Datatecnix

Access to functionality in OPEX is based on roles that a user is assigned.  A user is assigned to a group of roles manually if the ASP Authentication is being used or through reference to the staff record if the Mixed Mode is in use.

See  OPEX Authentication for further details. The exact detail for security and access are contained in the attached spreadsheet. The information in the solution is based in OPEX Version 1.6 and above.

There are 5 functional areas in OPEX and each has four user roles attached, as depicted below.

A user is assigned to one or more roles. Broadly the functionality within OPEX is managed by a role, as described in the table below.  For example Management of Budget Codes is the responsibility of users who are assigned the role Finance_Manager.

This is controlled by roles. A menu screen is visible when the logged in User is assigned to the role that controls that screen.

The table below lists the menus and the controlling role:

Title	Path	Roles
Stock	Stock	Stores_View
Stock Transactions	Stock | Stock Transactions	Stores_View
Reports	Stock | Reports	Stores_View
View Stock by Warehouse Report	Stock | Reports | Stock by Warehouse	Stores_View
View Warehouse Group Stock	Stock | Reports | Warehouse Group Stock	Stores_View
View Reorder Analysis	Stock | Reports | Reorder Analysis	Stores_View
Usage	Stock | Reports | Usage	Stores_View
Stock Position	Stock | Reports | Usage | Position	Stores_View
Item Usage	Stock | Reports | Usage | Item	Stores_View
Requisition Issues & Returns	Stock | Reports | Usage | Transactions	Stores_View
Item Analysis	Stock | Reports | Usage | Item Analysis	Stores_View
Reporting	Stock | Reports | Reporting	Stores_View
Goods In	Stock | Goods In	Stores_View
Reporting	Stock | Goods In | Reporting	Finance_Manager
Stocktake	Stock | Stocktake	Stores_Manager
Serial Numbers	Stock | Serial Numbers	Stores_View
Serial Batches	Stock | Serial Numbers | Serial Batches	Stores_View
Reporting	Stock | Serial Numbers | Reporting	Stores_View
Serial Numbers Search	Stock | Serial Numbers | Search	Stores_View
Returns	Stock | Returns	Stores_View
To Supplier	Stock | Returns | To Supplier	Finance_Manager
To Store	Stock | Returns | To Store	Stores_User
Disposals	Stock | Disposals	Stores_Manager
Disposal Detail	Stock | Disposals | Disposal Detail	Stores_Manager
Requisitions	Requisitions	Req_View
Officer Approvals	Requisitions | Officer Approvals	Req_Manager
Approvals	Requisitions | Store Approvals	Req_Manager
Collection Header	Requisitions | Collections	Req_View
Outstanding	Requisitions | Collections | Outstanding Lines	Req_View
Reporting	Requisitions | Collections | Reporting	Req_View
Picking	Requisitions | Picking	Req_View
Out of Stock Items	Requisitions | Out of Stock Items	Req_View
Reporting	Requisitions | Reporting	Req_View
Dispatch Notes	Requisitions | Dispatch Notes	Req_View
Serial Numbers Required	Requisitions | Serial Numbers Required	Req_User
Requisition Notes	Requisitions | Requisition Notes	Req_User
Staff	Staff	Staff_View
Allowances	Staff | Allowances	Staff_Manager
Certifications	Staff | Certifications	Staff_Manager
Purchase Orders	Purchase Orders	Finance_View
Delivery Notes	Purchase Orders | Delivery Notes	Finance_View
Invoice	Purchase Orders | Invoice	Finance_View
Credit Notes	Purchase Orders | Credit Notes	Finance_View
Reporting	Purchase Orders | Reporting	Finance_View
Lines	Purchase Orders | Lines	Finance_View
Approvals	Purchase Orders | Approvals	Finance_Manager
Issue Approval	Purchase Orders | Approvals | Issue Approval	Finance_Manager
Delivery Approval	Purchase Orders | Approvals | Delivery Approval	Finance_Manager
Financial Approval	Purchase Orders | Approvals | Financial Approval	Finance_Manager
Administration	Administration	Admin_View
Requisition	Administration | Requisition	Req_Admin
Kits	Administration | Requisition | Kits	Req_Admin
Usage Codes	Administration | Requisition | Usage Codes	Req_Admin
Cost Code	Administration | Requisition | Cost Code	Req_Admin
Delivery Locations	Administration | Requisition | Delivery Locations	Req_Admin
Requisition Status Codes	Administration | Requisition | Status Codes	Admin_Admin
Dispatch Confirm Type	Administration | Requisition | Confirmation Codes	Admin_Admin
Staff	Administration | Staff	Staff_Admin
Staff Ranks	Administration | Staff | Staff Ranks	Staff_Admin
Staff Item Catalogues	Administration | Staff | Catalogues	Staff_Admin
Locations	Administration | Staff | Locations	Staff_Admin
Company	Administration | Staff | Company	Staff_Admin
Roles	Administration | Staff | Roles	Staff_Admin
Updates	Administration | Staff | Updates	Staff_Admin
Actions	Administration | Staff | Updates | Actions	Admin_Admin
Divisions	Administration | Staff | Divisions	Staff_Admin
Upload	Administration | Staff | Upload	Staff_Admin
Staff Not Active	Administration | Staff | Staff Not Active	Staff_Admin
Access	Administration | Staff | Access	Staff_Admin
Stock Administration	Administration | Stock	Stores_View
Barcode	Administration | Stock | Barcode	Stores_Admin
Barcode Required	Administration | Stock | Barcode | Barcode Required	Stores_Admin
FIFO Analysis	Administration | Stock | FIFO Analysis	Finance_Manager
FIFO Reporting	Administration | Stock | FIFO Analysis | FIFO Reporting	Finance_Manager
Groups	Administration | Stock | Groups	Stores_Admin
Group One	Administration | Stock | Groups | Group One	Stores_Admin
Group Two	Administration | Stock | Groups | Group Two	Stores_Admin
Warehouses	Administration | Stock | Warehouses	Stores_Admin
Warehouse Types	Administration | Stock | Warehouses | Warehouse Types	Admin_Admin
Serial Numbers	Administration | Stock | Serial Numbers	Stores_Admin
Item Condition Status	Administration | Stock | Serial Numbers | Item Condition Status	Stores_Admin
Review Periods	Administration | Stock | Serial Numbers | Review Periods	Stores_Admin
Status Codes	Administration | Stock | Serial Numbers | Status Codes	Admin_Admin
Size Scales	Administration | Stock | Sizes	Stores_Admin
Suppliers	Administration | Stock | Suppliers	Finance_Manager
Period End	Administration | Stock | Period End	Finance_Manager
Units	Administration | Stock | Units	Stores_Admin
Goods In	Administration | Stock | Goods In	Admin_Admin
Goods In Upload	Administration | Stock | Goods In | Goods In Upload	Admin_Admin
Goods In Check	Administration | Stock | Goods In | Goods In Check	Stores_Admin
Valuation	Administration | Stock | Valuation	Finance_Manager
FIFO Warehouse	Administration | Stock | Valuation | FIFO Warehouse	Finance_Manager
Actual Warehouses	Administration | Stock | Valuation | Actual Warehouses	Finance_Manager
Periodic	Administration | Stock | Valuation | Periodic	Finance_Manager
Returns	Administration | Stock | Returns	Stores_Admin
Check Levels	Administration | Stock | Check Levels	Admin_Admin
Standard Pricing	Administration | Stock | Standard Pricing	Stores_Admin
Items Not Active	Administration | Stock | Items Not Active	Stores_Admin
Stock Usage	Administration | Stock | Stock Usage Admin	Stores_Admin
Disposal Supplier	Administration | Stock | Disposal Supplier	Admin_View
Modules	Administration | System	Admin_View
OPEX Modules	Administration | System | Installed Modules	Admin_Admin
Accounting Periods	Administration | System | Accounting Periods	Finance_Admin
Error Messages	Administration | System | Error Messages	Admin_Admin
Messages	Administration | System | Messages	Stores_Admin
Lookup Tables	Administration | System | Lookup Tables	Admin_Admin
Serial Number Status	Administration | System | Lookup Tables | Serial Number Status	Admin_Admin
Backup	Administration | System | Backup	Stores_Admin
Function Control	Administration | System | Function Control	Admin_Admin
Purchase Orders	Administration | Purchase Orders	Admin_View
Comments	Administration | Purchase Orders | Comments	Finance_Manager
Delivery Details	Administration | Purchase Orders | Delivery Addresses	Finance_Manager
Status	Administration | Purchase Orders | Status	Admin_Admin
Purchase Order Approval Levels	Administration | Purchase Orders | Approvals	Finance_Admin
PO Departments	Administration | Purchase Orders | Departments	Finance_Admin
Codes	Administration | Codes	Admin_View
General Ledger	Administration | Codes | General Ledger	Finance_Manager
Budget Codes	Administration | Codes | Budget Codes	Finance_Manager
New Pages	Archive	Stores_View
Item Archive	Archive | Item Archive	Stores_View
Archive Goods In	Archive | Item Archive | Archive Goods In	Stores_View
Purchase Order Archive	Archive | Purchase Orders Archive	Finance_View
Invoice Archive	Archive | Purchase Orders Archive | Invoice Archive	Finance_View
Invoice Credit Lines Archive	Archive | Purchase Orders Archive | Invoice Credit Lines Archive	Finance_View
Receipts Archive	Archive | Purchase Orders Archive | Receipts Archive	Finance_View
Requisition Archive	Archive | Requisition Archive	Req_View
Collection Note Archive	Archive | Requisition Archive | Collection Note Archive	Req_View
Requisition Dispatch Detail Archive	Archive | Requisition Archive | Requisition Dispatch Detail Archive	Req_View
Staff History Archive	Archive | Staff Archive	Staff_View
Staff History Archive	Archive | Staff Archive | Staff History Archive	Staff_View
Staff Roles Archive	Archive | Staff Archive | Staff Roles Archive	Staff_View
Staff Certificates Archive	Archive | Staff Archive | Staff Certificates Archive	Staff_View
Staff Profile Archive	Archive | Staff Archive | Staff Profile Archive	Staff_View
Transactions Archive	Archive | Transactions Archive	Stores_View
Reporting	Archive | Reporting	Stores_View
KPI	KPI	Stores_Manager

Functional Actions

The exact role required for each functional action is described in the attached spreadsheet. The standard role assignment can be overridden on a customer by customer basis as described here Modifying Default Users and Roles

Module	Function	Major Role
Finance	Budget Codes	Finance_Admin
Finance	GL Codes	Finance_Admin
Finance	PO Approvals	Finance_Admin
Finance	PO Departments	Finance_Admin
Finance	PO Delivery	Finance_Manager
Finance	Credit Notes	Finance_User
Finance	Invoices	Finance_User
Finance	PO Comments	Finance_User
Finance	PO Notes	Finance_User
Finance	Purchase Order Lines	Finance_User
Finance	Purchase Order Recipts	Finance_User
Finance	Purchase Orders	Finance_User
Finance	PO Advice/Stubs	Finance_User/Admin
Requisitions	Comment / Usage Code	Requisitions_Admin
Requisitions	Delivery Addresses	Requisitions_Admin
Requisitions	Kits	Requisitions_Manager
Requisitions	Collection Notes	Requisitions_User
Requisitions	Note	Requisitions_User
Requisitions	Requisitions	Requisitions_User
Requisitions	Requistion Lines Text	Requisitions_User
Requisitions	Collection Note Lines	Requisitions_User/Manager
Requisitions	Requistion Lines	Requisitions_User/Manager
Staff	Divisions	Staff_Admin
Staff	Roles	Staff_Admin
Staff	Staff Update (Locations)	Staff_Admin
Staff	Update (Automated)	Staff_Admin
Staff	Allowances	Staff_Manager
Staff	Certificates	Staff_Manager
Staff	Staff	Staff_Manager
Staff	History	Staff_User
Staff	Profile	Staff_User
Staff	Staff	Staff_User
Stores	Groups	Stores_Admin
Stores	Scales	Stores_Admin
Stores	Sizes	Stores_Admin
Stores	Stock Transactions	Stores_Admin
Stores	Units	Stores_Admin
Stores	Warehouses	Stores_Admin
Stores	Goods In	Stores_Manager
Stores	Item	Stores_Manager
Stores	Item/Sizes	Stores_Manager
Stores	Item/Warehouses	Stores_Manager
Stores	Returns (Store to Supplier)	Stores_Manager
Stores	Serial Numbers	Stores_Manager
Stores	Serial Numbers (Batch)	Stores_Manager
Stores	Stocktake	Stores_Manager
Stores	Stocktake Detail	Stores_Manager
Stores	Suppliers	Stores_Manager
Stores	Disposal Lines	Stores_User