How to change or switch ‘Role Name’ in R-Supply …

Background Knowledge:

What is User Role Name? User Role Name is the name given to a selected function or a group of functions the user is/are authorized to access in R-Supply (i.e. receipt processing, inventory adjustment, post issue, etc. maybe given a ‘Role Name’ of  Supply-1). A role name must contain at least one function. The functions included in the Role Name “Supply-1” are the only function or functions the user can access and perform R-Supply processes.

There are situations when User is assigned multiple tasks (i.e. receipt processing, inventory processing, release outgoing transactions, MRI, posting issues, etc.). If “Role Names” are already created for the preceding functions (i.e. Supply-1 role name is assigned to receipt processing and inventory processing and Supply-2 role name is assigned to release outgoing transactions, MRI, and posting issues), a “Role Name” for the User that perform all the preceding functions may not be created. But instead, Supply-1 and Supply-2 role names will be assigned to the User that perform all the functions mention above. In this situation, the User must change or switch role when performing a function that is under Supply-1 or Supply-2.

Procedures:

To change or switch ‘Role Name’, follow the steps listed below:

Note: Display the icon descriptions for easy identification of the displayed icons. To

display the description, point and right click on any of the displayed icon and select “Show Text”.

Step #1: Logon to R-Supply and Select “Actions” on the menu bar.

Note: When you click “Actions” on the menu bar, ‘Change Role’ option

will display only if the User has a multiple ‘Role Name’ assigned.

Step #2: Select “Change Role”. ‘Available Roles’ pop-up screen will display.

Step #3: Select the “Role Name” that contains the function.

Step #4: Click “OK” button to switch role.

Step #5: Verify the “Role Name” to make sure the switch was made. The “Role Name” is located

on the lower right hand corner of the screen.

Any questions, feedback or comments, email Lonnie Auza.