People Filter Settings

This form is available via menu item Edit / Management Console, and clicking on the People button. It performs several useful functions:

• It filters the default list of peoples' names displayed when a user clicks on the drop-down combo-box or Person Lookup Form associated with name fields throughout the application.
• It filters the default list of records displayed throughout the application to those belonging to the users' Business Unit and/or Location
• It can be set to enforce a restricted access to just the filtered records displayed - preventing most users from seeing records for other Business Units / Locations.

The benefits offered by the appropriate filter selection are that users will be presented with a shorter list of the most likely names they will need to find, and pages will load faster. If the record a user wishes to select is not in the default display, they can find it using the Person Lookup Form or using the business unit / location combo boxes.

The System Manager may set the filters to best suit the needs of their organisation at the time. One strategy may be to initially leave the setting at 'No filter required'. As the database gets larger, a filter may be applied for 'Business Unit' or 'Location', then eventually both.

The available filter options are:

• No filter (this is the default setting)
  All users may view/edit records for all business units/locations
• Business Unit only
  All users are presented with records based on their own business unit only. They may choose to view/edit records for other business units by using the drop-down lists or pop-up forms. If restricted access is enforced (see below) only members of System Managers security group may choose to do this
• Location only
  All users are presented with records based on their own location only. They may choose to view/edit records for other locations by using the drop-down lists or pop-up forms. If restricted access is enforced (see below) only members of System Managers security group may choose to do this
• Business Unit and Location
  All users are presented with records based on their own business unit and location only. They may choose to view/edit records for other business units/locations by using the drop-down lists or pop-up forms. If restricted access is enforced (see below) only members of System Managers security group may choose to do this

The option selected will apply to all users, and the records displayed for each user will depend on their own business unit and/or location as applicable.

There is also a checkbox allowing you to choose whether to enforce restricted access. If this is checked, it prevent users from accessing records from outside their Business Unit and/or Location. The exception to this restriction are members of the System Manager security group. See Security Groups.

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