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Process documentationUpdating Multiple Roles Locate this document in the navigation structure

 

You can use Role Update to change the attributes for multiple roles. The available actions are: update, delete, or add.

Process

The role update process includes the following procedures:

  1. Selecting Roles

    1. On the Select Roles screen, choose Add.

    2. Search for and select roles based on criteria, such as role name, critical level, business process, and so on.

    3. Choose OK and then Next.

  2. Selecting Criteria

    1. On the Select Criteria screen, choose the Attributes dropdown list and select an attribute to update.

    2. Choose the Actions dropdown list, and select an available action. You can choose to update, delete, or add.

      Note Note

      The actions displayed in the dropdown list is dependent on the attribute. Multiple valued attributes display Update, Delete, and Add. Single valued attributes display only Update. For example, for the attribute business processes, only the action Update is available.

      End of the note.
    3. Select your option for Reset Role Methodology. Choose Yes to set the roles back to the first phase of the role methodology. For example, a role is in the fourth phase of a role methodology; this function sets the role back to the first phase.

  3. Selecting Values

    On the Select Values screen, enter the old value you want to change, and the new value you want to change it to.

    If you selected All Attributes on the Select Criteria screen, the Select Values screen displays all attributes. Select the attributes you want to change.

  4. Scheduling

    Schedule the background job for updating the roles or choose to run the job in the foreground.

Reapply Role Methodology

You can use the following procedure to reapply the role methodology to multiple roles:

  1. Select the roles.

  2. On the Select Criteria screen, choose the Attributes dropdown list, select All Attributes, and then choose Next.

  3. On the Select Values screen, select the Reapply role methodology checkbox, and then choose Next.

  4. Schedule the background job for updating the roles or choose to run the job in the foreground.

Note Note

The following is a clarification about the Reset Role Methodology function and the Reapply Role Methodology function:

  • Reset Role Methodology sets the roles back to the first phase of the role methodology. For example, a role is in the fourth phase of a role methodology; this function sets the role back to the first phase. It does not consider whether the role methodology has changed. This means that if the methodology has changed, the role continues to use the old methodology

  • Reapply Role Methodology applies any updates to the methodology, and resets the current phase back to the first phase.

End of the note.

More Information

Reapply Methodology