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Administration functionality that relates to the Life Cycle

This article covers:

Life Cycle Access

Access to the Life Cycle menu item is maintained in each user's user group access rights. This can be setup by clicking on the Administration menu item and then clicking on the User Groups icon. From the User Group >> List page click on the applicable User Group. From the User Group >> Edit page, access can be defined for the Menu items. Menus are the buttons at the top of each page in PPO.

Menu_Items.png


Access to all menu items can be controlled by selecting the Access or No Access radio button in the Menus section. To remove the Life Cycle menu item, select the No Access radio button for the Life Cycle menu:

No_Access_to_Life_Cycle_menu_item.png

The Life Cycle menu item will no longer show for the selected user group.

No_Life_Cycle_menu_item.png


The opposite is also true. If you want to provide a user group with has access to the Life Cycle menu item, then ensure that the Access radio button for the Life Cycle menu is selected.

Life Cycle Edit

Access to edit the Life Cycle is maintained in each user's user group access rights. This can be setup by clicking on the Administration menu item and then clicking on the User Groups icon. From the User Group >> List page click on the applicable User Group. From the User Group >> Edit page, every function in PPO is listed in the Functions section and access to these functions can be granted or removed by selecting the appropriate Access or No Access radio buttons.

Edit_the_Life_Cycle.png

If an applicable user group should not have access to edit the life cycle, remove the Edit icon, by selecting the No Access radio button for the Edit Lifecycle function.

No_access_to_Edit_Life_Cycle_functionality.png

Setting the lifecycle startup page

Once all the .svg pages have been uploaded to PPO as documents, the Life Cycle start up page can be set. This is the first page a user sees when they click on the Life Cycle menu item.

The default Life Cycle startup page for an instance is set within the System Configuration module. To set the start up page click on the Administration menu item and then click on the System Configuration icon. From the Configuration >> Edit page, scroll to the bottom of the page. The Lifecycle startup SVG file setting can be found under Technical Settings and shows a drop down list of all the SVG files uploaded to PPO. Select the applicable SVG page as the start up page and then scroll back to the top and click on the Submit icon.

Lifecycle_startup_SVG_file.png

Life Cycle per user group

If a different Life Cycle is required for a user group, the Life Cycle start up page can be set per user group from the >> User Group >> Edit page. If this setting is left "blank" as in the screenshot below, the default startup page as set in the system configuration will be used. 

Life_Cycle_per_User_group_blank.png

If an applicable startup SVG page is selected for the user group, as in the screenshot below, the user group will see the selected lifecycle startup SVG page, once they click on the Life Cycle menu item, and will not have access to the default lifecycle startup SVG page.

User_Group_Startup_SVG_Page.png

Printing of the Life Cycle

The life cycle can be printed using one of two methods. If a hard copy needs to be printed you can simply click on the "Print" button situated in the top right hand corner of the page, when viewing the life cycle.

Another option would be should you wish to build a manual for each new user, explaining the life cycle in detail, you can make screenshots, from each page in the life cycle, by using a screen capture tool, and then insert them in a word document, with a full set off explanations for each step. This document can then be printed and handed to each user.

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