User Search by Name

The User Search by Name (SCUNMSCH) page allows the administrator to search for existing users by User ID and/or First and Last Name fields. Once you have selected a user in the grid, the row-level menu includes available actions. Select the User Search by Organization action from the page-level menu to transition to the User Search by Organization page, which allows you to search for a user based on the User ID and/or organization fields.

Row-level actionsRow-level actions

  • Assign Roles – Transitions you to the Assign Roles to Approver page in edit mode for the selected user.

  • Alternate Approval Assignments – Transitions you to the Alternate Approval Assignments page to assign work units to another user or approval role now or in the future to another user or approval role for the selected role.

  • Copy Workflow Roles – Transitions you to the Copy Workflow Rules page, which allows you to select a User ID and copy one or more workflow (approval) roles from that user to another for the selected record.

  • Action Log – A transition to the Action Log page, which presents a history of logged actions for the selected user.

  • Approval Log – A transition to the Approval Log page, which allows you to view a log of approval actions applied to transactions.

  • Foreign Organization – A transition to the Foreign Organization page to define additional organizational entities a user can or cannot access in addition to the home organization.

  • Historical Tracking of Assignments – A transition to the Historical Tracking of Assignments page, which presents historical details of any assignment/ revocation actions done.