Friday Feature - Getting the LowDown on User Setup

Last week, I talked about user setup and showed a user record from a LIVE database (with the personal information scrambled, of course). The way I found that user record was by using the User Report (System02). I love this report. I use it all the time because, in a way, I am like a System Manager of Escape, constantly reviewing user setup so that the screen captures in the documentation and in the Friday Features are realistic, based on LIVE examples.  

I especially love how I can use it to compare users, figure out workflow setup, and troubleshoot user-based permissions.

Check it out!

Click to see the PDF.

Click to see the PDF.

See how lovely it is! It gives me everything I need to understand a user's setup at a glance: personal information, departments, account (component) permissions, activity permissions, task permissions, tab permissions. Every tab of the user record is covered in this report.

And, it is so easy to define exactly what you are looking for. The report parameters have been greatly expanded recently, making this an even better report.

This looks like your general report parameters, giving you options for User record setup, like role, permissions, department, etc. But, what I would like to point out that makes this report so awesomely spectacular, is the Contains option. What this does is search history records using contains logic. Since every field in the User record is audited, that means every change creates a history record. Ultimately, you can search for almost anything using the Contains parameter. 

For example, you could enter “emp notes” to generate a report of all users with a history message that contains the letters “emp notes”. (Emp Notes is a field Escape Online uses to control user access to Employee Notes that may contain private information.) 

But that's not all. You can double-up on your searching using the comma. For example, if you want to find all users that had a division or location change, you could enter “division, location” and you will get a report of users with a history message that contains either of those words.

See! That is amazingly spectacular!


Leslie BaileyComment