Module Configuration - Secured Area Management

PROPRIETARY

REVN/PUBL DT 10/09/2024  v4.202408


TABLE OF CONTENTS


Overview

Users must be a System Admin (SA) to be able to access the System Administration landing page to make needed configuration changes to the module.


The following do not apply for the Secured Area Management module:

  • System Parameters



Cross Module Assignment Rules Secured Area Management Module


System Administrator Mode landing page > System Setup menu > System Profile submenu > SYSTEM PROFILES screen > Global tab > Rules for Cross Modules Assignments profile


Assets (Property Management module):

Ignore Secured Area Accesses when Assigning Assets

Ignore Secured Area Classification when Assigning Assets 


Contracts (Contract Management module):

Ignore Secured Area Accesses when Assigning Contracts

Ignore Secured Area Classification when Assigning Contracts


Documents (Document Control module):

Ignore Secured Area Accesses when Assigning Documents

Ignore Secured Area Classification when Assigning Documents


External Personnel (External Personnel Management module):

Allow External Personnel to be assigned to Secured Areas

 

Personnel (Personnel Management module):

Ignore Secured Area Accesses when Assigning Personnel 

Ignore Secured Area Classification when Assigning Personnel



Drop-Down List Boxes by Tabs and the corresponding Profiles - Secured Area Management Module


Unless otherwise stated, the profiles for this module are located:

System Administrator Mode landing page > System Setup menu > System Profile submenu > SYSTEM PROFILES screen > Facility tab > Secured Area Management tab


Alarm/Equipments Tab

Default Drop-Down Field NameCorresponding System Profile
ALARM screen
Access Control TypeAlarm - Access Control Type
Alarm ProviderAlarm - Provider
AMENITIES screen
TypeAmenity - Type
EQUIPMENT screen
Equipment TypeEquipment - Type
StatusEquipment - Status


Assignments Tab

There are no modifiable drop-downs on this tab.


Associated Documents Tab


Default Drop-Down Field NameCorresponding System Profile
Document TypeAssociated Document Type - Secured Area


DSS147 Tab


Default Drop-Down Field NameCorresponding System Profile
Secured Area TypeArea Type


Inspection/History Tab

Default  Drop-Down Field NameCorresponding System Profile
SECURED AREA MANAGEMENT - ACCREDITATION HISTORY screen
Accreditation TypeAccreditation History - Accreditation Type
StatusAccreditation History - Status
Storage TypeAccreditation History - Storage Type
Approved By

Accreditation History - Approved By Customer

Built To Standard

Accreditation History - Built To Standard

SECURED AREA MANAGEMENT - INDUSTRY PARTNER screen
Status
Industry Partner - Status
SECURED AREA MANAGEMENT - INSPECTION screen
Inspection TypeInspection - Type
Inspecting OrganizationInspection - Organization
RatingInspection - Rating
SECURED AREA MANAGEMENT - WAIVER HISTORY screen
RestrictionWaiver History - Restriction
StandardWaiver History - Standard


Secured Area Information Tab

Default  Drop-Down Field NameCorresponding System Profile
Secured Area TypeArea Type 
StatusStatus
ClassificationClassification
Access(es)

Access

Owner

Owner


Field Modification Secured Area Management Module


System Administrator Mode landing page > System Setup menu > Field Labels submenu > SETUP SCREEN > Secured Area Management icon > SETUP SCREEN DETAIL screen:

ALARM/EQUIPMENTS section

INSPECTION/HISTORY section

SECURED AREA INFORMATION section


The Field Labels module allows you to:

  • Hide a field
  • Hide a field except for users with Update permission
  • Configure User Defined Fields (UDFs)
  • Designate a field as required
  • Rename a field
  • Change field formatting – Capitalize the entire field name, or capitalize the first character of each word


Permissions Secured Area Management Module


System Administrator Mode landing page > User Setup menu > User Profile submenu > USER PROFILE MANAGEMENT screen > Permissions tab > Facility Level Permissions tab > SECURED AREA MANAGEMENT section



Profiles - Secured Area Management Module


System Administrator Mode landing page > System Setup menu > System Profile submenu > SYSTEM PROFILES screen:

> Facility Management tab > Secured Area Management tab

> Global tab



System Administrator Mode landing page > System Setup menu > System Profiles submenu > Facility tab > Secured Area Management tab
  • Access
  • Accreditation History – Accreditation Type
  • Accreditation History – Approved by Customer
  • Accreditation History – Built to Standard
  • Accreditation History – Status
  • Associated Document Type – Storage Type
  • Alarm – Access Control Type
  • Alarm – Provider
  • Amenity – Type
  • Area Type
  • Associated Document Type – Secured Area
  • Classification
  • Equipment – Status
  • Equipment – Type
  • Industry Partner – Status
  • Inspection – Organization
  • Inspection – Rating
  • Inspection – Type
  • Owner
  • Status
  • Waiver History – Restriction
  • Waiver History - Standard

System Administrator Mode landing page > System Setup menu > System Profiles submenu > Global tab

•    Access Type

•    Clearance Classifications

•    CUI Type

•    Cross Module Assignment Rules (see the corresponding section below)

•    Rule for Ignoring Special Access/Caveats during Assignments:  Personnel – Secured Areas



Reminders - Secured Area Management Module


System Administrator Mode landing page > Notification Setup menu > Reminder Events submenu > REMINDER SETTINGS screen > SECURED AREA MANAGEMENT section


Reminder
Submodule
Tab/Section
Field Name
Secured Area Waiver Expiration Date
Waiver History

Inspection/History tab > WAIVER HISTORY section > WAIVER HISTORY screen
Expiration Date

Secured Area Next Inspection Date
Inspection
Inspection/History tab > INSPECTION section > Inspection screen
Inspection Date
Secured Area UL2050/CRZH Certification Expiration Date
Alarm and Access Control
Alarm/Equipment tab > ALARM section > ALARM screen
Certification Expiration Date


Rules for Ignoring Special Accesses and Caveats for Assignments Secured Area Management Module


System Administrator Mode landing page > System Setup menu > System Profile submenu > SYSTEM PROFILES screen > Global tab > Rule for Ignoring Special Access/Caveats during Assignments:  Personnel - Secured Areas


Rule that applies to the Secured Area Management module
Rule for Ignoring Special Access/Caveats during Assignments: Personnel - Secured Areas


Rules when Personnel record being set to Inactive


System Administrator Mode landing page > System Setup menu > System Profile submenu > Personnel Security tab > Personnel Management tab:

> Personnel System Parameters > Feature Configuration - Rules when Personnel record being set to Inactive system parameter > Value Y

> Rules when Personnel record being set to Inactive profile 


NOTE:  The Rules when Personnel record being set to Inactive profile displays only when the Feature Configuration - Rules when Personnel record being set to Inactive system parameter Value is set to Y. 


These rules allow for configuration of system behavior when an employee record is set to Inactive status in the Personnel Management module. The below rule in the profile applies to the Secured Area Management module:

  • Unassign from Secured Areas



Sequence - Secured Area Management Module


System Administrator Mode landing page > System Setup menu > Sequence submenu > SEQUENCE MANAGEMENT - ADD screen > SAM Area ID sequence


NOTE:  Selection of a sequence is required to be able to add a secured area record.


Sequence AvailableField Location

SAM Area ID

Secured Area Information tab > Secured Area ID field


User Defined Fields (UDFs) Secured Area Management Module


System Administrator Mode landing page > System Setup menu > Field Labels submenu > SETUP SCREEN > Secured Area Management icon > SETUP SCREEN DETAIL screen > SECURED AREA INFORMATION section > 20 POC and User Defined Field(s) section


UDFs AvailableSETUP SCREEN DETAIL location

20 POC-specific UDFs:

POC1 E-Mail, Employee ID, Name and Phone Number

POC2 E-Mail, Employee ID, Name and Phone Number

POC3 E-Mail, Employee ID, Name and Phone Number

POC4 E-Mail, Employee ID, Name and Phone Number

POC5 E-Mail, Employee ID, Name and Phone Number

SECURED AREA INFORMATION section 

10 Text Entry fields 

10 Date fields

SECURED AREA INFORMATION section > User Defined Fields section