Transcription

PeopleSoft Security AdministratorTraining 101GeorgiaFIRST Financials

ContentsPeopleSoft Security Basics . 6Security Design Strategy . 6Managing User Security . 7User Profiles . 7General Tab . 8Symbolic ID. 9Password Controls . 10ID Tab . 11Roles Tab . 12Workflow Tab:. 13Roles (Dynamic vs. Static) . 16Workflow Roles . 16Activity 1: . 16Permission Lists . 18Managing Query Security . 21Setting up Query Security . 21PeopleTools Used to Setup Query Security . 21Defining Query Profiles . 21Query Operations. 21Query Access Groups . 22Navigation to Query Manager Components . 23Query Trees . 24Building Query Access Group Trees . 24Query Access Group Tree Considerations . 24Working with Query Trees . 25Understanding Query Access Group Trees . 25Opening Query Access Group Trees . 26Defining Your Query Tree . 262

Viewing and Modifying Definitions . 27Row Level Security . 30Row-Level Security and Query Security Record Definitions . 30Row-Level Security . 30Query Security Record Definitions . 31Using Query Viewer . 33Query Administration . 34Understanding Query Administration. 34Using Query Administration. 34Pages Used for Query Administration . 34Administering Queries . 34Canceling Currently Running Queries . 36Setting Additional Options . 38Query Types . 39Activity 2: . 41Managing User Preferences . 42User Preferences . 42General Preferences . 42OLE Information . 44Process Group . 44Asset Management User Preferences: . 47General Ledger . 47Paycyle User Preferences: . 49Procurement . 49Payables Online Vouchering . 50Receiver Setup . 52Purchase Order Authorizations . 55Supplier Processing Authority . 56Doc Tolerance Authorizations . 56Requisition Authorizations . 57Activity 3: . 58Managing Module Specific Security . 593

Accounts Payable . 59Activity 4: . 61Accounts Receivable . Error! Bookmark not defined.Budget Prep . Error! Bookmark not defined.Common Remitter/BOR Payroll/ADP. Error! Bookmark not defined.Expenses . 61Activity 5: . 62eProcurement . 62Types of Roles Involved. 62Requester Security Roles . 63Requester Setup. 64How Do Approvals Work? . 65Approval Stages . 66Approval Time Limits . 70ePro Approver Setup. 71Basic Approver Security Roles. 71Special Item Approver Security Roles . 71Department Manager ID . 72How To: Update a Department Manager ID . 73Additional Department Managers . 73How To: Update Additional Department Managers . 74Project Manager ID . 74How To: Update a Project Manager ID . 75Activity 6: . 76Purchasing . 76Buyer Setup . 76Buyer Security Roles . 76Buyer Setup . 77Activity 7: . 79Commitment Control . 79Activity 8: . 80General Ledger . 804

Accounts Receivable . 81Budget Prep . 82Common Remitter/BOR Payroll/Benefits Recon . 82Common Remitter Module . 82BOR Payroll Module .