Mass Maintenance

Template (Users) H

Template (Users) V

To access this page:

  1. Click Mass Maintenance > Team on Navigation pane.
  2. Click Templates for a team.
  3. Click Users for a template.

Field

Description

USER ID

Displays User ID of individual who has access to the selected template.

When a user is added to a template, the user can process request data using the template.

When a user creates a template, that user has access to all roles associated with the template and can grant access to template roles at the template level.

TEMPLATE CREATOR

If checked, the user created this template.

If the following settings are configured:

  • The Add Roles on Template Creation check box is checked on the Parameters page, and
  • The Auto Copy check box is checked on the Vertical View of the Roles page for the Template Role

The template creator is also added as a User, Template User, and Template Role User for this Template.

Roles

Click to open the User Template Role Access page to view users' assignments and access to templates.

Review Filters

Click to open the User Template Filter page to limit request data displayed to a user for approval. The filter is only applied to request data reviewed by the Review role.

Org Unit Display

Click to open the Template User (Org Units Assigned) page to view a list of all Org Units values assigned to each user for the template. This icon is only available if Org Units have been assigned to the template.

Template (Users) V

Template Users H

Field

Description

User

User ID

Displays User ID of individual who has access to the selected template.

Review Filter Settings

Custom

If checked, the Review Filter is not used.

Review Filter

Displays the review filter value created from entries made on the User Template Filter page.