Users to form'''===
 *Choose the form.
-*Check the box beside the users you wish to grant access to.
+*Check the box beside the users you wish to grant access.
-*Alternatively, you can select all using the Select All button at the top of the page.
+*When appropriate, you can use Select All at the top of the page.
 *Save and continue.
 ==='''Form - Multiple - Add - Forms to Users'''===
-*Lookup the user to add multiple forms to.
+*Lookup the appropriate user and click on their name.
 *A list of forms will be returned to the screen.
-*Check the box beside the forms you wish to add.
+*Check the box beside the forms you wish to add
-*Alternatively, Select All the forms listed by clicking on the Select All button at the top of the screen.
+*When appropriate use Select All at the top of the screen.
 ==='''Form - Multiple - Remove - Users from Form'''===
 *Choose the form.
-*A list of users will be returned to the screen.
+*Check the box beside the users that you would like to remove.
 *Click the delete button.
 ==='''Profile access to a database'''===
 *Choose the form.
-*The groups with security access to this form will be returned to the screen.
+*The groups with security access to this form will be displayed.
 ==='''Add Security groups to a Database'''===
 *Choose the form from the dropdown list.
-*Choose the group from the list of groups from the dropdown list.
+*Choose the group from the list.
 *Store the assignment.
 ==='''Add Databases to a Security Group'''===
-*Select the group from the list of groups listed on the screen.
+*Select the group from the list.
-*Choose the forms from the list by checking the box beside the name.
+*Check the boxes beside the appropriate forms.
-*Alternatively, select all the forms by clickin the Select All button at the top of the screen.
+*When relevant select all the forms using Select All.
 *Click Continue.
 ==='''Remove Security Groups from a Database'''===
@@ Line 67: / Line 57: @@
 *Select the group you wish to remove access to by checking the box beside their name.
 *Click the Delete button.
 ==='''Remove Databases from Security Groups'''===
 *Choose the Group.
-*Select the forms you wish to remove from this security group by checking the box beside their name.
+*Select the forms you wish to remove from this security group by checking the appropriate box.
 *Click Delete.

@@ Line 1: / Line 1: @@
 In the section Database - Security Access, the following functionality occurs:
-# Campaign - Profile access to a user
+# Form - Profile access to a user
-# Campaign - Single - Add - User to campaign
+# Form - Single - Add - User to form
-# Campaign - Multiple - Add - Users to campaign
+# Form - Multiple - Add - Users to form
-# Campaign - Multiple - Add - Campaign to users
+# Form - Multiple - Add - Form to users
-# Campaign - Multiple - Remove - Users from campaign
+# Form - Multiple - Remove - Users from form
 # Profile access to a Database
 # Add Security groups to a Database
@@ Line 11: / Line 11: @@
 # Remove Databases from a security group
-==='''Campaign - Profile access to a user'''===
+==='''Form - Profile access to a user'''===
-*Choose the campaign.
+*Choose the form.
-*A list of users with access to this campaign will be returned to the screen.
+*A list of users with access to this form will be returned to the screen.
-*The date and time of the users last activity with this campaign will also be listed.
+*The date and time of the users last activity with this form will also be listed.
-==='''Campaign - Single - Add - User to campaign'''===
+==='''Form - Single - Add - User to form'''===
-*Choose the campaign from the dropdown list.
+*Choose the form from the dropdown list.
-*Choose the user for the dropdown list below the campaign list.
+*Choose the user for the dropdown list below the form list.
 *Store assignment.
-*This user now has access to this campaign.
+*This user now has access to this form.
-==='''Campaign - Multiple - Add - Users to campaign'''===
+==='''Form - Multiple - Add - Users to form'''===
-*Choose the campaign.
+*Choose the form.
 *Check the box beside the users you wish to grant access to.
 *Alternatively, you can select all using the Select All button at the top of the page.
 *Save and continue.
-*These users have not been added to this campaign.
+*These users have not been added to this form.
-==='''Campaign - Multiple - Add - Campaigns to Users'''===
+==='''Form - Multiple - Add - Forms to Users'''===
-*Lookup the user to add multiple campaigns to.
+*Lookup the user to add multiple forms to.
 *Enter their name in the text box if you know it.
 *If you do not know their name, click on the Lookup button at the top of the page.
 *A complete list of users will be returned to the screen.
-*Click on the user you wish to add campaigns to.
+*Click on the user you wish to add forms to.
-*A list of campaigns will be returned to the screen.
+*A list of forms will be returned to the screen.
-*Check the box beside the campaigns you wish to add.
+*Check the box beside the forms you wish to add.
-*Alternatively, Select All the campaigns listed by clicking on the Select All button at the top of the screen.
+*Alternatively, Select All the forms listed by clicking on the Select All button at the top of the screen.
-==='''Campaign - Multiple - Remove - Users from Campaign'''===
+==='''Form - Multiple - Remove - Users from Form'''===
-*Choose the campaign.
+*Choose the form.
 *A list of users will be returned to the screen.
-*Check the box beside the users that you would like to remove from the campaign.
+*Check the box beside the users that you would like to remove from the form.
 *Click the delete button.
 *These users can be added again at a later date.
 ==='''Profile access to a database'''===
-*Choose the campaign.
+*Choose the form.
-*The groups with security access to this campaign will be returned to the screen.
+*The groups with security access to this form will be returned to the screen.
 ==='''Add Security groups to a Database'''===
-*Choose the campaign from the dropdown list.
+*Choose the form from the dropdown list.
 *Choose the group from the list of groups from the dropdown list.
 *Store the assignment.
-*This security group has now been added to the selected campaign.
+*This security group has now been added to the selected form.
 ==='''Add Databases to a Security Group'''===
 *Select the group from the list of groups listed on the screen.
-*Choose the campaigns from the list by checking the box beside the name.
+*Choose the forms from the list by checking the box beside the name.
-*Alternatively, select all the campaigns byt clickin the Select All button at the top of the screen.
+*Alternatively, select all the forms by clickin the Select All button at the top of the screen.
 *Click Continue.
-*This security group has now been added to the campaigns selected.
+*This security group has now been added to the forms selected.
 ==='''Remove Security Groups from a Database'''===
-*Choose the campaign.
+*Choose the form.
 *Select the group you wish to remove access to by checking the box beside their name.
 *Click the Delete button.
-*This group no longer has access to this campaign.
+*This group no longer has access to this form.
 ==='''Remove Databases from Security Groups'''===
 *Choose the Group.
-*Select the campaigns you wish to remove from this security group by checking the box beside their name.
+*Select the forms you wish to remove from this security group by checking the box beside their name.
 *Click Delete.
-*These campaigns have now been removed from this security group.
+*These forms have now been removed from this security group.

@@ Line 54: / Line 54: @@
 *Choose the group from the list of groups from the dropdown list.
 *Store the assignment.
-*This security group has not been added to the selected campaign.
+*This security group has now been added to the selected campaign.
 ==='''Add Databases to a Security Group'''===

← Older revision	Revision as of 10:58, 21 October 2013
(No difference)

← Older revision		Revision as of 10:09, 2 April 2012
Line 55:		Line 55:
	*Store the assignment.		*Store the assignment.
	*This security group has not been added to the selected campaign.		*This security group has not been added to the selected campaign.
		+
		+	==='''Add Databases to a Security Group'''===
		+	*Select the group from the list of groups listed on the screen.
		+	*Choose the campaigns from the list by checking the box beside the name.
		+	*Alternatively, select all the campaigns byt clickin the Select All button at the top of the screen.
		+	*Save and Continue.
		+	*This security group has now been added to the campaigns selected.