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Select “Set Reimbursement Security” from the left pane.
The “Set Reimbursement Security " page appears.
The system displays the following fields.
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Date Format |
The date format applicable to the login user. |
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Reimbursement Setup Unit |
Select the organization unit in which you must set reimbursement security. |
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Option |
Indicate whether the security needs to be given for a reimbursement item or for a reimbursement group. |
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Reimbursement Group/Item |
Choose the short description of either a reimbursement item or reimbursement group, depending on what you indicated in the “Option” field |
Select the “Get” pushbutton.
The multiline displays all the users to whom permission was given, during deployment, to access activities in which the reimbursement item or group is retrieved.
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User Name |
The name of each user |
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Role |
The role to which the user was assigned, during deployment. |
Select “Group”, from the “Option” drop-down list box
Choose the name of the reimbursement group, from the “Reimbursement Group/Item” drop-down list box
Select the “Get” pushbutton. If permission has already been set for the selected reimbursement item or group, the system displays the list of users who can currently access the reimbursement group
Check the “Select” box of each user to whom permission must be provided
Enter the user name and the role of the user for whom permission is to be set.
Enter the start from which permission is applicable for each user, in the “From Date” field.
To revoke an existing permission, edit the “To Date” field
Select the “Save” pushbutton
Select “Item”, from the “Option” drop-down list box
Choose the name of the reimbursement item, from the “Reimbursement Group/Item” drop-down list box
Select the “Get” pushbutton. The system displays the list of users who can currently access the reimbursement item
Check the “Select” box of each user to whom permission must be provided
Enter the start and end dates for which permission is applicable for each user, in the “From Date” and “To Date” fields.
To revoke an existing permission, edit the “To Date” field.
6 Hyperlinked topics below
Use this page to set user specific security for a specific reimbursement item or group
To provide and revoke user permission for a reimbursement group
To provide and revoke user permissions for a reimbursement item