Overview of User Processes

When you configure a user template or a user account, you must assign one or more processes to the template or account. Each process grants a specific permission to the user. The following sections detail the event processes or academic event processes that you can assign to a user template or account, or an academic user template or account, respectively, and the permissions that are granted to the user by each process.

Before assigning processes to a user template account, read through all the processes and note the implied relationships between certain items. For example, if you plan to give a user the right to edit a booking, you must also give the user the right to open a booking.

Event Processes

Event processes are categorized according to the following:

Billing Processes
Configuration Processes
Inquiry Processes
Report Processe
Reservation Processes
Special Processes
Hoteling Processes (Available only in EMS Workplace)

Process	Permission Granted
Ageing Report	Run the Ageing report.
Browse Transactions	Use the Browse Transaction function.
General Ledger Distribution	Run the General Ledger Distribution report.
Invoice Detail Report	Run the Invoice Detail report.
Invoicing	Run the Billing Worksheet report and generate invoices.
Payments, Deposits & Adjustments	Enter payments, deposits, and adjustments.
Reprint an Invoice	Reprint an existing invoice.
Statements	Print financial statements for groups.
Transaction Report	Print the Transaction report.
Void an Invoice	Void an existing invoice.
Voided Transaction Report	Print the Voided Transaction report.

Process	Permission Granted
Configure Everyday User Template LDAP Groups	Shows the LDAP Groups tab in the Everyday User Process Template settings window. This tab reveals the names of your Active Directory or other LDAP-type Groups.
Define and Edit [Configuration Item]	Add, change, or delete indicated configuration item. For example, Define & Edit Accounts provides add, change, or delete rights to the Accounts that are configured in your system.
Resource category items [Category Name]	Resource categories that you defined are also included as Configuration processes. Add, change, or delete resources from the selected categories.
Web Data Translation	Allows a user to provide translations for items on the web.

Process	Permission Granted
Browse Reservations	Use the Browser to search for existing reservations, bookings, service orders, and resources.
Calendar Inquiry	View the Calendar Inquiry, which shows the number of bookings on each day of a month in a wall calendar-type format.
Open Reservation Book	View the Reservation Book, which displays bookings for a day, week, or month as colored bars on a room/timeline grid.
Resource Calendar Inquiry	View the Resource Calendar, which shows, on a monthly calendar, the number of times an item is reserved.
Visitors	Open the Visitors browser, which lists attendees by date and identifies visitors as such.

Report Name	Permission Granted
< > Report	Run, review, and print the indicated report.
Define and Edit Queries	Create and edit the queries that have been created in the Query Builder.

Process	Permission Granted
Academic Import (Academic Import Module)	Run the Academic Import Utility, which you use to manually import an academic course schedule into EMS.
Attendance Entry	Use the Attendance Entry function to note the actual attendance for bookings that took place on a particular date.
Delete Attachments	Give a user the ability to delete attachments for a room record, a reservation, a booking, or a group.
Email History	Review email history.
Manage Services	Give a user access to Manage Services option on the EMS toolbar and under the Reservations menu.
Open Navigator	Open a reservation in the Navigator window.
Open Reservation Wizard	Create a single-date or series reservation using the Reservation Wizard. This process also provides read-only access to groups.
Reminders	Use the Dashboard to add and manage reminders.

Overview of User Processes

Event Processes

Billing Processes

Configuration Processes

Inquiry Processes

Report Processes

Reservation Processes

Special Processes

Everyday User Processes (Administrator and Guest Request)

Hoteling Processes

Academic Event Processes

Administrative Processes

EMS Campus Planning Interface Processes

CPI Configuration Processes

CPI Course Processes

CPI Inquiry Processes

CPI Report Processes

Process	Permission Granted
Allow Department Selection	Select any of the defined departments when billing.
Copy Reservation	Copy a reservation, including all its bookings and details, from one date or date range, to another reservation.
Define Public Memorized Reports	Define the settings for public memorized reports.
EMS API Web Service Access	Used for optional EMS API.
Explode Combo Room	Use the Explode Combination Bookings utility, which takes the booking of combination room and breaks it down into bookings for the components of the combination room.
Edit Booking Details	Add or edit booking detail information.
Edit Critical Booking Information	Edit booking information that could cause one booking to be in conflict with another. The critical booking data items are date, reserved time, room, and status.
Edit Non-Critical Booking Information	Edit booking information that will not cause one booking to be in conflict with another (for example, the event name or the setup type and count).
Edit Pricing	Change the pricing on a booking detail item that has been reserved.
Edit Reservation Information	Edit reservation information.
View and Book Access On All Rooms	Grants rights to an EMS user for all rooms without having to explicitly provide access on the Rooms tab. This overrides any selections that have been made in the Room Access area.
Allow EMS Room Sign Administration	Grants access to Room Sign App settings through the EMS Glance Settings menu button in the EMS Desktop Client. Additionally, users can access the settings for EMS Room Sign App through the Configuration menu

Process	Permission Granted
Define and Edit Language Translations	Define and edit language translations in EMS Web App.
Define and Edit Web Menus	Define and edit web menus, including the creation and modification of links from EMS Web Appto other web pages.
Define and Edit Everyday User Process Templates	Define users’ access to process templates that are used in EMS Web App.
Define and Edit Everyday User Security Templates	Define users’ access to security templates that are used in EMS Web App.
Define and Edit Help Text	Define and edit help text, page labels, and so on.
Define and Edit Everyday Users	Define and edit the users who have access to EMS Web App.
Web Reservations	Run the Web Reservations Browser, which displays reservations entered into your EMS database through EMS Web App.

Process	Permission Granted
Booking Notice Statistics	Run, review, and print the Booking Notice Statistics report.
Check In Status	Run the Check In Status utility, which allows users to determine whether a group has checked in (or out) at your facility.
Check In Statistics	Run, review, and print the Check In Statistics report.
Define and Edit Reservation Wizard Templates	Add, change, or delete reservation wizard templates.
Early Check Out Report	Run, review, and print the Early Check Out Report.
Arrivals and Departures Report	Run the Arrivals and Departure report, which lists the respective arrival and departure times for each booking.
Groups With Multiple Bookings	Run, review, and print the Groups With Multiple Bookings report.
No Show Report	Run, review, and print the No Show Report.
No Show Wizard	Run the No Show Wizard.
Room Occupancy Summary	Run, review, and print the Room Occupancy Summary report.
Transition Report	Run, review, and print the Transition report.
Visitor Report	Run, review, and print the Visitor report.

Process	Permission Granted
Administrative processes
Allow Domain Selection	Allows the user to select from all domains that are configured in the Academic planning area.
Copy Term Preferences	Allows a user to copy course preferences from one term to another.
Define and Edit Domains	Create and/or edit domains within the Academic Planning-Configuration area of EMS Academic Planning.
Define and Edit Final Exam Schedule Templates	Allows the user to create or make changes to the Final Exam Schedule template.
Define and Edit Final Exam Sessions	Allows the user to create and publish final exam sessions.
Define and Edit Optimization Scenarios	Allows the user to create and apply an optimization scenario.
Edit Terms	Allows the user to edit the mode of a term.
Manually Update SIS	Allows the user to manually push location updates back to the SIS, assuming that this has not been automated in the system parameters.
Publish/Unpublish Terms	Allows the user to publish a term and create room reservations in EMS or unpublish a term and delete room reservations in EMS.

Process	Permission Granted
Define and Edit Academic Units	Allows the user to add or edit academic units.
Define and Edit Course Types	Allows the User to assign course types to event types.
Define and Edit Instructors	Allows the user to set the importance level of synchronized instructors.
Match Course Type/Room Types	The user can match a course type to a room type (or vice-versa) for course optimization.
Synchronize Academic Unit	User can synchronize the specified item from the SIS.
Synchronize Buildings	User can synchronize the specified item from the SIS.
Synchronize Course Types	User can synchronize the specified item from the SIS.
Synchronize Courses	User can synchronize the specified item from the SIS.
Synchronize Instructors	User can synchronize the specified item from the SIS.
Synchronize Room Types	User can synchronize the specified item from the SIS.
Synchronize Rooms	User can synchronize the specified item from the SIS.
Synchronize Subjects	User can synchronize the specified item from the SIS.
Synchronize Terms	User can synchronize the specified item from the SIS.

Process	Permission Granted
Add Courses	Allows the user to add new courses during Define & Edit mode or Dual mode.
Add Sections	Allows the user to create a new section of an existing course (copy courses) during Define & Edit mode or Dual mode.
Edit Course Credit Hours	User can edit the specified course detail during Define & Edit mode or Dual mode.
Edit Course Days of the Week	User can edit the specified course detail during Define & Edit mode or Dual mode.
Edit Course Enrollment	User can edit the specified course detail during Define & Edit mode or Dual mode.
Edit Course Instructor	User can edit the specified course detail during Define & Edit mode or Dual mode.
Edit Course Notes	User can edit the specified course detail during Define & Edit mode or Dual mode.
Edit Course Number	User can edit the specified course detail during Define & Edit mode or Dual mode.
Edit Course Seat Fill	User can edit the specified course detail during Define & Edit mode or Dual mode.
Edit Course Section	User can edit the specified course detail during Define & Edit mode or Dual mode.
Edit Course Start/End Dates	User can edit the specified course detail during Define & Edit mode or Dual mode.
Edit Course Start/End Times	User can edit the specified course detail during Define & Edit mode or Dual mode.
Edit Course Subject	User can edit the specified course detail during Define & Edit mode or Dual mode.
Edit Course Title	User can edit the specified course detail during Define & Edit mode or Dual mode.
Edit Course Type	User can edit the specified course detail during Define & Edit mode or Dual mode.
Edit/Cancel Courses	User edit or cancel existing courses during Define & Edit mode or Dual mode.
Override Time Block Patterns	User can edit the Time Block for a term during Define & Edit mode or Dual mode.
Preassign Scenarios	User can create and run Pre-assignment optimization scenarios during Set Preferences mode or Dual mode.
Search for Rooms	User can search for rooms during Define & Edit mode or Dual mode.
Set Preferences	User can set preferences for the course (for optimization) during Set Preferences mode or Dual mode.
Set Specific Room Preferences	User can choose a specific room in Set Preferences mode or Dual mode.
Share Space Across Domains	User can share space between two courses on different domains during Define & Edit mode or Dual mode.
Share/Unshare Space	User can share or unshare space between two courses on the same domain during Define & Edit mode or Dual mode.

Process	Permission Granted
Academic Book	User can access the Academic Book.
Academic Browser	User can access the Academic Browser.
Open Course Navigator	User can open a course in the Navigator window.