For ECS Staff Only

Sometimes when a new option is configured, it cannot be found on System; when trying to search for it, it does not appear and we must perform the following steps:

Here, when trying to add it to the Menu Tree Maintenance it does not show up :

So we will require to add this option to System first.

(We must log in with the Customer success - Staff - Medications (System) profile.

1.- Now we must enter Role and select Customer success - Staff - Medications (System) and in Form Access tab we must create the new record for the Special Form we would like to add (for this example we will use Bank Conciliation) :

2. It is important to check the Read Write box before saving or else it will not appear :

3.- 3.- If the option still does not appear in the Menu Tree Maintenance, you have to log out of the system and log in again for it to appear.

We re-enter (from System), in the Menu Tree Maintenance and you will see the option :

4.- We add the option to the ADMIN profile by dragging it to where it corresponds:

5.- The option is already added to the Admin profile from system, so now we are going to enter with a client to verify that this option is already activated.

6.- If we check with the Client environment by entering with Admin and this option does not appear for them, we must go to Role screen to give access to this Admin.

7.- Now give access in Acess Form, remember to enable the Read Write checkbox or else it it will not appear.

8.- We must exit the system and re-enter so that it will update any changes and the option should appear (if they do not exit the system and try to see the option, it will not appear).

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With the steps that we have just done, we have only enabled the option in System and for Admin, (this is performed by staff), the next thing is to add the option to a system profile so that the client (IT staff) can give it the permissions to the rest of the users who need it in their different profiles so they do not depend on us (staff personnel).

9.- If we enter the Menu Tree Maintenance and we cannot see this option when trying to add it to the system profile (or any other profile), we must repeat these steps:
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Go to this profile in Role and give them access in Access Form. Now log back in so changes can be applied, this option should now appear for this desired profile.

Note: Permission is not always given in Access Form, sometimes it already comes by default, as well as adding the option to the system profile. (We will know this as we go through the steps), the steps where it does show the option, we simply do not perfom this step and skip to the next one.

Note: To place an option in the Menu Tree Maintenance, it should not be in profile, but rather the menu tree that has the profile assigned, it is important to review it because the profile and the tree are not always called the same.

We hope this improves your Cirrus experience. Remember to share this information and ask for help if you need it.

March 07, 2023.

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