Ad Hoc Inquiry - Authorized Window

If you are an authorized user, you will see the Ad Hoc Inquiry - Authorized window before you access the standard prompt window. Because you have been given authority, you essentially become an Administrator and are allowed to create and maintain system and personal report templates as well as change personal templates created by other users. In addition, as an Administrator you can maintain authority for other users on the Authorized Window.

 To access the Ad Hoc Inquiry - Authorized window, select Inquiries | Ad Hoc Inquiry.

Ad Hoc Inquiry - Authorized Window

1. Your ID will display in the User field.

Note:  AdHoc report templates can be filtered by office authority. User office authority is set up in the Central Data Base using the User Office Authority Maintenance option. If parameters are turned On for a company, users who have permission to author reports will only be able to see AdHoc report templates for offices to which they have been given office authority. If parameters are turned Off for your company, authors will be able to see AdHoc report templates for all offices regardless of what has been authorized in the User Office Authority Maintenance option. Users with only view/print privileges (non-authors) will not be affected. Non-authors will continue to only see report templates for the signon company/office. To turn installation parameters on or off, contact Client Services.

2. At this point, you can perform one of four operations:

   • You can click the Authority button to grant authority to, or revoke the revoke the authority of, other users.

     When you click the Authority button, you will see the Authoring Authority Maintenance dialog box. The Authorized Users list shows all the users who have authority in the Ad Hoc Inquiry option. To give another user authority, type their ID in the User field and click the Grant Authority button. To revoke a user's authority, select their ID in the Authorized Users list and click the Revoke Authority button. When you are done, click the Close button to activate the changes and close the  Authoring Authority Maintenance dialog box.

      

   • You can click the Restricted Authority button to restrict the authority of, or remove the restricted authority of, other users

     When you click the Restricted Authority button, you will see the Restricted Authority Maintenance dialog box. The Restricted Users list shows all the users who have restricted authority in the Ad Hoc Inquiry option. To restrict another user's authority, type their ID in the User field and click the Restrict Authority button. To remove a user's restricted authority, select their ID in the Restricted Users list and click the remove Restricted Authority button. When you are done, click the Close button to activate the changes and close the Restricted Authority Maintenance dialog box. When you restrict a user's authority they will not see the Options tab in Ad Hoc Inquiry and as such will not be able to create or maintain any reports, but they will be able to view and print any existing reports.

      

   • You can click the Next icon to proceed to the Ad Hoc Inquiry prompt window and begin creating a report.

   • You can type another user's ID in the User field, click the Next icon to proceed to the Ad Hoc Inquiry prompt window, and access any template created by that user.