Journals

Security Roles

The following security settings are located on the Security Roles screen.

  Name of item Assigning this item to your Security Role means you can...
Programs Daily Journal Open the Daily Journal screen.
Menu Items Daily Journal View the Daily Journal screen in the Treeview menu.
Privileges Daily Journal – Create Create new Daily Journal records.
 

Daily Journal – Edit Own Records

Edit your own Daily Journal records.
  Daily Journal – Access to...tab Access the different tabs of the Daily Journal screen

Project Roles

The following privileges are located in the Daily Report section of the pop-up window launched from the 'View/Create/Update/Delete All Objects' link on the Project Roles screen.

Checkbox Check this box to...
View All View all journals on the project, regardless of who made them. If unchecked, then the user can only view journals submitted by their company.
Create All Allow the user to change who the journal is from. If unchecked, the user will only be able to send journals from their own user account.
Update All Edit Daily Journals.
Delete All Delete Daily Journals.

The following privilege is located in the Other section on the Project Roles screen.

Checkbox Check this box to...
Submit Daily Journal Submit Daily Journals.