Differenze tra le versioni di "Resources and Groups"

Da itm wiki.
Riga 14: Riga 14:
  
 
{| class="wikitable"
 
{| class="wikitable"
−
! Resource Management !! Description
+
! Resource Management!! Description
 
|-
 
|-
 
| Resource Definition || See below
 
| Resource Definition || See below
Riga 24: Riga 24:
 
| Enable a Resource on Service Catalogue Request (SRCS)|| ''[[ vvv  |SRCS Management]]''
 
| Enable a Resource on Service Catalogue Request (SRCS)|| ''[[ vvv  |SRCS Management]]''
 
|-
 
|-
−
| Timesheet declaration || ''[[ Timesheet Management |Timesheet Management]]''
+
| Timesheet declaration || ''[[ Timesheet Management |Timesheet Management]]''
 
|-
 
|-
 
| Synchronization User & Resource with Active Directory || ''[[ vvv  | User and Resource Synchronization]]''
 
| Synchronization User & Resource with Active Directory || ''[[ vvv  | User and Resource Synchronization]]''
Riga 33: Riga 33:
  
 
Manage the ''Resource'' is the entry point of Human management at the system.
 
Manage the ''Resource'' is the entry point of Human management at the system.
−
''Resource'' can be associate to a ''User',so he/she has a login or can be a standalone resource.
+
''Resource'' can be associate to a ''User’, so he/she has a login or can be a standalone resource.
  
−
Resource management is done by a Manager ''[[Glossary|Role]]'', using the <b>Resources/ Resources </b>
+
Resource management is done by a Manager ''[[Glossary | Role]]'', using the <b>Resources/ Resources </b>
−
This session enable the Manager / Administrator to: <b> Add<b> , <b> Copy </b> and <b> filter</b>   
+
This session enable the Manager / Administrator to: <b> Add<b>, <b> Copy </b> and <b> filter</b>   
  
 
To perform the copy of the ''Resource'' is necessary to select an existing ''Resource''.
 
To perform the copy of the ''Resource'' is necessary to select an existing ''Resource''.
Riga 69: Riga 69:
 
! Status!! Description
 
! Status!! Description
 
|-
 
|-
−
| Inactive || Initial status of Resource enable the ''Manager'' to set all the properties
+
| Inactive || Initial status of Resource enable the ''Manager'' to set all the properties
 
|-
 
|-
 
| Active || Status to set if the Resource to get it operational
 
| Active || Status to set if the Resource to get it operational
Riga 88: Riga 88:
 
| "Type" || This is an attribute of the ''Resource''. The master data for this field are present in <b>''/General/Resources/Resource Type''</b>.
 
| "Type" || This is an attribute of the ''Resource''. The master data for this field are present in <b>''/General/Resources/Resource Type''</b>.
 
|-
 
|-
−
| "External code" || This is an attribute of the ''Resource''. Usually is used as external key toward other Company software. Eg: SAP Employee Number.
+
| "External code" || This is an attribute of the ''Resource''. Usually is used as external key toward other Company software. E.g.: SAP Employee Number.
 
|-
 
|-
 
| "Country" || This is an attribute of the ''Resource''. The master data for this field are present in <b>''/General/Company/Countries''</b>.
 
| "Country" || This is an attribute of the ''Resource''. The master data for this field are present in <b>''/General/Company/Countries''</b>.
Riga 94: Riga 94:
 
| "Supplier" || This is an attribute of the ''Resource''. The master data for this field are present in <b>''/General/Supplier Management/Suppliers''</b>.
 
| "Supplier" || This is an attribute of the ''Resource''. The master data for this field are present in <b>''/General/Supplier Management/Suppliers''</b>.
 
|-
 
|-
−
| "Sale Role" || This information determine the define the Default profile that will be used by the billing process. The master data for this field are present in <b>''/General/Resources/Sale Roles''</b>.
+
| "Sale Role" || This information determines the define the Default profile that will be used by the billing process. The master data for this field are present in <b>''/General/Resources/Sale Roles''</b>.
 
|-
 
|-
−
| "Purchase Role" || This information determine the define the Default profile that will be used to charge costs. The master data for this field are present in <b>General/ Resources/Purchase Roles</b>
+
| "Purchase Role" || This information determines the define the Default profile that will be used to charge costs. The master data for this field are present in <b>General/ Resources/Purchase Roles</b>
 
|-
 
|-
 
| "Is customer Resource" || This is an attribute of the ''Resource''. This flag declare that a resource is linked to a ''Client''
 
| "Is customer Resource" || This is an attribute of the ''Resource''. This flag declare that a resource is linked to a ''Client''
Riga 106: Riga 106:
 
| "Login" || This is an attribute link the ''Resource''. Login is a link towards the User Management information.
 
| "Login" || This is an attribute link the ''Resource''. Login is a link towards the User Management information.
 
|-
 
|-
−
| "Can declare holiday" || If flagged enable the resource to manage his Holiday.Holiday is managed directly in <b>''/Personal/Resource calendar''</b>.
+
| "Can declare holiday" || If flagged enable the resource to manage his Holiday. Holiday is managed directly in <b>''/Personal/Resource calendar''</b>.
 
|-
 
|-
 
| "Pers.View Right" || If flagged enable the resource to manage ''[[Views_management#Personal_Data_views|Personal views]]''
 
| "Pers.View Right" || If flagged enable the resource to manage ''[[Views_management#Personal_Data_views|Personal views]]''
Riga 118: Riga 118:
 
| "Can switch Accessible Mode" || This is an attribute of the ''Resource''. If flagged enable the resource to access the system in Accessible Mode.
 
| "Can switch Accessible Mode" || This is an attribute of the ''Resource''. If flagged enable the resource to access the system in Accessible Mode.
 
|-
 
|-
−
| "Can open ticket by resource selection" || This is an attribute of the ''Resource''. If flagged enable the ''resource'' to call "Add Request by Resource". This is a special way to call ''[[ Glossary|SRCS]]'' session. The value available are:
+
| "Can open ticket by resource selection" || This is an attribute of the ''Resource''. If flagged enable the ''resource'' to call "Add Request by Resource". This is a special way to call ''[[ Glossary | SRCS]]'' session. The value available are:
 
{| class="wikitable"
 
{| class="wikitable"
 
! Field!! Description
 
! Field!! Description
 
|-
 
|-
−
| No (Default) || ''[[ Glossary|SRCS]]'' special form is not active for this ''Resource''
+
| No (Default) || ''[[ Glossary | SRCS]]'' special form is not active for this ''Resource''
 
|-
 
|-
−
| Simple || ''Resource'' can open "Add Request by Resource"  but the edit resource information option isn't available
+
| Simple || ''Resource'' can open "Add Request by Resource” but the edit resource information option isn't available
 
|-
 
|-
−
| Full Options || ''Resource'' can open "Add Request by Resource" and the edit resource information option is available
+
| Full Options || ''Resource'' can open "Add Request by Resource" and the edit resource information option is available
 
|}
 
|}
 
|-
 
|-
−
| "Resource serach Capability" || This is an attribute depends of "Can open ticket by resource selection". The value available are:
+
| "Resource search Capability" || This is an attribute depends of "Can open ticket by resource selection". The value available are:
 
{| class="wikitable"
 
{| class="wikitable"
 
! Field!! Description
 
! Field!! Description
 
|-
 
|-
−
| "All Resources" || Default value, the "Add Request by Resource" function shown all the active Resources  
+
| "All Resources" || Default value, the "Add Request by Resource" function shown all the active Resources  
 
|-
 
|-
−
| "Only Resources of OU he/she belongs to" || If flagged enable the ''resource'' to select in the "Add Request by Resource" function only the resources present in the same Resource OU.
+
| "Only Resources of OU he/she belongs to" || If flagged enable the ''resource'' to select in the "Add Request by Resource" function only the resources present in the same Resource OU.
 
|-
 
|-
−
| "Only Resources of OUs where Resource is OU Manager" || If flagged enable the ''resource'' to select in the "Add Request by Resource" function only the resources present all the OUs where he/she is the OU Manager.
+
| "Only Resources of OUs where Resource is OU Manager" || If flagged enable the ''resource'' to select in the "Add Request by Resource" function only the resources present all the OUs where he/she is the OU Manager.
 
|}
 
|}
 
|-
 
|-
 
| "Can Edit Own Resource Data" || If flagged enable the ''resource'' to update the <b>''/Personal/Profile''</b> information.
 
| "Can Edit Own Resource Data" || If flagged enable the ''resource'' to update the <b>''/Personal/Profile''</b> information.
 
|-
 
|-
−
| "CMS Access" || If flagged enable the ''resource'' login to itmSUITE® CMS Module  
+
| "CMS Access" || If flagged enable the ''resource'' login to itmSUITE® CMS Module  
 
|-
 
|-
 
| "User Mapping mode" || itmSUITE® CMS is core module that can be called from itmSUITE® PM or itmSUITE® SM or via specific portal. When called from PM/SM we should specify how the connect resource can be seen in CMS.
 
| "User Mapping mode" || itmSUITE® CMS is core module that can be called from itmSUITE® PM or itmSUITE® SM or via specific portal. When called from PM/SM we should specify how the connect resource can be seen in CMS.
Riga 149: Riga 149:
 
! Access Option!! Description
 
! Access Option!! Description
 
|-
 
|-
−
| System || The current resource will be granted with system right on itmSUITE® CMS, so he/she will have the Administrator privileges(see [[ASM - Asset and Service Management]])  
+
| System || The current resource will be granted with system right on itmSUITE® CMS, so he/she will have the Administrator privileges. (see [[ASM - Asset and Service Management]])  
 
|-
 
|-
−
| CMS local || The current resource should have a login on itmSUITE® CMS. PM /SM login should match with the CMS login.(see [[ASM - Asset and Service Management]])  
+
| CMS local || The current resource should have a login on itmSUITE® CMS. PM /SM login should match with the CMS login. (see [[ASM - Asset and Service Management]])  
 
|-
 
|-
−
| Suite || The current resource login will be used on CMS. The right on CMS will be inherit via Groups Privileges (see [[ASM - Asset and Service Management]])  
+
| Suite || The current resource login will be used on CMS. The right on CMS will be inherit via Groups Privileges. (see [[ASM - Asset and Service Management]])  
 
|}
 
|}
  
 
|}
 
|}
  
−
 
+
For each ''resource'' is possible to set different Address. For example, "Headquarters", "Order" addresses. The session enables the user to <b>Add</b>, <b>Delete</b> or <b>Print</b> the list of address.
−
For each ''resource'' is possible to set different Address. For example, "Headquarters", "Order" addresses. The session enables the user to Add, Delete or Print the list of address.
 
  
 
The list of fields is shown in the table below:
 
The list of fields is shown in the table below:
  
 +
{| class="wikitable"
 +
! Address tab fields!! Description
 +
|-
 +
| "Address" || Used to set Street information
 +
|-
 +
| "City" || Used to indicate the supplier's city
 +
|-
 +
| "Postal code" || Used to indicate the supplier's postal code
 +
|-
 +
| "District" || Used to indicate the supplier's province
 +
|-
 +
| "Region" || Used to indicate the supplier's region
 +
|-
 +
| "Phone" || Used to indicate the supplier's phone number. This should be specific by supplier address type, "Headquarters", "Order"
 +
|-
 +
| "Mobile" || Used to indicate the supplier's Mobile phone number.
 +
|-
 +
| "Fax" || Used to indicate the supplier's fax number.
 +
|-
 +
| "Email" || Used to indicate the supplier's Email information.
 +
|-
 +
| "Type" || This is an attribute of the ''supplier''. The master data for this field are present in <b>''/General/Company/Address Types''</b>.
 +
|-
 +
| "Notes" || Used to indicate general notes.
 +
|-
 +
| "Country" || This is an attribute of the ''supplier''. The master data for this field are present in <b>''/General/Company/Countries''</b>.
 +
|-
 +
| "Use for Ticket Info" || if flagged this address will be used to populate the '''Ticket User Info Tab''' information
 +
|-
 +
| "Default" || if flagged this address will be proposed as default address.
 +
|}
  
  
Riga 182: Riga 212:
 
| Enable a Group on Service Catalogue Request (SRCS) || ''[[ vvv  |SRCS Management]]''
 
| Enable a Group on Service Catalogue Request (SRCS) || ''[[ vvv  |SRCS Management]]''
 
|-
 
|-
−
| Profile a Timesheet declaration || ''[[ Timesheet Management |Timesheet Management]]''
+
| Profile a Timesheet declaration || ''[[ Timesheet Management |Timesheet Management]]''
  
 
|}
 
|}
Riga 190: Riga 220:
  
 
{| class="wikitable"
 
{| class="wikitable"
−
! Resource Configuration!! Link !!  Description
+
! Resource Configuration!! Link!!  Description
 
|-
 
|-
−
| VIP Type || <b>General/ Resources/VIP Type</b> || This function define the datasource to set the VIP type in Resource master data  
+
| VIP Type || <b>General/ Resources/VIP Type</b> || This function defines the data source to set the VIP type in Resource master data  
 
|-
 
|-
−
| Purchase Roles || <b>General/ Resources/Purchase Roles</b> || This function define the datasource  used to set the default value for purchase role in the Resource master data.
+
| Purchase Roles || <b>General/ Resources/Purchase Roles</b> || This function defines the data source used to set the default value for purchase role in the Resource master data.
 
|-
 
|-
−
| Sale Roles || <b>General/ Resources/Sale Roles</b> || This function define the datasource  used to set the default value for sale role in the Resource master data.
+
| Sale Roles || <b>General/ Resources/Sale Roles</b> || This function defines the data source used to set the default value for sale role in the Resource master data.
  
 
|}
 
|}

Versione delle 09:43, 12 giu 2018

itmSUITE® manage resources and Groups as way to profile the user to the System.

Resource is linked to a User and can belongs to a different Groups. Group is used to profile the resources and assign to them different roles in the system.

The main point treated in the guide are:

  1. Resource Management process
  2. Group Management process

Resource Management process

The following table report the process the resource is involved


Resource Management Description
Resource Definition See below
Add Resource to Group See below
Add Resource to Project / Service Resource on Project
Enable a Resource on Service Catalogue Request (SRCS) SRCS Management
Timesheet declaration Timesheet Management
Synchronization User & Resource with Active Directory User and Resource Synchronization

Resource Definition

Manage the Resource is the entry point of Human management at the system. Resource can be associate to a User’, so he/she has a login or can be a standalone resource.

Resource management is done by a Manager Role, using the Resources/ Resources This session enable the Manager / Administrator to: Add, Copy and filter

To perform the copy of the Resource is necessary to select an existing Resource.

The Resource form presents nine tabs:

  1. General
  2. Address
  3. Document
  4. Configuration Items
  5. Project / Service
  6. Service Request
  7. Groups
  8. Privileges
  9. Cost Items

here below the list of fields present into the General tab:

Field Description
"Creation User" Contains the full name of resource that has created the record. Non editable.
"Creation Date" Contains the Date time of record registration. Non editable.
"Edit User" Contains the full name of the last resource that has saved the record. Non editable.
"Edit Date" Contains the last Date time of record modification. Non editable.
"Status" This field identify the supplier' status, available values are:
Status Description
Inactive Initial status of Resource enable the Manager to set all the properties
Active Status to set if the Resource to get it operational
Cancelled Status to set if the Resource is no more operational
"Code" Company internal number of the resource. Non editable.
"Name" Name of the Resource.
"Surname" Surname of the Resource.
"Birthday" Date of Birth of the Resource.
"Birth Place" Place of Birth of the Resource.
"Type" This is an attribute of the Resource. The master data for this field are present in /General/Resources/Resource Type.
"External code" This is an attribute of the Resource. Usually is used as external key toward other Company software. E.g.: SAP Employee Number.
"Country" This is an attribute of the Resource. The master data for this field are present in /General/Company/Countries.
"Supplier" This is an attribute of the Resource. The master data for this field are present in /General/Supplier Management/Suppliers.
"Sale Role" This information determines the define the Default profile that will be used by the billing process. The master data for this field are present in /General/Resources/Sale Roles.
"Purchase Role" This information determines the define the Default profile that will be used to charge costs. The master data for this field are present in General/ Resources/Purchase Roles
"Is customer Resource" This is an attribute of the Resource. This flag declare that a resource is linked to a Client
"Customer" This is an attribute link the Resource to the client he/she belongs to.
"Organization Unit" This is an attribute link the Resource to the Organization Unit (OU) of Client he/she belongs too.
"Login" This is an attribute link the Resource. Login is a link towards the User Management information.
"Can declare holiday" If flagged enable the resource to manage his Holiday. Holiday is managed directly in /Personal/Resource calendar.
"Pers.View Right" If flagged enable the resource to manage Personal views
"Client Type" This is an attribute of the Resource. The master data for this field are present in /General/Company/Client Types.
"VIP Type" This is an attribute of the Resource. The master data for this field are present in /General/Resources/VIP Types.
"Can declare illness" If flagged enable the resource to manage his Illness. Illness is managed directly in /Personal/Resource calendar.
"Can switch Accessible Mode" This is an attribute of the Resource. If flagged enable the resource to access the system in Accessible Mode.
"Can open ticket by resource selection" This is an attribute of the Resource. If flagged enable the resource to call "Add Request by Resource". This is a special way to call SRCS session. The value available are:
Field Description
No (Default) SRCS special form is not active for this Resource
Simple Resource can open "Add Request by Resource” but the edit resource information option isn't available
Full Options Resource can open "Add Request by Resource" and the edit resource information option is available
"Resource search Capability" This is an attribute depends of "Can open ticket by resource selection". The value available are:
Field Description
"All Resources" Default value, the "Add Request by Resource" function shown all the active Resources
"Only Resources of OU he/she belongs to" If flagged enable the resource to select in the "Add Request by Resource" function only the resources present in the same Resource OU.
"Only Resources of OUs where Resource is OU Manager" If flagged enable the resource to select in the "Add Request by Resource" function only the resources present all the OUs where he/she is the OU Manager.
"Can Edit Own Resource Data" If flagged enable the resource to update the /Personal/Profile information.
"CMS Access" If flagged enable the resource login to itmSUITE® CMS Module
"User Mapping mode" itmSUITE® CMS is core module that can be called from itmSUITE® PM or itmSUITE® SM or via specific portal. When called from PM/SM we should specify how the connect resource can be seen in CMS.

The available options are:

Access Option Description
System The current resource will be granted with system right on itmSUITE® CMS, so he/she will have the Administrator privileges. (see ASM - Asset and Service Management)
CMS local The current resource should have a login on itmSUITE® CMS. PM /SM login should match with the CMS login. (see ASM - Asset and Service Management)
Suite The current resource login will be used on CMS. The right on CMS will be inherit via Groups Privileges. (see ASM - Asset and Service Management)

For each resource is possible to set different Address. For example, "Headquarters", "Order" addresses. The session enables the user to Add, Delete or Print the list of address.

The list of fields is shown in the table below:

Address tab fields Description
"Address" Used to set Street information
"City" Used to indicate the supplier's city
"Postal code" Used to indicate the supplier's postal code
"District" Used to indicate the supplier's province
"Region" Used to indicate the supplier's region
"Phone" Used to indicate the supplier's phone number. This should be specific by supplier address type, "Headquarters", "Order"
"Mobile" Used to indicate the supplier's Mobile phone number.
"Fax" Used to indicate the supplier's fax number.
"Email" Used to indicate the supplier's Email information.
"Type" This is an attribute of the supplier. The master data for this field are present in /General/Company/Address Types.
"Notes" Used to indicate general notes.
"Country" This is an attribute of the supplier. The master data for this field are present in /General/Company/Countries.
"Use for Ticket Info" if flagged this address will be used to populate the Ticket User Info Tab information
"Default" if flagged this address will be proposed as default address.



Group Management process

Group Management Description
Group Definition See Above
Add Group See Above
Add Resource to Group See above on Resource Chapter
Add Group to Workflow Workfow mangement
Enable a Group on Service Catalogue Request (SRCS) SRCS Management
Profile a Timesheet declaration Timesheet Management

How to

Set on Resource:

Resource Configuration Link Description
VIP Type General/ Resources/VIP Type This function defines the data source to set the VIP type in Resource master data
Purchase Roles General/ Resources/Purchase Roles This function defines the data source used to set the default value for purchase role in the Resource master data.
Sale Roles General/ Resources/Sale Roles This function defines the data source used to set the default value for sale role in the Resource master data.

Estratto da "http://wiki.itmsuite.eu/index.php?title=Resources_and_Groups&oldid=3885"