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Limiting Work Order Searches to a Specific Lab

 

You may have a MET/TEAM database that is used by multiple labs in a single location or multiple locations that share a single database.  Users may want to be able to do a quick Search on just the Work Orders that belong to the Lab to which they are assigned, without having to set up anything special in the Search Criteria.  In addition, administrators may want their users to have Work Order Search access only to the Labs to which they are assigned.  

If you were a MET/TRACK user previously this will give you much of the same functionality that setting up Segregates did.   

To set this up, log in as an administrator and do three things: 

 

1) Make sure your user is assigned to facilities that are marked as "Labs".  For assistance with setting up facilities as Labs see this article: Adding Labs in MET/TEAM.  To check the Labs to which users are assigned click Setup>Users, search for and select your user to edit.  This particular user is assigned to Lab2 and Lab3.



2) Go to workflow>work orders and right click the "Working Lab" check box.  Check the "Mark as Default" box.   Next time the user logs in, this will show only the lab that the user logged in to.  Now, since this user is assigned to two labs, he/she will pick a lab at login.  It is not possible to control the security and allow the user to view multiple labs at once. 




3) Edit Control Security on that button to only allow certain users to change it.  The control security as shown below will allow only those that belong to the Administrator or Configuration group to change the setting. 




This will allow the user to log in to any of his/her assigned labs:

Adding the field "Working Facility" to the search criteria and logging in as a user will allow testing of the control security. 

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