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.