Companies - Part 2 - Permissions & Settings

Permissions and Settings for Companies

For the company reviews feature to become available, a setting needs to be enabled in the administration area (please see below).

Permissions

The companies module utilises the following permissions:

In addition, the Desktop:Show Companies Menu Item permission controls whether the Laboratory Management > Companies menu item is shown. It is included in all of the system roles listed below, so it only needs to be considered when setting up custom roles.

Please note, a company cannot be deleted while it is linked to any people, equipment (including equipment for which it is the manufacturer), training courses, training events, reagents or materials, even if the user has the Companies:Delete Companies permission.

These permissions are used in the following system roles:

Global Viewer (excluding admin), Global Viewer (excluding admin and personnel records) and Laboratory Management Viewer include:

• Companies:View Companies
• Companies:View History

Global Editor (excluding admin), Global Editor (excluding admin and personnel records) and Laboratory Management Editor include all of the 8 permissions listed above.

Settings

If companies are to be reviewed using iPassport, the feature must be enabled in the administration area. The ‘Enable Company Approvals’ preference is found by navigating to Administration > Settings > System Preferences > Company Review Settings.

When the preference is enabled (ticked), additional fields appear at the bottom of the General tab of company records. These allow scheduling and performing company reviews in addition to providing means of classifying companies by user defined statuses. These fields are shown once a company record has been saved; they do not appear when creating a new company.

Enabling the preference also adds:

• a Search Company Reviews tab to the companies module
• Last reviewed start, Last reviewed end and Approval Status filters to the company search
• Approval Status and Next Review Due columns to the search results and recent companies lists
• a banner at the top of the General tab of a company record when a company review is due

The field, ‘Number of days before Company review task activates’ determines how many days before a company’s review date should the task be activated and reminder emails be sent out. The default is 30 days. If the calculated activation date has already passed, the task is activated straight away. Company reviews are covered in detail in the article, Company/Supplier Reviews.

Next Step:

The next article covers Creating Company Records

Previous Step:

The previous article covers Companies Introduction