Differenze tra le versioni di "Resources and Groups"

Da itm wiki.
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itmSUITE® manage resources and Groups as way to profile the user to the System.
 
itmSUITE® manage resources and Groups as way to profile the user to the System.
  
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''[[Glossary|Resource]]'' is linked to a ''[[Glossary|User]]'' and can belogns to a different Groups.
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''[[Glossary|Resource]]'' is linked to a ''[[Glossary|User]]'' and can belongs to a different Groups.
 
''[[Glossary|Group]]'' is used to profile the resources and assign to them different roles in the system.
 
''[[Glossary|Group]]'' is used to profile the resources and assign to them different roles in the system.
  
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The main poit treated in the guide are:
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The main point treated in the guide are:
 
# Resource Management process
 
# Resource Management process
 
# Group Management process
 
# Group Management process
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| Timesheet declaration || ''[[ Timesheet Management  |Timesheet Management]]''
 
| Timesheet declaration || ''[[ Timesheet Management  |Timesheet Management]]''
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|-
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| Synchronization User & Resource with Active Directory || ''[[ vvv  | User and Resource Synchronization]]''
  
 
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! Field !! Description
 
! Field !! Description
 
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| "Creation User" || Contains the ''full name'' of resource that has created the record. Non editable.
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| "Creation Date" || Contains the ''Date time'' of record registration. Non editable.
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| "Edit User" || Contains the ''full name'' of the last resource that has saved the record. Non editable.
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| "Edit Date" || Contains the ''last Date time'' of record modification. Non editable.
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| "Status" || This field identify the ''supplier' status, available values are:
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{| class="wikitable"
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! Status!! Description
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|-
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|  Inactive || Initial status of Resource enable the ''Manager'' to set all the properties
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| Active || Status to set if the Resource to get it operational
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|-
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| Cancelled || Status to set if the Resource is no more operational
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|}
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| "Code" || Company internal number of the resource. Non editable.
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| "Name" || Name of the Resource.
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| "Surname" || Surname of the Resource.
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| "Birthday" || Date of Birth of the Resource.
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| "Birth Place" || Place of Birth of the Resource.
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| "Type" || This is an attribute of the ''Resource''. The master data for this field are present in <b>''/General/Resources/Resource Type''</b>.
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|-
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| "External code" || This is an attribute of the ''Resource''. Usually is used as external key toward other Company software. Eg: SAP Employee Number.
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| "Country" || This is an attribute of the ''Resource''. The master data for this field are present in <b>''/General/Company/Countries''</b>.
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| "Supplier" || This is an attribute of the ''Resource''. The master data for this field are present in <b>''/General/Supplier Management/Suppliers''</b>.
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| "Sale Role" || This is an attribute of the ''Resource''. 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>.
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| "Purchase Role" || This is an attribute of the ''Resource''. 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>
 
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For each ''resource'' is possibile to set different Address. For example, "Headquarters", "Order" addresses. The session enables the user to Add, Delete or Print the list of address.
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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:

Versione delle 08:17, 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. Eg: 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 is an attribute of the Resource. 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 /General/Resources/Sale Roles.
"Purchase Role" This is an attribute of the Resource. This information determine 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

The table below report the list of basic parameter we can set on Resource:

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


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:



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

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