Approved actions

Each user role has a defined set of approved actions.

Each defined user role in an ALM schema has a set of approved actions that help define the work for that role. The actions that are appropriate to each role are defined in the role label as the set of ApprovedActions. This list of actions includes the actions for each record type that the role may perform.

The Project Administrator role, with the Public Folders user privilege and as a member of the ALMAdmin record, can perform all defined actions for each record type.

The ALMProject SetDefault action is included in all role ApprovedActions sets. This action allows you to create Activities without first creating a Task, after viewing a Project and clicking the SetDefault action.

The SetDefault action sets the Project as a session variable for the user session. Once the session variable is set, you can create an ALMActivity. A DefaultTask is also created that is set as the Tasks value for the Activity. Once you log off, and then log back on, you must again click the Project SetDefault action. If you click the Project SetDefault action and then click the Task CreateActivities action, then this Task is added to the newly created Activities and not the DefaultTask that is associated with the Project (set by the Project SetDefault Action) that is added to the Activity Tasks field.


Feedback