Setting up the Trip Folder as read only

A system administrator can allow users or groups of users to have read-only access to order information on any tab of the Trip Folder. The system treats the Lock User Edit feature as a menu or toolbar. It can be saved with or without the background window layout.

  1. Unless you need to hide a standard default field, or add a non-standard default field, it is a good practice to not include the form layout when saving the Lock User Edit feature. This way, when a new release of TMW Operations is installed, the new standard default layout will apply, while still maintaining the Lock User Edit read-only feature.

  2. When a layout includes the Expand/Collapse control, the control is also disabled.

  1. Open the Trip Folder.

  2. Do one of the following:

  3. Retrieve an order.

    Note: The information in the Trip Folder always appears to be read-only when no order is displayed. Retrieve an order to see the effect of the Lock User Edit feature.

  4. Right-click in the Trip Header.
    A shortcut menu opens.

    image1

  5. Select image2 Toggle Lock User Edit.

    The icon changes to a image3 closed lock with a pencil.

    All the fields in the Trip Folder are now read only.

  6. If you are saving the window (form) layout along with the Lock User Edit feature, do the following:

    1. Right-click in the Trip Header.

    2. Verify or select the Toggle Include Form Layout so that the option includes a image4 check icon.

  7. Save the layout.

    • If you had loaded a saved layout, right-click in the Trip Header and select Save Layout to Database.

    • If this is a new layout, do the following:

      1. Right-click in the Trip Header and select Save New Layout to Database.
        The Save Form Layout window opens.

      2. Enter a name for the new layout.

      3. If you want this layout to be your default layout, select the Set as Default checkbox.

      4. Click OK.

  8. Assign the layout to users or groups of users.