In Security I recently updated a few users to Worker Type Staff (and Type:User) I THINK I've looked at every point of security to make this work BUT when these particular Users add a step to a plan their user name doesn't appear in the drop down worker field - what am I missing??? Please help!
Just noticed that these users/workers can add notes but cannot save the step plan
Derrell, I know you mention security but did you add the Worker ID from Tessitura and Worker type to the User screen in Security?
Darrell,
Here also is the list of what I put together of what needs to be considered when setting up users for plans:
Normal 0 false false false EN-US X-NONE X-NONE
Const Plans RB
Const Plans TAB
Const Portfolios RB
Const Workers RB
Under USER add their Constituent ID for their WORKDER ID and select a WORKER TYPE
tr_plan_priority
tr_plan_source
tr_plan_status
tr_plan_type
tr_worker_role
tr_worker_type
Have you added a worker type to that staff member’s individual Tess record on the Worker Setup screen in the Plans tab? I think that may be all you have to do to have them appear in the worker dropdown of the Step detail screen.
Jason
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Terry Stevens Sent: Thursday, April 14, 2016 9:08 AM To: Jason Cabral <jcabral@publictheater.org> Subject: Re: [Tessitura Development Forum] Making Users "Workers"
From: Darrell Jones <bounce-darrelljones8445@tessituranetwork.com> Sent: 4/14/2016 12:17:08 AM
This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
Yes that was the first thing.
DARRELL JONES | Customer Service Coordinator | Tasmanian Symphony Orchestra Pty Ltd
1 Davey Street, Hobart, Tasmania | GPO Box 1450 Hobart, Tasmania
Tel 03 6232 4404 | Email jonesd@tso.com.au | Website www.tso.com.au
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Terry Stevens Sent: Thursday, 14 April 2016 10:56 PM To: Darrell Jones Subject: Re: [Tessitura Development Forum] Making Users "Workers"
Hi Jason,
That was the first thing I did and didn’t expect to have to do anything else.
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jason Cabral Sent: Thursday, 14 April 2016 11:28 PM To: Darrell Jones Subject: RE: [Tessitura Development Forum] Making Users "Workers"