Change Transaction Access Period
Explanation
This activity is used to manage employee supervision by changing the transaction
access period for a supervisor.
By default, every supervisor can access transactions of his subordinates
during his access assignment validity period. Every transaction registered by
a subordinate during this period will be available to the supervisor. This can
be changed so that a supervisor can see transactions registered during a different
period.
You can use options on the Access Setup tab to filter data
displayed on Access to Setup and Supervised Employees
sections.
- The Valid on Date field allows you display supervisors
active only on a certain date. To view only supervisors valid on a selected
date, use Display Only Valid Rows option.
- Options under Display Data From and Organizations areas
determine information displayed on Access Setup and
Supervised Employees sections.
- The Display Data From area determines if you can see data only
from the selected organization unit or to include subordinate units.
- The Organizations area determines if the graphical object structure
displays all organization units a supervisor can oversee, or only
units that the supervisor oversees.
- On the Access Setup section, use the graphical organization
structure to find the organization unit to which the supervisor has been
assigned
This setting does not influence the validity period of the assignment itself
and only what transactions the supervisor can see. By default, the supervisor
will only see transactions registered during his access validity period. To
make him see transactions from a different period, you can:
- Select Manual Entry Trans. From option and enter a date in
the Trans. From field. This date specifies from how far back the
supervisor can see transactions.
- Select Manual Entry Trans. To option and enter a date in the
Trans. To field. Supervisor will not be able to see transactions
after this date.
Prerequisites
In order to perform this activity, an employee has to receive supervision
assignment.
System Effects
As a result of this activity, the supervisor will be able to access
transactions from a different period.