Related topics
- About DC1 Alert Management messages
- About setting up and using the Customer Management Console (CMC)
- About working with external contacts
This panel displays the roles that have been configured. Roles are helpful in that you can set up a number of conditions or rules which can apply to several users. Once this role has been created, the rules that govern this will be generic to all the users that are later added.
Roles are used in the following ways:
- A role is created in DC1 Alert Management if you wish a group of people to receive messages that relate to one event. In turn, users are associated to this role and will receive messages concerning this event. This saves you from having to create the same set of criteria for each user, when there are several users who require notification about the same event.
- For the Customer Management Console (CMC), a role may be created that allows only those users who are added to it to view only certain information in this routine’s enquiry features.
- For a business partner, roles are pre-established to indicate certain functions in the company and to which you can attach contact persons.
Options
| Users | Select this option to view the assigned users for the role. |
| Translate | Select this option to view the translation (if any) for the role. |
| CMC view | Select this option to display the selected CMC view for the role. |
Selection fields
- Role
- This column displays the roles that have already been configured in the system and lists them by the name that they have been allocated.
- Description
- Under this column heading a description of the configured roles are listed.
- Type
- Under this column the type of role that each record is subject to is indicated.
Type Description 1 This is a user-defined type to which you can add users from Work with DC1 user profiles. 2 This type is pre-loaded and is used when only one user is required as the receiver. This may also be referred to as the DC1 role. The signature user for this role is automatically found using a fetch program from Work with DC1 user profiles and the DC1 database. Therefore, you are unable to manually add new users to this type. 3 This type is a business partner related role. The contact person for this role is found from the Contacts table using a fetch program. There are several preloaded roles of this type, but you may create more. Each of the preloaded roles represents panels in the Business partner file. You attach the contact(s) that are to be valid for the role via the Contacts option on the Work with business partners main panel. See About working with external contacts for more information.
- CMC view
- Under this column the CMC view pertaining to the related role is indicated.
- Req wf
- Only applicable if DC1 Requests and Returns is installed and activated. If this column is set to YES, it denotes that the role is valid to be used as handler for request workflow.
- Bp type
- This column is only applicable for roles of type 3 (business partner related role). It denotes to which business partner type the role belongs. Roles defined for BP type 1 will be for customer and type 2 will be for supplier. Roles with these types will also be valid for business partners with type 3. If a role is defined for BP type = 3, it will however only be valid for business partners with type 3.
Roles enquiry (GDMD02504)
On this panel you can view the properties of each of the roles for that have been set up in your system.
Function keys
- Role id
- Displays the name that identifies this role.
- Description
- Displays text that will describe this new role.
- Role type
- Displays the type to which this role will apply.
Type Description 1 This is a user-defined type to which you can add users from Work with DC1 user profiles. 2 This type is pre-loaded and is used when only one user is required as the receiver. This may also be referred to as the DC1 role. The signature user for this role is automatically found using a fetch program from Work with DC1 user profiles and the DC1 database. Therefore, you are unable to manually add new users to this type. 3 This type is a business partner related role. The contact person for this role is found from the Contacts table using a fetch program. There are several preloaded roles of this type, but you may create more. Each of the preloaded roles represents panels in the Business partner file. You attach the contact(s) that are to be valid for the role via the Contacts option on the Work with business partners main panel. See About working with external contacts for more information.
- Fetch program
- In those instances where the above field, Role type, has been marked as type 2, a fetch program must be allocated in this field. This is used to automatically assign a signature from the DC1 database and Work with DC1 user profiles, as the single receiver for this event.
- Valid for req workf
- Only applicable if DC1 Requests and Returns is installed and activated. Indicates if the role is valid to be used as handler for request workflow.
- Bp type
- This field is only applicable for roles of type 3 (business partner related role). Indicates to which business partner type the role belongs. Roles defined for BP type 1 will be for customer and type 2 will be for supplier. Roles with these types will also be valid for business partners with type 3. If a role is defined for BP type = 3, it will however only be valid for business partners with type 3.