Purpose: Assigning reports with the 'View Unassigned Reports' selection allows an Agency Maintain User to assign and grant permissions to specific reports in a SYSID.  Selected reports or ALL reports can be assigned along with permissions.

How to assign reports:

1. From the Welcome screen, select 'User Maintenance'.

2. From the User Maintenance Menu screen select 'User Maintenance by User'.

3. On the left corner of the page select 'Find New User' or find the user on the ‘User Maintenance by User’ list that is displayed.

4. Enter the last name or first name in the User Lookup box and select 'Find'.

Note:  Agencies cannot change the agency code field.

5. Choose the blue 'Select' button next to the employee to whom you are granting access.

6. Select the 'Edit' button next to the SYSID you would like to add.

7. This will expand the table. Checkmark the 'View Reports' and click Save.

Note:  Authority must be assigned for each SYSID unless the Duplication function is used. 

8. Once SYSID(s) have been added 'Report' will display next to each assigned SYSID. Select 'Report' to add SYSID specific reports.

9. A new screen 'Report Assignment Maintenance' will open. Select 'View Unassigned Reports' to view reports available for assignment.

•  To assign ALL reports in the selected SYSID with agency wide access, checkmark the 'Assign Permissions' box then 'Assign All'. After clicking the 'Assign All' button, the report and permissions are officially assigned to the user and no further steps are required.

• To assign certain reports with limited pay location access, checkmark the box in the 'Assign' column then select ‘Assign Selected’.  A list of all reports assigned to the user in the specified SYSID will then be displayed. 
• Expand the permissions column to enter the pay locations for each report.  Select ‘Save’ and ‘Add’.  For more information on assigning pay locations see Assigning Permissions in Online Reporting.

• To assign certain reports with agency wide access, checkmark the 'Assign Permissions' box then select the reports to be assigned by placing a checkmark in the box(es) in the assign column. 
• Choose 'Assign Selected' to give report and permission authority to the user and no further steps are required.