The Access Info form provides a means of storing sensitive information for customer such as networking equipment details, servers, and other devices requiring connectivity. Additionally, the system maintains a historical reference for each access info item for review and auditing purposes.

• Where to store the Access Info?
  • Site form > Access Info tab
  • Product form > Access Info tab
• Where to find the Access Info form for related secure info?
  • Customer > Site tab > grid column with a lock icon
  • Project form > Project tab > lock icon next to Site field
  • Task form > Task tab > lock icon next to Project field
  • Call form > Call tab > lock icon next to Site field
  • Call form > Call tab > lock icon next to Product field
    • Users with permission may click on the lock icon; system will display the corresponding linked Access Info record(s), if record(s) exist.

Administration

• ACCESSINFO allows users to view the Access Info tab
• Access to entries within the Access Info tab is controlled using the Permissions tab of an open record
• The Public Flag check box in the Access Info form allows access to a record for all users with the ACCESSINFO permission
• The Category drop down field in the Info Access form is controlled by the ACCINFOCAT general code
• The Sub Category drop down field in the Info Access form is controlled by the ACCINFOSUB general code
• Field names can be renamed by right clicking on the name
  • This changes the name of the field for all records
  • Only ADMIN type users can make this change

Add an access info entry

1. Open a Site or Product record, then click the Access Info tab.
2. Click the Add button. A new record form displays.
3. Enter the information into the fields. To grant all users with Access Info permission to this record, check the Public Flag box.
4. In the Permissions tab, add any users or groups that require access to the record.
5. Click the Save button.

Review access info history

To view historical details for an added device, open the access info record that you want to view, and click the History tab.

The Access Info History grid displays the following details:

• Date – The date that the record was either viewed or modified.
• User ID – The user that viewed or modified the record.
• Action – The type of change that was made. Options can include VIEW, UPDATE, and INSERT. Additionally, a red dialogue icon appears, displaying additional information about the change.
• Field Name – If a field in the Access Info record was changed, this column specifies the field name.
• From – If a field was changed, this column displays what was contained in the field prior to the change.
• To – If a field was changed, this column displays what is contained in the field after the change.