Create COE security

Place security on a COE to prevent a group from accessing another group's cases.

Antes de Iniciar

Role required: admin, sn_hr_core.admin, sn_hr_le.admin

Procedimento

1. Navigate to All > HR Administration > COE Security Configuration.
2. Select the COE (table that extends the HR case table) you want specified groups to have access to.
3. Check Applies to all services if you want all the HR services under the selected COE to be included in the security policy.
4. Leave this field blank to select specific HR services under a COE.
5. If you leave this field blank, the Services field appears and you can select specific HR services.
6. Ensure that the Application field displays the scope correctly.
   For more information, see System settings for the user interface (UI).
7. Check Active to enable security on the COE.
8. From the Type field, select how the policy you are defining controls security for the COE.
   Your choices are:

   • Read
   • Write
   • Case Restriction

   Nota:

   The Case restriction option is only displayed when Employee Relations is installed.

   Selecting Case Locking displays the following fields:

   • Able to lock cases: Users that belong to the associated group can lock cases under the COE.
   • Able to view locked cases: Users that belong to the associated group can view locked cases.
9. Opcional: Select the filter condition (if configured) the security policy must pass for the COE to be in effect.
   Aviso:

   Selecting the filter condition might impact the security policy and affect all cases under a COE, including the non-active cases. Be sure you understand the full impact of the condition.
10. Select Save to remain on the security policy you are working on or Submit to return to the list of COE Security Policies.
    If you select Save, the Groups related list appears.
11. Select Edit to associate groups to the COE security policy.
    For more information on Groups, see Manage HR Groups.
12. Move the groups you want associated with the COE security policy you are defining from the Collection column to the Groups List column.
13. Select Save.
    The COE Security Policy returns.
14. Select Update.