Role Maintenance

The Role Maintenance form allows users to maintain roles. Role is used to set levels of access for a position. We recommend users create a role for each position in the organisation.

Figure 1: Role Maintenance

The table below describes each field on the Role Maintenance form.

Table 1: Field Description for Role Maintenance.

Fields Description

Role Code
Set of alphanumeric values to uniquely identify a User Role.

Description
Detailed description for the Role Code.

Void

Records that are "Void" will not appear in any lookup on the system.

Users can click on the "Red X" under the menu icons to "Void" or "Activate" a record.

Notes
Users can enter any notes in the notes button. Notes button will be "BOLD" if it has contents.

Steps To Create a New Role

Select the Add New Record icon or select CTRL + N and a new line of record will be created to fill in the role details.
Enter Role Code – Unique code to identify each Role.
In the Description field, key in a detailed description for the Role Code.
After entering the record(s), click on the SAVE icon or select CRTL + S to save the record(s) successfully.
Select close icon or Alt + F4 shortcut key to close the menu.

Fields	Description
Role Code	Set of alphanumeric values to uniquely identify a User Role.
Description	Detailed description for the Role Code.
Void	Records that are "Void" will not appear in any lookup on the system. Users can click on the "Red X" under the menu icons to "Void" or "Activate" a record.
Notes	Users can enter any notes in the notes button. Notes button will be "BOLD" if it has contents.