You need to select each page that you want to assign. There is currently
no option to select a core record and have all related items for that
record automatically selected. This functionality will be investigated
for future release. In this topic Hide
This related item allows you to assign and manage Page Views for a role. Page Views are used to grant access to individual RME pages to the role. You choose the level of access for the page as well as page actions to control what a user can see or do.
You can create more than one Page View for the same physical RME page and assign each to a different role or user.
You need to select each page that you want to assign. There is currently
no option to select a core record and have all related items for that
record automatically selected. This functionality will be investigated
for future release.
The Home page (WEL001) is automatically assigned to all users to allow access; it cannot be assigned or unassigned via Page Views.
Menu path: RME > Users > Roles (Search) > Roles > Role Page Views
To assign a Page View to a role:
1. In the Role record, open the User Page Views related item.
2. At the far right of the related item, click Add.
3. The Role Page Views page displays listing the available views, grouped by module in a tree. There are several levels to reflect the module, record and related items. To find the Page View you want to assign:
Click the arrow icon to expand the tree.
Keep expanding until you find the page you want, then click that to display the detail fields to the right.
4. In the Access Type dropdown, select
the appropriate level of access for the user, using the table below as
a guide.
The Manage Dashboard page DAS001 is slightly different. See: Dashboards,
Access types and available functions.
5. If the Page View has Page Actions, select the relevant checkbox/es to assign actions to the user.
6. In the toolbar, click Save. To go back to the previous page, click it in the breadcrumb trail or use your browser Back button.
Access Type |
Icon |
What users can do ... |
Full Access |
Tick
|
Can create, edit or delete records or eForms
|
Create-Edit Only |
Circle
|
Can create a new record or eForm (from a current published eForm template) and can edit records or eForms to which they have access based on data access security |
Edit-Only |
Minus
sign |
Can only edit data in existing records or eForms Cannot create any new records or eForms
|
Has Access |
Minus
sign |
Can only edit data in existing records or eForms Cannot create any new records or eForms |
Read-Only |
Blue
lock |
Can only view the details in RME or eForms Cannot create, edit or delete any record or eForm details |
No Access |
Red
cross |
Cannot view or access the page |
The table below lists actions that users can perform in RME and the access types used in Page Views that enable these actions for the selected page.
| Access Types | ||||
WHAT THE USER IS ABLE TO DO |
FULL ACCESS |
CREATE-EDIT ONLY |
EDIT-ONLY |
READ-ONLY |
View record details |
Yes |
Yes |
Yes |
Yes |
Create a new record or eForm |
Yes |
Yes |
No |
No |
Edit a record |
Yes |
Yes |
Yes |
No |
Copy a record |
Yes |
Yes |
No |
No |
Delete a record, provided it is not in use |
Yes |
No |
No |
No |
To remove a Page View from a user:
1. In the user record, open the User Page Views related item.
2. Tick the checkbox to the left of the view you want to remove.
3. Click the Delete link to the top right of the grid.
4. In the confirmation popup, click OK. If you don't wish to delete it, click Cancel.
See: Export
• Role
• Role Significant Event Access
• Access and permissions overview
ID: rol003.htm
This is usually for
RME administrators
