Operator WizardOperator WizardEach Operator definition consists of a unique Operator ID, a description of where it has been assigned, a Command List and a list of protected conditions that the Operator ID will override. Operator IDs are used to execute commands and wizards at a workstation that have not been permitted in the current user’s defined command list, and to bypass or override certain system blocks.
From the List Policies window, you can create, display, modify, copy, or remove the Operator policies. Click Close to exit the wizard.
Attributes
The Operator policy includes the following attributes.
| • | Name |
| • | Description |
| • | Overrides |
| • | User Access |
This attribute may be any word or any name. The name must be 10 characters or less, and may not include spaces or punctuation, except for dash (-), underscore (_), and dollar sign ($). Additionally, the pipe character (|) may not be used. This name should be kept secret. Do not write this name anywhere. Each Operator policy must be uniquely identified by its ID. Any number of operator IDs may be defined for different functions and for different staff members.
Note: Unlike other policy names, the Operator policy name can be modified. Operator policy names act as passwords in SirsiDynix Symphony, so it is wise to change them periodically.
Each Operator ID may be assigned to a specific library staff member or to a library department. This attribute may be used to identify the assignment (e.g., CIRCHEAD, CLERK1, BSMITH). The description may be up to 60 characters in length. Although the Description attribute may contain spaces and punctuation, the pipe character (|) cannot be used.
An Operator ID typed in an Override text box establishes the authority to change or ignore the system blocks specified in the Override list. Use the Policy List gadget to select one or more overrides. Go to the Operator Policy Override Codes topic for a list of available overrides.
Note: For Demand Management, you may need to create new operator policies for system-range hold overrides.
This attribute enables users to execute a wizard they are not normally allowed to use, as long as they type the correct override. Like command lists, the User Access policy determines which wizards are allowed to a given user. When a WorkFlows user logs in, the user’s User Access policy is verified and only the wizards permitted for use are downloaded to the desktop. If a user attempts to execute a wizard that is not permitted, an Override window appears. When an Operator policy is typed, the system checks the user access associated with the Operator policy to ensure that the wizard is authorized for use. In effect, by typing an Operator policy, a user is temporarily permitted to use the wizards allowed for another user access.
Select a User Access policy from the list. The User Access Policy helper (User Access Wizard) is available for you to create a new user access or modify an existing one, if needed.
Note: If this attribute is left blank, you cannot have temporary access to the wizards specified in the User Access policy.
For example, a User Access policy, CIRCASST, has been created for library assistants who work at the circulation desk. The CIRCASST user access is permitted to perform most circulation functions, but is not allowed to use the Add Brief Title wizard. Another User Access policy, CIRCSUP, is used by the circulation supervisor, who is permitted to use the Add Brief Title wizard. An Operator policy, CIRCGO, uses CIRCSUP in its User Access attribute. When a library assistant attempts to use the Add Brief Title wizard, an override window appears. The circulation supervisor can type the Operator ID, then use the wizard on this one occasion.
Related topics
Access Control Configuration Wizards
Operator Policy Override Codes
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