System Security

Security Tokens

My Tokens Management

Overview

My Token screen allows users to activate defined tokens, suspend their usage or synchronize codes when necessary.

Navigation

Admin ► System Security ► Security Token ► My Tokens Management

My Token screen Fields

Field	Description
Build Date	The Date Time field show when the synchronization was last run.
Type	Type of Token referenced.
Token Status	Status of the token.
Token	The unique id related to the Token configuration.

Tokens Administration

Overview

Tokens Administration screen allows users to activate defined tokens, suspend their usage or synchronize codes when necessary.

Navigation

Admin ► System Security ► Security Tokens ► Tokens Administration

Mobile Token Enrollment screen Fields

Field	Description
Build Date	The Date Time field show when the synchronization was last run.
Type	Type of Token referenced.
Token Status	Status of the token.
Token	The unique id related to the Token configuration.

User Profiles

The Application User Profile is a mechanism to provide a template like configuration for the three major security components of the platform: User Roles (Workflow), Security Groups (DAS) and Functional Classes (ACL / Licensing). In addition to this, a parent/child reference relationship can be established between several Application User Profiles which, in practical terms, means that it can be configured as a hierarchical structure. Several functionalities will depend on this hierarchy.

This mechanism pretends to enhance the Application User configuration process by drastically reducing the time and steps necessary to perform a proper configuration. Also, it allows a de-centralized Application User configuration management.

Application Theme

Overview

Application Theme that is associated with the Application User Profile. This property should always have the value DEFAULT, unless noticed otherwise.

Navigation

Admin ► System Security ► User Profile► Application Theme

Application Theme screen fields

Fields	Description
Code	Unique identification code of the Application Theme.
Landing URL	The application user profile landing URL.
Main Content URL	The application user profile main content URL.
Active	By Default it is TRUE. Flag, part of Inactive behavior, that determines if an Application User Profile is active/usable (true/checked) or inactive/unusable (false/unchecked).
Description	The description of the Application Theme.

Application User Creation

Overview

Through this feature users create employee and connect the record to an application user.

Navigation

Admin ► System Security ► User Profiles ► Application User Creation

Application User Creation Screen Fields

Fields	Descriptions
Id	It is system generated Unique identifier.
Workflow Status	Workflow driven status, with the following values: CREATED, APPROVAL_REQUESTED, APPROVED, REJECTED, CANCELLED. By default, a simple approval workflow process is provided.
User ID	System generates the user Id as a Unique identifier.
Contact Number	Proponent User Contact Number.
Tax Identification Number (TIN):	Proponent user Tax Identification Number (TIN).
Email Address	Proponent User Email Address.
Date Of Birth	Proponent User Date of Birth.
Submission Date/Time	Submission Date/Time when the registration was submitted.
Approved Date	Date when the user creation was approved.
Title	The proponent user is able to define the way he wants to be addressed.
Country Of Origin	Proponent user country of Origin.
Marital Status	Marital status of the Proponent.
Gender	Proponent user selected gender
Authentication Type	Allows selecting Authentication Type from the drop-down list.
Institution	Institution ID.
Application User Profile	Proponent user Application User Profile.
Is Administrator	By Default it is FALSE if it is TRUE user status as system Administrator.
Created Via Form	Proponent Application User Creation method.
Language	Application language. User can choose language from the dropdown list.
Designation	Proponent user designation as Employee.
First Name	Proponent user First Name.
Middle Name	Proponent user Middle Name.
Last Name	Proponent user Middle Name.
Reasons For Rejection	The approver presented reason for rejecting the user creation.

Application User Creation Upload

This entity allows the user to import the User Creation File to upload.

Navigation

Admin ► System Security ► User Profiles ► Application User Creation Upload

Fields	Description
Upload File	This button allows the user to navigate through the local machine in order to select and upload the UserTemplate (.xls) file.

Application User Profile

Overview

Collection of previously configured application user profiles that are associated with the Application User Profile. On the Application User Profile hierarchy, these will be immediately below (direct descendants).

Navigation

Admin ► System security ► User Profile ► Application User Profile

Application User Profile Screen Fields

Fields	Description
Code	Unique string code that identifies the Application User Profile
Status	Workflow is driven status, with the following values: CREATED, APPROVAL_REQUESTED, APPROVED, REJECTED, CANCELLED. By default, a simple approval workflow process is provided. This workflow process should be configured according to the customer specific business requirements. An Application User Profile is valid/usable on the platform only when it's status is APPROVED.
Application Theme	Application Theme that is associated with the Application User Profile.
Active	Flag, part of Inactive behavior, that determines if an Application User Profile is active/usable (true/checked) or inactive/unusable (false/unchecked).
Description	Localized text description of the Application User Profile.
Functional class tab	Collection of previously configured functional classes (ACL) that are associated with the Application User Profile.
User Roles	Collection of previously configured user roles (Workflow) that are associated with the Application User Profile.
Profile Security Group tab	Collection of previously configured user roles (Workflow) that are associated with the Application User Profile.
Application User Profile tab	Collection of previously configured security groups (DAS) that are associated with the Application User Profile.

Application User Profile Assignment

Overview

This form allows a user to select an Application User Profile and one or more Application Users. After selection, when Execute button is pressed, the Application User Profile is assigned to the Application User(s).

Navigation

Admin ► System Security ► User Profile► Application User Profile Assignment

Application User Profile Assignment Fields and Tabs

Fields	Description
Application User Profile	Allows to select Application User Profile from lookup down.
Application User	Selected users for the Application User Profile.

Application User Registration Source

Overview

This entity will be used to create the source for the Application User Resgistration. Also it used to configure the Registration Type and Application user profile.

Navigation

Admin ► System Security ► User Profile ► Application User Registration Source

Application User Registration Source screen fields

Fields	Description
Code	Unique identifier. Setup parameter to determine if entered by user or system generated. When system generated, it will be left padded with zeros.
Default Application User	Allows to select default application user profile from lookup field.
Application User Registration Provider Bean	Allows selecting application user registration provider bean from the dropdown list
Application User Registration Type	Allows to select application user registration type from the dropdown list.
Default Application Language	Default application language can be selected from this field.
Is Must Change Password	Default = 'FALSE', If TRUE then it forces to update Password on the first time log in else the password stays as defined
Is Notify Requester	Default = 'FALSE'.
Active	Default = 'FALSE'.Allows making the created records active
Language	Specific system language.
Description	Short description of the Application user registration source.

User Registration

Overview

This feature enables the end user to register a user. Application for User Registration shall be submitted via User Registration link placed on the login page of the GRP. Once the prospective user clicks on this link, a Registration form will open containing fields with the information required to be submitted for approval. User shall accept the terms and conditions in order to submit the form. Once submitted, the system will display the confirmation message.

Navigation

Admin ► System Security ► User Profile ► User Registration

User Registration Source screen fields

Fields	Description
ID	Unique identifier. Setup parameter to determine if entered by user or system generated. When system generated, it will be left padded with zeros.
User ID	Unique identifier. The user id is associated with the email address in the user table. Read-only and cannot be changed.
Title	Name for the Prefix
User Name	Name of the User.
User Password	Password is given by the user.
Application User Registration Source	Source of Application Registration.
Changed On	Date picker allows selecting the changed on the date.
First Name	First name of the Applicant.
Middle Name	Middle name of the Applicant.
Last Name	Last name of the Applicant.
Tax Identification Number (TIN)	Proponent user Tax Identification Number (TIN).
Date Of Birth	Proponent User Date of Birth.
Gender	Proponent user selected gender.
Marital Status	Marital status of the Proponent.
Country Of Origin	Proponent user selected country of Origin.
Designation	Proponent user designation as Employee.
Contact Number	Proponent User Contact Number
Email Address	Proponent User Email Address.
Institution	Contains the name of the Institution.
Application User Profile	Allows selecting the Application User Profile from the lookup field.
Is Administrator	By default it is FALSE. The user can Change it possible Values TRUE/FALSE.
Submission Date/Time	Submission Date/Time when the registration was submitted.
Approved Date	The date of the approval. It fetches the system current time automatically.
Reasons For Rejection	The approver presented reason for rejecting the user creation.
Contact	Proponent User Contact Number.

Contact Tab

This feature allows the end user to enter the contact information.

Fields	Descriptions
Is Main	Whether the address mentioned in the main address is specified in this field.
Contact Type	Whether the type of Contact is electronic mail, fax, phone, is selected in this field.
Contact Location Type	Whether the contact location type is Home, Office or Unknown is selected in this field.
Contact Value	The user contact number is to mentioned in this field.
Language	The language used to describe Contact is selected in this field.
Description	Description of the contact is made in this field.

Users

Overview

The FreeBalance Accountability Platform has a single sign on functionality which allows Users a single entry point to the system regardless of the modules or functions they have. To manage Users, the Platform has a group of general options which allows adding and configuring Users and their information, authentication rules and rights. This information covers User Code, Name, Default Language, Addresses, Contact Information, Authentication Type, Passwords, and more.

Users are part of Functional Classes and Security Groups which allow or restrict the use of every feature on the system such as screens, reports, etc. This allows a high level of flexibility and customization in the user rights management. The Platform allows the User Role Delegation, it means that there is a super user who administrates users at the high level (centralized) but there could be users with user administration rights for certain Institution, with the same role as the super user, but with limited scope.

User

Overview

To access the application, each User must have a valid unique User code and a password. The User window allows a system administrator or other authorized user, to define user codes and passwords.

Navigation

Admin ► System Security ► Users ► Users

User screen Field and Tab

Field	Description
User Id	Unique identification code of the users.
Name	Name of the Users.
Password DateTime	The date and time that the password was created.
Is logged in	Not active field in insert mode. Check box active means the users logged in. It is auto-generated field by the system.
Last Login Date time	Not active field in insert mode. Last login date of the users. It is auto-generated field by the system.
Active	Active Status - if checked, User is active.
Authentication Status	The status of the user creation as approved by the admin.
Authentication Type	Choices include LDAP (Lightweight Directory Access Protocol), Local, and Trusted
Expire Credentials	The expiration of the credentials given to the users.
Default Language	Users selects among the available languages the one that will be presented as the default.
Created by	This field shows the username of the users who create the users.
Created On	Creation date of the users.
Administrator	Administrator Status - if checked, the user will be an Administrator.
Address Tab	Tab shows information of the address of the users.
Contacts Tab	Tab shows information of contact details of the users.
Functional Class Tab	Add or remove functional classes for the users.
Feature Tab	Add or remove features for the users.
User Security Group Tab	Collection of one or more security groups associated with the users.
Operation Allowed Start Date	The beginning date for the user to start its activity.
Operation Date Time	The date and time of operation.
Remarks	Comments regarding the user feature.
Reason	Reason behind the suspension of a user activity.
Operation Allowed End Date	The last date for the user to end its activity.

Attachment

Objective

System allows to attach files for additional user's information.

Attachments Tab screen fields:

Fields	Descriptions
Id	Consecutive number auto generated by the system. It will be unique within the system.
Attachment Classification	Type of fhe attachment
Language	Language for the title and description
Title	Title of the Attachments
Description	Description of the attachments
Attachment	System allow to selete and upload supporting file. File type can be: pdf, doc, xls, jpg, etc
Date Time	Date and Time of the last operation performed on the attachment document. Visible for the user. Automatically assigned by the system.
Date	Date of the attachment information. Manually updated by the User.
User	Last user who uploaded or updated the document. Visible for the user. Automatically assigned by the system.

Features Tab

Overview

Features Tab allows and disallows features for users.

Features Tab screen Field

Field	Description
Disallow Read	Turn on flag if user can’t read the specified entity.
Disallow Save	Turn on the flag if the user can’t save the specified entity.
Disallow Update	Turn on flag if user can’t update the specified entity.
Disallow Delete	Turn on the flag if the user can’t delete the specified entity.
Hide from menu	Turn on flag if entity is hidden from the user’s menu.
Read Only Form	Turn on the flag if entity screen in read-only form for the user.

Functional Class Tab

Overview

The Functional Class Tab is used to specify a user’s functional class on their profile. Functional Class tab relates a user with the requisite functional class. From a list of pre-created functional classes, a functional class for the said user is to be selected.

For details regarding Functional Class, refer to the link below.

User Security Group Tab

Overview

User Security Group Tab relates security group with a user. The Security Group is to be selected from the look up button in the user screen.

For details regarding Security Group, refer to the link mentioned below:

Fields	Description
Code	The unique identification of the security group.
Description	The description of the security group.
Security Group Restriction Tab	This Tab is used to include security group restriction information.
User Security Group Tab	This Tab is used to include security group information.

Addresses Tab

Overview

User 's address is taken into record through this tab. One user may have more than one address.

Addresses Tab screen Fields

Field	Description
Is Main	If checked, indicates that this address is the user’s main address.
Region	The region in which the address is located.
Address Type	The type of address being input is either, “Unknown”, “Home”, or “Work”.
Address	The actual address of the user.
Location	The location of the user’s address.
City	The city of the user’s address.
State	The state of the user’s address.
Zip Code	The zip code of the user’s address.
Country	Specifies the country name.

Contacts Tab

Overview

Contacts refer to contact of the said user. A user may have more than one contacts.

Contact Tab screen Fields

Field	Description
Is Main	Whether the contact added, is the main address, gets mentioned in this field.
Contact Type	The kind of contact is selected from the drop-down box in this field. For example, it can be a phone, mobile, or e-mail, etc.
Contact Location Type	Whether the contact mentioned home address, work address, gets mentioned.
Contact Value	The contact is defined in this field.
Language	It's used to define the contact’s description.
Description	Description regarding the contact is mentioned in this field.

Change Password

Overview

Users are required to change their password upon initial login anytime thereafter. The FreeBalance Accountability Platform ensures that the password users enter is of appropriate length and complexity to provide maximum security prior to the password change.
There are several other security features incorporated into the password changing process. For example, a given number of users previous passwords are retained, and these passwords cannot be used again while they are still retained by the system. The new password is not accepted if it is the same as the user ID or old password.

Navigation

Admin ► System Security ► Users ► Change Password

Change Password screen Field

Field	Description
Current Password	The current password of the user.
New Password	The new password which users want to create.
New Password Confirmation	Confirmation of the new password.

Update Special Properties

Overview

Update Special Properties function allow the administration or authorize user to allow permission on some special properties to users or create restriction to users. Special properties include ‘Can Post Payment Order (EV)’ and ‘Is posting transection prior period enable’. If administration or authorize users update these value, users affected obtain permission to execute these special task.

Navigation

Admin ► System Security ► Users ► Update Special Properties

Update Special Properties screen Field

Field	Description
Code	Unique identification code of the Update Special Properties.
Name	Name of the Update Special Properties.
Can Post Payment Orders	If checked, users can post payment orders else user can't post payment orders.

User Maintenance

Overview

The user which has the user maintenance feature allowed for them has the access to the functional class subjected to the Audit Trail.

Navigation

Admin ► System Security ► Users ► User Maintenance

Change Password screen Field

Field	Description
ID	This is the unique identifier which is auto-generated.
User Operation	This is a closed domain drop-down menu whose possible values are Activate, Deactivate, Suspended, Reset Password
Status:	This is a closed domain drop-down menu whose possible values are Pending and Executed. The default value is ‘Pending’.
Start Date	The user can do the operation for the particular start date if it is allowed the user maintenance feature.
End Date	The user can do the operation until the particular end date if it is allowed the user maintenance feature.
Created By	This is the default the current logged in Application User.
Created Date Time	This is the default the current System Date time
Reason	The Comments/Reason will be provided while the user will do the user operation.

Logged in Users

Overview

Logged in Users screen shows the list of active users currently logged in FreeBalance Accounting Suite platform. Logged in the session of the currently logged in users can be terminated from this screen by selecting them. This screen allows administration or authorizes users to terminate any logged in user’s session with a suitable note. The reason behind the termination session is mentioned in this note. Users who logged out will get a note at the time logged out. Administrator use this process for improvement of platform functionality, platform maintainance time, security reason.

Navigation

Admin ► System Security ► Users ► Logged in Users

Logged in Users screen Field

Field	Description
Logout Message	Message to show the terminated logged in users after termination.

Security

Functional Class

Overview

A Functional Class refers to users specified level of access rights to system functionality (e.g. full access, only reports). This is an effective way to ensure that only authorized personnel performs certain functions.
Functional Classes allows users to grant or restrict access to every feature on the system such as screens, reports, etc. The system allows for numerous functional classes to be created which can then be assigned to one or multiple users at a time. Each user can have a variety of functional classes assigned to them to meet their specific needs.

Navigation

Admin ► System Security ► Security ► Functional Classes

Functional Class screen Fields

Field	Description
ID	Unique identification code, manually entered by users or automatically generated based on parameters.
Description	A short description of the Functional Class.
Features	Used to add features to the Functional Class.

Features

Overview

Through Featues, the functionality of Functional Class is defined by selecting the attributes with regard to every entity of each module. The assignment defines the access rights to the system functionality with regard to every relevant entity of each necessary module by chckin or unchecking the fields.

Expand a selected module by clicking the Select to expand Icon to the desired level, and select the entity to edit the access rights. Users need to select feature which want to Create/Modify. Each flag allows users different levels of permissions in the server. If multiple flags have been selected for a functional class it can be treated as Level 1 or Level 2 priority but not the Administrator. And if all the flags under Application Suit have selected, it can be treated as an Administrator level priority.

Feature Flag screen Fields

Field	Description
Allow Current Feature	Allows activating and selecting all the features.
Read Allowed	Allow users only to view the information.
Save Allowed	Allow users only to save the entity or processes.
Update Allowed	Allow users only to update the created entity or processes.
Delete Allowed	Allow users only to delete the existing entity or processes.
Show in menu	Allow users to see the modules and sub-modules in the menu.

Security Group

Overview

The purpose of a Security Group is to restrict the content that users can see throughout the application. For example, if a security group is created that specifies that a particular user will be able to see all information for Institution 001, then that user will only be able to view the information in Institution 001. Conversely, a Security Group may be created to specify that selected users cannot access a selected dimension.
A security group is composed of Security Group Restriction(s) and Users assigned to it. Users may be indirectly assigned to a Security Group via their User Role, or directly related to the Security Group.
Only a ‘Super User’ or ‘Administrator User’ can create Security Groups.

Navigation

Admin ► System Security ► Security ► Security Group

Security Group screen Fields and Tabs

Field	Description
Code	Unique identification code manually entered by users or automatically generated based on parameters.
Description	Short description of the Security Group.
Security Group Restriction Tab	The Security Group Restriction Tab is used to include restriction information for the security group.
User Security Group Tab	The respective user for whom the security group is defined is mentioned by this tab. This selected from the lookup button.

Security Group Restriction Tab

Overview

Security Group Restriction tab holds one or more restriction or rules related to the Security Group are added from this Tab.

Security Group Restriction Tab screen Fields

Field	Description
Restriction Type	Indicates that the restriction type is either “In” or “Not in”.
Context Property Dimension	Used to include Security Context Property Dimension, if necessary.
Support is Null Allowed	If checked, indicates that support is null allowed.
Read Only	By default it is Unchecked, If checked, then the user will have access to read, write and update data related to this rule.

User Security Group

Tab allows to insert one or more users to Security Group.

For details regarding Users, refer to the link below:-

User

Security Context

Overview

This screen can only be inquired as it comes as a default setting for the FreeBalance Accountability Suite. This screen is referenced when creating Security Context Property Dimension.
For details regarding Security Context Property Dimension, refer to the link below
Security Context Property Dimension

Navigation

Menu ► Support Entities ► Security ► Security Contexts

Security Context screen Fields

Fields	Descriptions
Code	Unique identification code of the Security Contexts.
Active	Active Status - if checked, Security Context is available.
Entity	Name of the entity for which this context is applicable.
Language	Country specific language used to store Description field.
Description	List a short description of the Retirement Benefit Plan.

Security Dimension

Overview

This screen can only be inquired as it comes as a default setting for the FreeBalance Accountability Suite. This screen is referenced when creating Security Context Property Dimension.

There are four Security Dimension types:

COA Restriction: It will restrict the user to work only on certain codes of different concepts of the Chart of Accounts.
Hierarchical Domain: This restriction can be applied on every entity which has hierarchy structure like ‘Institution’ entity; this dimension applied on ‘Institution’ will allow the user that belongs to a certain Institution Unit, where such Institution Unit has more Institution Units related to it, (child, hierarchy) to have access to the entire structure of Institutions that are related to the Institution Unit that the user belongs to.
Domain Restriction: The security group can be restricted to work only on certain elements of a catalogue within certain entity. As an example, in the Procurement Document entity, the user is allowed to work only in Procurement Document Type (‘RFP’, ’EOI’, ‘RFQ’) notice that Procurement Document Type is an entity referenced in the Procurement Document entity.
Literal Restriction: This restriction allows configuring security according to certain values of an entity. As an example, a restriction on the Fiscal Year entity can be configured where a group of users will have read only access to the previous Fiscal Year.

Navigation

Admin ► System Security ► Security ► Security Dimension

Security Dimension screen Fields

Field	Description
Code	Unique identification code of the Security Dimension.
Active	If false, the Security Dimension cannot be selected in new transactions.
Security Dimension Type	Select a Security Dimension Type from the drop-down menu. Choices include COA Restriction, Hierarchical Domain, Domain Restriction, and Literal Restriction.
Description	Short description of the Security Dimension.

Security Context Property Dimensions

Overview

Security Context Property Dimension integrates Security dimension, security context, and security context property and brings them together. This entity makes reference to Security Dimension and Security Context

For details regarding Security Dimension, refer to the link Security Dimension

and for details regarding Security Context, refer to the link Security Context

Navigation

Admin ► System Security ► Security ► Security Contexts Property Dimension

Security Context Property Dimensions screen Fields

Field	Description
Active	By default it is TRUE, if checked, Security Context Property Dimensions is available.
Security Dimension	Possible values are COA, Hierarchical, Domain, Literal to be selected from lookup button.
Security Context	Refers to the Entity where the Security is being restricted which is to be selected from the lookup button available.
Security Context Property	It’s the field or property that belongs to the entity referenced in the security context.

Security Restriction Configurator

Overview

This screen can be created only by ‘User Administrator’ or ‘Super Users’ (or other authorized users as per government requirements). This screen contains the specific restrictions or rules that will be applied to the selected Security Group.

For example, if a user belongs to a Security Group and according to Security Dimension type CoA, he/she only has access to the code ‘0101’ of the first segment of the CoA, then that user can only view or enter transactions that are related with Coding Blocks that have ‘0101’ code in the first segment.

Navigation

Admin ► System Security ► Security ► Security Restriction Configurator

Security Restriction Configurator screen Fields

Field	Description
Security Group	Reference to Security Group. It allows to select the security group from lookup button.
Security Dimension	Contains four Security Dimension types: COA Restrictions, Hierarchical Domain, Domain Restriction, Literal Restriction.
Entity Property Class	Defines the class of the entity property. Select an option from the drop-down menu.

Identification Confirmation Configuration

Overview

Identification Confirmation Configuration screen allows enabling password retyping for specific screens in order to enhance security.

Upon opening Identification Confirmation Configuration, users need to select an entity and either enable or disable the Identification Confirmation option as per need. Enabling or disabling the Identification Confirmation configuration may also be done for all the entities.

Navigation

Admin ► System Security ► Security ► Identification Confirmation Configuration

Identification Confirmation Configuration Screen Fields

Fields	Descriptions
Code	Automatically selected by the system as per option selected in the first screen.
Type	Users should select one option out of two option OTP (one-time password) or Use Password Re-challenge.

Menu Items

Overview

Menu Item screen shows different informative screens that shows brief information about different items listed in Menu Items. The feature path is mentioned on clicking on the items available on the Menu items screen.

Navigation

Admin ► System Security ► Security ► Menu Item

Click on Select to Expend icon till option are totally expended and click on child element to view feature path of the child element.

Security Question

Overview

This feature will help the system administrator to store instances of questions to be referred in the Q&A process.

Navigation

Admin ► System Security ► Security ► Security Question

Security Question screen Fields

Field	Description
Code	This is the unique identifier which is auto-generated.
Active	A checkbox with possible values are True/False. The default value is True.
Description	The description related to the security question.

User Security Copy

Overview

User Security Copy screen allows to copy one user's security to another user.

Navigation

Admin ► System Security ► Security ► User Security Copy

User Security Copy screen Fields and Tab

Field	Description
Source User	In this field, the users have to choose the User from which the User Security is to be copied.
Destination Application Users tab	User have to choose the destination User to which the User Security is to be copied.

Process Execution Status

Overview

The system has background tasks that run. As an example, when users generate the payment files, the processes such a long process that instead of being stuck in the form until the process ends, they made this task a background task. Therefore users can continue to work on other items. If users want to verify the status of the background task, have to go in this form 'process execution status' and verify the status. The system will have an error if it did not complete successfully and if it completed successfully it will say 'completed successfully' and sometimes more details will be posted. If the process is still running, there will not be a comment yet and the end date will still be empty.

Navigation

Admin ► System Security ► Process Execution Status

Process Execution Status screen Fields

Field	Description
Start Date	Date on which the process starts.
End Date	Date on which the process ends.
Started By	Process start by which user is mentioned in this field.
Process	Name of the process.
Message	It shows whether the process is successful or not. If the process continues then the field should empty.

Portals

Portal Permission

Overview

Portal Permission contains all the available functions for each user. Include just the allowed functions for a specific user. User roles must be configured in the Admin Module under the User Options in the FreeBalance platform.

Navigation

Admin ►System Security ► Portals ► Permissions

Portal Permission screen Fields

Fields	Description
Id	This is a unique Identifier. It is system generated.
Active	Active Status - if checked, Portal Permission is available
Source	It defines the source to the portal.
Has Read	If checked, the User can perform read/view actions.
Has Insert	If checked, the User can perform insert transactions.
Has Update	If checked, the User can perform update/modify transactions.
Has Delete	If checked, the User can perform delete transactions.
Description	Description of the Portal Permission.

Portal User

Overview

This entity contains all the information about the registered users in the FreeBalance Portals. Portal user screen specifies the user with defined scope with restriction and granting of permission as configured in portal permission.

Navigation

Admin ► System Security ► Portals ► Users

Portal User screen Fields

Fields	Descriptions
User	Unique identification code of the User. User to whom access to the portal is to be granted is to be selected in this field.
Scope Restriction	Restriction based on the scope of User is selected from the drop-down box.
Permission	Portal permission to be granted to the portal user is to be added from here.

Workflow

Overview

Based on a finite state machine specifically defined for a process or document type, the use of a Workflow Engine address the flow of the documents or processes to the users. The finite state machine that can be modified according to the customer particular needs (e.g. level of approvals required for a Purchase Order), also validating the User Permissions to perform an activity without the need to include this validation as part of the business logic components.

The Workflow Engine communicates with the Access Rights component since the Workflow Engine must ensure that the user has the proper access rights to perform the Transition or when the task must be assigned. The Internal Notification Message System is also considered as the communication channel between the Workflow Engine and the users, notifying about task assignments or task current status.

Through this, the FreeBalance Accountability Suite provides:

Ability to manage state in a multi-step workflow process.
Provide a simple user interface to support articulating and changing workflow.

User Role

Overview

Workflow is a standardized functionality of the FreeBalance Accountability Platform that enhances flexibility to manage transaction lifecycle, enable flexible levels of approvals and generate corresponding alerts. By configuring the workflow functionality, users can, in real-time, modify the system to support their changing business processes without any customization. Users participate in the Workflow according to their User Role. As an example managers can have the User Role ‘Accountability Approver’. The User Role function enables creation of User Roles and assignment of Users to a User Role.

Navigation

Admin ► System Security ► Workflow ► User Roles

User Role screen Fields and Tab

Fields	Description
Code	Unique identifier, automatically populated by the system
Language	Language chosen to register the Description
Description	Full description of the objectives of this role, comments, and observations

User Role Application Users

Application user and institution are related to the User Role from this tab.

For details regarding User Role Application Users, refer to the link below:

Application User

Reassign User Workflow Task

Overview

This feature allows users to re-assign a task which is originally assigned to user A to user B. It does not allow users to update or delete the information. After all validations are met, a pop-up a message to confirm the transaction. Upon confirmation, a new assignment is created, changing the previous assignment.

A screenshot of the Reassign User Workflow feature is available here. Image is shown as reference material; position and names for labels, fields and buttons are subject to the installed revision, System Parameters and Rendering Control configuration.

Users access Reassign User Workflow from within the menu through this navigation path: Admin ► System Security ► Workflow ► Reassign User Workflow Task.

Visible Fields

The following table lists and describes all visible fields for the Reassign User Workflow feature, in their default order. Note that some fields depend on System Parameters and Rendering Control configuration to be visible and/or editable by users. Field names are subject to change through language label configuration.

Field	Description
Transaction Type	It lists and allows users to select the transaction type. It displays only those entity which user has access.
Transaction ID	It stores the transaction ID. The system only shows transactions that are not in the final stage.
Transition	It lists and allows users to select one of the transition to be reassigned.

Buttons
The following table describes actions associated to the depicted button image. Note that some images are associated with several buttons, used for more than one purpose within the Reassign User Workflow feature.

Button Image	Description
	The lookup tool allows users to browse and select existing items. It is used to select the transaction ID.
	It allows the users to save the reassign user workflow.

User Dashboard Control

Overview

User Dashboard Control screen allows user to configure workflowable entities to the Application User manually. Users can edit the configure either by removing and adding or updating priority. The logged in users can see only active entities which are configured to him.

Navigation

Admin ► System Security ► Workflow ► User Dashboard Control

User Dashboard Control screen Fields

Field	Description
ID	System define unique code.
Application User Profile	A unique identification user profile associated with the feature.
User Dashboard Control Display	Collection of 0 to many user dashboard control entity.

Workflow Process Context

Overview

Workflow Process Context supplied on the base system/package. It represents an entity or transaction in the system which follows a specific workflow.

Navigation

Admin ► System Security ► Workflow ► Workflow Process Contexts

Workflow Process Context screen Fields

Field	Description
Code	Unique identification code of the Workflow Process Context.
Active	Flag active means this workflow process context is active.
Entity	Name of the Entity for which the Workflow Process Context has been created.
Entity Status Property	Name of the attribute within the Entity (previous attribute) which must be assigned with the available status.
Entity Discriminator Property	It represents the name of the attribute entity that is used as a type (Ex.: Procurement Document Type on entity Procurement Document) that may be used in the Workflow Process to manage different behavior.
Entity Institution Property	Property of Workflowable entity where Workflow can get to the Institution.
Entity Application User Property	Property of Workflowable entity where Workflow can get to the Application User.
Workflow User Assignment	Name of the User Assignment Provider to be used by the Workflow for this Workflowable entity.
Description	Information or instructions related to the document or process subject to have workflow behavior.
Workflow Process Status Tab	The status of workflow applicable are added to Workflow Process Context from here.

Workflow Process Status

Overview

The various status available for Workflow process are added from this screen.

Workflow Process Status screen Fields

Field	Description
Code	Unique Identification Code for the Workflow process is added in this field.
Language	Language for the description is selected frrom the dropdown box available.
Description	Description of the Workflow process is added here.

Workflow Transition POST

Overview

This feature allows users to post the workflow transition.

A screenshot of the Workflow Transition Post feature is available here. Image is shown as reference material; position and names for labels, fields and buttons are subject to the installed revision, System Parameters and Rendering Control configuration.

Users access Workflow Transition Post from within the menu through this navigation path: Admin ► System Security ► Workflow ► Workflow Transition Post.

Visible Fields

The following table lists and describes all visible fields for the Workflow Transition Post feature, in their default order. Note that some fields depend on System Parameters and Rendering Control configuration to be visible and/or editable by users. Field names are subject to change through language label configuration.

Field	Description
Workflow Process	It allows users to select the created workflow process using the lookup button or users can enter manually.
Transition	It lists and allows users to select the transition from the list.
Post URL	Stores the web URL defined for the workflow transition.
Send Entity Content	The default value of this field is set as unmarked. If it is checked then the system sends the entity content.
Type	It lists and allows users to select the type of the workflow. Users can select type as event or validation.

Button Image	Description
	The lookup tool allows users to browse and select existing items. Once selected, all available information automatically populates the corresponding fields.
	Click to save the information inputted. The record is stored and a confirmation message is presented.

Workflow Process

Overview

According to organization's needs users can define to have more than one Workflow Process related to a Workflow Process Context (E.g. Request for Proposal, Expression of Interest, etc. for Procurement Document) in case users want to define a different workflow behavior for each of them.

Navigation

Admin ► System Security ► Workflow ► Workflow Processes

Workflow Process screen Fields and Tabs

Field	Definition
Code	Unique identification code of the Workflow Process.
Context	Reference to the Workflow Context Process.
Longest Duration	Disable in insert mode. Auto-generated by the system.
Timing Unit	Disable in insert mode. Auto-generated by the system.
Discriminator Property Value	Select one value from the list. This list is filtered based on the Discriminator Property Entity selected in the Workflow Process Context, if applicable.
Workflow User Assignment Provider	Name of User Assignment Provider to be used by the Workflow for this Workflowable entity.
Description	Short description of the Workflow Process
Stage Tab	This tab contains all the available states for a particular process/document which are part of the finite state machine.
Transitions Tab	This tab is used to create a link between two stages, creating all the available transitions of the finite state machine associated with the Workflow Process; this is a key entity within the Workflow Engine.
Transition Validation Rules Tab	This tab contains the validation rules to be applied for a specific transition, the validation rules can be applied to both manual and automatic transitions.
Timing Alert Classifications Tab	This tab contains the color alert classification given to a Workflow Process based on the time expected to be resolved for each transition or action. This time interval might be different for each document or process type and can be represented in any time measure (days or hours usually) depending on the customer and business needs. This classification must be configured at the beginning of the installation before populating other workflow metadata entities, and the number of alert colors defined is unique for all documents or process types.

Entity Descriptor Properties

Overview

Tab contains one or more Entity Description Properties

Entity Descriptor Properties Tab screen Field

Field	Desciption
Sequence	Sequence represents sequence of the Entity Descriptor Properties.
Entity Property	Dropdown menu list allows users to select entity property.

Stages

Overview

This tab allows to insert different workflow stage into workflow process.

Stage Tab screen Fields

Field	Description
ID	Unique indemnifier code that represents the Stage
Custom Key	Custom key that represents the Stage.
Stage Type	Workflow process stage type, example Final, Initial, Intermediate.
Estimated Duration	Workflow process stage estimated duration.
Allowed Overdue Percentage	Percentage to define overdue time.
Notification Acknowledge	Check box to send notification acknowledgment.
Timing Unit	Dropdown list of workflow process stage timing unit. Value is either day or Hour
Status	Status of workflow stage like Created, Approved, Rejected, Cancelled, Approved Requested etc.
Language	Dropdown list, users can select the language he would like to use in the application (default).
Description	Description of the workflow stage.
Properties Tab	Tab contains information of property.

Properties

Overview

This tab allows users to insert property value into the stage if required.

Properties Tab screen Field

Field	Description
Property Name	Dropdown list to select the property name.

Timing Alert Classifications

Overview

Tab allows users to insert the timing alert classification into workflow process

Timing Alert Classification screen Field

Field	Description
Colour	Dropdown menu allows selecting an alert color.
Delay Percentage	Field contains delay percentage for an alert.
Description	Field contains a description of the Transition.

Transition Validation Rule

Overview

Tab allows to insert one or more Transition Validation Rule into workflow process

Transition Validation Rule Tab screen Field

Field	Description
ID	Unique indemnifier code that represents the Transition Validation Rule.
Custom Key	Custom key that represents the workflow Transition Validation Rule.
Left Operand Type	Left component of workflow process transition validation rules.
Operator	Dropdown list of operator status of the workflow process transition validation rules.
Right Operand Type	Right component of workflow process transition validation rules.

Transitions

Overview

The tab allows users to insert different transition level.

Transitions Tab screen Fields and Tab

Field	Description
ID	Unique indemnifier code that represents the Transition.
Custom Key	Custom key that represents the workflow Transition.
Active	If checkbox flag on, that means Transition is active, otherwise Transition is inactive.
Notify Assignee	Checking on the box allows to send the notification about the transition to the assigned user.
Notification Type	Dropdown allows user o select the notification type (Internal Message or E-mail).
Is Revert	Checkbox active indicates transition is reverted
Allow Manual Assignment	Flag on indicated that manual assignment is active.
Transition Type	Transition Type is either Manual or Automatic.
User Assignment	Workflow process stage estimated duration.
User Role	Assign user role to the transition.
Is Broadcast	Checkbox indicates Transition is broadcast or not.
Notify Submitter	Checkbox allows to send a notification to the submitter.
Is Note Required	Selecting the checkbox allows the user to add a note to the transition.
Attach Note To Notification	Selecting the checkbox allows the user to attach a note with the notification.
Notification Acknowledge	Check box to send notification acknowledgment.
Transition Priority	Dropdown allows to select the priority of the transition
Exclude Creator	Checkbox indicates Transition exclude creator or not.
From Stage	Selected stage from the list assigned to the transition From.
To Stage	Selected stage from the list assigned to the transition To.
Workflow User Assignment Provider Bean	Dropdown menu list to choose an appropriate value.
Business Form	Business form applies in cases when the system has to give warning messages to users.
Business Methods	Method of transition workflow assignment
Language	Users can select the language he would like to use in the application (default).
Description	Field contains the description of the Transition.
Transition Validation Tab	Tab contains transition validation rules.

User Impediment

Overview

The Impediment function allows users with adequate security rights to configure impediment periods for other valid users, creating periods when workflow transactions will not be assigned to a specific user but rather assigned to supporting users.

User Impediment screen Fields

Field	Description
User	Application user that will delegate transactions to other users.
From Date	Start date of an impediment.
To Date	End date of an impediment.
Apply to Existing Assignments	If true, currently assigned workflow transactions will be re-assigned as per Impediment. If false, only new workflow transactions will be assigned to other users.
User Role Application User Impediments	Allows users to select to whom the workflow transactions will be delegated to.

User Role Application User Institution

Overview

This entity can be created only by ‘User Administrator’ or ‘Super Users’, here the user can give access to different institutions to a specific user that have a specific user role.

Navigation

Admin ► System Security ► Workflow ► User Role Application User Institution

User Role Application User Institution screen fields

Fields	Description
User Role	Here user can select the user role from User Role Entity.
User	Here user can select the user from User Entity.
Institution Tab	Here user can add or delete as many Institutions, even after user saved the register

Workflow Process Attachment Classification

Overview

This feature is a configurable classification list of Files that are attached to any transition on any workflow. The system uses this list to enforce a user attaching a specific file that matches the classification list linked to a specific WFP Process and Transition.

Navigation

Admin ► System Security ► Workflow ► Workflow Process Attachment Classification

Workflow Process Attachment Classification screen Fields and Tab

Fields	Description
Code	Unique identification code assigned by the system.
Origin	Shows the Origin of the WFP Attachment Classification whether it is created manually or from Data Import.
Workflow Process	This feature allows user doing lookup for this entity, when the user selects a value then automatically fill fields.
Context	It is the Context linked with the WFP context.
Discriminator Property Value	Value selected by the user in case the WFP Context has a discriminator Configure in its corresponding WFP Context entity.
User Defined Discriminator Property	List of properties from WFP Entity.
User Defined Discriminator Property Value	This value depends on attribute User Defined Discriminator Property.
Name	A Short name for describing the file
Description	Description of the file content, used to clarify end users what the content of the file is
Transition Attachment Classification Allowed Tab	This tab is a configurable classification list of Files that can be attached by transition for any WFP.

Transition Attachment Classification Allowed Tab

Overview

In this tab User can clasify attachment for perticular workflow stage.

User Role screen Fields and Tab

Fields	Description
Attachment Classification	It defines the file type of the attachment. like Pdf, word, jpg. Dropdown allows the user to select a classification from the list
Workflow Process Transition	Applicable Workflow Process Transition where this specific attachment is applicable. Dropdown allows to select the reference to a transition that belongs to the Workflow Process
Is Mandatory	if the checkbox is true then the attachment is mandatory.
Name	A short name for describing the file.
Description	Description of the file content, used to clarify end users what the content of the file is.

Audit

Overview

To help maintain control over your organization’s daily operations, the FreeBalance Accountability Platform provides a powerful audit trail function that retains a complete record of all system operations.

In these features, users can search audit entries using several filter criteria for any Platform module. Filter criteria includes the following: Username, Audit Timestamp, Entity Name, Id Field, and Domain Event Type (insert, update, delete).

Also, users can configure some audit settings such as:

Enable or disable audited entities
Edit information about some entity fields for audit purposes

Audit Entries

Overview

This form allows users to see the auditing that is taking place. Providing information of which user made inserts, deletions and modification in which entity.

Navigation

Admin ► System Security ► Audit ► Audit Entries

Audit Entry screen Fields

Field	Description
Username	Defines the user that performed the Audit Entry.
Audit Timestamp	Defines the timestamp of the executed operation.
Entity Name	Defines the name of the entity to be selected from the drop-down box.
ID Value	Defines the ID value of the entity to search. It should be used in conjunction with the previous filter attribute, otherwise, the results will be meaningless.
Unlocalized Description	Defines the descriptive attribute of the entity to search when this attribute is not multilingual.
Domain Event Type	Defines the event type.
Language	Country specific language used to insert description.
Description	Short description of the Audit Entry.
Property Name	Property name which holds for audit purpose.
Old Value	Old value of the property.
New Value	New value of the property.
IP Address	IP address holds audit entries detail.
HTTP Session ID	Define ID of HTTP session
Unallocated Description	Short description holds unallocated reason.

Audit Settings

Overview

Audit Settings is used to include or exclude a particular entity from the audit system, as well as to indicate which descriptive property of the entity should be shown in the Audit Entry form.

The form presents a list of all entities that were defined as auditable. After selecting one of the entities in the list, the user will be presented with a dialog box from where he/she can configure the above mentioned audit attributes for the entity. The discard button can be used to delete the changes made while the update button must be used to store any changes made. The buttons at the bottom of the main form are used enable or disable all entities irrespectively of their individual settings.

Navigation

Audit ► System Security ► Audit ► Audit Settings

By default, a list of auditing entities appears. Click over the entity want to set up.

Login Audit

Overview

This screen allows to view everyone who logged into the system and if they were valid or invalid users, if they entered invalid passwords.

Navigation

Audit ► System Security ► Audit ► Login Audit

Login Audit screen Fields

Field	Description
User	Defines the identification code of the user.
Ip Address	Defines the IP address of the workstation.
Login	Defines the login date.
Valid	If the box is checked, the system searches only for successful logins. If the box is unchecked, the system looks only for unsuccessful logins. If the box is left blank, the system disregards these criteria.
Invalid User	If the box is checked, the system search only for unsuccessful logins due to the invalid user ID. If the box is unchecked, the system looks only for logins where there was a valid user. If the box is left blank, the system disregards these criteria.
Invalid Password	If the box is checked, the system searches only for unsuccessful logins due to invalid passwords. If the box is unchecked, the system looks only for logins where there was a valid password. If the box is left blank, the system disregards these criteria.
Logout	Defines the date and time of the logout for the given login. This column may be empty if the user is still in session or if the session was unduly terminated.
Duration (Secs)	Show the duration of time in seconds.

License

Overview

License screen allow user to check license details and update license expiration date.

Navigation

Admin ► System Security ► Audit ► License

License screen Fields

Field	Description
ID	ID of the installed license.
Customer	Name of the customer.
Location	Location of the customer, example country name.
Version	License version.
Type	License type, default is FreeBalance.
Exceed Action	This field contains allow or disallow option.
Warning Type	Shows if warning type available or not
Warning Offset	Warning offset value.
Activate Expiration	User need to turn on checkbox if the user wants to set expiration date.
Expiration Date	Set expiration date of the license.
Alerting Days	Alerting days values which alert the user before the expiration of the license.
Alert Message	Contain alert message which appears before the license expires.
Blocking Message	Field contains blocking message.

Reports

Audit Entry Report

Overview

Audit Entry report is to see the audit entity wise report which user did what in that entity.

Navigation

Admin ► System Security ► Reports ► Audit Entry Report

Audit Entry Report screen Fields

Field	Description
From Date	Beginning Date of the report.
To Date	Ending date of the report.
Group By	Select the flag if the user wants to get Group wise report.
Object Reference	Reference to the entity being audited.
Application User	Application User for which the Audit Entry relates to be selected from lookup button.
Log ID	Audit Entry for which the report is being generated, to be selected from lookup button.
Sort By	The sorting criteria which is to be followed while generating the report, for example, sorting may be made by Object Reference Value or Date and Time.

Audit Setting Report

Overview

The purpose of Audit Settings Report is to see details of Audit Settings configuration. This report will help implementation specialists to generate Configuration Blue Prints with current audit settings of the system.

Navigation

Admin ► System Security ► Reports ► Audit Setting Report

Audit Setting Report Screen Fields

Fields	Description
Name	String value that identifies the Audit Setting Code (Name). User can use wildcards.
Enabled	Boolean flag that identifies if the Audit Setting is active or not.
Comment	This is a description field for user comments.

Security Group Report

Overview

This report displays all information related to a Security Group selected, including its Security Group Restrictions and User security Groups. Using this report, User Administrators are able to analyze which entities are restricted and to which user groups these restrictions apply.

Navigation

Admin ► System Security ► Reports ► Security Group Report

Security Group Report Screen Fields

Field	Description
Security Group	Security Group is to be selected from the lookup button for whom the report is to be generated.
Comment	Comment for the report is mentioned in this field.
Institution	Institution or institutions relating to which the security groups report is to be generated.
Sort By	The criteria by which sorting is made is to be selected. Sorting may be made with more than one criteria but which should not be conflicting.

Track Workflow Assignments Report

Overview

The Track Workflow Assignment Report allows users to review workflow assignments for different transactions within the application.

Navigation

Admin ► System Security ► Reports ► Track Workflow Assignment Report

Track Workflow Assignment Report screen Fields

Field	Description
Entity ID	Field represents entity reference id.
Application User	Field represents Application user.
Workflow Process	Workflow process filter.
Current Stage	Allows filtering by current stage.
Target Workflow Stage	Allows filtering by next workflow stage.
Comment	Allows users to add additional comments to report.
From Deadline	Field contains starting deadline date to generate the report.
To Deadline	Field contains Ending deadline date to generate the report.
Entity Name	Field allows users to select the entity name from available option.
Institution	Field allows users to select and generate the specific institution wise report.

User Details Report - Location wise

Objective

This report displays all information related to a User selected, including its Functional Classes and Security Groups, assigned- Location wise.

Navigation

Admin ► System Security ► Reports ► Location User Detail Report

Location User Detail Report screen Fields and Tabs

Fields	Description
Region	If user select region the report will be Filter by region. This field retrieves the records from Region table.
From Date	Beginning Date of the report. System calendar in order to allow users to define the begin date for gathering the information.
To Date	Ending date of the report. System calendar in order to allow users o define the last date for gathering the information.
User Status Active	This checkbox allows gathering the details of active users.
User Status InActive	This checkbox allows gathering the details of inactive users.
User Status Suspended	This checkbox allows to gather the details of suspended users.
Institution	Institution or institutions relating to which the security groups report is to be generated.

Workflow Configuration Report

Overview

This report provides details of the configured WF transitions, stages, and rules. This report helps implementation specialists to generate configuration blue prints. It provides different filter option to generate a specific report.

A screenshot of the Workflow Configuration Report is available here. Image shown as reference material; position and names for labels, fields and buttons are subject to parameter, rendering control configuration and installed revision.

Users access Workflow Configuration Report from within the menu through this navigation path: Admin ► System Security ► Reports ► Workflow Configuration Report.

Filters

The following table lists and describes all filter fields for the Workflow Configuration Report in their default order. Note that some fields depends on system parameters and rendering control configuration to be visible and/or editable by users. Field names are subject to change through language label configuration.

Field	Description
Workflow Process Context	Workflow process context code entered by users or using lookup as a filter.
Workflow Process	It allows users to enter the workflow process ID or select a workflow process ID using lookup as a filter.
Include WP Transition	If marked checked, the report generates and shows the transition details for the selected workflow process. By default it is set as unmarked.
Include WP Transition Validation Rules	If marked checked, the report generates and display the transition validation rules created for the selected workflow process. By default it is set as unmarked.
Comment	Allows users to add a custom comment to the generated report.

Visible Fields

A sample of the report is available here.The following table lists and describes all visible fields for the Workflow Configuration Report, in their default order. Note that some fields depend on filters selection and the language of the report depends on the configuration of the system.

Field	Description
Organization Logo	The organizational logo.
Report Title	Name of the report.
Report Date	Indicates the date of report generation.
Report Time	Indicates the time of report generation.
User	Shows the user who generated the report.
Page	Shows page number out of total pages.
Filter Criteria	It indicates a summary of entered filters by users.
Comment	Shows the comment entered by users in the report filter.
Workflow Process Report
WP Code	Unique identification code of the workflow process.
WP Description	A short description of the workflow process.
Context	Reference to the workflow process context code under which the workflow process has been created.
Longest Duration	Duration of the workflow activation.
Time Unit	Time unit of the workflow activation duration.
Discriminator Property	This value is filtered based on the discriminator property entity selected in the workflow process context, if applicable.
User Assignment Provider	Name of user's assignment provider.
Workflow Processes Transition Report (Annex.1)
WP Code	Display the code of the workflow process.
Transition Custom Key	The sequential ID assigned to each validation rule for viewing purposes.
Active	Indicates whether the transition is active or not.
Transition Type	Indicates whether it is a manual or automatic transition.
From Stage	Describes the stage which originated the transition.
To Stage	Describes the stage which received the transition.
Role	Describes the user role (code) assigned to the transition (blank for transition type Automatic).
User Assignment	Describes the hierarchical level of the assigned user.
Transition Validation Rule Custom Key	The sequential ID assigned to each validation rule for viewing purposes.
WP Transition Validation Rules (Annex.2)
WP Code	Display the code of the workflow process.
Transition Validation Rule Custom Key	The sequential ID assigned to each validation rule for viewing purposes.
Left Operand Type	Left component of workflow process transition validation rules.
Left Operand Value	Value of the left component based on selected operand type.
Operator	List of operators for the validation rule.
Right Operand	Right component of workflow process transition validation rules.
Right Operand Value	Value of the right component based on the selected operand type.

Buttons

The following table describes actions associated with the depicted button image. Note that some images are associated with several buttons, used for more than one purpose within the Workflow Configuration Report feature.

Button Image	Description
	This button allows users to generate the report as PDF format.
	This button allows users to generate the report as MS Excel format.
	This button allows users to generate the report in the excel format.
	This button allows users to generate the report in ODS format.
	This button allows users to generate the report in RTF format.
	This button allows the users to generate the report in MS Word format.
	This button allows users to generate the report in ODT format.
	The Lookup tool allows users to browse and select existing items. It is used to select workflow process context and workflow process.

Workflow Stages Processing Time Report

Overview

Purpose of this report is to analyze the time spent for processing a transaction in the different stages it underwent.

Navigation

Admin ► System security ►Reports ► Workflow Stages Processing Time Report

Workflow stages processing Time report screen Fields and Tab

Fields	Description
Fiscal Year	This is a mandatory filter. Defaults to current year. Allow selection of the previous year.
Organization	Mandatory filter- Allow to selection from concept "Department" in the "Organization" segment of UACS. Derived Department name from the concept "Department "which roll up from the agency. Print as per selection.
Document Type	Allows selecting the different entity for which the workflow process function is applicable.
From Date	System calendar in order to allow users o define the begin date for gathering the information.
To Date	System calendar in order to allow users o define the last date for gathering the information.
Comment	Comments for output reports.

User Detail Report

Overview

This report displays all information related to a User selected, including its Functional Classes and Security Groups assigned. Using this report, User Administrators are able to analyze real permissions given by crossing all functional classes assigned. In case of denial of permissions, a denial will prevail over any other granted permission.

Navigation

Admin ► System Security ► Reports ► User Detail Report

User Detail Report screen Fields

Field	Description
User	The user for whom the detail report is to be generated is to be selected.
Active	It refers to whether the selected user is active or not. If, for instance, the user is active but in order to generate the report, if this field's attribute is set to false, the report would not be generated. Hence, the user's credential must match with the data in this field in order to generate the report.
Display Functional Classes Detail	Whether the User detail report should display the functional classes details of the user is to be selected from this field as per requirement.
Authentication Type	Whether the authenticity is: local or trusted is to be selected from the drop-down box in this field.
Comments	Any comment regarding the User detail report is to be described in this field.
Sort By	The data will be generated following the sorting criteria selected here. For example, User detail report may be sorted by User code in order to generate the report.

Functional Class Report

Overview

This report displays all information related to a Functional Class selected, including its Features and properties. Using this report, User Administrators are able to analyze which Menu Options or which permissions are allowed for each Functional Class, therefore, for each User Security Group.

Navigation

Admin ► System Security ► Reports ► Functional Class Report

Functional Class Report screen Fields

Field	Description
Functional Class	Functional Class for which the report is to be generated is to be selected from the lookup button.
Comment	Any comment regarding users detail report is to be described in this field.
Institution	Institution or institutions relating to which the security groups report is to be generated.
Sort by	The sorting criterion which is to be followed while generating the report, for example, sorting may be made by Functional Class code.