Maintain staff roles

To search for staff roles:

  1. Click Staff in the CCLAS EL menu or run the Staff.exe application in the Exe folder to display the Staff Form. Where the MainListViewGrid STAFFAPP program setting is enabled, then the list-view grid displays grid lines.

  2. Select the Staff roles node. The MainListViewColumnn STAFF_ROLE program settings define the columns of the grid.
  3. If the StaffUserQuery.SCR script file exists in the folder defined by the ConfigDirectory GLOBAL setting, the script contains a query event defined by the QueryEvent STAFF_ROLE program setting, and the LoadBrowserSTAFF_ROLE program setting is disabled, then the main screen displays the query form contained within the script file. Enter the criteria into the fields on the form and click Query to return the staff roles that match the criteria to the list-view panel.
  4. If no query form displays, then the current criteria set in the CurrentCriteria STAFF_ROLE program setting, from the criteria set in the Criterian STAFF_ROLE program settings, automatically filters the staff roles returned to the list-view panel. If the AllowProperties STAFFAPP program setting is enabled, then the Properties button is available to update the criteria.

To create a staff role:

  1. Click New to display the AddNew form.
  2. Enter the New code.
  3. Click OK to create the staff role and open the StaffEdit Form, or click Cancel to not proceed.
    No settings, except for Access Levels (which are set to 0 by default) now exist for this staff role. Other settings are added, as required, for the staff role, as well as the setting of access levels: 0 – no access; 1 – read access, 2 – read/write access; 3 – read/write/delete access.
  4. Click Save to create the staff role and update other details as required, or click Close to not proceed.

To copy a staff role:

  1. Select the row containing the Role in the list-view panel.

  2. Right-click and select Save As from the menu to create the new staff role and copy all the staff settings from the existing staff role to the new staff role, and open the StaffEdit Form. Update the entity, as required.

To review a staff role:

  1. Double-click a Role to open the StaffEdit Form.

To update general details for a staff role:

  1. Double-click a Role to open the StaffEdit Form and select the General tab.
  2. Enter the First name as the name of the role, Surname to indicate that the account holds a role, and the Title as the full name of the role.
  3. Select the Section from all laboratory sections defined in the Setup application.
  4. Select the Supervisor from all staff accounts.
  5. Select the reporting Group in which the staff role is included, from all staff groups.
  6. Click Save to persist the changes, or click Cancel to not proceed.

To enter custom details for a staff role:

  1. Where the StaffRoleUser.SCR screen file exists, select the User tab to open the custom form to update the custom details, as required.

To configure staff settings for the staff role:

  1. This is done in the same way as for configuring staff settings for a staff account.

To delete a staff role:

  1. Click Delete.