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Before you can use GOLDWriter, security must be set up for each employee that will be using GOLDWriter.
Note: Someone in your institution (probably a supervisor or officer) must have security to the Security > Setup screen in CIM GOLD in order to set up preferences and options for GOLDWriter. |
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To set up security:
1. | Access the Security > Setup screen in CIM GOLD. |
2. | Select the Employees radio button, and then select the employee name form the list view. For more information about setting up security, see the Security > Setup screen in the Security in CIM GOLD manual. |
3. | Access the System tab. |
4. | Expand the PC Applications node, and select either the Maintain or Inquire radio buttons next to GOLDWriter Access, as shown below. |
5. | Click <Save Changes>. |
Security > Setup Screen, System Tab in CIM GOLD
That employee now has access to GOLDWriter. They can log on to GOLDWriter as they do any GOLDPoint Systems application.
Your institution's security officer must give each employee access necessary for file maintenance or inquiry to accomplish their tasks. File maintenance access allows employees to create, edit, and run reports in GOLDWriter. Inquiry access allows employees to run reports, but they cannot create new reports or edit existing reports.