How to Setup Classification Restrictions

The Classification Restrictions Tool allows you to enter Fund/Code restrictions for specified Users.

 

Click the Options Menu, Setup, Classification Restrictions to access Setup/Classification Restrictions.

 

Input Specifications are as follows:

 

Person:  Use the Drop Down List Box to enter the Person for whom you want to add restrictions.

 

The Fund Restriction Grid will appear.

 

Click .

 

The Fund Restriction Form will appear.

 

Input Specifications are as follows:

 

Fund Range: Enter the Fund or Fund Range (i.e., 11, 12, 22 or 60-65) to which you want the selected Person to be restricted.  For example, if you want a User to only have access to Funds 11 and 12, enter 11, 12.  

 

Click to save the Fund Restriction and add another.

 

Click to save the Fund Restriction.

 

The Code Restriction Grid will display at the bottom of the page.

 

Click next to the Code Restriction Grid.

 

The Code Restriction Form will appear.

 

Input Specifications are as follows:

 

Dimension: Use the Drop Down List Box or type to enter the Dimension to which you want the selected Person to be restricted. For example, if you want a User to only have access to a Project Dimension, enter Project.

 

Code Range: Enter the Code or Code Range (i.e., 110, 111, 113 or 110-119) to which you want the selected Person to be restricted. For example, if you want a User to only have access to Projects 801 to 805, enter 801-805.  

 

Click to save the Code Restriction and add another.

 

Click to save the Code Restriction.