Configuring kit views and permissions

You can perform the following actions to configure kits views and permissions:

Show new and used accessories in a stockroom

Configuring the kit view

Assigning kit permissions

 

Show new and used accessories in a stockroom

You can configure the stockroom menu to show new and used accessory counts. 

1. Navigate to Locations > Stockrooms
2. In the Information tab, select Show New and Used Accessory Counts.

You can now distinguish between new and used accessories when Assigning a kit to a user from a stockroom.

Assigning kit permissions

Oomnitza administrators can use the Roles menu to precisely configure how different roles are able to access kits. This feature enables administrators to define a user roles ability to add, edit or archive kits, as well as create new kit fields. To configure role access for kits: 

1. Go to Configuration>Security> Roles in Oomnitza. 
2. Select a Role from the list.  
3. Select the Permissions tab. 
4. In the Kits section, select the level of access in the Kits list. For example, you might wish all Employees to have Read access only and completely disable their ability to Add, Format or Archive kits in the Kits menu.
5. Select the Customization options available to the user in the Customization list. For example, you might wish all Employees to have Read access only to the fields listed in the Customization: Kits menu.

For further information, refer to Creating and editing roles.

Configuring the kit view

In addition to defining the level of access various roles have in the Kits menu, you can also define how different users are able to view kit records. This feature enables administrators to define how a user views fields in a kit record. For example, you might wish to hide the Created By and Changed By fields from the Employee role view. To configure a kit view, complete the following steps:

1. Click an kit record, and then click Configure the view .
2. Select a Role from the dropdown menu.  
   • Click and drag to re-order how fields appear in the menu.
   • Select the Default menu on the right hand pane to restrict access to certain fields, such as setting fields to Read-only.
   • Select the ellipses on the right (...) to move fields. You can select Remove field to completely remove this field from the role view. 
   • Select + Add Link to add a link to the top of the field grouping.
   • Select + Add Group to create a new group or section of fields, and group specific data. For example, you could create a Kit log group which would contain fields such as Creation Date, Change Date, Created By, Changed By.

For further information, refer to Customizing Screens in Oomnitza.