User Classification

October 11, 2015 in System Manager

Content of this Post

Step 1 - Code/Description


This procedure is used to enter or maintain the details of User Classifications. The user classifications should be established prior to setting up your individual users. They allow you to “group” users for reporting and electronic messaging purposes. As a example, allowing users to send a message to one or more classifications without having to specify all the users within that classification type.

Another use for user classification is when setting procedure access. You can allow or bar access of procedures for all users in a specified user classification.

Note that any one user can belong to multiple classification groups as appropriate.

Data Input


Step 1 – Code/ Description

All existing User Classification codes and descriptions are displayed.

You may select an existing code and description from the grid to edit the details.
Click the delete icon in the grid to delete a User Classification code.

To set up a new user classification, enter the code and description and click Add.
The new user classification details is added to the list.

Once all the user classification details are listed in the grid as required, click Submit to update the database.


Enter a unique code for the User Classification.

For details on the use of “codes”, see The Role of “Codes” in Online Advantage


Enter the User Classification description. The description is shown wherever a user classification code is entered and can also be used to search for user classifications and as a filter when running reports.

For more details on descriptions, see The Role of “Names & Descriptions” in Online Advantage
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