Facility, Facility assignment dialog box, Facility tab – GE v6 User Manual

Page 169: Facilities, From, Gn a, Opti, If y, D by, Facility assignment

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Secure Perfect 6.1.1 User Manual

167

Facility

Reference Topics:

Facility Form

Operator Form

Permissions Form

Definition
The Secure Perfect database can be partitioned and grouped. These groupings are identified as
Facilities. If Facilities are not defined, all operators will be able to access all the Secure Perfect records,
based on the permissions associated with the form.
Reminders:

Facility partitioning does not involve access rights or who goes where.

The same facility is assigned for all devices associated with the micro when a micro is
created.

Reports can be generated based on the currently active facility or all facilities assigned to the
current operator.

GLOBAL EDITION SYSTEMS: To view transactions outside of your region, you must have in
your active facility, the client’s facility where the transactions are occurring.

Sequence Guide:

1. If Facilities are going to be used, the Facilities must first be defined in SP, on the Facility Form.

When creating a Facility record, enter a description that uniquely identifies the location or function
of the facility.

2. Permissions are created and defined to determine what form and what fields will be available within

Secure Perfect.

The forms in Secure Perfect will display an icon in the left corner indicating the permissions

assigned to the current operator. The form icons correspond to the icons and permissions assigned
on the Permission Form.

3. Once defined, facilities and permissions are available for assignment to an operator on the

Operator Form.
a) At any given time, the current operator has the ability to select the active facility for that session,
from the list of all facilities that the current operator is allowed to see.
b) When a facility is assigned to an operator, it will display in the Facility drop-down list of Secure
Perfect forms after a successful login by that operator. Depending on assigned permissions, that
operator can now create records and assign facilities from the list that displays in the Facility drop-
down list.

Facility Assignment Dialog Box

This dialog box lists the

facilities

available for assignment to this particular operator.

Facilities can be moved to the Assigned list by selecting and clicking the appropriate arrow.

Facilities can be removed from the Assigned list by selecting and clicking the appropriate
arrow.

Facility Tab

Facility Form
Use the field on this tab to create

facility

records.

Description
Enter a description that uniquely identifies location or function of the facility. Click Save, and then click
Add Record to create additional facility records.

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