Security Component and Row Level
Consider which and what access:
Agency Outline
Estimators work on all types of projects and generate a file for loading into the system.
Central office loads the file into the system and maintains all project and proposal information. They do not change any letting or bid information.
A single person is responsible for maintaining the reference and code table information.
Letting staff handles all areas associated with the lettings, they do not work with projects.
Step 1 – Determine which projects/proposals users need to access
For this agency example, there is no access difference based on types of project/proposals.
Step 2 – Determine which components users need to access
|
Central Office |
Letting Staff |
Reference |
Preconstruction |
|||
Bid Letting |
Browse just Lettings |
Maintain lettings, purchases, relets, associate proposals |
Not applicable |
Prime Project |
Not applicable |
Not applicable |
Not applicable |
Project |
Everything except wage decisions |
Not applicable |
Not applicable |
Proposal |
No wage decisions, DBE; proposal vendor and bids just for browsing; no access to purchases, full access to everything else |
No DBE (not tracked in the application); maintain purchase and bid information, proposal info is just for browsing |
Not applicable |
Reference Data |
|||
Codes, County, District, Funds, Items, Special Provisions, Vendors |
Not applicable |
Not applicable |
Maintain reference information |
Other Components |
Not applicable |
Not applicable |
Not applicable |
System Management |
|||
Process History |
Not applicable |
Review imports of bid information, exports to construction |
Review exports of reference information |
Other Components |
Not applicable |
Not applicable |
Not applicable |
Construction |
|||
All Components |
Not applicable |
Not applicable |
Not applicable |
Step 3 – Determine what type of component access they need
|
Central Office |
Letting Staff |
Reference |
Preconstruction |
|||
Prime Project |
No |
No |
No |
Bid Letting |
|||
LettingAttachmentSummary, LettingAttachmentOverview, LettingSummary, LettingOverview |
Read |
Update |
No |
AddProposals, AddPurchases, AssignBidLettingOverview, PurchaseOverview |
No |
Update |
No |
Project |
|||
AddProjectWageDecisions, ProjectWageDecisionsOverview |
No |
No |
No |
All Other Components |
Update |
No |
No |
Proposal |
|||
AddDbeCommitments, DbeCommitmentSummary, DbeCommitmentOverview, DbeCommitmentWorkTypeSummary, DbeCommitmentWorkTypeOverview, DbeSupplierSummary, ProposalWageDecisionsOverview |
No |
No |
No |
AddBidClassifications, AddRefVendors, BidClassificationOverview, ProposalVendorSummary, ProposalVendorOverview |
Read |
Update |
No |
All Other Components |
Update |
Read |
No |
Reference Data |
|||
Codes, County, District, Funds, Items, Special Provisions, Vendors |
No |
No |
Update |
All Other Components |
No |
No |
No |
System Management |
|||
Process History |
No |
Update |
Update |
All Other Components |
No |
No |
No |
Construction |
|||
All Components |
No |
No |
No |
