Costpoint Online Help

Contents of the Identify Segregation of Duties Conflicts Screen

Use the fields and options to configure the Identify Segregation of Duties Conflicts screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Sort By

Use this field to specify how Costpoint sorts data in this report.

Field Description
1st Sort

Use this drop-down list to sort the data in this report by Application, User/User Group, or Conflict Type.

Options

Use this group box to specify additional settings you want to use for this report.

Field Description
Include on Report

Use this drop-down list to specify the data you want to include in this report. The choices in this drop-down list are dependent on the choice you made in the 1st Sort field. Your choices are:

  • Conflicting Rights Only: If you select this option, you will only see rights that are in conflict on the report. Conflicts that were previously manually overridden do not display unless you select the Review Previously Manually Approved Rights check box.
  • Accepted and Conflicting Rights: This option is available only if you selected User/User Group in the 1st Sort field. This includes all assigned rights, whether a conflict has been identified or not.
Review Previously Manually Approved Rights

Select this check box to disregard and delete any previously entered manual overrides of conflicts entered in the Manage Segregation of Duties Conflict Overrides application. If you clear this check box, any previously overridden conflicts will be checked to determine if a conflict exists.

Note: If this check box is selected in process mode, all previously entered manual overrides will be deleted when you run the process (but not if you just run the report or preview only).