TRAX MANUALS > Engineering > Engineering Module - E/C > Engineering E/C, Explorer Menu > Engineering Authorization Group Explorer

Engineering Authorization Group Explorer

The Engineering Authorization Group Explorer allows the TRAX System Administrator or other designated User to manage which users are in each specific Engineering Authorization Group. Users are added or deleted from Engineering Authorization Groups that are set up in this option.

To view the Engineering Authorization Group Explorer, go to Engineering/Explorer/Engineering Authorization Group Explorer and TRAX displays the following screen:

Note: In the Engineering Authorization Group Explorer window, users are categorized by the Adopted Group Profile they belong to in Security Explorer. This is configured for each individual user, and if they are not associated to any Adopted Group Profile, then they fall into the N/A Group Profile. For additional information regarding Group Profiles, refer to the System Administration Training Manual.

If there are no Engineering Authorization Groups displayed, or the Engineering Authorization Group is required to be created, go to the System Transaction Code Explorer and select the Engineering Authorization Group to create the tran code(s).

To create a new E/C Authorization Group System Transaction Code, select the E/C Authorization Group and select New Record in the pop-up window.

Note: If the user wishes to update the System Transaction Code, for example to change the long description, select Update Record and make the necessary changes.

Once TRAX displays the System Transaction Code Window, enter the desired code for the System Code and the long description for the System Code Description, as follows:

When completed, select Save to save all information.

This process will successfully create the necessary Engineering Authorization Groups tran codes in the Engineering Authorization Group Explorer's left pane.

To add a user(s) to an Engineering Authorization Group, highlight the user ID/Name(s). Select the User icon and drag to the selected Authorization Group tran code.

Either individual or multiple users can be added at the same time to a specific Engineering Authorization Group. If multiple Users are added at the same time, highlight the required users. The Select All option can be used if all Users are going to be selected.

The ability to find a specific user can be accomplished by selecting the Find button. This is extremely helpful if you have a large number of users and are searching for one particular user. As you begin to type the letters in the field, it will scroll to that individual. For example, when typing 'C' it goes to the first user whose name begins with 'C'. Once the second letter is types, 'H' in this case, it will go to the first user whose name begins with 'CH'. Continue typing the letters of the name of the user until you find the specific user that you are looking for.

Once the user(s) are dragged to the left pane of the window using the User icon and the selection is released, TRAX will display the following warning message:

Select Yes to add the highlighted user(s) to the Engineering Authorization Group. Select No to cancel the transaction. If Yes is selected, then TRAX re-displays the above screen with the new User(s) listed.

To remove a user from a selected Authorization Group, select the user's name. TRAX displays the following pop-up window:

Select 'Remove User' and TRAX displays the following warning message:

Select Yes to remove the User from the Engineering Authorization Group, or No to return to the screen with no changes made.

If Yes is selected, TRAX re-displays the Engineering Authorization Group without the selected User in the applicable Engineering Authorization Group: