Implementation Steps: Security
Defining new users and responsibilities is normally a task for your system administrator.
Each user accesses Oracle Training Administration through a responsibility, such as Training Manager, or Bookings Administrator. This controls:
- the forms the user can access
- whether the user can add and edit data, or only view it
- whether the user has access to all the regions and fields on a form
- the reports the user can run
Step 46 Define Menu Functions
This is a task for your System Administrator.
Menus are composed of submenus and form functions. All Oracle Applications are supplied with default functions and menus to give you access to all of the available forms.
Attention: You should not modify the default functions and menus supplied with the system. On upgrade, these defaults will be overwritten.
Step 47 Define Menus
This is a task for your System Administrator.
The default menu gives you access to all of the supplied submenus and functions. If you want to rearrange the menus and add submenus for new functions you have defined, you should create your own menu.
See: Menus Window
2. Set Up Financial Security
Set up financial security if you want to restrict which users can enter, update and delete financial information, and which ones cannot.
Step 48 Customize Functions, Enrollments and Activities Windows
You can customize Oracle Training Administration in your enterprise so that users see only the windows and functions they need to perform their jobs. Function security enables you to define which functions users see when they enter a student enrollment, or whether they enter competencies or skills delivered by an activity.
1. Customize Enrollments Windows
You can customize the Enrollments windows in the following ways:
- which windows (Enrollment Summary, Enrollment Detail, and Search for Event) appear by default when users choose the Enrollments menu option
- which regions of the Enrollment Detail window are displayed
- whether users can enter employee enrollments, customer enrollments, or both in the Enrollment windows
See: Customizing Functions, Enrollments and Activities Windows
2. Define Functions to Implement the Competence Approach
If you have Oracle Human Resources and OTA installed in your enterprise, and you are implementing the competence approach, you can hold the qualifications, attributes and knowledge that students can expect to attain by attending training activities as competencies, skills or a mixture of both (competencies and skills). You can also allow specific users to add the competencies delivered by the activity to a student's Competence Profile after the student has completed the training event.
Attention: This software should not be used as the sole method of assessment for making judgements about hiring, performance or deployment. Your company may be held liable if you rely on incorrect computer data or computerized rules to make such judgements.
It is the customer's responsibility to take all appropriate measures to comply with the Data Protection and Privacy laws of the countries in which they operate.
All personal information that you store or use with this software must be up to date, accurate and relevant. You should confirm the details of the restrictions that apply to the computerized storage and use of personal information with your own legal department or representative.
Step 49 Define Report Security Groups
This is a task for your System Administrator.
You can define the groups of standard reports and processes that a user can run from the Submit Requests window. Every responsibility can have access to one report group.
See: Request Groups Window
Step 50 Define Responsibilities
This is a task for your System Administrator.
1. Define Responsibilities
Define responsibilities to bring together all of your security definitions: a data group, a main menu, and a report security group. You can exclude particular submenus or functions of the main menu to hide them from users of this responsibility.
2. Assign User Assignments to a Responsibility
Set up organization security if you want to enable only those users who belong to the sponsoring organisation to update and delete events and to enroll students onto those events and update the enrollment.
Step 51 Define Users
This is a task for your System Administrator.
The sub-steps that follow show you how to perform all these steps.
1. Define Every User of the Application
You should define every user of the system with a unique username and password. You can give the same responsibility to many different users, but any data changes will be identified by the Application Username.
2. Set Up Organization Security and Associate Employees to Usernames
If you use Oracle Human Resources and want to restrict which users can update or delete certain events, Create one FND_USER for every employee who is using the Oracle Training Administration application. This means the user can only update or delete events that are administered by the organization to which he or she is assigned. This security applies both to the event itself and to all enrollments on the event.
You must then associate employees with their usernames. You enter an employee's user name in the User Name field then select the employee from the List in the Employee field.
Step 52 Define HR User Profile Options
This is a task for your System Administrator.
You must define the HR:Business Group profile option for every new responsibility. By default this option is set to the setup Business Group.
In addition, you may want to set other profile options for responsibilities or even for an individual user.
See: Setting User Profile Options
Step 53 Set Up Enrollment Status Security
You can prevent users of a responsibility from entering or updating enrollments with certain enrollment statuses. Use the Booking Status Exclusions window to select the responsibility and the enrollment statuses that users of this responsibility cannot select.
See Setting Up Enrollment Status Security
See Also
Next Implementation Step: Audit
