TRAX MANUALS > Production > Production Module > Production, Explorer Menu > W/O Authorization Group Explorer

W/O Authorization Group Explorer

The Work Order Authorization Group Explorer allows the TRAX System Administrator or other designated users to manage which users are in each specific Work Order Authorization Group by adding or deleting users from a Work Order Authorization Group who are listed in the screen below.

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

Note: In the Work Order Authorization Group Explorer window, users are categorized by the Adopted Group Profile they belong to in the 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 by default. For additional information regarding Group Profiles, refer to the System Administration Training Manual.

If there are no Work Order Authorization Groups displayed, or the Work Order Authorization Group needs to be created, go to the System Transaction Code Explorer and select the Work Order Authorization Group to create and manage these groups.

To create a new Work Order Authorization Group System Transaction Code, right-click on the Work Order Authorization Group and select New Record in the pop-up window.

Note: If the user would like to update the System Transaction Code, for example to change the long description, select the Update Record option 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. When ready select the Save button.

Notice the new Group is added to the Authorization Groups.

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

To add a user or users to a Work Order Authorization Group, begin by highlighting the ID/Name(s) to the right. Select the User icon and drag it to the selected Authorization Group. Either individual or multiple users can be added at the same time to a specific Work Order Authorization Group. When adding multiple users at the same time, highlight all of 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 when searching through a large number of users for one specific user. As the letters are typed into the field, the pane will scroll to that individual. For example, when typing 'V' it goes to the first user that begins with 'V'. Once the second letter is typed, 'I' in this case, it will go to the first user that begins with 'VI' and so on.

Once the user(s) are dragged and dropped on the specific group on the left pane using the User icon, the following pop-up message is displayed:

Select 'Yes' to add the highlighted user(s) to the Work Order Authorization Group. Select 'No' to return to the screen with no changes made.

If 'Yes' is selected, then TRAX re-displays the above screen with the new user(s) listed in the applicable Work Order Authorization Group.

To remove a user from a selected Authorization Group, right-click on the user's name. Select 'Remove User' from the pop-up:

Select Yes when the following pop-up message appears to remove the user(s) or No to return to the screen with no changes:

If Yes is selected, TRAX re-displays the Work Order Authorization Group Explorer window without the selected user in the applicable Work Order Authorization Group.