Differenze tra le versioni di "Resources and Groups"

Da itm wiki.
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''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>   
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Resource management is done by a Manager ''[[Glossary|Role]]'', using the <b>Resources/ Resources </b>
The table below report the list of fields can be set to during the resource configuration:
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This session enable the Manager / Administrator to: <b> Add<b> , <b> Copy </b> and <b> filter</b>   
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To perform the copy of the ''Resource'' is necessary to select an existing ''Resource''.
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The Resource form presents nine tabs:
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# General
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# Address
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# Document
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# Configuration Items
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# Project / Service
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# Service Request
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# Groups
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# Privileges
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# Cost Items
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here below the list of fields present into the General tab:
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{| class="wikitable"
 
{| class="wikitable"
 
! Field !! Description
 
! Field !! Description
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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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The list of fields is shown in the table below:
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== Group Management process ==  
 
== Group Management process ==  

Versione delle 07:56, 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 belogns to a different Groups. Group is used to profile the resources and assign to them different roles in the system.

The main poit 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

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

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 possibile 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