Limiting access to reports

The iMIS Desktop client allows you to assign access keywords that allow only authorized users to see or print a report. A report that is assigned an access keyword will not display in the window unless you assign the user the same keyword.

Note: You must have a Sys mgmt authorization level of 8 or greater to assign keywords to reports.

To limit access to reports

1. Create the keywords in the ACCESS_KEYWORDS lookup table.
2. Select Utilities > Report Specs to open the Report Specifications window.
3. Select the report to which you want to assign an access keyword from the list of available reports.
4. Click Edit.
5. Click Parameters on the Report Specifications window to open the Detail Report Parameters window.
6. Place your cursor in the Access Keywords field on the Detail Report Parameters window. Press Ctrl+L to open the Select ACCESS_KEYWORDS value(s) window.
7. Select each keyword that you want to assign to the report in the Available field and double-click to move the keyword to the Selected field.
8. Click OK. The selected keyword(s) displays in the Access Keywords field on the Detail Report Parameters window.
9. Click Save.
10. Assign keywords to the user (see Assigning Access Keywords to users).

Note: Make sure to assign the same keyword(s) to the users who will be authorized to access the report(s).