Document Security Group Code Fields
Complete the following fields to maintain document security groups.
Code and Description
| Field Name | Field Description |
|---|---|
| Show This Code for Location | Select this check box to enable the code for the selected location. |
| Code | The code word you previously entered is displayed here, but you can enter a different code if needed. If you enter a code
word that has already been assigned to another code, a warning message is displayed as codes must be unique.
Code words can contain numbers and uppercase or lowercase letters. You can also include periods, dashes, underscores, or parentheses.
The word ALL cannot be included in the code word, regardless of case.
|
| Description | Type a description for the code. |
Effective Information
| Field Name | Field Description |
|---|---|
| Mappings (ALT+M) | If mapping is available for the code, click this link to map codes in Odyssey to state-specific codes. |
| Effective Date | If the code should not become available until a later date, enter that date in this field. |
| Obsolete Date | If the code ever becomes obsolete (meaning it is no longer used) or will become obsolete at some point in the future, enter
an obsolete date.
The code is considered to be inactive when it reaches the obsolete date and remains obsolete until the date is removed or
changed to a future date. When a code is made obsolete, it is no longer accessible to the users and cannot be selected.
|
System Roles
Click 
or a selected role to select which roles you want to add to the document security group.
or a selected role to select which roles you want to add to the document security group.
Users with the selected roles can add, view, or modify the documents and document types to which this group is assigned, depending
on the rights given to the group. Users with these roles may also be able to make the document or document type obsolete as
well as modify security and metadata. Select the appropriate check boxes in the Add, View, Modify, Obsolete, Security, and Edit Metadata columns to grant the ability to perform the actions. Click the column name to select or clear all of the check boxes in that
column.
Users
Click or a selected user to select which users you want to add to the document security group.
or a selected user to select which users you want to add to the document security group.
The selected users can add, view, or modify the documents and document types to which this group is assigned, depending on
the rights given to the group. Users with these roles may also be able to make the document or document type obsolete as well
as modify security and metadata. Select the appropriate check boxes in the Add, View, Modify, Obsolete, Security, and Edit Metadata columns to grant the ability to perform the actions. Click the column name to select or clear all of the check boxes in that
column.