RMS Restricting Records
PROCESS DESCRPTION
Correspondence regarding this publication should be directed to:
Executive Information Services
1396 NE 20th Avenue, Suite 100Ocala, FL 34470
Phone: (208) 580-0400FAX: (775) 201-7575
E Mail: support@goeis.net
Table of Contents
TOC \o "1-3" \h \z \u OVERVIEW PAGEREF _Toc204938367 \h 2
Restrict Reports PAGEREF _Toc204938368 \h 2
Un-Restrict Reports PAGEREF _Toc204938369 \h 6
OVERVIEW
Contained in this document is a step-by-step process to restrict and un-restrict reports within the EIS RMS (Records Management System).
Restrict Reports
Log into RMS Manager
Select the “Restrict Maintenance” Module from the navigation toolbar.
Enter the desired module in the “Module” field, tab or select the “Report Number” field and enter the desired report to restrict access too.
Tab or click out of the “Report Number” field to retrieve the report.
Select the desired report/report supplements to restrict by checking the box(s) in the “SELECT” Column.
Enter the role(s) (if configured) in the “Security Role List” field, or individual personnel PINs in the “PIN list” field then hit save to restrict the record to the role(s) or PINs indicated.
*Note: Roles or PINS listed in these fields will be able to retrieve and manipulate the report. Users with Admin privileges and RMS Manager access only need to enter their own PIN or be assigned to a role IF they need to access/manipulate the restricted report.
Once saved you will receive a SUCCESS! Notification
Un-Restrict Reports
Follow steps 1-5 to restrict a report and retrieve the desired record to Un-Restrict.
Select the desired report/report supplements to un-restrict by checking the box(s) in the “SELECT” Column and notice the Role(s) and/or PINs the report(s) is restricted to populate the “Security Role List” and “PIN List”.
Select the data in the “Security Role List” field and “PIN List” field and replace it with a forward slash (/), then click the “Save” button to un-restrict the report.
Once saved you will receive a SUCCESS! Notification
Thank you for your time, and please do not hesitate to contact us with any further questions.
EIS Team
Source: RMS Restricting Records Guide.docx