Back to Security Management Main Page
Table of Contents
Navigating to Conditional Security Restrictions
FOUNDATION > SECURITY MANAGEMENT > SET UP CONDITIONAL SECURITY RESTRICTIONS
What are Conditional Security Restrictions?
Conditional Security Restrictions (CSRs) are used to restrict the visibility of certain System features and attributes of each module, and to define particular attributes as 'Non-editable' or 'Mandatory'. The Restrictions are applied provided that certain conditions set on the Organisational Units and the entity are met. CSRs are also applicable on all Web API calls.
Different Restrictions may be applied, depending on the Type of the entity:
| Restrictions | |||
|---|---|---|---|
| Entity Type | Visible Whether the entity will be visible | Editable | Mandatory Whether the entity cannot be saved if not defined |
| Fields |  | | |
| Processes | | ||
| Printouts | | ||
- Navigate to Conditional Security Restrictions (CSRs) and explore existing entries via the Summary page.
- Click on the link (Name or Number) of the entry of your interest to enter the Data Entry page and see more detail.
- Use the Actions Menu to create a NEW CSR, modify (EDIT) or DELETE an existing one.
- Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the CSR.
Check the Validations Table below for a list of available Actions and related validations when working with Conditional Security Restrictions (CSRs). View the Attributes Table for a comprehensive description of the CSR fields.
Validations
| Action | Validations |
|---|---|
| Create |
|
| Edit |
|
Attributes
An * indicates a field is mandatory.
Name | Description |
|---|---|
| Main Information | |
| Name* | The name of the Conditional Security Restriction (CSR). |
| Entity* | The entity that the CSR will be applied to. |
| State* | The state of the CSR which can be 'Active' or 'Inactive'. |
| Description | A description of the CSR. |
Restrictions* Restrictions are available once the Entity in the Main Information is set.
| |
| Fields | |
| Fields | The following restrictions can be applied on fields:
A tab or attributes within a tab can be selected. For example, Addresses or Addresses / Area can be selected. By selecting the whole tab, top level restrictions are defined (and not for each item explicitly). Unless stated otherwise in the CSR, the System sets the fields as Editable and Visible (default). |
| Processes | |
| Processes | The restrictions that can be applied to Processes. Processes added to the list are set as 'Not Available'. |
| Printouts | |
| Printouts | The restrictions that can be applied to Printouts. Printouts added to the list are set as 'Not Available'. |
| Conditions | |
| Entity Conditions | The set of entity related conditions which include the following:
|
| Organisational Conditions | A set of the Organisational Units for which the CSR is valid, and in which the Unit of the User creating or modifying a record must be included, for the CSR to be triggered. |
| Log Information | |
| Log Details | The standard set of Log Details information available in all entities. |
Related Areas