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This guide provides information related to setting up user views to limit access to desired budget units (key organizations) and accounts.
There are multiple ways to get to User Views one way is System Administration→ Security→ User Views
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Every user must have all 6 views.  Image Added
- Account - view used in FAM for the Account
- Budget Account - view used in Budget Prep for the Account
- Budget Organization - view used in Budget Prep for the Organization (budget units)
- Organization - view used in FAM for the Organization (budget units)
- Budget Project - view used in Budget Prep for the Project (not used in Ohio at this time but is still a required view)
- Project - view used in FAM for the Project (not used in Ohio at this time but is still a required view)
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To see everything in a particular view you must enter a space then 1=1.
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| icon | false |
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| title | Field Names |
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Organization Chart Views Field Name | Description | fund | FUND/SCC | orgn1 | FUNCTION | orgn2 | SUBJECT | orgn3 | OPU | orgn4 | INST LEVEL | orgn5 | JOB | orgn6 | BUDGET UNIT |
Account Views
Field Name | Description | acct | ACCOUNT |
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Operator | Description | Usage | = | Equal to | fund = '0010000' | BETWEEN | Between and inclusive range | fund BETWEEN '0010000' AND '0018999' | LIKE | Match a character pattern | fund LIKE '001%' | IN | Equal to one of multiple possible values listed | fund IN ('0010000', '0060000', '0140000) | < > or != | Not equal to | fund <> '0010000' OR fund != '0010000' | IS NOT | When combined with other operators, negates the condition stated. | fund IS NOT BETWEEN '0060000' AND '0069999'fund IS NOT LIKE '001%'fund IS NOT IN ('0010000', '0160000', '0250000') |
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| icon | false |
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| title | Example Organization Chart Views |
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Description | View Text | View all budget units. Note: There is a single space before the 1=1. | 1=1 | View all budget units in general fund except those with an OPU of 002 and 003. | fund='0010000' AND orgn3 NOT IN ('002', '003') | View all budget units in general fund with an OPU of 001, excluding those with 11xx function codes. | fund='0010000' AND orgn3='001' AND orgn1 NOT LIKE '11%' | View all budget units in general fund which match one of the following criteria: - Function = 1310 and OPU is either 000, 110, 193, 195, 196, 198, 800 or 801.
- Function = 1311 and OPU is either 336, 337, 341, 342, 667 or 668.
- Function = 1313 and OPU is either 616, 617, 651, 656, 657, 658, 694 or 695.
| fund = '0010000' AND
((orgn1 = '1310' AND orgn3 IN ('000','110','193','195','196','198','800','801') OR
(orgn1 = '1311' AND orgn3 IN ('336','337','341','342','667','668')) OR
(orgn1 = '1313' AND orgn3 IN ('616','617','651','656','657','658','694','696'))) |
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| Info |
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| icon | false |
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| title | Example Account Views |
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Description | View Text | View all accounts. Note: There is a single space before the 1=1. | 1=1 | View all account except those beginning with 1 or 2. | acct not like '1%' and acct not like '2%' |
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