Page History

2021 Jan 7 meeting with Ann Crowley - Ann thought the following would be appropriate for all the FBO staff in her suite.  I created a set called Account Fund Manager Admin

Assigned to Ann Crowley and Susan Bristol.

• (deprecated) Orders: View order lines
• (deprecated) Orders: View orders
• All budget-expense-class perms
• Call number browse: View permissions
• Finance: Create allocations
• Finance: Create transfers
• Finance: Execute fiscal year rollover
• Finance: Export finance records
• Finance: Manually release encumbrance
• Finance: View fiscal year
• Finance: View fund and budget
• Finance: View group
• Finance: View ledger
• Finance: View, edit fiscal year
• Finance: View, edit fund and budget
• Finance: View, edit group
• Finance: View, edit ledger
• Finance: View, edit, create fiscal year
• Finance: View, edit, create fund and budget
• Finance: View, edit, create group
• Finance: View, edit, create ledger
• Finance: View, edit, delete fiscal year
• Finance: View, edit, delete fund and budget
• Finance: View, edit, delete group
• Finance: View, edit, delete ledger
• HIDDEN - All orders-storage pieces perms
• Inventory: View instances, holdings, and items
• Invoice: Approve invoices
• Invoice: Can view, edit and create new

...

• Invoices and Invoice lines
• Invoice: Download batch file from invoice record
• Invoice: Pay invoices
• Orders: Update encumbrances
• Organizations: View, edit, create
• Settings (Data import): Can view only
• Settings (Finance): View, edit, create, delete
• Settings (Invoices): Can view and edit settings
• Subject browse: View permissions

Account Fund Manager

Same as Admin but without Settings permissions.  

• (deprecated) Orders: View order lines
• (deprecated) Orders: View orders
• Call number browse: View permissions
• Finance: Create allocations
• Finance: Create transfers
• Finance: Execute fiscal year rollover
• Finance: Manually release encumbrance
• FinanceOrganizations: View, edit, create fiscal year
• Settings (Finance): View, edit, create , delete

Ann's team states for Invoice: "we need to be able to create, view and edit – but not delete".  In Honeysuckle that level of permission does not exist.  Ann followed up with Dennis Bridges who says that delete will be broken out in the next release.

Some notes I took while meeting with Ann:

• fund and budget
• Finance: View, edit, create group
• Finance: View, edit, create ledger
• Finance: View, edit, delete fund and budget
• HIDDEN - All orders-storage pieces perms
• Inventory: View instances, holdings, and items
• Invoice: Approve invoices
• Invoice: Can view, edit and create new Invoices and Invoice lines
• Invoice: Download batch file from invoice record
• Invoice: Pay invoices
• Orders: Update encumbrances
• Organizations: View, edit, create
• Settings (Data import): Can view only
• Subject browse: View permissions
• FBO doesn't create POs; but they need to be able to search and view agreements and orders
• we'll want to create a View/View set of permissions for FBO students