WorkflowKey Set and Workstation Assignments
Workflow security is location-based; that is, you assign permissions to a personnel group based on equipment locations and workstations within your facility. Security is a combination of permissions (key sets) plus workstation(s) plus location, and this combination is assigned to a group.
Assigning Key Sets and Workstations
You have the option of adding workstations to key sets or adding key sets to workstations. You may find that one way works better for you than the other. For example, if you have many workstations, but only a few key sets, you may prefer to add workstations to key sets. If so, use the Edit by Key Set option. If you have many key sets, but only a few workstations, use the Edit by Workstation option.
The following table describes the common information and options available for security configuration.
| Property | Value | Description |
|---|---|---|
| Groups | User and system-defined | Displays a list of all of the personnel groups defined for your system. This list includes the default groups Administrators, Guests, and Windows Users. |
| Members of | User-defined | Displays a list of all of the users who are members of the selected group. |
| Edit by Key Set | N/A | Select this option to add workstations to key sets for the selected group. |
| Edit by Workstation | N/A | Select this option to add key sets to workstations for the selected group. |
| Show all Permissions | N/A | Select this option to display all of the permissions, key sets, and workstations associated with the selected group. |
Edit by Key Set
In this view, you can add individual workstations to key sets, or add all workstations to specific key sets. The following table describes the information and options specific to the Edit by Key Set option.
| Property | Value | Description |
|---|---|---|
| Key Sets | User and system-defined | Displays all of the key sets defined for your system. This list includes the default key sets and the key sets that you created. |
| Workstation(s) | User-defined | Displays all of the workstations assigned to the key set for the selected group and location. |
| Remove Workstation | N/A | Click to remove the selected workstation from the key set. This link is available only when the Edit by Key Set option is selected. |
| Add Workstation | N/A | Click to open the Universal Browser to select a single workstation to add to the key set for the selected group and location. This link is available only when the Edit by Key Set option is selected. |
| Add All Workstations | N/A | Click to add all of the workstations in your system to the key set for the selected group and location. This link is available only when the Edit by Key Set option is selected. |
Edit by Workstation
In this view, you can add individual key sets to workstations. The following table describes the information and options specific to the Edit by Workstation option.
| Property | Value | Description |
|---|---|---|
| All Workstations | N/A | Represents all of the workstations defined for your system. |
| Workstation(s) | User-defined | Displays the individual workstations defined for your system. |
| Key Set(s) | User and system-defined | Displays the key set(s) assigned to the workstation(s) for the selected group and location. |
| Remove Key Set | N/A | Click to remove the selected key set from the workstation. This link is available only when the Edit by Workstation option is selected. |
| Add Key Set | N/A | Click to open the Universal Browser to select a key set to add to the workstation for the selected group and location. |
Show All Permissions
At any time, you can view all of the permissions, key sets, and workstations configured for a group by selecting the Show all Permissions option. To view all key sets and workstations configured for a group at both levels, access the group resource in the Personnel model.