It sounds like you're trying to define functional roles kind of like what you 
have with ITSM (sorry, I keep going back to that).  There, you've got 
permissions that get added to your profile, but then you can also have roles 
within a support group that give you additional "permissions" or functionality 
within the system.  In that case, you may have Remedy permissions that allow 
you to submit and edit records (kind of like your A1_Change group), but then 
based on your role within a support group, you can enabled or disable certain 
functionality in the application.

In your case, perhaps you could maintain conceptual groups - these groups don't 
correspond to Remedy permission groups, they just define what functionality you 
want to be available to users.  Users can then be added to and removed from 
these conceptual groups by someone in the Maintainer "group".  As users use the 
application, you would check whether they belong to certain groups and disable 
or enable functionality when forms load and/or when they attempt to take 
certain actions.  For example, you build everything pretty much just like you 
would for the person that has all permissions, and then selectively remove or 
disable functionality that JoeUser doesn't have as forms are viewed by that 
person.

Does that make sense?  In that case, you still only have the one Remedy 
permission group, and you're free to define more groups as you see fit without 
causing server recaching, etc.  The catch is that as you add groups, you still 
need to add logic to take those into account.  I don't know if there's an easy 
way around that, though.  If you wanted to make adding groups and defining 
their functional abilities both configurable, that starts getting pretty 
complex...

Lyle

-----Original Message-----
From: Action Request System discussion list(ARSList) 
[mailto:[email protected]] On Behalf Of Reiser, John J
Sent: Friday, August 21, 2009 6:51 AM
To: [email protected]
Subject: Re: Functional Group usage (long post)

Lyle,

I was going in that direction at first but I backed off of manipulating
the User form. I already have 235 groups and most of them are for
notification purposes. I was hoping to avoid adding more groups that
would just be for notification and "reporting" roles. If I get this
working I should be able to eliminate some of the Groups for other
applications and use this format.

I only need one (1) group to permit changes (A1_Change) on the
application. So any new user will get their account created with
A1_Change permissions. When the customer needs to add a new functional
group (Procurement) the Maintainer can create the pseudo-group in the
permissions form and pull in the new employee to that functional group.
They could then select check boxes for Create , Change or Maintain
depending on what they want that permission group to do.  
If we use additional ARS Groups they will need to wait for an ARS Admin
to create the group, set up the workflow and add it to the proper table
for the Maintainers to have access.

I'm just trying to off load the tasks that can be better maintained by
some one closer to the business process and reduce the amount of
unnecessary Groups for the system to cache.
Am I complicating things?
Is there a point when there are too many Groups?

Thanks,

--- 
John J. Reiser 
Senior Software Development Analyst 
Remedy Administrator/Developer 
Lockheed Martin - MS2 
The star that burns twice as bright burns half as long. 
Pay close attention and be illuminated by its brilliance. - paraphrased
by me 
-----Original Message-----
From: Action Request System discussion list(ARSList)
[mailto:[email protected]] On Behalf Of Lyle Taylor
Sent: Thursday, August 20, 2009 6:16 PM
To: [email protected]
Subject: Re: Functional Group usage (long post)

If I'm understand you correctly, and you're primarily wondering about
how to give Maintainers the ability to move people into and out of the
four groups, this may not be too difficult.  If you use filters to
update the User form (you shouldn't have to have anyone update the Group
form, since you'll create the 4 groups as an Administrator, and they
shouldn't change once created unless you add more functional groups to
your list), then you don't need to give the Maintainers Administrator
privileges.

You could take an approach similar to how ITSM handles it.  There is a
form that stores the ITSM-related permissions that users have been
granted and a form for maintaining those permissions (you could do it
all on one form, if you wanted to).  Changes made to the form that
stores their permissions trigger filters that make the appropriate
updates to the User form, adding and removing them from the appropriate
Remedy group.  For example, if you add CS permissions to JoeUser in your
form, it would trigger a filter that adds that to the Groups list on the
User form.

Then, your main problem is just limiting access to that form to people
with Maintainer permissions, or locking it down (disabling update
ability) for non-Maintainers.

Does that make sense?  Would something like that work for what you're
looking for?

Lyle

-----Original Message-----
From: Action Request System discussion list(ARSList)
[mailto:[email protected]] On Behalf Of Reiser, John J
Sent: Thursday, August 20, 2009 2:32 PM
To: [email protected]
Subject: Functional Group usage (long post)

Hello Listers,
ARS 7.1 patch 4
MS SQL 2005
MS 2003 Enterprise SP2

I am trying to nail down a method to using functional groupings for
users.
We have 4 functional groups for an application.
CustService (CS), Tech, Logistics(Log) and Maintainer

The first three deal with handling customer requests.

CS and Log can create and change Customer Requests.
Techs cannot create but can change requests.
Maintainers can create and change requests. They must also maintain data
driven menus via workflow.

                CS      Tech    Log     Maintainer
-----------------------------------------
Create  X               X       X
Change  X       X       X       X
Maintain                                X

I was going to make 4 entries in the Group form but the Maintainers need
to move users in and out of the four functional groups. I can't give the
Maintainers access to the Group and User form because the ARServer has
multiple tenants using other applications. I would not be able to
restrict them to this application's users because as new people are
added we do not know if they will eventually work this application. Plus
if the Maintainer removes someone from all of the groups they would not
be able to get them back if we setup row-level access restrictions.

I thought a data driven form could be used as a pseudo-group form to
control who can create, change or maintain the primary form's data and
menus.
I'm just having a hard time getting my mind wrapped around structure of
this idea.
I need a table to track what I tried to display above. The "Permissions"
form would be extensible if they added a new functional group.
Then I think I would need to use a join to the People_Info form so I
could flag a global field on the Request form to restrict the current
$USER$ to their functional group permissions. Set flag = CS and the
workflow would prevent them from seeing the Menu Maintenance button, or
Flag = Tech and they get warned when they open the form in "New" mode.
Of course that means I have to hard code information into the Workflow
to make the proper restrictions/allowances.

Does this sound like the right course of action?

Thanks for being a sounding board.
 
--- 
John J. Reiser 
Senior Software Development Analyst 
Remedy Administrator/Developer 
Lockheed Martin - MS2 
The star that burns twice as bright burns half as long. 
Pay close attention and be illuminated by its brilliance. - paraphrased
by me 

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