Maintain Action Groups Definitions and Detail {FCSP-3}



The option is used to define actions groups and linking people to the action groups. 

Action groups are linked to functions groups and rule lines. Linking an action group to a function and rule line allows the user to perform the function (i.e. Create a Request) in the area defined by the rule lines. 

Fields in this option:

Block 1: Action Group Definitions

Field

Type
&
Length

Description

Group Code

A8 

A unique code to identify an action group. The code must be in the range 0 - ZZZZZZZZ.

Group Name

A40

A name to describe the action group

Active

A1

Active / Not active indicator.





Functionality to Copy the user in an existing group to a another group.

FROM

Group Code

A8

Must be a valid group that already exists that is active as created in this block and linked to user in block 2 .

TO Group Code

A8

Must be a valid group that already exists that is active as created in this block. If the user exist in this group the user is skipped.

COPY

Button

Pressing the button copies the the users linked to FROM group to the TO group.




Example:

FCSP-3





Block 2:  Action Group Detail

The block is used to link people to an action group. To query all actions groups linked to a user, clear the first block, navigate to the second block and enter and execute a query on a specific user. Action groups cannot be created or delete in this block.
 

Field

Type
&
Length

Description

Group Code 

A8

Group code as defined in block 1. The LOV on the field will list all active group code as defined in the group definition. 

User Type

A1

The person type of the person to perform an action. Valid user types are (P)ersonal, (S)tudent and (O)ther.

User Number

A8

The person number of the person to perform an action.
If person type is:

  • Personal - the person must be in service and the service record end date must be less or equal to system date.  

  • Student - the student is a registered student for the current academic year, not deceased. 

  • Other - the persons other user records must not have an expiry date less or equal to system date. 

Action Sequence

N3

Action sequences indicates the sequence in which user will be notified to perform an action. The next available action sequnce will default

End Date

DD- MON- YYYY

The effective date on which a users participation in the group is terminated. End date on USERS-5  will default if it exists.


Example:




Block 3: Action Group Detail

The block is used to link people to an action group. To query all actions groups linked to a user, clear the first block, navigate to the second block and enter and execute a query on a specific user. Action groups cannot be created or delete in this block.
 

Field

Type
&
Length

Description

Action

A1

  • Add – Adds the user in the TO fields to all groups in which the user in the FROM fields exist. If the TO user already exists in a group the group is skipped.

  • Move & End - Adds the user in the TO fields to all groups in which the user in the FROM fields exist and enters an End Date for the user in the FROM fields in all groups where the FROM user exists. If the TO user already exists in a group the group is skipped.

  • End – Inserts an End Date for the user in the FROM fields in all groups where the user exists.

  • Reinstate – Removes the End Date for the user in the FROM fields in all groups where the user exists.

SAVE

BUTTON

When the button is pressed the action selected above is executed.

FROM

User Type

A1

The person type of the person to perform an action. Valid user types are (P)ersonal, (S)tudent and (O)ther.

User Number

N9

The person number of the person to perform an action.
If person type is:

  • Personal - the person must be in service and the service record end date must be less or equal to system date.

  • Student - the student is a registered student for the current academic year, not deceased.

  • Other - the persons other user records must not have an expiry date less or equal to system date.

TO

User Type

A1

The person type of the person to perform an action. Valid user types are (P)ersonal, (S)tudent and (O)ther.

User Number

N9

The person number of the person to perform an action.
If person type is:

  • Personal - the person must be in service and the service record end date must be less or equal to system date.

  • Student - the student is a registered student for the current academic year, not deceased. 

  • Other - the persons other user records must not have an expiry date less or equal to system date. 

END DATE

End Date




Example:

fcsp-3i3





History of Changes

Date

System Version

By Whom

Job

Description

06-Sep-2011

v03.0.0.1

Marchand Hildebrand

T177252

Create manual.

29-Jul-2013

v03.0.0.1

Marchand Hildebrand

T192586

Change block 2 to allow query of a person number.

10-Feb-2013

V03.0.0.2

Marchand Hildebrand

T193241

Add functionality to copy the groups a user belongs to another user.

14-Jan-2015

V03.0.0.3

Sister Legwabe

T202746

Add description of  End Date